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Commercial Account Associate Jobs in Wisconsin (NOW HIRING)

Landmark Credit Union

Branch Business Specialist

Hartland, WI · On-site

$18.75 - $24.50/hr

... help our associates grow their careers. Bring your authentic self to work as part of an ... Works commercial account pipelines, understands commercial account documentation, commercial retail ...

landmarkcu

Branch Business Specialist

Hartland, WI

$18.75 - $24.50/hr

... help our associates grow their careers. Bring your authentic self to work as part of an ... Works commercial account pipelines, understands commercial account documentation, commercial retail ...

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Commercial Account Associate information

What are the key skills and qualifications needed to thrive as a commercial account associate, and why are they important?

To thrive as a Commercial Account Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or insurance, often supported by a relevant degree. Familiarity with CRM software, insurance quoting systems, and Microsoft Office Suite is typically required. Exceptional communication, customer service, and organizational skills help you build client relationships and manage multiple accounts effectively. These skills are essential for accurately servicing clients, retaining business, and contributing to the success of the agency or firm.

What is the difference between Commercial Account Associate vs Business Development Representative?

AspectCommercial Account AssociateBusiness Development Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer sales or finance certificationsHigh school diploma; often prefers sales or marketing certifications
Work EnvironmentOffice-based, client meetings, account managementOffice and field, prospecting and client outreach
Employer & Industry UsageFinancial services, insurance, bankingSales, marketing, financial services
Common Search & Comparison IntentUnderstanding roles related to client account management in commercial financeSeeking roles focused on generating new business and client acquisition

The Commercial Account Associate primarily manages existing client accounts within financial or insurance sectors, focusing on service and retention. In contrast, a Business Development Representative concentrates on prospecting and acquiring new clients. Both roles often require sales or finance certifications and operate in similar industries, but their core responsibilities differ—one maintains accounts, the other seeks new business opportunities.

What are the typical daily responsibilities of a commercial account associate in an insurance agency?

A Commercial Account Associate in an insurance agency typically manages a portfolio of business clients, assisting with policy renewals, endorsements, and addressing client inquiries. Daily tasks include preparing quotes, processing applications, gathering and verifying documentation, and maintaining accurate records in agency management systems. The role often involves collaborating closely with account managers, underwriters, and sales teams to ensure clients receive timely and effective service. Strong organizational skills and attention to detail are essential, as associates must balance multiple accounts and deadlines simultaneously.

What is a commercial account associate?

A Commercial Account Associate is a professional who supports account managers and sales teams in managing business-to-business (B2B) client accounts. Their responsibilities typically include assisting with client communications, processing orders, preparing proposals, resolving issues, and ensuring customer satisfaction. They act as a liaison between clients and the company, helping to maintain and grow business relationships. This role often serves as a stepping stone to more senior account management or sales positions.
What are the most commonly searched types of Commercial Account jobs in Wisconsin? The most popular types of Commercial Account jobs in Wisconsin are:
What cities in Wisconsin are hiring for Commercial Account Associate jobs? Cities in Wisconsin with the most Commercial Account Associate job openings:
Commercial Account Associate jobs near you

Insurance Associate - Towing

Robertson Ryan and Associates, Inc.

Waukesha, WI • On-site

Full-time

Posted 3 days ago

New

Job description

Commercial Lines Account Associate
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm!
Commercial Lines Account Associate:
As a Commercial Lines Account Associate, you will support the service team by assisting with policy processing, endorsements, renewals, certificates of insurance, and other day-to-day account servicing functions. This role works closely with the Senior Account Manager, insurance carriers, and clients to help ensure accurate and timely policy administration while delivering exceptional customer service. This position will provide dedicated support to our Towing team, offering a unique opportunity to develop specialized knowledge within this dynamic and growing industry.
This position is an In-office position located in Waukesha WI.
This is an excellent opportunity for an individual with insurance experience who is eager to learn, develop their technical knowledge, and grow within a highly respected independent insurance agency. The ideal candidate will have a positive attitude, strong attention to detail, excellent problem-solving skills, and a willingness to ask questions and continuously learn. This role is perfect for someone who can catch on quickly and work in a fast-paced environment while staying organized.
Responsibilities of a Commercial Lines Account Associate:
  • Review and process policy endorsements accurately and efficiently.
  • Prepare, issue, and manage Certificates of Insurance (COIs).
  • Order, review, and document Motor Vehicle Reports (MVRs) as needed.
  • Assist with commercial policy renewals and renewal preparation.
  • Maintain accurate policy and client information within the agency management system.
  • Work closely with the Senior Account Manager and carriers to resolve policy-related issues.
  • Communicate with clients regarding policy changes, documentation, and service requests.
  • Ensure all required documentation is uploaded and maintained in accordance with agency standards and carrier requirements.
  • Develop and maintain productive working relationships with carrier partners and underwriters.
  • Assist with policy servicing activities and follow-up tasks to ensure timely completion.
  • Support special projects and additional administrative duties as assigned.

Requirements:
  • Minimum of 2+ years of insurance industry experience preferred.
  • Applied EPIC agency management system experience required.
  • Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
  • Demonstrate excellent oral and written communication skills.
  • Excellent organizational skills and strong problem-solving skills.
  • Ability to prioritize and handle multiple tasks independently.
  • Strong attention to detail and commitment to accuracy.
  • Demonstrated critical thinking skills and ability to work through complex situations effectively.
  • Positive attitude, team-oriented mindset, and willingness to learn and ask questions.
  • Exceptional customer service experience and skills.
  • Familiarity and experience working with carriers including Western National and Fremont.

EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job po stings, our employees or any other part of our company.

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