Commercial Insurance Account Manager - Growing Company

Commercial Insurance Account Manager / Customer Service Representative (CSR)

Core Insurance and Risk Advisors | Green Bay, WI

Salary: $55,000–$70,000 annually, based on experience Job Type: Full-time Benefits: Comprehensive benefits package, work-from-home flexibility, and career advancement opportunities

Ready to Grow Beyond Your Current Role?

We're not just looking to fill a position. We're looking for someone who wants to grow with us.

Core Insurance and Risk Advisors has experienced significant growth over the last eight years, and we're building a team that can help take us to the next level.

We're looking for an experienced, licensed insurance professional who takes pride in delivering exceptional client service, enjoys solving problems, and wants to be part of an agency that's doing things differently.

If you're someone who takes ownership of your work, embraces new technology, and wants your career and compensation to grow alongside the business, we'd love to meet you.

Who We Are

Core Insurance and Risk Advisors is a locally owned, independent insurance agency founded in 2018 and based in Green Bay, Wisconsin.

We specialize in commercial insurance and risk management for contractors, trades, manufacturers, and businesses throughout Northeast Wisconsin.

We're an entrepreneurial, growth-focused agency that combines strong personal relationships with modern technology to deliver a better insurance experience.

At Core, you'll find:

• A close-knit team where your contributions are recognized.
• Direct access to ownership and the opportunity to help shape how we operate.
• A collaborative environment where ideas and improvements are encouraged.
• A commitment to technology, automation, and smarter ways of working.
• Real opportunities to take on additional responsibilities and advance your career.

Our philosophy is simple

When our agency succeeds, the people helping drive that success should benefit too.

What You'll Be Doing

As a Commercial Insurance Account Manager / CSR, you'll play an important role in supporting our clients, producers, and continued agency growth.

Your responsibilities will include:

• Certificates of Insurance: Prepare and issue certificates accurately and efficiently, particularly for our contractor clients.
• Policy Servicing: Process endorsements, including vehicle, equipment, driver, location, additional insured, and waiver changes.
• Renewal Management: Coordinate renewals, communicate with carriers and underwriters, and ensure deadlines and follow-ups are completed.
• Client Support: Assist commercial clients with coverage questions, billing, workers' compensation audits, and claims-related inquiries.
• Account Management: Maintain accurate, organized, and complete client records using Applied Epic and our proprietary management system.
• Producer Support: Collaborate with our sales team on new business submissions, renewals, account reviews, and client presentations.
• Client Communication: Build lasting client relationships through responsive, professional communication, including occasional video-based communications.
• Process Improvement: Help identify opportunities to improve workflows through technology, automation, and AI tools.

What We're Looking For...

Required Qualifications

• Active Wisconsin Property & Casualty insurance license.
• Previous insurance customer service or account management experience.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Confidence working independently while contributing to a collaborative team.
• A high level of accountability and follow-through.
• Willingness to learn new technology and adapt to evolving processes.
• Comfort communicating professionally through video when needed.

Preferred Qualifications

• Commercial lines experience within an independent insurance agency.
• Experience with Applied Epic.
• Familiarity with certificates of insurance, endorsements, renewals, and workers' compensation audits.
• Experience serving contractors, construction businesses, or manufacturers.
• A desire to grow into a senior account management or leadership role.

We're Building the Insurance Agency of the Future

One thing that makes Core different is our commitment to innovation.

We actively use artificial intelligence, automation, and modern technology to simplify routine tasks, improve client service, and make our team more effective.

We're not interested in doing things a certain way simply because that's how they've always been done.

We want people who are curious, adaptable, and excited about finding better ways to work.

You don't need to be an AI expert. You do need to be willing to learn, ideally be a fast reader, experiment, and embrace improvements.

Our goal is to spend less time on repetitive administrative work and more time delivering meaningful value to our clients.

If that sounds exciting to you, Core could be an excellent place to build your future.

Why Join Core?

1. Join a Growing Agency

We've averaged more than 20% annual growth over the last three years, creating new opportunities for team members who want to develop their careers.

2. Build a Career, Not Just Hold a Job

As our agency expands, we expect new responsibilities, senior account management opportunities, and potential leadership roles to develop.

3. Be Rewarded for Your Contributions

We believe team members who help us grow and improve the business should have opportunities to increase their compensation and advance professionally.

4. Work Smarter With Better Technology

You'll be part of an agency that embraces AI, automation, and modern tools designed to make your job more efficient and rewarding.

5. Enjoy Flexibility and Benefits

We offer competitive compensation, a comprehensive benefits package, and work-from-home opportunities.

6. Make a Real Impact

We're a locally owned agency, not a large corporate operation. Your ideas matter, your work is visible, and your contributions can directly influence our success.

How to Apply

We want to learn more about you than what's listed on your resume.

Applicants who submit a short introductory video will receive priority consideration.

In your video, we'd love to hear:

• A little about yourself and your commercial insurance experience.
• The types of accounts you've managed and your experience with certificates, endorsements, and renewals.
• Why you're interested in joining a growing, technology-forward insurance agency.

Submit your resume through Indeed and include your introductory video or a link to it if possible.

If you're ready to grow your career with an agency that's growing, innovating, and investing in its people, we encourage you to apply.

Core Insurance and Risk Advisors

Let's win together

Pay: $60,000.00 - $85,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Application Question(s):

• Where do you want to go with your career in the next 5 years?

Experience:

• client service rep: 5 years (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: Hybrid remote in Green Bay, WI 54313