Job Description

COMMERCIAL LINES ACCOUNT MANAGER

Steffens Insurance Group

Onsite in Waterford, WI

Steffens Insurance Group is a family-owned independent agency in Waterford. We're hiring the one person who makes everything else possible... a Commercial Lines Account Manager who can take a real book and own it.

Not service it. Take ownership of the accounts.

THE WORK

You take the renewals from start to finish. Pulling expiration reports, running the carrier conversations, preparing submissions, and delivering the finished package to the client... without a principal reviewing it first.

When a client calls with a coverage question, you answer it.

The book carries real complexity. Contractors, manufacturers, retail, and professional services. You manage all of it.

WHO BELONGS HERE

The SIG team runs on five values:

• Relationships Before Revenue. You know a client's business well enough to have a real conversation, not just a service call.
• Ownership Without Permission. When an account lands on your desk, it's yours from beginning to end.
• Clarity Over Complexity. Every project runs through a five-step filter before it moves: question whether it's needed, cut what isn't, simplify what remains, speed it up, then automate it. That order matters. We don't add a process to look busy.
• Team Players Only. The people here hold a high standard and expect the same back.
• Family First. This is a family business, and it runs like one. Your time outside work is yours.

THE NUMBERS

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

Plus:

• Annual performance bonus tied to retention and accuracy
• 90-day milestone bonus for completing the transition cleanly
• Full benefits: health, dental, vision, STD, life
• Extended holiday weekends and agency outings
• A path to Senior AM and eventually a supervisor seat... both real as SIG grows the service team, which is the plan
• A direct working relationship with Derik

$65,000 - $85,000 yearly

• Own the commercial renewal cycle end-to-end — expiration reports, carrier submissions, proposal preparation, and client delivery — without requiring principal oversight on standard accounts.
• Serve as the primary service contact for an assigned book of commercial accounts — coverage questions, endorsements, certificates, and claims follow-up handled without escalation.
• Prepare accurate quotes, applications, and policy comparisons for new and existing clients across commercial property, liability, and workers' compensation lines.
• Maintain complete, accurate account records in the agency management system — every activity logged, every document filed, every follow-up tickled so nothing falls through and the next person who opens the account knows exactly where things stand.
• Identify and surface cross-sell and rounding opportunities to Derik based on genuine knowledge of the accounts you manage.
• Stay current on carrier appetites, coverage changes, and market conditions that affect the commercial book.

Required:

• 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

You do NOT need:

• No financial planning or securities licensing required
• No production quota or new business development requirement — this is a service role
• No specific carrier experience required

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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