Job Overview

Harrison Gray Search has partnered with a growing insurance agency that is seeking a Personal Lines Account Manager to join its Stevens Point office. This role works closely with a team of agents to provide excellent customer service and support to individual and group clients. 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
• Monday–Friday Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

Requirements

Required Knowledge and Skills

• Knowledge of insurance products, rating, and underwriting procedures
• Practical knowledge of quoting processes 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
• Strong attention to detail with a high degree of accuracy

License and Certification Requirements

• Valid WI driver’s license with an acceptable driving history
• Current licensure or ability to obtain a Property & Casualty Resident Intermediary license granted by the State of Wisconsin

Responsibilities

• Prepare submissions and market new and renewal business to appropriate carriers
• Respond to day-to-day inquiries and service issues for assigned clients
• Provide coverage recommendations and collect exposure information from clients and prospects
• Maintain the agency management system with accurate, up-to-date information
• Serve as a liaison between clients and vendors/carriers to resolve issues and identify process improvement opportunities
• Track, manage, and document open issues while keeping clients and agents informed
• Quote, analyze, compare, and recommend coverage options
• Manage renewal timelines to ensure timely execution of client decisions
• Prepare summaries of insurance, renewals, schedules, and proposals
• Review client contracts and policies for accuracy
• Support agents with new and renewal business presentations as needed
• Build and maintain strong customer relationships through proactive communication
• Educate clients on industry trends, issues, and changes
• Attend client meetings as required