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Account Manager for Commercial Insurance

Steffens Insurance Group
Waterford, WI Full Time
POSTED ON 3/19/2025 CLOSED ON 4/16/2025

What are the responsibilities and job description for the Account Manager for Commercial Insurance position at Steffens Insurance Group?

Steffens Insurance Group is seeking an experienced Account Manager to manage a portfolio of commercial insurance accounts. The ideal candidate will have a strong background in commercial insurance, excellent customer service skills, and the ability to communicate effectively with clients and producers.

Responsibilities

  • Manage a book of commercial insurance accounts, including renewals, policy changes, and claims follow-up.
  • Serve as the primary point of contact for clients regarding their commercial insurance needs.
  • Conduct regular follow-ups to ensure client satisfaction and policy retention.
  • Prepare and process insurance quotes, applications, and endorsements for new and existing clients.
  • Review policies for accuracy and ensure compliance with applicable regulations.

Requirements

  • 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.
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