• Full Time
  • Menasha, WI
  • Salary: Based on experience, contact us for details
Job ID: 136698

Cadre

Are you an Insurance Account Manager who has excellent problem solution skills? Are you an Insurance Account Manager who is looking for an opportunity that offers great benefits?

Our client has been driven to make a difference in the communities they serve since 1949. They promote a fun and family-oriented workplace that encourages continuous self-improvement.

WHAT YOU WILL BE DOING:

As an Insurance Account Manager, you will work on their VIP accounts with the risk advisor on handling the day to day tactical tasks.

  • Work with carriers on underwriting issues, application process, claims issues and billing issues
  • Prepare applications for clients for each carrier
  • Process all personal lines policy change with carriers
  • Process payments for insureds
  • Produce auto identification cards, binders, certificates of insurance and/or other documents
  • Notify insureds of expired and upcoming good student discounts
  • Schedule client meetings for risk advisors
  • Create client meeting agenda as requested
  • Attend and/or run client meetings upon request
  • Prepare annual review documents
  • Assist with quoting process by completing quote and either delivering to the client or the risk advisor
  • Summarize renewals and discuss strategy with risk advisor
  • Manage activities, tasks and client communication in agency management system

WHAT YOU NEED:

  • Must have customer service or support experience working with either commercial lines or personal lines insurance
  • Must be willing to obtain a WI P&C license within 60 days
  • Computer savvy with the ability to learn new programs quickly
  • Basic skillset in MSWD, Outlook and Excel
  • Strong multitasking and prioritizing skills in deadline driven environment
  • Strong and effective communication skills
  • Excellent problem resolution skills

 

GENERAL INFORMATION:

Hours: 8:00am – 4:30/5:00pm
Length: Temporary to Hire
Pay for the Insurance Account Manager position: Based on experience, contact us for details
Location: Menasha, WI
Job ID: 136698

WHAT YOU GET:

  • Fun, family-like atmosphere
  • Great work / life balance
  • Longevity within the company
  • Opportunity to learn more
  • Growth opportunities
  • Health insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Vision insurance
  • Flexible spending account
  • Employee assistance program
  • 401(k)
  • Paid holidays
  • Paid vacation
  • Wellness program

Job descriptions may not include every responsibility or qualification of the position.

Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.