Commercial Lines Account Manager

Posted 3 Days Ago
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Neenah, WI, USA
In-Office
Mid level
Insurance
The Role
Provide superior customer service and commercial-lines policy support: coach policyholders, process endorsements/renewals, maintain agency relationships, cross-sell products, support underwriting methodology, assist book management and loss-ratio targets, and help train and improve service center processes.
Summary Generated by Built In

Provide superior customer service to all customers. This is a remote role with no in-office requirement.

RESPONSIBILITIES:

  • Provide superior customer service to all customers
  • Coach policyholders regarding their coverage and assist them in selecting the appropriate coverage to meet their needs
  • Process endorsements and renewals
  • Provide ideas on how to improve SECURAs Service Center
  • Act as a technical/informational resource for questions, projects, and training purposes
  • Cross-sell additional products, such as Umbrellas, to help enhance an account
  • Maintain strong agency relationships and keep agents up-to-date on any special circumstances involving their customers
  • Develop working understanding and application of SECURAs underwriting methodology and coverage forms
  • Develop working understanding of insurance industry rules and regulations
  • Assist in book management by communicating agency concerns and issues
  • Assist in achieving loss ratio targets
  • Assist coworkers to maximize service center goals. Adhere to continuing education in order to maintain agents license and stay current with applicable state agency and P&C laws
  • Assist in training and developing standard operating procedures and workflows
  • Other duties as assigned

QUALIFICATIONS:

ESSENTIAL:

  • Agent’s license or the ability to obtain within 60 days from hire (paid for by SECURA).
  • Prior Agency experience and advanced knowledge of Commercial Lines Insurance.
  • Excellent skills using technology tools.
  • Excellent problem-solving, decision-making, multi-tasking and organization/prioritization skills.
  • Excellent customer service and interpersonal skills, as well as a top-notch attitude.
  • Ability to excel in a fast-paced, team environment.
  • High school diploma or general education degree (GED).

PREFERRED:

  • Associate’s degree or college coursework
  • CISR, CIC, CPCU or introductory insurance courses

At SECURA, we are transforming the insurance experience by putting authenticity at the forefront of everything we do. Our mission is clear: we’re making insurance genuine. We recognize that our associates are our greatest assets, and we invest in their well-being and professional growth. We offer opportunities for continuous learning and career advancement, competitive benefits, and a culture that champions work-life balance. Joining SECURA means becoming part of a dynamic team that values each individual’s contribution and fosters a collaborative atmosphere. Here, you’ll not only find a fulfilling career but also a place where you can make a positive impact every day.

SECURA Insurance strives to provide equal opportunity for all employees and is committed to fostering an inclusive work environment. We welcome applicants from all backgrounds and walks of life.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Agent's license or ability to obtain within 60 days (paid for by employer)
  • Prior agency experience and advanced knowledge of Commercial Lines Insurance
  • Excellent skills using technology tools
  • Excellent problem-solving, decision-making, multi-tasking and organization/prioritization skills
  • Excellent customer service and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • High school diploma or GED
  • Associate's degree or college coursework
  • CISR, CIC, CPCU or introductory insurance courses
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The Company
HQ: Neenah, Wisconsin
956 Employees
Year Founded: 1900

What We Do

SECURA Insurance Companies is based in Neenah, Wis., and operates in 13 states, including: Arizona, Colorado, Illinois, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, North Dakota, Pennsylvania, and Wisconsin. Since 1900, we've been known for our genuine people and exceptional service by agents and policyholders. As a property-casualty insurance company, we provide flexible, customized options for your business, farm, agribusiness, special event, and nonprofit. Our purpose is simple and one that we encourage our associates to live out every day through each interaction they have. We're making insurance genuine. From the protection we provide to the relationships we build, it's our mission to provide quality coverage and unmatched service to empower our independent agents and protect our customers.

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