What are the responsibilities and job description for the Account Management Specialist position at Steffens Insurance Group?
About This Role
The ideal candidate will have a strong background in commercial insurance and possess excellent customer service, communication, and follow-up skills. You will be responsible for building and maintaining strong relationships with clients, identifying cross-selling opportunities, and generating referrals.
Required Skills and Qualifications:
The ideal candidate will have a strong background in commercial insurance and possess excellent customer service, communication, and follow-up skills. You will be responsible for building and maintaining strong relationships with clients, identifying cross-selling opportunities, and generating referrals.
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.
- 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.
