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 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
  

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
  

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team in a hybrid work environment. This role is ideal for a professional with a strong background in employee benefits account management, who thrives in a collaborative and flexible workplace. The successful candidate will primarily focus on managing renewals for accounts with 50+ employees, with most accounts exceeding 100 employees. This is an excellent opportunity to join a supportive and family-oriented organization that values work-life balance and long-term employee satisfaction.

Compensation Package

• Salary Range: $70,000 - $82,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Hybrid model with 2 days in-office (flexible scheduling available).

Responsibilities

• Manage and oversee the renewal process for employee benefits accounts, primarily focusing on accounts with 50+ employees.
• Provide exceptional client service by supporting producers, negotiating with carriers, and building strong relationships with clients and carriers.
• Collaborate with the marketing department on new business opportunities and account placements.
• Ensure accurate and timely quoting for renewals and new business.
• Act as a trusted advisor to clients, demonstrating expertise in employee benefits and related processes.
• Participate in company meetings, luncheons, and events to foster a positive and collaborative workplace culture.

Qualifications/Requirements

• Minimum of 3 years of experience as an Employee Benefits Account Manager at an independent agency.
• Active Life & Health (L&H) license.
• Proficiency in EPIC software; familiarity with other benefits platforms is a plus.
• Strong negotiation skills and the ability to build and maintain relationships with carriers and clients.
• Knowledge of OCIP, CCIP, and layered program experience is highly desirable.
• Excellent communication and interpersonal skills, with a focus on being client-facing and relationship-centric.
• A team player with a positive attitude and a commitment to long-term growth within the organization.

#LI-DR1

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative to join a team. This role is ideal for a licensed insurance professional who thrives in a customer-focused environment. You will be the primary point of contact for clients, providing exceptional service and support for their personal insurance needs.

Compensation Package

• Competitive salary up to $60,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.
• Flexible hybrid work schedule to support work-life balance.

Responsibilities

• Serve as the primary contact for personal lines insurance clients, addressing inquiries, processing payments, and resolving issues in a timely and professional manner.
• Manage the day-to-day operations of the office, ensuring a welcoming and efficient environment for walk-in clients, particularly older clientele.
• Process policy changes, renewals, and cancellations accurately and in compliance with company and regulatory guidelines.
• Provide expert guidance to clients on their personal insurance policies, including coverage options, policy terms, and claims processes.
• Maintain accurate and up-to-date client records in the system.
• Collaborate with other team members and departments to ensure seamless service delivery.

Qualifications/Requirements

• Active insurance license is required.
• Proven experience in personal lines insurance, with a strong understanding of insurance products and services.
• Exceptional customer service and communication skills, with the ability to build rapport with clients of all ages.
• Strong organizational skills and the ability to work independently, as this role will require managing the office solo.
• Proficiency in using insurance management software and standard office applications.
• High level of professionalism, reliability, and attention to detail.

#LI-JS1

Commercial Lines Account Manager

Job Summary

Seeking an experienced and dedicated Commercial Lines Account Manager to join a team. This is an exciting opportunity to work in a family-oriented environment that values work-life balance and flexibility. As a key member of the commercial lines department, you will manage a diverse portfolio of middle to large accounts, ensuring exceptional service and seamless renewal processes. If you are a detail-oriented professional with a passion for client service and a strong background in commercial insurance, we encourage you to apply.

Compensation Package

• Salary Range: $75,000 - $100,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package, including health insurance, 401(k), and paid time off (PTO)

Responsibilities

• Manage a portfolio of middle to large commercial accounts, ranging from $50,000 to $500,000 in premium size
• Oversee the renewal process, ensuring accuracy and timeliness
• Provide exceptional service to clients, addressing inquiries and resolving issues promptly
• Collaborate with support staff for certificates, claims, policy checking, and endorsement processing
• Maintain accurate and detailed records in the Sagitta software system
• Build and maintain strong relationships with clients, carriers, and team members
• Ensure compliance with company policies and industry regulations

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience:
  • Minimum of 5 years of solid commercial insurance experience (10+ years preferred)
  • Experience managing accounts from start to finish (A-Z) is highly desirable
  • Familiarity with contractors, equipment, oil & gas, distributors, manufacturers, transportation, heavy equipment, and related industries is a plus
• Technical Skills: Proficiency in Sagitta software is preferred
• Soft Skills:
  • Strong oral and written communication skills
  • Exceptional attention to detail and accuracy
  • Service-oriented mindset with a proactive approach to problem-solving
  • Team player with a positive and engaging personality
  • Ability to work efficiently and maintain organization in a fast-paced environment

#LI-EL1