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Dahl Consulting
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Associate - Personal Lines Account Manager
Posted: 11/03/2025
2025-11-03
2025-12-18
Employment Type:
Permanent
Category: Insurance Specialty
Job Number: 28650
Job Description
Title: Personal Lines Associate Account Manager
Location: Delafield, Wisconsin
Job Type: Permanent/Direct-Hire
Compensation: $40,000 - $50,000 base + bonus
Industry: Insurance
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About the Role
We are hiring on behalf of a well-established, community-focused insurance agency located in Delafield, Wisconsin. This firm is known for its modern office environment, collaborative team culture, and exceptional client retention in personal lines insurance. The agency offers a strong foundation for growth, with leadership actively investing in both personal and commercial lines. This is an excellent opportunity for someone looking to build a long-term career in insurance, with full support for licensing and professional development.
Job Description
As a Personal Lines Associate Account Manager, you will play a key role in supporting Account Managers and Producers in servicing a robust book of personal lines insurance clients. This position is ideal for someone with a customer service mindset, strong attention to detail, and a desire to grow within the insurance industry.
Once licensed and trained, you will take on more direct client servicing responsibilities, including policy management, client communication, and account retention. You’ll work closely with internal teams, carriers, and clients to ensure high-quality service delivery and identify opportunities for account growth.
Key Responsibilities
Qualifications
Required
Benefits
Employees are offered a comprehensive benefits package that includes traditional health insurance plans such as PPO, HMO, and POS, available through both fully-insured and self-funded options. Additional coverage includes dental, vision, disability, and life insurance. To support financial wellness and healthcare flexibility, the package features tax-advantaged accounts like Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Health Reimbursement Accounts (HRA). Employees also have access to Employee Assistance Programs (EAP) for personal and professional support, along with a variety of voluntary benefits to further tailor their coverage to individual needs.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BPIndeed
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Location: Delafield, Wisconsin
Job Type: Permanent/Direct-Hire
Compensation: $40,000 - $50,000 base + bonus
Industry: Insurance
---
About the Role
We are hiring on behalf of a well-established, community-focused insurance agency located in Delafield, Wisconsin. This firm is known for its modern office environment, collaborative team culture, and exceptional client retention in personal lines insurance. The agency offers a strong foundation for growth, with leadership actively investing in both personal and commercial lines. This is an excellent opportunity for someone looking to build a long-term career in insurance, with full support for licensing and professional development.
Job Description
As a Personal Lines Associate Account Manager, you will play a key role in supporting Account Managers and Producers in servicing a robust book of personal lines insurance clients. This position is ideal for someone with a customer service mindset, strong attention to detail, and a desire to grow within the insurance industry.
Once licensed and trained, you will take on more direct client servicing responsibilities, including policy management, client communication, and account retention. You’ll work closely with internal teams, carriers, and clients to ensure high-quality service delivery and identify opportunities for account growth.
Key Responsibilities
- Policy Administration
- Process policy changes, endorsements, cancellations, and renewals
- Maintain accurate client records and documentation
- Assist with claims communication and follow-up
- Client Communication
- Respond to client inquiries via phone and email
- Collaborate with internal teams and carriers to resolve issues
- Build strong client relationships through proactive service
- Account Management
- Support clients in understanding coverage options and policy details
- Identify opportunities for upselling and cross-selling
- Ensure compliance with agency procedures and service standards
Qualifications
Required
- Customer service or administrative experience
- Strong communication and organizational skills
- Proficiency with standard office software
- Ability to work independently and within a team
- Willingness to obtain a Wisconsin Property & Casualty Insurance License (company-paid)
- Associate or Bachelor’s degree
- Experience in insurance or financial services
- Involvement in college or community activities
- Interest in pursuing a Life Insurance License (growth opportunity available)
Benefits
Employees are offered a comprehensive benefits package that includes traditional health insurance plans such as PPO, HMO, and POS, available through both fully-insured and self-funded options. Additional coverage includes dental, vision, disability, and life insurance. To support financial wellness and healthcare flexibility, the package features tax-advantaged accounts like Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Health Reimbursement Accounts (HRA). Employees also have access to Employee Assistance Programs (EAP) for personal and professional support, along with a variety of voluntary benefits to further tailor their coverage to individual needs.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BPIndeed
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Login to save this search and get notified of similar positions.About Delafield, WI
Ready to embark on a new career journey in Delafield, Wisconsin? This vibrant town, nestled in the heart of Waukesha County, offers a perfect blend of small-town charm and big-city amenities. With its picturesque landscapes, proximity to the stunning Lake Nagawicka, and a thriving local art scene featuring venues like Hawks Inn Historical Museum and Anderson Arts Center, working in Delafield means embracing a lifestyle where work-life balance is not just a goal but a reality. From savoring local delicacies at The Seven Seas restaurant to catching a show at the historic Theatre on Main, there is no shortage of unique experiences to enjoy in this welcoming community. Explore our job listings today and discover the endless opportunities waiting for you in Delafield, WI!