JOB OVERVIEW

Spectrum Insurance Group is looking for a Personal Lines Account Manager to work out of the Kewaskum or Eden office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

REQUIRED KNOWLEDGE AND SKILLS

 Knowledge of insurance products, rating, and underwriting procedures
 Practical knowledge of quoting process 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
 Attention to detail and ability to complete tasks with a high degree of accuracy

LICENSE AND CERTIFICATION REQUIREMENTS

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

ABOUT US

Spectrum Insurance Group is one of the largest independent insurance agencies in Wisconsin, offering personal, commercial, and employee benefits insurance services. Our agency was founded on a simple philosophy of hard work, loyalty and aggressive representation. With 19 locations throughout Wisconsin, the Spectrum team is made up of highly-regarded sales and service representatives

 Prepares submissions and markets new/renewal business to appropriate carriers
 Responds to all day-to-day inquiries and service issues for assigned clients
 Provides coverage recommendations and collects exposures from clients and prospects
 Maintains agency management system with up-to-date and accurate information
 Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
 Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
 Quotes, analyzes, compares, and recommends coverage options for clients
 Manages renewal timeline to ensure timely execution of client decisions
 Prepares summaries of insurance, renewals, schedules, and proposals
 Reviews client contracts and policies for accuracy
 Supports Agents with new and renewal business presentations as needed
 Builds and maintains strong customer relationships through pro-active communication
 Communicates and educates clients on latest industry trends, issues, and changes
 Attends client meetings as required