Commercial Lines Account Manager

About the role

The Commercial Lines Account Manager at Steffens Insurance Group is responsible for taking ownership of a real book of accounts, managing complexity across various industries including contractors, manufacturers, retail, and professional services. This position requires the ability to handle renewals from start to finish, manage client inquiries, and deliver comprehensive packages without principal review.

Responsibilities

• Pull expiration reports and run carrier conversations
• Prepare and deliver submission packages to clients
• Answer client questions regarding coverage
• Manage a diverse portfolio of accounts with varying levels of complexity

Requirements

• Strong understanding of commercial insurance products and markets
• Excellent communication and interpersonal skills
• Ability to manage multiple accounts simultaneously
• Proficiency in Microsoft Office Suite

Qualifications

• Bachelor’s degree in Business Administration, Risk Management, or related field
• Minimum 2 years of experience in commercial insurance sales or related field
• Experience managing complex accounts preferred

Skills

• Commercial insurance knowledge
• Client management and communication skills
• Project management and organizational skills
• Microsoft Office proficiency

Benefits

• Full benefits package including health, dental, vision, STD, life insurance
• Extended holiday weekends and agency outings
• Opportunities for advancement within the company

Pay

Base salary ranging from $65,000 to $83,000 annually, with an annual performance bonus tied to retention and accuracy, and a 90-day milestone bonus for successful transition completion. Compensation also includes a potential path to Senior Account Manager and eventual supervisor role.

Schedule

Full-time, onsite position in Waterford, WI.