Commercial Lines Account Manager

Onsite in Waterford, WI

Steffens Insurance Group has written commercial policies for the same market for almost 40 years. Contractors, manufacturers, retail, professional services — the book is real, and it needs someone who can run it without a principal checking behind them.

What You'll Do

Renewals are yours, start to finish. You pull the expiration report, run the carrier conversation, build the submission, and deliver the finished package. Nobody reviews it before the client sees it. When a client calls with a coverage question, you're the one who answers.

What Steffens Insurance Group Values

• Relationships before revenue. A client calls you before they call anyone else, because you're the one who actually knows their business.

• Ownership without permission. Nobody assigns you the follow-up. You already saw it and started.

• Clarity over complexity. Ask if it's needed first. Then cut, simplify, speed up, automate — in that order, no skipping ahead.

• Team players only. The bar here doesn't move for anyone, including you.

• Family first. Ownership by a family means it runs like one. Your time off is yours, full stop.
  

Pay Structure

Base: $65,000–$83,000 , depending on what you bring.

Benefits

• Health

• Dental

• Short-term disability

• Life insurance

Plus:

• Annual bonus tied to retention and accuracy

• 90-day bonus for a clean transition into the book

• Extended holiday weekends and agency outings

• A real path to Senior AM, and eventually a supervisor seat, as SIG grows the service team

• A direct working relationship with leadership

$65,000 - $85,000 yearly

• Own the full renewal cycle on your accounts , from expiration report to final delivery, without requiring sign-off before the client sees it.
• Serve as the primary point of contact for your book . Coverage questions, endorsements, certificates, and claims follow-up are handled directly, not escalated.
• Prepare accurate quotes and policy comparisons across commercial property, liability, and workers' compensation, for both renewals and new business.
• Maintain account records clean enough that any colleague could open the file and know exactly where things stand.
• Identify cross-sell and rounding opportunities based on real knowledge of the accounts you manage, and bring them to Derik.
• Stay current on carrier appetites and coverage changes so submissions go out right the first time.

• Current Wisconsin P&C license in good standing.

• 3+ years of commercial lines account management or servicing experience.

• Demonstrated experience managing a renewal cycle independently.

• Proficiency with agency management software.

• Must be able to work onsite in Waterford, WI.

Steffens Insurance Group is a family-owned independent agency in Waterford, WI. Mike Steffens spent 44 years building it. Derik, Jake, and Katie are running it now. We handle the complexity most small-market agencies hand off — full commercial and personal lines P&C through SIG, combined with sophisticated financial planning through V3 Financial, for clients who’ve been with us long enough to refer their kids. They’re not shopping for the cheapest policy. They’re paying for continuity with people who know them. We hire A-players because one wrong hire in a firm this size affects everyone, and because the people here hold a standard they’re not willing to lower.

Compensation details: 65000-85000 Yearly Salary

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