Steffens Insurance Group Inc
Commercial Lines Account Manager
Steffens Insurance Group Inc, Waterford, New York, United States
Commercial Lines Account Manager
Steffens Insurance Group Inc. located in Waterford, WI has an immediate opening for a full‑time Commercial Lines Account Manager.
Base pay range: $55,000.00‑$100,000.00 per year.
Responsibilities
Manage a diverse portfolio 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.
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.
Utilize insurance management software and other technologies to manage accounts, process transactions, and maintain accurate records.
Qualifications
P&C license in Wisconsin, current and in good standing.
Prior commercial insurance experience focused on account management and servicing.
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).
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.
Ability to work independently while also contributing to a team environment.
Benefits
Base Salary
Paid Time Off (PTO)
Quarterly agency outings
Medical, Dental, Vision insurance
Short‑term disability
Life insurance
Professional development opportunities
Seniority level Entry level
Employment type Full‑time
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Base pay range: $55,000.00‑$100,000.00 per year.
Responsibilities
Manage a diverse portfolio 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.
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.
Utilize insurance management software and other technologies to manage accounts, process transactions, and maintain accurate records.
Qualifications
P&C license in Wisconsin, current and in good standing.
Prior commercial insurance experience focused on account management and servicing.
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).
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.
Ability to work independently while also contributing to a team environment.
Benefits
Base Salary
Paid Time Off (PTO)
Quarterly agency outings
Medical, Dental, Vision insurance
Short‑term disability
Life insurance
Professional development opportunities
Seniority level Entry level
Employment type Full‑time
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