16 commercial lines account manager jobs found in Port Washington, WI

Job Description Summary Under the direction of the Commercial Lines Team Leader, the Commercial Lines Account Manager - CORE Team, will be responsible for providing support in obtaining, maintaining, expanding and servicing of Commercial Lines Select Accounts. This position could be located in any of our office locations. At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities – Ansay Strategic Initiatives Essential Duties and Responsibilities:...

Job Title: Commercial Lines Account Manager Agency/Platform: Midwest Platform About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary: The Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal (RM/AE) customers. This role requires subject matter expertise in client services and coordination, accurate...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

Essential Duties and Responsibilities:    Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.   Provide assistance to Producers in handling and processing new commercial lines business.   Review renewal requests, endorsements and audits for accuracy.   Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, Certificates of Insurance and Binders.   Obtain Renewal information requested by the company underwriter.   Prepare Pre-Renewal Packets and maintain underwriting and marketing information by carrier.   Review company issued New and Renewal policies for accuracy in rating, typing, endorsements forms and coverages.   Review all Accord applications for accuracy.   Work with Accounting to invoice all premium bearing Agency bill transactions   Handle telephone requests and written miscellaneous correspondence (ex: Bank requests)....

Why Ansay? Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities. We offer: ✅ A robust benefits package, including health coverage and 401(k) matching ✅ Professional development supported with tuition reimbursements and on-site continued education ✅ 32 paid volunteering hours per year to give back to your community ✅ A supportive, team-oriented atmosphere with opportunities for growth Essential Responsibilities Client Support & Relationship Management: Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage. Assist clients with loss claims and follow up as needed based on workflow. Make pre-renewal calls to clients and provide client education as needed. Obtain information requested by the insurance carrier underwriter. Prepare Auto ID cards, Evidence of...

Job Mission :          The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.  The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Key Responsibilities: Day to Day Client Service: Complete the following tasks as requested by the Account Manager or Senior Account Manager: Issuance of renewal of mid-term Certificates or Auto ID cards Policy checking and processing Endorsement and Audit checking and processing Generate requests for invoices on...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Key Responsibilities: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering Manages a renewal book of business, including creation of...

About Acrisure :   Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.   Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and ha s grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.      Job Summary:   At Acrisure, our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of commercial clients, ensuring their insurance...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

Do you enjoy helping customers and working with a team? Are you good at problem solving and do you thrive in a fast paced environment? If so, we are looking for you! R&R Insurance; one of the largest family owned independent agencies in the Midwest, and recent winner of Great Places to Work in Insurance, is looking for an Associate Account Manager to join our team in Waukesha. Let us invest in your future! Become a Knowledge Broker and be proud of the company you work for!   REQUIREMENTS 2-3 years of customer service experience    Experience working within commercial lines insurance agency is a PLUS; Strong technology skills including proficiency with Windows based agency management systems, database functionality, electronic document management system and internet navigation Comfortable speaking to clients and carriers over the phone and in person Sound organizational skills with the ability to multi-task in a fast-paced environment Exceptional...

ESSENTIAL DUTIES AND RESPONSIBILITIES Support all new acquisitions with integration into Ansay and EPIC system and associated training of new Commercial Lines team members    In conjunction with department leadership, train new Account Managers, Account Executives and Producers on essential duties and responsibilities, and guide them through the onboarding process while serving as a key point of contact    Demonstrate strong initiative by implementing, overseeing, and coordinating book consolidations and other special projects related to acquisitions and/or evolving departmental business needs Provide guidance and ongoing feedback to Account Managers, Account Executives, and Producers pertaining to Commercial Lines through regular monitoring and auditing of proper procedures, policies, and customer-focused initiatives, in partnership with and support of department leadership    Stay contemporary on all system(s) updates and capabilities – and be able to assist in training...

Company Overview Recognized as a  Milwaukee Journal Sentinel  Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities. Job Summary Develop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory. Responsibilities include supporting and monitoring sales...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: Grow your underwriting career at a company that offers access and collaboration with the home office, ample promotional opportunities and evolving underwriting centers that allow you to focus on larger accounts.   CNA’s Commercial Middle Markets team provides standard lines commercial property and casualty insurance products such as General Liability, Property, Inland Marine,...

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

Acuity is seeking a Licensed Service Specialist to utilize Acuity's proactive, high-touch approach to assisting Acuity Service Center policyholders on the phone and through chat/email. ESSENTIAL FUNCTIONS: Employ critical thinking and decision-making skills to dynamically offer insurance coverage solutions. Handle requests and miscellaneous correspondence in a prompt, accurate, and courteous manner. Collaborate with other internal departments to ensure a seamless customer experience. Provide a high level of support in maintaining, expanding, and servicing personal lines and commercial accounts through phone, email, and chat. Prepare Auto ID Cards, Evidence of Property, Summaries of Insurance, and Certificates of Insurance in the agency management system. Review policies during the Pre-Renewal process to identify coverage concerns/determine coverage recommendations for the policyholder. Send pre-renewal documentation. Rewrite policies that have canceled or lapsed...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...