Personal Lines Account Manager (HYBRID)

GPAC - Neenah, WI

Full-time - Mid Level

Neenah, WI

Administrative and Support Services

About the position

The Personal Lines Account Manager position at a prestigious insurance agency in Neenah, Wisconsin, is a hybrid role focused on providing exceptional customer service and managing client accounts. The ideal candidate will be self-motivated, organized, and possess strong communication skills, with a commitment to personal and professional growth.

Responsibilities

• Review daily reports, change requests, claim notices, auto ID cards, order MVRs, and issue certificates.
• Review policies for accuracy and prepare for producer delivery or mail/email directly to the client.
• Create summaries of insurance for renewals.
• Mail renewal letters and update renewal information.
• Ability to quote with multiple carriers.
• Process EOI's and all other assigned tasks.
• Complete all assigned projects and tasks in a timely and efficient manner.
• Interact effectively with others using oral and written communications.
• Provide accurate and timely information to those supported.
• Process changes in a timely manner.
• Keep client agency management system data updated by entering new data and documenting actions taken on behalf of the client.

Requirements

• At least 5 years of insurance agency experience.
• P&C insurance license required.
• Agency computer management experience, specifically with Applied Systems.
• Demonstrated excellent oral and written communication skills.
• Excellent organizational skills and ability to prioritize and handle multiple tasks.

Nice-to-haves

• High School diploma with some college-level classes or classes such as CIC/CPCU/ARM/CISR preferred.
• Possess a high level of organizational skills.
• Ability to operate various computer programs, including Microsoft Office Suite and Agency Management Systems.

Benefits

• Medical, Dental, life and temporary disability plan
• 401k + profit sharing plans
• Flex hours
• Hybrid schedule
• Team building activities
• Competitive salary per market
• Great employee retention and voted fantastic company culture