Account Manager - Commercial Lines (Onalaska, WI)

Robertson Ryan Insurance•Onalaska, AK

2d•Onsite

About The Position

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency! Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm! Commercial Lines Account Manager: As an experienced Account Manager in Commercial Lines, you will have the primary responsibility of managing customers' service needs. Provide proactive day to day client service by responding to client inquiries and issues in a timely manner. Create new and renewal proposals for prospects and clients. Serving as the customer’s sounding board, and liaison for insurance needs, you will help prepare, deliver, and maintain their custom insurance programs. This is an onsite position for our Onalaska, WI office.

Requirements

Minimum 3 years prior professional experience in Commercial Insurance
Excellent presentation skills, including verbal and written communication.
Strong organizational, time management skills and strong analytical, judgment, and decision-making skills.
Proficient in MS Office Suite.
Licensed in Property & Casualty Insurance
Must be willing to work onsite in our Onalaska, WI office.

Nice To Haves

Applied Epic experienced preferred.

Responsibilities

Responsible for client service.
Respond timely to client service requests as well as identify problems and develop strategic solutions.
Manage communications for new business quotes, renewals, policy changes, audits and billing.
Understand complex exposures including specialty product lines.
Prepare applications, proposals and related items for existing and new business.
Organize and prioritize workflows for assigned book(s) of business.
Provide expert professional support to our Agent Owners and help grow and retain business.
Assist with client management system and support administrative tasks and marketing projects.
Work with sales professionals to review client exposures, loss experience, current coverages and recommend appropriate products and services on an annual basis.
Utilize the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.