Personal Lines Account Manager

About the role

Steffens Insurance Group has served the same market, the same families, for almost 40 years. We handle personal lines, commercial P&C, and financial planning under one roof, for clients who've been with this firm long enough to send their kids our way. The team is small, and we're building it carefully. We're looking for a licensed Personal Lines Account Manager.

Responsibilities

• Manage a book of personal lines accounts: renewals, endorsements, policy changes, and coverage questions handled accurately and on time.
• Be the consistent point of contact clients call and trust. Their experience with SIG runs through you.
• Quote new business and process policy transactions with the accuracy this industry requires. Errors here follow the client and the firm for years.
• Coordinate with carriers and internal teams to resolve issues before they become client problems.
• Maintain documentation in the agency management system with the precision that keeps audits clean and renewals smooth.

Requirements

• An active Wisconsin P&C license
• 1 to 2 years of agency experience
• Knowledge of the difference between a good renewal conversation and a transaction
• Attention to detail to avoid missed endorsements and late renewals
• Ability to work independently without needing constant supervision

What This Is For You

You have an active Wisconsin P&C license and 1 to 2 years of agency experience. You know the difference between a good renewal conversation and a transaction. You don't let documentation slip, because missed endorsements and late renewals have a way of becoming your problem at the worst time. You work well without someone managing your calendar. This isn't for someone who wants a large firm with a support team around every task. SIG runs lean and your clients know your name.

What SIG Offers

• $42,000–$58,000 base salary based on experience, plus performance bonus
• Health, dental, and vision insurance
• Short-term disability and life insurance
• Extended holiday weekends and paid time off
• Licensing support and professional development
• A locally owned agency where your clients are families in this county, not a territory on a spreadsheet

Pay

$42,000 - $58,000 yearly