What are the responsibilities and job description for the Account Management Specialist - Commercial Lines position at Steffens Insurance Group?
Company Overview
At Steffens Insurance Group, we value professionalism, integrity, and dedication. As a leading provider of commercial insurance services, we strive to deliver exceptional results for our clients by fostering long-term partnerships built on trust and expertise.
Job Description
The ideal candidate will be responsible for managing a diverse portfolio of commercial accounts, ensuring client satisfaction, and providing innovative solutions tailored to client needs. Key responsibilities include:
- Managing commercial accounts, including renewals, policy changes, and claims follow-up.
- Serving as the primary point of contact for clients regarding their commercial insurance needs.
- Conducting regular follow-ups to ensure client satisfaction and policy retention.
- Preparing and processing insurance quotes, applications, and endorsements for new and existing clients.
- Reviewing policies for accuracy and ensuring compliance with applicable regulations.
- Working closely with underwriters, brokers, and other team members to provide solutions tailored to client needs.
- Staying up-to-date on insurance market trends, coverage options, and regulatory changes.
- Assisting clients with claims management, including reporting claims and liaising between the client and insurance carriers.
- Utilizing insurance management software and other technologies to manage accounts, process transactions, and maintain accurate records.
Required Skills and Qualifications
- P&C License in Wisconsin (must be current and in good standing).
- 1 years of commercial insurance experience with a focus on account management and servicing.
- Proven strong follow-up skills and ability to manage multiple accounts and tasks simultaneously.
- Proficient in technology and able to quickly adapt to new software systems (experience with insurance management software is a plus).
- Excellent communication skills, both written and verbal.
- Strong organizational skills and attention to detail.
- Ability to build and maintain strong client relationships.
- Problem-solving skills and a customer-first attitude.
- Ability to work independently while also contributing to a team environment.
Benefits
- Base pay plus bonus.
- Extended holiday weekend, Agency Outings.
- Agency Outings.
- Professional development opportunities.
- Benefits (Health, Dental, Vision, STD, Life).
