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Personal Insurance Account Manager

Forward Bank
Posted 17 hours ago, valid for 21 days
Location

Thorp, WI, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Forward Insurance Agency in Thorp is seeking a detail-oriented Personal Insurance Account Manager to support clients and producers.
  • The role involves managing personal insurance policies, assisting with coverage changes, and providing exceptional service.
  • Candidates should have a high school diploma and at least one year of experience in the banking or insurance industry.
  • A valid Property & Casualty insurance license is preferred, or the ability to obtain one within the first 60 days.
  • The position offers a competitive salary, which is not specified in the job description.
Forward Insurance Agency in Thorp is looking for a detail-oriented, service-driven Personal Insurance Account Manager to support our clients, producers, and carrier partners. In this role, you’ll help manage personal insurance policies and renewals, assist with coverage changes, and ensure our clients receive exceptional service and timely support. If you enjoy building relationships, staying organized, and helping clients protect what matters most, we’d love to meet you.


Key Responsibilities

  • Assist clients with policy changes, renewals, endorsements, proof of insurance, and coverage questions
  • Support customers & producers by preparing and marketing personal insurance options
  • Review client accounts for cross-sell opportunities and coverage needs
  • Process incoming calls, emails, and mail related to client service requests
  • Maintain accurate records in the agency management system
  • Assist with policy changes,  payments, cancellations, and daily deposits
  • Help clients submit claims and follow up with insurance carriers
  • Build strong relationships with clients, producers, and carrier partners

 Qualifications

  • High school diploma or equivalent is required
  • One year of experience in a banking or insurance industry role is preferred.
  • Valid insurance licenses in Property & Casualty are a plus or ability to obtain within first 60 days of employment. 
  • Positive attitude with superior customer service and interpersonal skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple tasks in a fast-paced environment.

 Join our team and help us live our mission....To Move Our Communities FORWARD!

 




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