Finance & Insurance Manager jobs in La Crosse, WI

Join a Top Workplace and Top 100 US Insurance Agency

Founded in 1960, Robertson Ryan Insurance offers a broad range of solutions for Business, Benefits and Personal Insurance. We serve as Trusted Advisors for more than 40,000 clients from small businesses to national accounts in all industries. With over 360 team members and 130 insurance companies we are the 58th largest privately held agency in the nation and we are 1 in only 35 Elite US Agencies recognized by Insurance Business America. Our culture is dynamic, fun and most associates have worked with RRA for over a decade. It’s an exciting time to be a part of a growing firm.

Personal Lines Account Manager (Trainee):

The Personal Lines Account Manager (Trainee) will be responsible for handling the personal lines accounts from the first point of contact collecting information through binding and servicing the accounts. We will train the right candidate for this position.

Responsibilities of Personal Lines Account Manager (Trainee):

• Personal lines policy information collection
• Distribute quotes to prospective customers and current customers with follow up to answer questions.
• Maintain document retention and document uploads, as needed per carriers.
• Assist clients with making coverage changes and complete all service requests for clients.
• Provide billing support to customers.
• Understand and discuss coverages with clients.
• Develop good working relationships with the underwriters.
• Ensure that client issues are efficiently handled with resolution.
• Email personal policy documents, as needed.
• Answer office phone, assist customer thoroughly and direct call to appropriate person, if needed.
• Establish and preserve a solid business rapport with clients.
• Maintain accuracy in agency management system, quoting system, and carrier systems.
• Additional office projects, as needed.

Required Qualifications (within 6 months of hire):

• Willing to train the right candidate with excellent customer service and must be willing to get a Property & Casualty Insurance License within 6 months of hire.
• Must be willing to work in office, 5 days a week.

Requirements of Personal Lines Account Manager (Trainee):

• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
• Demonstrate excellent oral and written communication skills.
• Excellent organizational skills and strong problem-solving skills.
• Ability to prioritize and handle multiple tasks independently.
• Exceptional customer service experience and skills.

EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Application Question(s):

• Are you willing to work in an office setting?

Ability to Commute:

• Onalaska, WI (Required)

Work Location: In person