Account Manager - Commercial Lines Insurance (WI)

Commercial Lines Account Manager - Property & Casualty Insurance

Dickenshied Cravillion Insurance Services, an independent insurance agency serving the needs of individuals and businesses in the northeast WI area since 1872, is looking for a motivated, disciplined, and driven individual to join their Property & Casualty team.

Dickenshied Cravillion Insurance Services is looking for a licensed P&C, service-oriented professional who is client-focused, enjoys achieving success individually and as part of a team, and is familiar with all aspects of account management. The Account Manager role is a relationship-focused one, best suited for those who are confident in their abilities in point of sale, mid-term policy changes, and renewal management.

The Account Manager will manage an assigned book of business and in expected to deliver a superior client experience by engaging with our client base to educate them on who Dickenshied Cravillion Insurance Services is and what we can offer them as their local insurance agent, to discuss additional product offerings, and to ensure that our clients are paired with the right coverage at the best rate. The ability to build and maintain relationships is imperative to this role.

Responsibilities Include:

New Business:

• Work as an efficient team with agency staff to ensure a client-first experience
• Market and place coverage for new clients
• Uses each contact with the client as an opportunity to review the entire account, round it, and market
• Prepares proposals and completes the application, collects client signatures on all applications, and submits them to carriers
• Follows up with carriers to manage the receipt of quotes and policies in a timely fashion

Retention:

• Reviews all policies 120 days in advance of their expiration
• Re-markets renewal and contacts clients with proposals made with the assistance of Customer Service Representatives
• Maintains and updates files in the agency management system
• Processes incoming email and mail requests, responding promptly and appropriately
• Determines reasons for requests for cancellations; acts to save accounts; works with Customer Service Representatives and Agency Producers, according to agency standards.

Personal and Organizational Development:

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions, prioritizes workflow based on urgency, new business vs. renewal, expiration date of policy, revenue, size of account and potential to close
• Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
• Interacts with others effectively by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer
• Strong ethical values and integrity

Knowledge, Skills, and Abilities:

• Actively holds Wisconsin P&C license
• Ability to communicate orally and in writing with others to explain complex issues
• Ability to receive and interpret complex information and respond appropriately
• Ability to understand written and oral communication and interpret abstract information
• Full knowledge of insurance products and usages
• Thorough, detail-oriented to manage multiple clients, tasks, and requests
• Knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
• Knowledge of insurance markets and reference to markets
• Knowledge of insurance rating and underwriting procedures
• Ability to carry out complex tasks with many concrete and abstract variables
• Ability to utilize computer programs and understand functionality
• Knowledge of or willingness to learn EPIC
• Professional, committed, and self-motivated with the ability to focus on daily tasks
• Proficient with Microsoft Office, Outlook, Word, Excel, etc.
• Manage multiple projects at a time while paying strict attention to detail
• Excellent time and project management skills