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Commercial Lines Account Manager – Milwaukee, WI


Our Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

As the Commercial Lines Associate Account Manager, you are responsible for servicing and retaining commercial lines insurance clients. You are also responsible for providing support to Producers and/or Account Managers in obtaining, maintaining, and expanding business.

In this role, you will:

  • Process lost policy release forms;

  • transmit correspondence to insured and carriers Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request Handle all client inquiries generated from calls in a call center environment

  • Process endorsement requests and secure pricing from carrier if needed

  • Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier

  • Maintain follow-up system with insurance carriers to ensure requests are processed timely

  • Furnish underwriters with additional information as requested

  • Pursue a program for personal and professional development

  • Perform other specific duties and projects as assigned by management

  • Provide sales support when the sales assistant is out of the office; this includes providing quotations and entering policy information into EPIC Daily management the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end

What you offer us:

  • 1-2 years insurance experience Wisconsin property/casualty license appropriate to the position or be willing to sit for exam within 60 days of hire date

  • Well organized with an aptitude for details

  • Strong written and oral communication skills

  • Understand and analyze insurance coverages, forms and policies

  • Work normally scheduled hours and additional time as needed Basic knowledge of Microsoft Office required and EPIC preferred

What we offer you:

  • A rewarding job that helps

  • local businesses in the community

  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

  • A work/life balance because that’s important for all of us

  • Learn from the expertise of your coworkers

  • Growth- We are growing, and so can your career

  • Be part of a motivated team

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)


Base salary of $50K-$60K + Bonus.


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