Personal Lines Account Manager

Personal Lines Account Manager — Steffens Insurance Group Waterford, WI | Full‑time | Onsite | $42,000–$58,000 + full benefits Steffens Insurance Group has been serving the same market, the same families, for nearly four decades. We handle personal lines and commercial P&C alongside financial planning, under one roof, for clients who have been with this firm long enough to send their kids our way. The team is small, and we are building it carefully. We’re looking for a licensed Personal Lines Account Manager who understands that in a firm like this, the relationship is the product. What this is for You have an active Wisconsin P&C license and 1–2 years of agency experience. You understand the difference between a renewal conversation and a transaction. You maintain documentation accurately and without slipping endorsements or late renewals. You work well without constant calendar management. This is not for someone who wants a large firm with a full support team; SIG runs lean and 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 Responsibilities Manage a personal lines book of business end‑to‑end—renewals, endorsements, policy changes, and coverage questions resolved accurately and on time. Be the primary contact clients trust to pick up the phone, know their situation, and handle it—every interaction reflects on SIG's 40‑year reputation. Quote new business and process policy transactions with Wisconsin P&C compliance accuracy. Coordinate with carriers to resolve coverage issues, billing questions, and service requests before they become client complaints. Maintain agency management system documentation with precision—clean records keep renewals smooth, audits clean. Identify coverage gaps or cross‑sell opportunities during renewal conversations and surface them to the appropriate advisor. Support Derek and the team with operational tasks and special projects when they arise. Qualifications – Required Active Wisconsin P&C insurance license. 1–2 years of personal lines experience within a P&C agency. Proficiency with agency management systems and Microsoft Office (Outlook, Excel). Ability to manage a client‑facing workload with accuracy and follow‑through; no backup. US work authorization. Ability to work onsite in Waterford, WI. Qualifications – Preferred but not required Experience with Agency Management Systems. Working knowledge of Wisconsin carrier relationships and underwriting guidelines for personal lines. Compensation $42,000–$58,000 per year. #J-18808-Ljbffr Steffens Insurance Group