Commercial Lines Insurance Account Manager in Waterford, Wisconsin at Steffens Insurance Group

Commercial Lines Insurance Account Manager

Steffens Insurance Group is a family-owned independent agency in Waterford - we are looking for the one hire that makes everything else possible. We are looking for a Commercial Lines Account Manager who can take a real book and own it.

WHAT MAKES SIG DIFFERENT

Most agencies either do financial planning or P&C insurance. SIG does both — sophisticated tax, legacy, and liquidity work through V3 Financial alongside a full commercial and personal lines book, for the same clients across decades. The families who’ve been with Mike for 39+ years refer their kids and their business partners. They have real complexity, and they expect to be known, not handed off to whoever picks up the phone.

THE PATH

Commercial Lines Account Manager (Day 1): $65,000–$83,000 base + retention and growth bonuses

WHAT THE WORK ACTUALLY LOOKS LIKE

In this role, you will take ownership of the renewals. That means pulling expiration reports, running carrier conversations, preparing submissions, and delivering the package to the client — without a principal reviewing it first. When a client calls with a coverage question, you will need to be prepared to provide them an answer.

You'll manage a book that includes businesses with real complexity — contractors, manufacturers, retail, and professional services.

WHO BELONGS HERE

The SIG team firmly operates on five values:

• Relationships Before Revenue: You know clients' businesses well enough to have a real conversation, not just a service call.
• Ownership Without Permission: When handed an account, it's your account and you own it from beginning to end.
• Clarity Over Complexity: Every project here gets run 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 process to look busy.
• Team Players Only: The people here hold a high standard and expect the same in return.
• Family First: This is a Strategy. This role exists specifically because the team is in need of someone who is ready to make a difference and integrate into a close-knit team.

WHY SIG

• $65,000–$83,000 starting base
• Annual performance bonus tied to retention and accuracy.
• Full insurance benefits package: Health, Dental, Vision, STD, Life
• 90-day milestone bonus for completing the initial transition clean
• Extended holiday weekends and agency outings
• Career path to Senior AM and eventually a supervisor role — both are real if SIG grows the service team, which is the plan
• Direct working relationship with Derik

$65,000 - $83,000 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.