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Insurance Account Manager Specialist

Steffens Insurance Group
Waterford, WI Full Time
POSTED ON 3/17/2025
AVAILABLE BEFORE 4/15/2025

Job Description:

The Steffens Insurance Group is seeking a highly skilled Insurance Account Manager to join our team. As a Commercial Lines Account Manager, you will be responsible for managing a diverse portfolio of commercial 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.
  • Stay up-to-date on insurance market trends, coverage options, and regulatory changes.
  • Assist clients with claims management, including reporting claims and liaising between the client and insurance carriers.

Requirements:

  • 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).

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