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Insurance With Ams360 Jobs in Wisconsin (NOW HIRING)

Commercial Lines CSR

Stevens Point, WI ยท On-site +1

$65K - $100K/yr

... with a deep dive knowledge of insurance products and documentation. * A tech-savvy individual with prowess in Word, Excel, Outlook , and ideally, Applied/EPIC/TAM AMS360. * An independent yet ...

Personal Lines Account Manager

West Bend, WI ยท On-site

$45K - $61K/yr

... of insurance agency or carrier experience, ideally in personal lines and a client-facing role * Technical Skills: Proficiency in Microsoft Office; experience with agency management systems (AMS360 ...

Personal Lines Account Manager

Waukesha, WI ยท On-site

$45K - $61K/yr

... of insurance agency or carrier experience, ideally in personal lines and a client-facing role * Technical Skills: Proficiency in Microsoft Office; experience with agency management systems (AMS360 ...

Personal Lines Account Manager

Neenah, WI ยท On-site

$46K - $62K/yr

... of insurance agency or carrier experience, ideally in personal lines and a client-facing role * Technical Skills: Proficiency in Microsoft Office; experience with agency management systems (AMS360 ...

... with agency management systems such as Applied EPIC or AMS360 is preferred. * Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus ...

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Insurance With Ams360 information

What is insurance with AMS360?

Insurance with AMS360 refers to the management and administration of insurance policies, clients, and agency operations using the AMS360 management system. AMS360 is a popular agency management software developed by Vertafore that streamlines workflows for independent insurance agencies. It helps agencies handle customer information, track policies, process renewals, generate reports, and manage accounting, all in one platform. This system is widely used to improve efficiency, accuracy, and customer service in the insurance industry.

What is the difference between Insurance With Ams360 vs Insurance Agent?

AspectInsurance With Ams360Insurance Agent
CredentialsTypically requires licensing and industry certificationsRequires state licensing and often certifications
Work EnvironmentOffice-based, using software like Ams360 for policy managementOffice or client-facing, involving direct customer interaction
Industry UsageUsed by agencies for policy administration and CRMUsed by professionals selling and managing insurance policies

Insurance With Ams360 is a software platform used by insurance agencies to manage policies, whereas an Insurance Agent is a professional who sells and manages insurance policies. While both roles require licensing, the software focuses on administrative tasks, and the agent interacts directly with clients. Understanding these differences helps clarify the distinct functions within the insurance industry.

What are the key skills and qualifications needed to thrive as an insurance professional using AMS360?

To thrive as an Insurance Professional using AMS360, you need a solid understanding of insurance products, policy management, and industry regulations, typically supported by relevant licenses such as a Property & Casualty Insurance License. Proficiency in AMS360 agency management software, as well as familiarity with CRM systems and digital document management tools, is crucial. Strong attention to detail, organizational skills, and effective communication set top performers apart in this role. These skills ensure accurate policy processing, regulatory compliance, and excellent client service in a competitive insurance environment.

What are some common challenges faced by insurance professionals working with AMS360, and how can they be managed?

Insurance professionals using AMS360 often face challenges such as adapting to frequent software updates, ensuring data accuracy, and streamlining workflows within the platform. Successfully managing these challenges typically involves staying up-to-date with training resources, leveraging support from the AMS360 community, and collaborating closely with team members to share best practices. Many agencies also designate 'super users' or system administrators to help resolve technical issues and provide ongoing support, fostering a smoother workflow for the entire team.
What are popular job titles related to Insurance With Ams360 jobs in Wisconsin? For Insurance With Ams360 jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Insurance With Ams360 jobs? Cities in Wisconsin with the most Insurance With Ams360 job openings:
Infographic showing various Insurance With Ams360 job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Commercial Lines CSR

APR

Stevens Point, WI โ€ข On-site, Remote

$65K - $100K/yr

Full-time

Retirement

Re-posted 9 days ago


Job description

Job Location: Stevens Point, WI
Job Title: Client Service Manager | Commercial Lines

Commercial Lines Account Manager | Focusing on Small to Middle Market Clients
Flexible Work Arrangement: Embrace the future of work with our fully remote option, tailored for the exceptional candidate. Occasional office visits meld the best of both worlds.
Your Role: As a guardian of our select small business clientele, you'll be the cornerstone of their insurance experience. Your mission is to manage, consult, and grow a dedicated book of business. This involves:
  • Client Relationship Mastery: Nurturing and expanding existing relationships through expert consultation. Your advice on coverage will be invaluable, and your skill in identifying cross-sell and up-sell opportunities will drive our mutual success.
  • Operational Excellence: Efficiently managing renewals, document issuance, and all aspects of account servicing within strict timelines. Your attention to detail will ensure seamless operations.
  • Strategic Engagement: Handling non-renewals, cancellations, and renewals like a pro. You'll also flex your marketing muscle, preparing submissions that resonate.
Who You Are:
  • A seasoned pro with 3-6 years in commercial insurance account servicing.
  • Proud holder of a P&C license, with a deep dive knowledge of insurance products and documentation.
  • A tech-savvy individual with prowess in Word, Excel, Outlook, and ideally, Applied/EPIC/TAM AMS360.
  • An independent yet collaborative team player, open to continuous learning, with a college degree or equivalent industry designations.
Why Us:
  • Investment in You: Generous 401K, continuous educational support, and ample career development opportunities.
  • Flexibility: Hybrid schedules to balance your professional and personal life.
  • Growth: A role that expands and evolves with you.
Compensation:
  • We believe in fair and competitive compensation. For this role, the salary range is $65,000 to $100,000, commensurate with your experience, skills, and certifications.