Wisconsin Licensed Account Manager

Job Summary

Providing superior customer service remotely, the full-time Wisconsin Licensed Account Manager will coach policyholders on coverage options, process endorsements and renewals, and maintain strong agency relationships.

Key responsibilities

• Coach policyholders on selecting appropriate coverage and process endorsements and renewals
• Act as a technical resource for questions and assist in training and developing standard operating procedures
• Cross-sell additional products and maintain strong agency relationships by keeping agents informed of customer circumstances

Required qualifications

• Agent's license or ability to obtain within 60 days of hire (cost covered by the company)
• Prior agency experience with advanced knowledge of Commercial Lines Insurance
• Excellent technology skills and ability to excel in a fast-paced team environment
• High school diploma or GED; associate's degree or coursework preferred
• Completion of CISR, CIC, CPCU, or introductory insurance courses is a plus