Commercial Insurance Account Manager
Location: Waterford, WI
Job Type: fulltime
Company: Steffens Insurance Group
Salary: $55000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
Commercial Insurance Account Manager Job OverviewAs a Commercial Insurance Account Manager, you will play a vital role in managing and servicing a diverse book of commercial insurance accounts. This full-time position is designed for professionals with a solid foundation in commercial insurance who are dedicated to delivering high-quality customer service. The Commercial Insurance Account Manager serves as the primary point of contact for clients, ensuring their insurance needs are met, their accounts are accurately maintained, and their questions are answered promptly. Working as a Commercial Insurance Account Manager offers a unique opportunity to build meaningful client relationships while leveraging your expertise in commercial insurance products and agency operations.
Key Responsibilities- Manage a portfolio of commercial insurance accounts, handling renewals, policy modifications, and claims follow-up with consistent attention to detail.
- Act as the main point of contact for clients, providing guidance on coverage options, policy adjustments, and claims processes.
- Conduct regular follow-ups to ensure client satisfaction and maximize policy retention rates.
- Prepare, process, and submit insurance quotes, applications, and endorsements for both new and existing clients.
- Review client policies for accuracy and compliance with all applicable insurance regulations and agency standards.
- Collaborate with underwriters, brokers, and internal team members to deliver tailored insurance solutions that address each client’s unique needs.
- Remain current on commercial insurance market trends, regulatory changes, and new coverage options to provide clients with up-to-date advice and recommendations.
- Assist clients in claims management, including reporting claims and serving as a liaison with insurance carriers to facilitate a smooth process.
- Utilize insurance management software and related technologies to manage accounts, process transactions, and maintain accurate electronic records.
- Communication: Demonstrated ability to communicate effectively, both verbally and in writing, with clients, producers, and company personnel.
- Attention to Detail: High level of accuracy in preparing documents, processing transactions, and reviewing policies.
- Customer Service: Commitment to providing prompt, courteous assistance and fostering positive client experiences.
- Insurance Knowledge: In-depth understanding of commercial insurance products, including property, liability, and workers’ compensation policies.
- Technology Proficiency: Skilled in using Microsoft Office and agency automation systems for document preparation and account management.
- Regulatory Compliance: Familiarity with insurance industry regulations, compliance standards, and best practices for legal adherence.
- Client Relationship Management: Experience in building, maintaining, and retaining client relationships to support account growth and client satisfaction.
- Administrative Support: Ability to efficiently handle administrative tasks such as filing, scanning, and data entry to support client servicing activities.
- Current P&C License in Wisconsin (must be active and in good standing).
- At least 1 year of commercial insurance experience with a focus on account management and servicing.
- Strong follow-up skills and the ability to manage multiple accounts and tasks simultaneously.
- Proficiency with technology and the ability to quickly adapt to new software systems (prior experience with insurance management software 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.
- Problem-solving skills and a customer-first mindset.
- Ability to work both independently and collaboratively within a team environment.
Working as a Commercial Insurance Account Manager in Wisconsin allows you to serve a diverse array of businesses in a region known for its vibrant economic activity. You will have access to professional development, a supportive team environment, and the opportunity to make a real impact on client success and satisfaction.
Benefits- Base pay plus bonus opportunities
- Agency outings and extended holiday weekends
- Comprehensive benefits package including health, dental, vision, short-term disability, and life insurance
- Professional development opportunities