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
Job Description Apply Now
Commercial Insurance Account Manager (P&C) Job OverviewSteffens Insurance Group is seeking a qualified and motivated Commercial Insurance Account Manager (P&C) for a full-time opportunity in Waterford, WI. As a pivotal member of the insurance team, the Commercial Insurance Account Manager (P&C) is responsible for managing a dynamic portfolio of commercial insurance accounts. This role is integral to delivering outstanding service to clients, ensuring their insurance needs are met efficiently and with the highest standards of professionalism. The position is ideal for individuals passionate about client relationship management, commercial insurance, and regulatory compliance. Steffens Insurance Group provides comprehensive training for candidates with the right skill set and drive for success.
Key Responsibilities- Manage a dedicated book of commercial insurance accounts, overseeing renewals, processing policy changes, and following up on claims to ensure client satisfaction and retention.
- Serve as the primary point of contact for commercial clients, addressing inquiries, providing policy guidance, and delivering tailored solutions.
- Conduct proactive follow-ups with clients to maintain strong relationships and ensure ongoing satisfaction with their insurance products.
- Prepare and process insurance quotes, applications, and endorsements for new and existing commercial clients.
- Review insurance policies for accuracy, ensuring compliance with company, state, and federal regulations.
- Collaborate closely with underwriters, brokers, and internal team members to develop solutions that meet clients’ specific business needs.
- Monitor insurance market trends, coverage options, and regulatory updates to provide clients with informed recommendations.
- Assist clients with claims management by reporting claims accurately and acting as a liaison between the client and insurance carriers.
- Utilize insurance management software and related technology to efficiently manage accounts, process transactions, and maintain accurate and current records.
- Active Property & Casualty (P&C) license in Wisconsin, in good standing.
- Previous experience in commercial insurance, with a focus on account management and client servicing.
- Strong follow-up capabilities and the ability to manage multiple accounts and tasks simultaneously in a fast-paced environment.
- Proficiency with technology, including Microsoft Office and insurance management software.
- Excellent written and verbal communication skills for effective interaction with clients and team members.
- Strong organizational skills and meticulous attention to detail.
- Ability to build and maintain positive client relationships through professionalism, problem-solving skills, and a customer-first approach.
- Capacity to work independently while contributing to a collaborative team environment.
- Familiarity with industry regulations, compliance standards, and ethical guidelines for insurance transactions.
- Comprehensive understanding of commercial insurance products, coverages, and services, including property, liability, and workers’ compensation policies.
- Awareness of state insurance laws, licensing requirements, and compliance standards.
- Ability to effectively communicate and explain coverage options and policy details to clients.
- Base salary
- Paid Time Off (PTO)
- Medical, dental, and vision insurance
- Short-term disability and life insurance
- Quarterly agency outings
- Professional development opportunities
Waterford, WI, offers a supportive community atmosphere and convenient access to regional resources, making it an excellent location for professionals seeking a balance between career growth and quality of life.
Equal Employment Opportunity StatementSteffens Insurance Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.