Spectrum Insurance Group LLC
Location
Green Bay, WI | United States
Job description
Spectrum Insurance Group is looking for a Transportation Account Manager for our Green Bay office. The Account Manager works closely with a team of Transportation agents to provide excellent customer service and support to individual and group clients.
Qualified candidates will be licensed and have 3+ years of commercial lines experience.
Benefits? Prepares submissions and markets new/renewal business to appropriate carriers
? Responds to all day-to-day inquiries and service issues for assigned clients
? Provides coverage recommendations and collects exposures from clients and prospects
? Maintains agency management system with up-to-date and accurate information
? Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
? Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
? Quotes, analyzes, compares, and recommends coverage options for clients
? Manages renewal timeline to ensure timely execution of client decisions
? Prepares summaries of insurance, renewals, schedules, and proposals
? Reviews client contracts and policies for accuracy
? Supports Agents with new and renewal business presentations as needed
? Builds and maintains strong customer relationships through pro-active communication
? Communicates and educates clients on latest industry trends, issues, and changes
? Attends client meetings as required
RequirementsRequired Knowledge and Skills
? Knowledge of insurance products, rating, and underwriting procedures
? Practical knowledge of quoting process and tools
? Excellent verbal and written communication skills
? Strong analytical thinking, business acumen, and organizational skills
? Proficient computer skills including the ability to document and access information
? Ability to follow existing processes, procedures, and verbal instruction
? Ability to manage multiple priorities, accurately, efficiently, and independently
? Attention to detail and ability to complete tasks with a high degree of accuracy
License and Certification Requirements
? Valid WI driver's license and acceptable driving history
? Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Job tags
Salary
