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Insurance Account Jobs in Wisconsin (NOW HIRING)

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Insurance - Executive Service Support

Wauwatosa, WI · On-site

$42K - $80K/yr

We are seeking a driven and organized Insurance Account Executive who thrives in a relationship-focused high-paced environment and is passionate about helping clients protect what matters most. This ...

Dentaquest

Account Representative

Mequon, WI · On-site

Related College Degree preferred . * 2 - 4 years business experience in healthcare, insurance, account management or sales preferred . * Experience in sales negotiation preferred . * Excellent Oral ...

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Insurance Account information

What are the key skills and qualifications needed to thrive as an Insurance Account Manager, and why are they important?

To thrive as an Insurance Account Manager, you need strong knowledge of insurance products, policy underwriting, and account management, often supported by a relevant degree or insurance certification. Familiarity with customer relationship management (CRM) software, quoting systems, and industry-specific platforms is typically required. Excellent communication, negotiation, and problem-solving skills help build client trust and resolve issues efficiently. These competencies are vital for retaining clients, expanding accounts, and ensuring compliance in a competitive insurance market.

What is the difference between Insurance Account and Insurance Agent?

AspectInsurance AccountInsurance Agent
CredentialsTypically requires licensing and sometimes certification depending on stateRequires licensing and certification to sell insurance products
Work EnvironmentOffice-based, handling client accounts and policy managementFieldwork and client meetings, selling policies
Employer & Industry UsageInsurance companies, brokerages, financial institutionsInsurance agencies, brokerages, independent agents
Primary RoleManaging existing client accounts, policy servicingSelling new insurance policies, acquiring clients

Insurance Account professionals focus on managing and servicing existing insurance policies within companies or brokerages, ensuring client satisfaction. Insurance Agents primarily sell insurance policies and acquire new clients. While both roles require licensing, their daily tasks and responsibilities differ significantly.

What are some common challenges faced by Insurance Account Managers and how can they be addressed?

Insurance Account Managers often juggle multiple clients with diverse needs, which can lead to conflicting priorities and tight deadlines. Building strong organizational skills and maintaining clear communication with both clients and internal teams can help manage these challenges effectively. Staying updated on industry regulations and product offerings is also crucial to provide accurate advice. Regularly collaborating with underwriters, claims specialists, and sales teams ensures smooth policy management and helps deliver exceptional client service.

What are Insurance Accounts?

Insurance accounts refer to the portfolios or records managed by insurance professionals that track the policies, premiums, claims, and client information for individuals or businesses. These accounts are essential for organizing customer data, ensuring coverage is up-to-date, processing renewals, and handling claims. Insurance account managers or representatives play a key role in maintaining client relationships and ensuring their insurance needs are met efficiently.
What are the most commonly searched types of Insurance Account jobs in Wisconsin? The most popular types of Insurance Account jobs in Wisconsin are:
Insurance Account jobs near you
Commercial Insurance Account Manager (Central or Mountain Time Zone)

Commercial Insurance Account Manager (Central or Mountain Time Zone)

Insurance Office of America

Madison, WI • On-site

$70K - $90K/yr

Full-time

Medical, Retirement

Posted 2 days ago

Insurance Office Of America rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 260 rated insurance

Job description

Job Description:

Title: Account Manager - Commercial Lines

Fully Remote:candidates in Central or Mountain Time Zones
Supporting: Shared Services - provides temporary service support to IOA account teams and producers, focusing on account management and service during transition and growth periods.
Seeking:construction / contractor experience & real estate experience
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations
About the Role:Manage an assignedbook of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.


Key Responsibilities:

  • Technical Competence:Maintaintechnical competence and industryexpertise.

  • Team Leadership:Direct daily activities of the account management team.

  • Customer Service:Handle customer service requests, policy administration, billing, claims, and coverage analysis.

  • Policy Management:Manage policy expirations and renewals.

  • Renewal Process:Conduct client research, prepare submissions, negotiate coverages, and present proposals.

  • Accounts Receivable: Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.

  • System Maintenance:Maintainagency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

  • Activity Monitoring:Monitor andmaintainactivity/suspense to ensuretimelycompletion.

  • Communication:Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.

  • Service Excellence:Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.

  • Policy Compliance:Stay updated on company policies and procedures.

  • Continuous Improvement:Seekand adopt best practices to improve individual and team performance.

  • Champion IOA Values:Demonstrateintegrity and leadership.


Ideal CandidateQualifications:

  • 5 years of account management experience

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing; professional designation (CIC or equivalent) preferred

  • Strong analytical, problem-solving, and decision-making skills

  • Exceptional customer service,communication,multitasking, and organizational skills

  • Proficiencyin MS Office (Outlook, Word, Excel)

  • High School Diploma (or equivalent)


What We Offer:

  • Competitive salaries and bonus potential

  • Company-paid health insurance

  • Paid holidays, vacations, and sick time

  • 401K with employer match

  • Professional growth and career progression opportunities

  • Respectful culture and work/family life balance

  • Community service commitment

  • Supportive teammates and a rewarding work environment


What to Expect(Application Process):

  • 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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