What are the responsibilities and job description for the Commercial Insurance Portfolio Manager position at Steffens Insurance Group?
Job Summary
We are seeking a highly motivated and experienced Commercial Insurance Portfolio Manager to join our team. As a key member of our Steffens Insurance Group team, you will be responsible for managing a diverse portfolio of commercial insurance accounts and ensuring the highest level of service to our clients.
Key Responsibilities:
We are seeking a highly motivated and experienced Commercial Insurance Portfolio Manager to join our team. As a key member of our Steffens Insurance Group team, you will be responsible for managing a diverse portfolio of commercial insurance accounts and ensuring the highest level of service to our clients.
Key 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.
- Work closely with underwriters, brokers, and other team members to provide solutions tailored to client needs.
