Personal Lines Account Manager

Steffens Insurance Group has served the same market, the same families, for almost 40 years.

We handle personal lines, commercial P&C, and financial planning under one roof, for clients who've been with this firm long enough to send their kids our way. The team is small, and we’re 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.

• 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 that 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.

You have an active Wisconsin P&C license and 1 to 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 isn't for someone who wants a large firm with a support team around every task.

SIG runs lean, and clients know your name.

• $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 clients are families in this county, not a territory on a spreadsheet

Compensation: $42,000 - $58,000 yearly