37 personal insurance account manager jobs found

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the...

The Account Manager will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting with...

Are you an experienced insurance professional ready to elevate your career in an environment that values growth, innovation, and work-life balance? R&R Insurance Services, one of Wisconsin’s largest independent agencies, is looking for an Experienced Commercial Lines Account Manager to join our award-winning team. If you’re looking for a place that provides both professional development and a supportive, dynamic workplace, R&R could be the next great chapter in your career. At R&R, we don’t just fill positions—we build careers. We provide the tools, the mentorship, and the opportunities for you to take your skills to the next level. If you're ready for a workplace that feels like a community and a team that values your contributions, we want to hear from you. What You’ll Do As a Commercial Lines Account Manager, you will leverage your experience and work directly with clients to provide top-tier service while supporting the Commercial Lines department. In this...

  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer for its team in Milwaukee, WI ! The primary responsibilities of this role are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full-service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager. How You Will Contribute:   Prospect, develop, propose and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal referrals Renew existing customers every year Assist in the collection of...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager. How You Will Contribute:   Prospect, develop, propose and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal referrals Renew existing customers every year Assist in the collection of required coverage...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown  is seeking an Employee Benefits Producer to join our growing team in Milwaukee, WI The Employee Benefits Producer will report to the Sales Leader. Primary responsibilities are to sell new group Employee Benefit Insurance, assist as needed within the department, and manage assigned existing accounts or other duties as determined by your supervisor. How You Will Contribute: Prospect for new business every day to identify client's insurance and needs for Brown & Brown products or services Actively pursue new client prospects through telemarketing, networking, and personal referrals Participate in professional development activities to continue improving knowledge base needed for employee benefits Maintain the proper documentation for existing and prospective clients Acquire and/or...

Personal Lines Account Manager R&R Insurance – Waukesha, WI Are you a Personal Lines professional who enjoys building relationships, managing a book of business, and helping clients truly understand their coverage? R&R Insurance is looking for an experienced Personal Lines Account Manager to join our growing team. This is a client-facing role where you’ll manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs. You’ll play a key role in delivering the high-touch service experience R&R is known for while continuing to grow your technical expertise and industry knowledge. What You’ll Do Manage and service a personal lines book of business, building strong client relationships Serve as a primary point of contact for client questions, coverage reviews, and policy changes Process endorsements, renewals, cancellations, and applications with carrier partners Review policies with...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Key Responsibilities: Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business. Manage renewals end to end, including submission development, proposals, carrier placement, and binding. Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss...

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Provides support to Underwriters by handling a variety of tasks needed for their evaluation of new and renewal business. As an Assistant Underwriter- Transportation, you’ll work closely with other Business Products functions and interacts daily with the product and premium services, premium audit, safety sciences, accounting, and operations support units to ensure service and quality objectives are met. What You’ll Do: Receive and respond to phone calls and emails from agents, brokers, and sales personnel regarding all coverage and transaction types to obtain information needed to properly underwrite, price, and program policies/accounts. Work on underwriting assignments such as loss and risk exposure evaluation through the use of manuals, established procedures, and collected information. Refer business outside of authority limit. Apply underwriting policies, philosophies, and procedures to evaluate the overall acceptability of risk to determine if it fits...

The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.   How You Will Make an Impact Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision. Play a pivotal role in cross-selling and rounding out accounts, as well as...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, you could have the flexibility of work-from-home time as defined by the leadership team. Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated and experienced field claims professional to join our team. This job handles insurance claims in the field under general supervision through the life-cycle of a claim including but not limited to: investigation, evaluation, and claim resolution. This job provides service to agents, insureds, and others to ensure claims resolve accurately and timely. This job requires mastery of claims-handling skills and requires the person to: Investigate and assemble facts, determine policy coverage,...

We are adding a Customer Solutions Specialist I  to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

Sentry Insurance is seeking a Data Engineer - .NET Web Development to join our team in our Middleton, WI office location. The Data Engineer - .NET Web Development will be responsible for designing, planning, implementing, and testing a custom-built web application for Sentry's data lake solution. A critical component of our cloud-based data lake, the application manages all metadata and acts as the presentation layer for the entire ecosystem.  You will implement scalable, resilient, and maintainable features. You will ensure data accuracy, integrity, and security. You will monitor, troubleshoot, and resolve user issues and code defects. At Sentry, we’re more than just insurance—and we can offer you more than just a job. We want you to enjoy a career with us, where you’re in the driver’s seat of your career path with access to resources to help you succeed personally and professionally. What You’ll Do You’ll be a valuable contributor to our team. As a Sentry associate,...

We are adding a Claims Adjudicator to our team! Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities. With over...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate (Environmental and Energy) Broke r  to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Senior Associate (Environmental and Energy) Broker   to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage....

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...