Personal Insurance Service Supervisor

Forward Bank • Phillips, WI

2d

About The Position

Forward Insurance Agency is seeking a Personal Insurance Service Supervisor to lead our Personal Insurance Account Manager team. This role focuses on delivering exceptional customer service, improving retention, creating efficient workflows, and developing a positive, accountable team culture.

You’ll work closely with agency leadership and producers to ensure consistent service standards while coaching team members to grow professionally and succeed.

Requirements

• High school diploma plus additional insurance training
• Valid Wisconsin Property & Casualty license is required
• 2 to 3 years of insurance-related experience
• Strong leadership, coaching, and team-building skills
• Knowledge of personal insurance products, underwriting, and agency workflows
• Excellent customer service and communication skills
• Strong organization, problem-solving, and time management abilities
• Ability to improve processes and manage team priorities

Nice To Haves

• Supervisory or team leadership experience preferred

Responsibilities

• Lead and coach Personal Insurance Account Managers to ensure high service standards
• Oversee workflows, renewals, and retention processes for personal lines accounts
• Develop and maintain procedures, templates, and service guidelines
• Serve as escalation point for complex customer service issues
• Monitor team performance, service metrics, and customer retention
• Support producers with timely, accurate client communication
• Assist with account management duties as needed
• Identify process improvements and drive operational efficiency
• Coordinate carrier training and internal development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED