Bilingual Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a detail-oriented and customer-focused Bilingual Personal Lines Customer Service Representative (CSR) to provide exceptional service and support for personal lines insurance clients. The ideal candidate has proven experience in account management, is fluent in English and Spanish, and thrives in a collaborative, client-centered environment.

Responsibilities

• Act as the primary contact for personal lines clients, addressing inquiries, requests, and policy changes in a prompt and professional manner.
• Provide customized insurance advice tailored to individual client needs, ensuring their policies meet both current and future requirements.
• Manage an assigned portfolio of clients with a focus on retention, satisfaction, and cross-selling opportunities.
• Process renewals, endorsements, claims, and policy changes efficiently and accurately, ensuring all documentation meets compliance standards.
• Communicate effectively with clients in English and Spanish, providing education and guidance on insurance products, processes, and claims.
• Proactively identify upselling and cross-selling opportunities to enhance client coverage and build long-term relationships.
• Collaborate with underwriters, carriers, and other departments to resolve client issues promptly.
• Maintain meticulous records of client interactions and transactions within the CRM system.
• Stay informed on industry trends, policy changes, and regulatory updates to provide clients with the most current and relevant information.

Qualifications/Requirements

• Language Proficiency: Fluency in English and Spanish is required.
• Education: High school diploma or equivalent required.
• Licensing: Current and active insurance license for personal lines is required (or the ability to obtain licensing within a specified timeframe).
• Experience: 2+ years of experience in customer service, insurance, or account management, with knowledge of personal lines insurance products.
• Technical Skills: Proficiency with CRM software and standard office tools, such as Microsoft Office (Word, Excel, Outlook).
• Soft Skills: Strong interpersonal, communication, and organizational abilities. Demonstrated empathy, patience, and cultural sensitivity in client interactions.
• Problem-Solving: Ability to analyze client needs, offer tailored solutions, and resolve issues efficiently.
• Time Management: Skilled in prioritizing tasks in a fast-paced and deadline-driven environment.
• Team Player: Proven ability to collaborate and communicate effectively with internal teams while maintaining a strong focus on client satisfaction.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JS1

Job Description: Commercial Insurance Producer

Job Summary

Seeking a motivated and client-focused Commercial Insurance Producer to join a dynamic team. This role involves building relationships with new and existing clients, assessing their commercial insurance needs, and providing customized insurance solutions. The ideal candidate will be a licensed insurance producer who thrives in a fast-paced environment, demonstrates strong communication skills, and is dedicated to delivering exceptional service. This is an excellent opportunity to grow a career while helping clients protect their businesses effectively.

Responsibilities

• Build and maintain strong relationships with clients and prospects, providing expert guidance on their commercial insurance needs.
• Identify new business opportunities through networking, cold-calling, referrals, and attending industry events.
• Conduct risk assessments to evaluate clients' unique business exposures and recommend tailored insurance coverage options.
• Present and explain policy terms, coverage, and benefits to clients to ensure full understanding and satisfaction.
• Negotiate and secure competitive insurance packages with underwriting partners on behalf of clients.
• Develop and execute sales strategies to achieve and exceed sales targets and expand the client portfolio.
• Stay informed on market trends, industry regulations, and product knowledge to deliver accurate recommendations to clients.
• Collaborate with colleagues and internal departments to ensure efficient processes and exceptional service.
• Maintain accurate client records, manage renewals, and address policy changes or claims when necessary.

Qualifications/Requirements

• Insurance License: Active Property & Casualty Insurance Producer license required.
• Experience: Proven experience in commercial insurance sales or a related field; a strong client book is a plus.
• Sales Skills: Demonstrated ability to prospect, negotiate, and close deals effectively.
• Communication Skills: Exceptional written and verbal communication skills.
• Interpersonal Skills: Strong relationship-building, networking, and client management abilities.
• Industry Knowledge: Familiarity with commercial insurance products, policy types, and coverages.
• Technology Proficiency: Comfortable using CRM software, Microsoft Office Suite, and insurance quoting platforms.
• Detail-Oriented: Strong organizational skills with a commitment to accuracy in policy management and documentation.
• Team-Oriented: Ability to collaborate effectively with others in a professional environment.
• Adaptability: Openness to learning and flexibility to adapt to evolving market conditions and client needs.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-NC1

Job Summary

We are seeking a dynamic and motivated Commercial Insurance Middle Market Producer to join our dedicated team. The successful candidate will be responsible for generating new business and retaining existing clients within the commercial insurance sector. This role requires the ability to build and maintain strong relationships with clients, as well as a comprehensive understanding of insurance products and regulations.

Responsibilities

• Prospect and generate leads to acquire new business within the middle market segment.
• Conduct thorough risk assessments and underwriting analysis to provide tailored insurance solutions to clients.
• Develop and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
• Collaborate with underwriters, claims professionals, and other internal stakeholders to deliver comprehensive and competitive insurance proposals.
• Stay abreast of market trends, industry developments, and changes in insurance regulations to effectively advise clients and drive business growth.

Qualifications/Requirements

• Proven experience as an Insurance Producer specializing in commercial insurance, preferably within the middle market segment.
• Strong sales and negotiation skills with a track record of meeting or exceeding targets.
• In-depth knowledge of commercial insurance products, underwriting principles, and risk management.
• Excellent communication and interpersonal abilities to effectively engage with clients and internal teams.
• Relevant insurance licensing and certifications as required by state regulations.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-AS2

Job Summary:

We are seeking a dynamic and experienced Commercial Lines Account Manager to join our team. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts and providing exceptional customer service to clients. They will work closely with insurance carriers, underwriters, and other stakeholders to ensure the best coverage and service for clients.

Responsibilities:

• Build and maintain strong relationships with clients, understanding their needs and providing proactive and strategic account management.
• Collaborate with insurance carriers and underwriters to negotiate coverage and pricing for clients.
• Analyze insurance policies and provide risk management advice to clients.
• Handle policy renewals, endorsements, and other account servicing tasks.
• Keep up to date with industry trends, regulations, and changes in the insurance market.
• Prepare reports, presentations, and other materials to effectively communicate with clients and internal stakeholders.
• Identify and pursue opportunities for account growth and cross-selling of additional products or services.

Qualifications/Requirements:

• Proven experience as a Commercial Lines Account Manager or similar role within the insurance industry.
• In-depth knowledge of commercial insurance products, coverages, and underwriting processes.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Strong negotiation and analytical skills.
• Proficiency in using insurance agency management software and Microsoft Office suite.
• An active P&C (Property and Casualty) License is preferred.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-RC1

Commercial Lines Account Manager 

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage, general liability, workers compensation, property and small market 
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Assisting in preparing certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.

#LI-BD1

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a dynamic team. As part of a well-established, medium-sized agency with a reputation for integrity and excellence, you will play a key role in managing and growing a employee benefits accounts. This is an excellent opportunity for a professional who is passionate about delivering exceptional customer service and building lasting client relationships.

• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid model (2 days in-office, flexible schedule)

Responsibilities

• Manage a portfolio of employee benefits accounts, focusing on level and fully insured groups ranging from 2-100 lives.
• Provide end-to-end customer service, including quoting new and renewal business, building navigators, and addressing client inquiries.
• Collaborate with producers, account managers, and customer service representatives to deliver seamless service.
• Develop and maintain strong client relationships, ensuring satisfaction and retention.
• Utilize Employee Navigator and EPIC software to manage accounts and streamline processes.
• Support the team in achieving growth objectives by identifying opportunities to expand client accounts.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: 3-5 years of relevant experience in employee benefits account management.
• Technical Skills: Proficiency in Employee Navigator and EPIC software.
• Soft Skills: Strong interpersonal and communication skills, tech-savvy, detail-oriented, proactive, and a team player.
• Work Ethic: A commitment to honesty, integrity, and providing exceptional service to clients.
• Work Environment: Ability to work independently and manage time effectively in a hybrid work setting.
  
  #LI-DD4
  

Commercial Lines Associate Client Representative

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Associate Client Representative to join a team. This entry-level position is an excellent opportunity for individuals looking to build a career in the insurance industry. The successful candidate will support the daily management of a high-volume Commercial Lines book of business, ensuring exceptional customer service and client satisfaction. Working under the guidance of a lead servicer, you will play a key role in maintaining accurate account details, processing policy information, and assisting with client communications.

