Account Manager

This is a hybrid role that can work from any of our Wisconsin locations - Menasha, Madison, Brookfield, or Sheboygan

POSITION SUMMARY

The Account Manager in Key Accounts is responsible for managing the day-to-day service needs of commercial accounts with premiums exceeding $500,000, often supporting more complex accounts in collaboration with a Senior Account Executive and Risk Advisor. This role plays a key part in ensuring client retention through timely, accurate servicing, and exceptional customer experience. By identifying service opportunities and supporting broader insurance program strategies, the Account Manager contributes to McClone’s core purpose of delivering exceptional service and building long-term partnerships.

ESSENTIAL FUNCTIONS

• Manage day-to-day service requests for assigned key accounts, including policy changes, coverage inquiries, billing questions, certificates, and documentation

• Collaborate with the Senior Account Executive and Risk Advisor to support strategic renewal planning and execution

• Coordinate the preparation and delivery of renewal documents, reporting forms, and service deliverables to ensure seamless client experience

• Maintain a strong working knowledge of the agency management system, carrier websites, and relevant coverages

• Build and maintain relationships with clients, carriers, and internal team members to support retention and long-term partnerships

• Assist in onboarding new accounts and ensuring accurate implementation of policy details and service standards

QUALIFICATIONS

• Education

o High School diploma or equivalent

o Associate or bachelor’s degree in related field, preferred

• Experience

o 2+ years of commercial lines insurance experience

• Accreditation

o Wisconsin Property and Casualty insurance license required within 90 days of employment and maintained throughout the course of employment