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Insurance With Ams360 Jobs in Wisconsin (NOW HIRING)

Alera Group

Customer Service Agent

Green Bay, WI

$15 - $20.25/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

Alera Group

Customer Service Agent

Waukesha, WI · On-site

$15.50 - $20.75/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

Alera Group

Customer Service Agent

Monona, WI

$16 - $21.50/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

Alera Group

Customer Service Agent

Appleton, WI · On-site

$15 - $20.25/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

Alera Group

Customer Service Agent

Onalaska, WI

$14.50 - $19.25/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

APR

Commercial Lines CSR

Stevens Point, WI · 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 ...

Alera Group

Customer Service Agent

Waukesha, WI · On-site

$15.50 - $20.75/hr

Working knowledge of commercial insurance products (GL, Property, Workers' Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar * Strong ...

All JobsInsurance With Ams360 JobsInsurance With Ams360 Jobs in Wisconsin

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, and why are they important?

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 job categories do people searching Insurance With Ams360 jobs in Wisconsin look for? The top searched job categories for Insurance With Ams360 jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance With Ams360 jobs? Cities in Wisconsin with the most Insurance With Ams360 job openings:
Insurance With Ams360 jobs near you
Infographic showing various Insurance With Ams360 job openings in Wisconsin as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.
Customer Service Agent

Customer Service Agent

Alera Group

Green Bay, WI

$15 - $20.25/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 25 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

160th of 298 rated insurance

Job description

OVERVIEW

Alera Group is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Prior experience in Commercial lines is required. This role can be located in one of the following offices: Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI


Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.


RESPONSIBILITIES
  • Service and manage a portfolio of mid-market to large commercial insurance accounts by coordinating renewals, policy changes, endorsements, billing, audits, and client inquiries while ensuring regulatory and company compliance
  • Support new and renewal business by preparing applications and proposals, evaluating client exposures, analyzing loss trends, obtaining carrier quotes, and assisting producers with marketing and placement
  • Collaborate closely with producers, underwriters, carriers, and internal teams to deliver seamless client service, maintain accurate agency system records, and drive strong account retention

QUALIFICATIONS
  • High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
  • 2+ years of commercial lines insurance servicing experience
  • Active P&C license required or ability to obtain within a specified timeframe
  • Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
  • Strong communication, organization, and attentiontodetail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years

ADDITIONAL INFORMATION

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

This job is In-Office.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
  • High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
  • 2+ years of commercial lines insurance servicing experience
  • Active P&C license required or ability to obtain within a specified timeframe
  • Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
  • Strong communication, organization, and attentiontodetail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years
Education:UNAVAILABLEEmployment Type: FULL_TIME

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