Compensation Package

• Base Salary: $51,400 to $63,400 annually (depending on experience, qualifications, and business needs).
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Assist the lead servicer in managing a high-volume book of business, ensuring timely and accurate completion of tasks to meet client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Organize, attach, and name documents in EPIC for efficient record-keeping.
• Utilize templates and system-generated letters/forms to produce standard communications, such as BORs, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements in EPIC.
• Create and assign activities in EPIC to relevant team members.
• Order and manage loss runs.

Qualifications/Requirements

• Education: High School Diploma or equivalent required.
• Work Experience: 0-2 years of experience in Commercial Property and Casualty insurance.
• Licenses/Certifications: Holds an active P&C (Property and Casualty) insurance license.

#LI-CH3

Group Employee Benefits Analyst

Job Summary

Seeking a dedicated and detail-oriented Group Employee Benefits Analyst to join a Benefits team. This full-time role is integral to an employee benefits business, providing exceptional client service, renewal support, carrier coordination, and data management. The ideal candidate will thrive in a fast-paced environment, possess strong organizational skills, and have a passion for delivering high-quality service. This position offers an excellent opportunity for professional growth within a collaborative and service-driven team.

• Work Model: Full-time, with 5 days per week onsite during the first 90 days for training and onboarding. A hybrid schedule of 3 days per week onsite may be available after this period.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Qualifications/Requirements

• Bachelor’s degree preferred, or equivalent relevant experience.
• Minimum of 2 years of experience in insurance agency, employee benefits, group health, or client service.
• Proven experience in an employee benefits support role, account coordination role, or similar service position.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• High level of accuracy and attention to detail.
• Familiarity with agency management systems, carrier portals, and benefits administration platforms is a plus.
• Current Wisconsin insurance license.

#LI-BO1

Commercial Lines Account Manager, Middle Market

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to support middle and large market accounts. This role focuses on leading client service efforts, supporting renewal and placement strategies, and delivering high-quality service. The position also includes independent management of smaller accounts, ensuring strong client relationships and consistent service execution.

Responsibilities

• Develop and implement comprehensive service plans for assigned clients.

• Prepare for and participate in client strategy and renewal meetings.

• Conduct exposure reviews and gap analyses to ensure appropriate coverage.

• Collaborate on placements and coordinate with internal subject matter experts to streamline processes.

• Review, finalize, and present proposals to clients.

• Document client instructions, confirm coverage details, and ensure accuracy of binders, policies, endorsements, and audits.

• Participate in post-renewal and stewardship planning for larger accounts.

• Maintain accurate account data, contacts, and policy information within agency management software.

• Summarize loss history and current insurance programs, including expiring exposures.

• Assist with billing processes, including premium allocations and invoice review.

• Coordinate with carriers on policy issuance, audits, and related documentation.

Qualifications/Requirements

• Minimum of 3 years of Property and Casualty insurance experience with a strong understanding of coverages.

• Holds an active P&C (Property and Casualty) insurance license.

• Strong interpersonal, written, and verbal communication skills.

• Ability to build and maintain effective client and internal relationships.

• Working knowledge of coverage structures and program design.

• Proficiency with client portals, Excel, and other relevant tools.

• Strong analytical, problem-solving, and organizational skills.

• Ability to manage multiple priorities in a fast-paced environment with attention to detail.

• High School Diploma or equivalent required.

Compensation Package

• Base salary commensurate with experience.

• Bonus eligibility.

• Competitive benefits package.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH3

Personal Lines Senior Client Manager - Standard & Middle Market

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. In this role, you will independently lead client service activities, manage a book of business, and deliver renewal messaging to clients. You will utilize your deep understanding of insurance markets and coverages to make informed recommendations and execute service plans. This position requires a proactive, detail-oriented professional with a strong commitment to client satisfaction and a proven ability to work in a fast-paced environment

Qualifications/Requirements

Work Experience

• Minimum of 3 years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications

• Must hold a valid state Property & Casualty insurance license.

Essential Skills/Competencies

• Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products.
• Ability to quickly adapt to new technology platforms.
• Experience with agency management systems and carrier sites.
• Strong customer service skills with a hands-on, personal approach.
• Proven ability to work effectively in a team environment and build trust with peers.
• In-depth understanding of client requirements, market trends, and industry standards.
• Exceptional organizational skills with a high level of accuracy and attention to detail.
• Strong problem-solving and critical-thinking abilities to address complex situations.

Education

• High School Diploma or equivalent required.
  
  #LI-CH3