What are the responsibilities and job description for the Insurance Portfolio Specialist position at Steffens Insurance Group?
About the Job
We are seeking an experienced insurance professional to fill the role of Commercial Lines Account Manager at Steffens Insurance Group. This is an exciting opportunity for someone who is passionate about providing exceptional customer service and has a strong background in commercial insurance.
The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, including renewals, policy changes, and claims follow-up. They will also serve as the primary point of contact for clients regarding their commercial insurance needs.
- Manage a book of commercial insurance accounts.
- Serve as the primary point of contact for clients.
- Conduct regular follow-ups to ensure client satisfaction.
- Prepare and process insurance quotes, applications, and endorsements.
- Review policies for accuracy and ensure compliance with applicable regulations.
- P&C License in Wisconsin.
- 1 years of commercial insurance experience.
- Proven strong follow-up skills.
- Proficient in technology.
- Excellent communication skills.
- Strong organizational skills.
- Ability to build and maintain strong client relationships.
