Insurance Portfolio Manager

2 weeks ago


Waterford, Wisconsin, United States Steffens Insurance Group Inc Full time
About Steffens Insurance Group Inc

We are a family-owned insurance company based in Waterford, Wisconsin, with a strong reputation for professionalism, care, and dedication to our clients. Founded in 1982, we offer personalized insurance plans and have a highly regarded presence in the communities we serve.

Job Description

This is a full-time on-site role for a Property & Casualty Account Manager. The successful candidate will be responsible for managing a portfolio of property and casualty insurance accounts, providing tailored insurance solutions to clients, and ensuring compliance with insurance regulations.

Key Responsibilities
  • Manage a portfolio of property and casualty insurance accounts
  • Provide personalized insurance solutions to clients
  • Assist with policy renewals and claims
  • Conduct risk assessments and ensure compliance with insurance regulations
  • Build and maintain strong relationships with clients and insurance carriers
Requirements
  • Experience in property and casualty insurance
  • Strong knowledge of insurance products and coverage
  • Excellent customer service and relationship-building skills
  • Attention to detail and problem-solving abilities
  • Ability to work independently and manage multiple tasks
  • Strong communication and negotiation skills
  • Proficiency in insurance software and Microsoft Office
  • Insurance industry certifications (e.g., CIC, CISR) are a plus


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