Commercial Lines Account Manager

Responsibilities

• Own the commercial renewal cycle end-to-end — expiration reports, carrier submissions, proposal preparation, and client delivery — without requiring principal oversight on standard accounts.
• Serve as the primary service contact for an assigned book of commercial accounts — coverage questions, endorsements, certificates, and claims follow-up handled without escalation.
• Prepare accurate quotes, applications, and policy comparisons for new and existing clients across commercial property, liability, and workers' compensation lines.
• Maintain complete, accurate account records in the agency management system — every activity logged, every document filed, every follow-up tickled so nothing falls through and the next person who opens the account knows exactly where things stand.
• Identify and surface cross-sell and rounding opportunities to Derik based on genuine knowledge of the accounts you manage.
• Stay current on carrier appetites, coverage changes, and market conditions that affect the commercial book.

Qualifications

• Current Wisconsin P&C license in good standing
• 3+ years of commercial lines account management or servicing experience
• Demonstrated experience managing a renewal cycle independently
• Proficiency with agency management software
• Ability to work onsite in Waterford, WI

About the Role

Steffens Insurance Group is a family-owned independent agency in Waterford, WI. Mike Steffens spent 44 years building it. Derik, Jake, and Katie are running it now. We handle the complexity most small-market agencies hand off — full commercial and personal lines P&C through SIG, combined with sophisticated financial planning through V3 Financial, for clients who’ve been with us long enough to refer their kids. They’re not shopping for the cheapest policy. They’re paying for continuity with people who know them. We hire A-players because one wrong hire in a firm this size affects everyone, and because the people here hold a standard they’re not willing to lower.