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Remote Insurance Account Manager Jobs in Wisconsin

APR

Personal Lines Account Manager | Remote

Eden, WI · Remote

$60 - $80K/hr

Eden, WI | Remote Salary : $60-$80k + Benefits Independent insurance agency is seeking a licensed ... The insurance agency will require the personal lines account manager to respond to client calls ...

SERVE YOU RX

Account Manager

Milwaukee, WI · Remote

This is a remote position. What You'll Do: As the Account Manager you will: * Provide prompt and ... Maintain a valid driver's license and personal insurance liability coverage. Why Serve You Rx?

APR

Commercial Lines CSR

Stevens Point, WI · On-site +1

$65K - $100K/yr

Client Service Manager | Commercial Lines Commercial Lines Account Manager | Focusing on Small to ... Embrace the future of work with our fully remote option, tailored for the exceptional candidate.

Auxiant

Account Manager - Remote

Madison, WI · On-site +1

... an Account Manager. Auxiant is a third party administrator of self-funded employee benefit plans ... Knowledge of self-funded or fully-insured health plans (HIPAA, DOL regulations, ERISA, medical ...

Auxiant

Account Manager - Remote

Madison, WI · On-site +1

... an Account Manager. Auxiant is a third party administrator of self-funded employee benefit plans ... Knowledge of self-funded or fully-insured health plans (HIPAA, DOL regulations, ERISA, medical ...

ProVia

Sales Account Manager

Milwaukee, WI · Remote

Note: this is a remote role and is open to individuals who reside within the Minnesota, Wisconsin ... Medical, Dental, Vision Insurance, 401K with company match * Discount on company products Essential ...

Corvel

Account Manager II

Waukesha, WI · Remote

$70K - $116K/yr

This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Provide consultative customer ... Training within the insurance industry, managed care or related field preferred PAY RANGE: CorVel ...

CorVel Corporation

Account Manager II

Waukesha, WI · Remote

$70K - $116K/yr

This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Provide consultative customer ... Training within the insurance industry, managed care or related field preferred PAY RANGE: CorVel ...

Novonesis

Account Manager, Dairy

West Allis, WI · On-site +1

$115K - $130K/yr

This is a fully remote position, based in Wisconsin * Travel up to 60%, depending on customer needs ... Health, Dental, Vision & Life insurance * Healthcare savings account option * Employee assistance ...

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All JobsInsurance Account JobsRemote Insurance Account Manager JobsRemote Insurance Account Manager Jobs in Wisconsin

Remote Insurance Account Manager information

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

To thrive as a Remote Insurance Account Manager, you need a comprehensive understanding of insurance products, strong sales acumen, and typically a state insurance license. Familiarity with customer relationship management (CRM) software, digital communication platforms, and policy management systems is essential. Outstanding organization, self-motivation, and effective virtual communication skills help build client trust and manage accounts remotely. These skills and qualifications ensure you can efficiently serve clients, meet sales targets, and maintain high-quality service in a virtual environment.

What is a Remote Insurance Account Manager?

A Remote Insurance Account Manager is a professional who oversees insurance accounts and client relationships while working from a location outside of a traditional office, usually from home. They are responsible for managing client portfolios, addressing inquiries, processing policy renewals, and ensuring customer satisfaction through virtual communication channels. This role typically uses digital tools to handle documentation, meetings, and policy updates. Remote Insurance Account Managers must have strong communication, organizational, and customer service skills, as well as knowledge of insurance products and regulations.

What is the difference between Remote Insurance Account Manager vs Remote Insurance Customer Service Representative?

AspectRemote Insurance Account ManagerRemote Insurance Customer Service Representative
CredentialsLicenses, insurance certifications, experience in account managementBasic insurance knowledge, customer service skills, sometimes licensing
Work EnvironmentIndependently managing client accounts, sales, and renewalsHandling customer inquiries, policy info, and claims support
Employer & Industry UsageInsurance agencies, brokerages, carriersInsurance companies, call centers, agencies
Search & Comparison IntentManaging accounts, sales, client retentionCustomer support, policy info, claims assistance

The main difference is that Remote Insurance Account Managers focus on managing client accounts, sales, and renewals, requiring specific licenses and experience. In contrast, Remote Insurance Customer Service Representatives primarily handle customer inquiries and support, often with less specialized credentials. Both roles are vital in the insurance industry but serve different functions within the customer lifecycle.

How does a Remote Insurance Account Manager typically collaborate with underwriters and clients to ensure smooth policy servicing?

As a Remote Insurance Account Manager, you'll regularly coordinate with underwriters to clarify risk details, address policy changes, and ensure compliance with carrier guidelines. Communication is primarily conducted through email, video calls, and secure client portals, requiring strong organizational and digital communication skills. You'll also serve as the main point of contact for clients, guiding them through renewals, endorsements, and claims, while proactively resolving issues to maintain high client satisfaction. Effective remote collaboration tools and time management are key to managing multiple accounts efficiently.
What are popular job titles related to Remote Insurance Account Manager jobs in Wisconsin? For Remote Insurance Account Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Remote Insurance Account Manager jobs in Wisconsin look for? The top searched job categories for Remote Insurance Account Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Remote Insurance Account Manager jobs? Cities in Wisconsin with the most Remote Insurance Account Manager job openings:
Remote Insurance Account Manager jobs near you
Personal Lines Account Manager | Remote

Personal Lines Account Manager | Remote

APR

Eden, WI • Remote

$60 - $80K/hr

Full-time

Posted 26 days ago

Job description

Title: Personal Lines Account Manager
Location: Eden, WI | Remote
Salary: $60-$80k + Benefits
Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives.
Responsibilities will include:
  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service related tasks.
  • Handle incoming new business sales calls or walk-in business as needed
  • Cross-sell or account rounding as needed ensuring clients have appropriate coverage
  • Liaison between clients, producers and insurance company representatives.
  • Certificates, endorsements, binders, and first claims
  • Marketing, quoting, rating of new client business and account renewals.
Requirements:
  • Property & Casualty Insurance License Required
  • Experience with auto, home, boat, and recreational policies
  • Minimum 3-5 years Independent Agency experience
  • Experience with insurance sales
  • Experience with account rounding/ cross-selling
  • Knowledge of Microsoft Excel, Word and related software
  • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
  • Experience with high net worth clients is a plus
All inquiries will be kept confidential