Client Development Manager Jobs in Onalaska, WI (NOW HIRING)

Description

Job Summary

WA Group is seeking an Associate Commercial Lines Account Manager to support our Commercial Lines team in delivering exceptional service to our clients. This role assists with day-to-day account servicing, policy processing, and renewal support while building foundational knowledge in the insurance industry. This is a great opportunity for someone who is detail-oriented, collaborative, and eager to grow their career.

 Description

At WA Group, we are a leading provider in the insurance industry. As a trusted and established company, we are committed to delivering exceptional service and tailored solutions to our clients. We are currently seeking a Commercial Lines Account Manager who will play a pivotal role in facilitating our clients' insurance needs and furthering our success in the market.

Why work for WA?

• Established  and Growing 100 year plus company with family feel.
• 100% employee owned - ESOP program!
• Comprehensive benefits-401K, ESOP, Health, Paid Time Off, Volunteer Time Off and MORE!!!

Requirements

Key Responsibilities

• Provide day-to-day service support for assigned commercial accounts under the direction of an Account Manager or Executive
• Respond to client inquiries regarding coverage, billing, certificates, and endorsements in a timely and professional manner
• Assist with preparing client communications, renewal summaries, and proposals
• Process policy changes including endorsements, cancellations, reinstatements, and audits
• Review policy documents for accuracy and maintain organized client records in the agency management system
• Issue certificates of insurance, auto ID cards, and evidence of coverage
• Support renewal workflow by gathering exposure information and tracking deadlines
• Assist with marketing submissions to carriers and preparation of renewal comparisons
• Communicate with carrier underwriters and service teams to support account needs
• Maintain accurate data and documentation in compliance with agency and regulatory standards
• Assist with billing questions, premium audits, and resolving discrepancies
• Follow established workflows and prioritize tasks to meet service expectations
• Collaborate with Account Managers, Producers, and internal teams to support client needs
• Deliver responsive, professional communication to support a positive client experience
• Participate in training, team meetings, and continuous improvement efforts

Requirements

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Strong organizational skills and attention to detail
• Commitment to providing excellent customer service
• Ability to work collaboratively in a team setting
• Willingness to learn insurance coverages, systems, and processes
• Ability to obtain and maintain required licensing, if not already licensed

Qualifications and Skills

• Prior experience in insurance, customer service, or an administrative role preferred
• Property and Casualty license preferred or willingness to obtain
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and ability to learn agency management systems such as Applied Epic
• Problem-solving skills and a proactive approach to supporting client needs

Experience

WA Group welcomes candidates with varying levels of experience for this position, including entry-level, mid-level, and senior professionals. Previous experience in commercial lines account management or related roles is highly desirable. Familiarity with insurance software systems, such as Applied Epic or AMS360, is a plus.

Professional Development

Work toward insurance designations and licensing (if not already obtained) 

Develop knowledge of coverage forms, industries, and carrier appetites 

Stay current on agency procedures, technology, and compliance requirements Introduction

Company Culture and Benefits

At WA Group, we foster a collaborative and inclusive work environment. Our team is driven by a shared commitment to excellence, integrity, and putting our clients first. We offer competitive compensation packages, including a comprehensive benefits package, opportunities for professional growth, and a supportive work-life balance.

Equal Opportunity Statement

WA Group is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace that welcomes and embraces people of all backgrounds.

Contact Information

For any questions or inquiries regarding the Associate Commercial Lines Account manager position or the application process, please contact Grace Schembri at gschembri@walivebig.com . We look forward to hearing from you!