Personal Lines Insurance Account Manager (FT)

BWO Insurance
Oak, WI Full Time
POSTED ON 3/4/2024 CLOSED ON 4/2/2024

Job Posting for Personal Lines Insurance Account Manager (FT) at BWO Insurance

BWO Insurance Group is looking to hire a Personal Lines Account Manager.

Job title: Personal Lines Account Manager.

Experience:
  • 3-5 years’ experience in personal lines insurance.
  • Strong working knowledge of coverages and carriers in the personal lines field. 
  • Bachelors or the equivalent in experience with personal lines.
  • Have a property and casualty license.

Duties:
  • Ability to present and solicit personal lines products to potential and existing clients.
  • Ability to conduct needs-based marketing interviews with potential and existing clients.
  • Strong listening, oral and written communication skills.
  • Ability to take initiative and act effectively in various circumstances without direction.
  • Ability to manage an entire book of business with a focus on key service and production results.
  • Ability to read and understand metrics on the book of business and develop growth plans based on those metrics.  
  • Ability to develop strong relationships with existing customers that ultimately lead to referrals and cross sell opportunities.
  • Ability to set up referral process to generate new business on an existing book of business. 
  • Goal oriented: highly motivated and resourceful to achieve results.
  • Ability to organize and act on several activities concurrently.
  • Manage current clients' accounts and current books of business on a day to day basis, which includes billing, claims, endorsement processing, certificates of insurance, etc.

Position Requirements:
  • Must possess leadership skills and be a role model to less experienced co-workers.
  • Must be a team player, detail oriented and have good verbal and written communication skills.
  • Working knowledge of rating procedures, underwriting procedures, coverages, and industry operations.
  • Strong verbal and written communication skills.
  • Ability to stay focused in a high pressured, fast-paced environment.
  • Ability to understand and manage a book of business using production metrics to drive results.
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Salary.com Estimation for Personal Lines Insurance Account Manager (FT) in Oak, WI
$114,327 to $144,325
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