Personal Lines Account Manager

Description

Personal Lines Account Manager - Steffens Insurance Group

Milwaukee, 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 you'll own:

• 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

Who this is for:

You have an active Wisconsin P&C license and 1-2 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 is not for someone who wants a large firm with a support team around every task. SIG runs lean. Your clients know your name, and so does Derek.

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

$41

Qualifications

Required:
• Active Wisconsin P&C insurance license - no exceptions
• 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 - this role has no backup
• US work authorization
• Ability to work onsite in Waterford, WI

Preferred but not required:
• Experience with Agency Management Systems
• Working knowledge of Wisconsin carrier relationships and underwriting guidelines for personal lines