Personal Lines Insurance Account Manager (P&C)
Location: WATERFORD, WI
Job Type: fulltime
Company: Steffens Ins - V3 Financial Wealth Strategies
Salary: $50000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Are you seeking a rewarding full-time opportunity as a Personal Lines Insurance Account Manager (P&C) in Waterford, WI? Join a dynamic, client-centered team where your expertise in personal lines insurance and commitment to exceptional service will make a daily impact. This Personal Lines Insurance Account Manager (P&C) role is dedicated to supporting clients with their property and casualty insurance needs, managing policy information with precision, and fostering long-term relationships within a supportive, professional agency environment.
As a Personal Lines Insurance Account Manager (P&C), you will play an essential part in maintaining the agency’s reputation for excellence by delivering outstanding client experiences and ensuring policy compliance. This position is ideal for individuals with a strong background in insurance fundamentals, regulatory standards, and the drive to help people protect what matters most to them. If you are detail-oriented, thrive in a collaborative atmosphere, and are eager to contribute to a company with deep roots in Waterford, WI, this is the perfect fit for your career.
This client-facing, onsite employment type offers you the opportunity to connect directly with clients, address their questions and concerns, and act as a trusted advisor on all aspects of personal lines insurance. The Personal Lines Insurance Account Manager (P&C) is a pivotal contact for both customers and internal teams, ensuring prompt and professional communication and service delivery.
Our agency’s mission extends beyond writing policies; we build lasting partnerships and are committed to upholding the highest standards in the property and casualty (P&C) insurance industry. As a Personal Lines Insurance Account Manager (P&C) in Waterford, WI, you’ll benefit from a close-knit, supportive work culture and access to professional growth opportunities, all while serving a valued client base in the community.
Personal Lines Insurance Account Manager (P&C) - Summary- Full-time, onsite position in Waterford, WI within a reputable insurance agency
- Specializes in personal lines property and casualty insurance (P&C)
- Client-facing role focused on delivering exceptional service and support
- Opportunity for continuous professional development
- Contributes to a collaborative, positive, and ethical workplace culture
- Serve as the primary contact for personal lines insurance clients, providing expert guidance on coverage types, renewals, endorsements, and claims processes
- Manage policy documentation with a high degree of accuracy, ensuring all quoting, issuing, and servicing tasks are completed in compliance with agency and state regulations
- Handle policy changes, endorsements, and client requests promptly, maintaining clear communication and proactive follow-up
- Utilize agency management systems, CRM platforms, and carrier portals to track client information and ensure data integrity
- Build and nurture trust-based relationships with clients, carriers, and internal team members
- Maintain up-to-date knowledge of personal lines insurance products, underwriting guidelines, and regulatory standards, especially those relevant to Wisconsin
- Participate in agency meetings, training sessions, and team initiatives to support business goals and enhance professional growth
- Demonstrate strong organizational skills to manage multiple client needs and service deadlines simultaneously
- Competitive base pay with a performance-based bonus structure
- Comprehensive health, dental, and vision insurance coverage
- Short-term disability and life insurance options
- Extended holiday weekends and paid time off to support work-life balance
- Regular team outings and agency events to foster a positive work environment
- Professional development opportunities, including licensing support and continuing education
- Supportive culture within a locally owned agency
- Minimum of 2 years of experience in a personal lines role within a property & casualty (P&C) insurance agency
- Active P&C insurance license in the state of Wisconsin (required)
- Proven experience in a customer-facing service or account management position
- Strong knowledge of insurance fundamentals, including coverage options, underwriting, and regulatory compliance
- Excellent verbal and written communication skills, with a client-first approach
- Proficiency with agency management systems, carrier platforms, and Microsoft Office, especially Outlook and Excel
- Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
- Ability to work independently and as part of a collaborative team
- Dependable, reliable, and committed to maintaining consistent attendance and accountability
- Motivated, personable, and highly detail-oriented
- Demonstrates a client-centered mindset and proactive communication
- Thrives in a team-based, collaborative environment
- Quick to learn new software and adapt to changing processes
- Brings a solutions-oriented approach to client issues and challenges
- Committed to ongoing professional growth and maintaining industry knowledge
- Locally owned agency with a strong reputation in Waterford, WI and the surrounding area
- Opportunities for career advancement based on performance and professional development
- This Personal Lines Insurance Account Manager (P&C) position is onsite and full-time, requiring dedication to both client service and agency objectives
- Waterford, WI offers a welcoming community environment that values personalized service and professional integrity
Ready to take the next step in your insurance career? Apply today for this Personal Lines Insurance Account Manager (P&C) role in Waterford, WI by clicking the job application button. Join a team that values your expertise, supports your growth, and provides a meaningful opportunity to make a difference for clients every day.