Personal Lines Account ManagerSteffens Ins - V3 Financial Wealth Strategies • Waterford, WI, US
Personal Lines Account Manager
Steffens Ins - V3 Financial Wealth Strategies • Waterford, WI, US
29 days ago
Job type
- Full-time
Job descriptionExceptional Communication : Clear and professional verbal and written communication is a must. You'll be the go-to contact for clients, carriers, and internal teams, ensuring messages are understood and responses are prompt and helpful. Relationship Building : Genuine, consistent, and trust-based relationships are at the heart of this role. You’ll manage renewals, policy changes, and everyday service with care and attention that clients can rely on. Follow-Up & Follow-Through : Strong organizational and time management skills are essential. You’re the kind of person who doesn’t let things fall through the cracks and takes pride in completing tasks accurately and on time. Problem Solving : Capable of thinking critically and independently to resolve client issues, find solutions, and escalate when needed. You bring a calm and solutions-focused approach to every challenge. Dependability : Strong attendance, accountability, and reliability are critical. Clients and team members count on your presence and professionalism daily. Detail-Oriented : Accuracy in data entry, quoting, and documentation ensures compliance, client satisfaction, and smooth operations. Team Collaboration : Comfortable working in a collaborative environment while also being confident and capable when working independently. Insurance Agency Background : 1–2 years of experience in a personal lines role within a P&C insurance agency. Licensed Professional : Active Wisconsin P&C License required. Customer-Facing Role : Previous experience in a client service or account management position where building and maintaining relationships was a core responsibility. Performance-Driven : Proven track record of meeting service deadlines, client expectations, and contributing positively to team goals. Professional Growth : Eager to continue learning through professional development opportunities, certifications, and on-the-job experience. Base Pay + Performance Bonus Structure Health, Dental, and Vision Insurance Short-Term Disability & Life Insurance Extended Holiday Weekends & Paid Time Off Team Outings & Agency Events Professional Development Opportunities & Licensing Support Supportive, Close-Knit Work Culture in a Locally Owned Agency 1–2 years of experience in a Personal Lines role within a Property & Casualty (P&C) insurance agency Active P&C license in the state of Wisconsin (required) Strong follow-up and follow-through skills, with the ability to manage multiple client needs and service requests efficiently Excellent communication skills — both verbal and written — with a client-first, solution Tech-savvy and comfortable using agency management systems, carrier platforms, and Highly organized and detail-oriented, ensuring accuracy in documentation, policy changes, and client correspondence Proactive problem-solver who can work independently to resolve client concerns or escalate appropriately when needed Reliable and punctual, with a strong sense of accountability and consistent attendance Team player who is also confident in managing tasks independently and contributing to a positive office culture
Job Description
Job Description
Personal Lines Account Manager
Full-time
Onsite
Waterford, WI
We’re 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 & Casualty (P&C) insurance industry.
We believe in more than just writing policies — we build lasting partnerships. If you're passionate about helping people protect what matters most, have a strong work ethic, and thrive in a team environment, we’d love to hear from you.
Knowledge
- Insurance Fundamentals : Solid understanding of personal lines insurance, including coverage types, underwriting processes, endorsements, and renewals.
- P&C Regulatory Standards : Familiarity with Wisconsin state insurance laws, compliance standards, and ethical practices in personal lines.
- Policy Documentation & Data Integrity : Strong awareness of the importance of accuracy in quoting, issuing, and servicing policies. Able to manage policy changes, endorsements, and documentation with precision.
- Technology Proficiency : Comfortable navigating agency management systems and CRM platforms. Proficient with Microsoft Excel, Outlook, and online carrier systems. Tech-savvy and quick to learn new software.
- Client-Centered Approach : Deep understanding of the importance of client satisfaction, proactive communication, and relationship nurturing within the insurance industry.
Skills
Experience
Compensation & Benefits
Qualifications
Microsoft Office (especially Outlook and Excel)
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Personal Lines Account Manager • Waterford, WI, US
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