Account Associate in BROOKFIELD, Wisconsin at Dettlaff & Company, Inc.

Account Associate

Customer Service & Sales Support | Part-Time with Full-Time Potential

Dettlaff & Company, Inc. is seeking a personable, organized and motivated Commercial Insurance Account Associate to join our team. This position is ideal for someone with Property & Casualty insurance experience who enjoys working directly with business owners and helping service and grow commercial accounts.

Responsibilities

• Service and maintain commercial Property & Casualty accounts
• Assist clients with policy changes, endorsements, certificates, billing questions and coverage updates
• Communicate with clients, insurance carriers and underwriters
• Assist with renewals and account reviews
• Gather information and quote new commercial business
• Prepare applications, proposals and other insurance documentation
• Support the sales process from initial quote through policy issuance
• Identify opportunities to improve coverage and expand client relationships
• Maintain accurate and timely client records
• Provide friendly, professional and responsive customer service

Qualifications

• Property & Casualty insurance license required
• Commercial insurance experience preferred
• Strong communication and customer service skills
• Organized, dependable and detail-oriented
• Comfortable communicating with business owners, carriers and underwriters
• Ability to work independently while being part of a small, collaborative team

Position & Benefits

• Part-time position with the potential to grow into full-time
• Flexible scheduling may be available
• Retirement plan benefits for eligible employees
• Paid holiday eligibility based on regularly scheduled hours and employment status
• Opportunity for increased responsibility and professional growth
• Small-office, team-oriented environment with direct client interaction

We are looking for someone who wants more than simply processing paperwork—a team member who enjoys building client relationships, solving problems and becoming an important part of servicing and growing our commercial insurance business.

Interested candidates are encouraged to submit a résumé and a brief introduction outlining their commercial insurance experience.