Commercial Lines Account Manager
1 week ago
Steffens Insurance Group located in Waterford, WI has an immediate opening for a full-time Commercial Lines Account Manager. This role is responsible for managing a diverse portfolio of commercial accounts and ensuring the highest level of service to our clients. We will provide training for the right person with the right skill set.The ideal candidate will have: an active P&C license, prior experience in commercial insurance, and excellent skills in client relationship management, communication, and follow-up. Having the ability to work in a fast-paced environment with unscheduled interruptions will also be helpful.Knowledge:Insurance Products and Services: An understanding of insurance products, coverages, and services is essential for effectively servicing commercial accounts. This includes knowledge of various types of commercial insurance policies, such as property, liability, and workers' compensation, as well as the ability to explain coverage options to clients.Computer Systems and Operations: Proficiency in computer systems and software applications, including Microsoft Office and agency automation systems, is necessary for performing administrative tasks, preparing documents, and maintaining client records electronically. This knowledge ensures efficiency in managing client accounts and processing transactions.Industry Regulations and Compliance: Familiarity with insurance industry regulations, compliance standards, and best practices is important for ensuring adherence to legal requirements and agency guidelines. This includes understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions.Responsibilities:Manage a book of commercial insurance accounts, including renewals, policy changes, and claims follow-up.Serve as the primary point of contact for clients regarding their commercial insurance needs.Conduct regular follow-ups to ensure client satisfaction and policy retention.Prepare and process insurance quotes, applications, and endorsements for new and existing clients.Review policies for accuracy and ensure compliance with applicable regulations.Work closely with underwriters, brokers, and other team members to provide solutions tailored to client needs.Stay up-to-date on insurance market trends, coverage options, and regulatory changes.Assist clients with claims management, including reporting claims and liaising between the client and insurance carriers.Utilize insurance management software and other technologies to manage accounts, process transactions, and maintain accurate records.Benefits:Base SalaryPaid Time Off (PTO)Quarterly Agency OutingsMedical, Dental, Vision InsuranceShort-Term DisabilityLife InsuranceProfessional development opportunitiesQualifications:P&C License in Wisconsin (must be current and in good standing).Prior Commercial Insurance experience with a focus on account management and servicing.Proven strong follow-up skills and ability to manage multiple accounts and tasks simultaneously.Proficient in technology and able to quickly adapt to new software systems (experience with insurance management software is a plus).Excellent communication skills, both written and verbal.Strong organizational skills and attention to detail.Ability to build and maintain strong client relationships.Problem-solving skills and a customer-first attitude.Ability to work independently while also contributing to a team environment.
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Personal Lines Account Manager
1 week ago
WATERFORD WI 53185, US Steffens Ins - V3 Financial Wealth Strategies Full timePersonal Lines Account Manager Full-time Onsite Waterford, WI Were seeking a motivated, personable, and detail-oriented Personal Lines Account Manager to join our growing team in Waterford, WI. This is a client-facing, onsite role that plays a vital part in supporting our agency's long-standing relationships and reputation for excellence in the Property &...
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Commercial Lines Account Manager
3 weeks ago
Beaver Dam, WI, United States Richards Insurance Full timeAbout Us: At Richards Insurance, we’re more than just an insurance agency — we’re insurance advisors dedicated to protecting what matters most to our clients. Our team values professionalism, collaboration, and a positive, client-focused culture. We’re looking for a knowledgeable and detail-oriented Commercial Lines Account Manager/Account...
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Commercial Lines Account Manager
3 weeks ago
Beaver Dam, WI, United States Richards Insurance Full timeAbout Us: If you are interested in applying for this job, please make sure you meet the following requirements as listed below. At Richards Insurance, we’re more than just an insurance agency — we’re insurance advisors dedicated to protecting what matters most to our clients. Our team values professionalism, collaboration, and a positive,...
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Commercial Lines Account Manager
4 weeks ago
Mequon, WI, United States Mid-State Insurance Full timeMid-State Insurance is seeking to add an experienced Commercial Lines Account Manager to our growing team! If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information. Individual should have minimum 3 years working in an Independent Agency setting, and have comfortability and...
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Commercial Lines Account Manager
3 weeks ago
Beaver Dam, WI, United States Richards Insurance Full timeAbout Us: At Richards Insurance, were more than just an insurance agency were insurance advisors dedicated to protecting what matters most to our clients. Were looking for a knowledgeable and detail-orientedCommercial Lines Account Manager/Account Executiveto join our growing team. The Commercial Lines position provides exceptional service and support to...
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Commercial Lines Account Manager
3 weeks ago
Beaver Dam, WI, United States Richards Insurance Full timeAbout Us: At Richards Insurance, were more than just an insurance agency were insurance advisors dedicated to protecting what matters most to our clients. Our team values professionalism, collaboration, and a positive, client-focused culture. Were looking for a knowledgeable and detail-orientedCommercial Lines Account Manager/Account Executiveto join our...
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Commercial Lines P&C Account Manager
2 weeks ago
Hickory Creek TX 75065, US Allen Insurance Group Full timeIndependent Agent looking for Commercial Lines Account P&C Account manager. Must be licensed or willing to get licensed. Must have current P&C experience. Job will be remote after initial training period. Full time. Please email resume to Austin@alleninsgroup.com and agency owner will reach out to you.
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Financial Account Manager
1 week ago
WATERFORD WI 53185, US Steffens Ins - V3 Financial Wealth Strategies Full timeFinancial Account ManagerCompany: V3 Financial Wealth StrategiesLocation: Waterford, WIType: Full-time, In-office positionAbout Us:V3 Financial Wealth Strategies is a leading financial services firm committed to providing comprehensive wealth management solutions to our clients. With a focus on integrity, innovation, and personalized service, we help...
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Personal Lines Account Manager
3 weeks ago
Waterford, United States Acrisure LLC Full timePersonal Lines Account Manager Join Acrisure to grow bold and deliver exceptional insurance service. Job Summary Our Personal Lines Account Managers maintain and grow client relationships, ensure insurance needs are met, and provide outstanding service. The ideal candidate has a proven background in insurance, excellent communication skills, and a passion...
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Commercial Customer Account Manager
5 days ago
Wausau, WI, United States Harrison Gray Search Full timeHarrison Gray Search is looking for an experienced Commercial Lines Account Manager to join an insurance agency client of ours located in Wausau, Wisconsin with hybrid flexibility. Our client is one of the largest independent insurance agencies in Wisconsin. This position works closely with a team of agents to provide excellent customer service and support...
