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Personal Lines Account Manager

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7105 West Mequon Road, Mequon, WI, USA

Job Type

Full-Time

About the Role

This is a full-time on-site role for a Personal Lines Insurance Account Manager at Mid-State Insurance in Mequon, WI.


Responsibilities

The Account Manager will be a fully licensed insurance professional, responsible for servicing incoming requests from existing clients, advising on coverage questions, billing inquiries, policy changes, claims, account rounding and more.


Requirements

  • Licensed insurance professional

  • Experience in an independent agency model (working with multiple carriers)

  • Account Management and Customer Service skills

  • Experience with Personal P&C Insurance

  • Knowledge of Insurance policies and regulations

  • Strong communication and interpersonal skills

  • Detail-oriented and organized approach to work

  • Ability to work effectively in a team environment

  • Proactive mindset to seek out answers independently

  • Bachelor's degree in Finance, Business, or related field preferred but not required


Benefits

  • Paid Holidays | Paid Time Off

  • Half day Fridays Memorial Day through Labor Day

  • Flex Time

  • Highly competitive wages

  • Quarterly Bonus Program

  • Full Benefits Package: Medical, Dental, Vision, Life/AD&D, Disability

  • Simple Retirement Plan with Company match

  • Positive environment

  • Privately owned Agency

  • Earn additional Paid Time Off for Volunteering for your favorite Non-Profit

  • Company sponsored Continuing Education and training

  • Discount on personal insurance

  • Wellness Program

  • Community events & Agency sponsored volunteer opportunities

  • Fun Company events to build camaraderie with team members

  • Business casual dress code

  • Pay: Up to $50,000.00 per year

  • 401(k)

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