Commercial Insurance Account Manager (P&C)
Location: WATERFORD, WI
Job Type: fulltime
Company: Steffens Insurance Group
Salary: $55000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
Steffens Insurance Group is seeking a dedicated and detail-oriented Commercial Insurance Account Manager (P&C) to join our team in Waterford, WI. This full-time opportunity provides the chance to work with a diverse portfolio of commercial insurance clients, ensuring each receives comprehensive service and support. As a pivotal member of our team, the Commercial Insurance Account Manager (P&C) will manage client relationships, coordinate policy renewals and endorsements, and guide clients through the insurance process from quote to claim. This position is ideal for individuals with a strong background in commercial insurance, effective communication skills, and a passion for exceptional customer service.
Working in Waterford, WI, offers a welcoming community environment, making it an appealing choice for professionals seeking a fulfilling career in the insurance industry. Steffens Insurance Group invests in the professional growth of its employees and provides industry-leading training for qualified candidates with the right skill set. If you are a Commercial Insurance Account Manager (P&C) who thrives in a fast-paced, collaborative setting, this is an excellent opportunity to advance your career.
Commercial Insurance Account Manager (P&C) - SummaryThe Commercial Insurance Account Manager (P&C) is responsible for managing a book of business comprised of commercial clients, addressing their insurance needs, and ensuring all policies and documentation meet regulatory and company standards. The role requires an active Property & Casualty (P&C) license, a strong understanding of insurance products, and experience with account management. Training is available for candidates who demonstrate strong aptitude and relevant skills.
Duties & Responsibilities- Manage a portfolio of commercial insurance accounts, including processing renewals, policy changes, and client requests.
- Serve as the primary point of contact for clients regarding their commercial insurance policies and services.
- Conduct regular follow-ups to support client satisfaction, retention, and policy accuracy.
- Prepare and process insurance quotes, new business applications, and endorsements for new and existing clients.
- Review insurance policies for accuracy, ensuring compliance with both industry regulations and internal guidelines.
- Collaborate with underwriters, brokers, and team members to design solutions tailored to each client’s needs.
- Stay informed about insurance market trends, coverage options, and regulatory updates relevant to commercial lines.
- Assist clients throughout the claims process, including reporting and facilitating communication between clients and carriers.
- Utilize insurance management software and related technologies to maintain accurate records and efficiently process transactions.
- Competitive base salary commensurate with experience
- Paid Time Off (PTO)
- Quarterly agency outings to foster team collaboration and morale
- Comprehensive medical, dental, and vision insurance coverage
- Short-term disability insurance
- Life insurance
- Professional development opportunities to support career growth
- Active and current Property & Casualty (P&C) license in Wisconsin (in good standing)
- Previous experience in commercial insurance with a focus on account management and servicing
- Demonstrated strong follow-up skills and the ability to manage multiple accounts and tasks simultaneously
- Proficiency in technology, including Microsoft Office and insurance management software (experience with agency automation systems is a plus)
- Excellent written and verbal communication skills
- Strong organizational skills and meticulous attention to detail
- Ability to build and maintain strong client relationships
- Effective problem-solving skills and a customer-first attitude
- Ability to work independently and collaboratively as part of a team
- Holds an active P&C license and brings hands-on experience in commercial insurance account management
- Excels in building long-term client relationships and demonstrates a proactive approach to client service
- Skilled in managing competing priorities and thrives in environments that require flexibility and adaptability
- Comfortable with technology and eager to learn new insurance software systems
- Brings excellent communication, organizational, and interpersonal skills to the team
- Steffens Insurance Group is committed to providing equal employment opportunities to all qualified applicants and employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other protected status in accordance with applicable law.
- The Commercial Insurance Account Manager (P&C) will have access to comprehensive training, supportive leadership, and opportunities for ongoing professional development.
- Our agency culture encourages teamwork, innovation, and continuous improvement, supporting employees as they advance their insurance careers.
If you are ready to take the next step in your insurance career as a Commercial Insurance Account Manager (P&C) in Waterford, WI, we invite you to apply today by clicking the job application button. Join Steffens Insurance Group and help deliver exceptional service and solutions to our valued commercial clients.