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Commercial Insurance Account Manager (P&C)
Location: Brookfield, WI
Job Type: fulltime
Company: Steffens Insurance Group
Salary: $55000.0 - $100000.0 per year
Category: Insurance
The Commercial Insurance Account Manager (P&C) plays a central role in supporting a diverse portfolio of business clients. As a full-time professional, you will be responsible for managing commercial insurance accounts, fostering positive client relationships, and ensuring that each client receives timely, accurate, and comprehensive service. This position offers an excellent opportunity for individuals with a Property & Casualty (P&C) license and prior experience in the commercial insurance sector to advance their careers within a company dedicated to professional growth and exceptional client service.
Commercial Insurance Account Manager (P&C) professionals are vital in maintaining the integrity of insurance portfolios, ensuring regulatory compliance, and delivering responsive service to business clients. Your day-to-day activities will include managing policy renewals, processing policy changes and endorsements, preparing insurance quotes, and being the primary point of contact for commercial insurance inquiries. By leveraging your knowledge of insurance products and regulations, you will help clients navigate complex coverage options and deliver value-added solutions tailored to their needs.
This Commercial Insurance Account Manager (P&C) role is ideal for individuals who are detail-oriented, possess strong organizational skills, and thrive in fast-paced environments. The position requires proficiency in technology, including Microsoft Office and insurance management software, as well as the ability to adapt quickly to new tools and processes. Strong communication skills are essential for success, as you will be interacting with clients, underwriters, brokers, and team members on a regular basis.
Working as a Commercial Insurance Account Manager (P&C) in Waterford, WI, provides the unique advantage of serving a mix of local and regional businesses, allowing you to make a real impact in the community. The company values continuous learning and offers professional development opportunities to support your growth in the field of commercial insurance account management. If you are passionate about building relationships, problem-solving, and delivering outstanding service, this Commercial Insurance Account Manager (P&C) position presents an exciting next step in your career. Apply today by clicking the job application button and become an integral part of a dynamic insurance team!
Commercial Insurance Account Manager (P&C) - Summary
- Full-time role managing a portfolio of commercial insurance accounts
- Serve as the primary contact for client inquiries and service needs
- Ensure timely and accurate processing of renewals, policy changes, and claims
- Support clients in understanding their commercial insurance coverage options
Duties & Responsibilities
- Maintain and manage a diverse book of commercial insurance accounts, including renewals and mid-term policy changes
- Act as the main point of contact for commercial clients, addressing questions, concerns, and service requests
- Provide proactive follow-up to ensure client satisfaction and encourage policy retention
- Prepare and process insurance quotes, applications, and endorsements for both new and existing clients
- Review policies for accuracy and compliance with industry regulations and company standards
- Collaborate with underwriters, brokers, and internal team members to deliver customized solutions for each client
- Stay informed about insurance market trends, new coverage options, and regulatory changes that may affect clients
- Assist clients with claim reporting and management, acting as a liaison between the client and insurance carriers
- Utilize agency management software and other digital tools to maintain accurate records and process transactions efficiently
Salary & Benefits
- Base salary with opportunities for advancement within the company
- PTO (Paid Time Off) for work-life balance
- Quarterly agency outings promoting team cohesion
- Comprehensive Medical, Dental, and Vision insurance plans
- Short-term disability and life insurance coverage for financial security
- Ongoing professional development and training opportunities
Qualifications & Requirements
- Current and valid Property & Casualty (P&C) license
- Demonstrated experience in commercial insurance, with a focus on account management and client servicing
- Strong ability to manage multiple accounts and prioritize tasks in a dynamic, fast-paced environment
- Proficiency with Microsoft Office Suite and adaptability to new insurance management systems
- Excellent written and verbal communication skills
- Outstanding organizational skills and attention to detail
- Proven ability to develop and maintain strong client relationships
- Effective problem-solving abilities and a client-first mindset
- Ability to work independently as well as collaboratively within a team setting
Ideal Candidate Snapshot
- Enthusiastic about delivering exceptional client service in the commercial insurance industry
- Comfortable handling multiple priorities and adapting to changing demands
- Quick learner, especially with new software and technology platforms
- Detail-oriented and committed to accuracy in all aspects of account management
- Excels in building trust and rapport with clients and colleagues
- Resourceful, proactive, and solution-driven
Other Relevant Information
- This Commercial Insurance Account Manager (P&C) position offers a rewarding opportunity to grow professionally within a reputable agency
- Participation in ongoing training and professional development is encouraged and supported
- The company is committed to fostering an inclusive, collaborative, and supportive work environment
- Applicants are encouraged to apply promptly by clicking the job application button to join a team dedicated to excellence in commercial insurance account management
Equal Opportunity Employer: Steffens Insurance Group is committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, or veteran status. All employment decisions are based on business needs, job requirements, and individual qualifications.