Personal Lines Account Manager
Synectics Inc., Stevens Point, WI, United States
Job Overview
The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Prepares submissions and markets new/renewal business to appropriate carriers.
Responds to all day-to-day inquiries and service issues for assigned clients.
Provides coverage recommendations and collects exposures from clients and prospects.
Maintains agency management system with up-to-date and accurate information.
Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
Tracks, manages and documents open issues keeping the client and agent informed of status and resolution.
Quotes, analyzes, compares, and recommends coverage options for clients.
Manages renewal timeline to ensure timely execution of client decisions.
Prepares summaries of insurance, renewals, schedules, and proposals.
Reviews client contracts and policies for accuracy.
Supports Agents with new and renewal business presentations as needed.
Builds and maintains strong customer relationships through pro‑active communication.
Communicates and educates clients on latest industry trends, issues, and changes.
Attends client meetings as required.
Requirements
Knowledge of insurance products, rating, and underwriting procedures.
Practical knowledge of quoting process and tools.
Excellent verbal and written communication skills.
Strong analytical thinking, business acumen, and organizational skills.
Proficient computer skills including the ability to document and access information.
Ability to follow existing processes, procedures, and verbal instruction.
Ability to manage multiple priorities, accurately, efficiently, and independently.
Attention to detail and ability to complete tasks with a high degree of accuracy.
License and Certification Requirements.
Valid WI driver's license and acceptable driving history.
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin.
Qualified candidates will be licensed and have 3+ years of personal lines experience.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
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The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
Prepares submissions and markets new/renewal business to appropriate carriers.
Responds to all day-to-day inquiries and service issues for assigned clients.
Provides coverage recommendations and collects exposures from clients and prospects.
Maintains agency management system with up-to-date and accurate information.
Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
Tracks, manages and documents open issues keeping the client and agent informed of status and resolution.
Quotes, analyzes, compares, and recommends coverage options for clients.
Manages renewal timeline to ensure timely execution of client decisions.
Prepares summaries of insurance, renewals, schedules, and proposals.
Reviews client contracts and policies for accuracy.
Supports Agents with new and renewal business presentations as needed.
Builds and maintains strong customer relationships through pro‑active communication.
Communicates and educates clients on latest industry trends, issues, and changes.
Attends client meetings as required.
Requirements
Knowledge of insurance products, rating, and underwriting procedures.
Practical knowledge of quoting process and tools.
Excellent verbal and written communication skills.
Strong analytical thinking, business acumen, and organizational skills.
Proficient computer skills including the ability to document and access information.
Ability to follow existing processes, procedures, and verbal instruction.
Ability to manage multiple priorities, accurately, efficiently, and independently.
Attention to detail and ability to complete tasks with a high degree of accuracy.
License and Certification Requirements.
Valid WI driver's license and acceptable driving history.
Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin.
Qualified candidates will be licensed and have 3+ years of personal lines experience.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
#J-18808-Ljbffr