Now Hiring - Steffens Ins - V3 Financial Wealth Strategies - Licensed Insurance Customer Service in Waterford, WI

Full description of the position

Licensed Insurance Customer Service Location: WATERFORD, WI, 53185 Salary: $50000.0 - $75000.0/year Experience: 2 Year(s) JOB TITLE: Licensed Insurance Customer Service LOCATION: Waterford, WI Steffens Insurance Group in Waterford, WI is seeking a Licensed Insurance Customer Service professional to join our growing team. This full-time, in- office position focuses on managing accounts, supporting clients with policy service, renewals, endorsements, and claims, while delivering excellent customer service. Training and professional development opportunities are provided for the right candidate. Must have an active Wisconsin Property and Casualty insurance license. POSITION OVERVIEW As a Licensed Insurance Customer Service professional, you will be the primary contact for clients, handling personal lines policies and ensuring exceptional service. You will manage policy updates, communicate with carriers, and maintain accurate records, all while fostering strong client relationships and contributing to a collaborative team environment. RESPONSIBILITIES Manage accounts and serve as the main client contact Handle policy changes, renewals, endorsements, and coverage questions Assist clients with claims and coordinate with insurance carriers Ensure accurate client records in agency management systems and technology platforms Collaborate with team members to provide solutions and maintain high client satisfaction Stay up-to-date on insurance products, Wisconsin P&C regulations, and industry trends QUALIFICATIONS Active Property and Casualty License in Wisconsin 1-2 years of experience in insurance account management or client service Strong organizational, follow-up, and communication skills Tech-savvy and proficient with agency management systems, carrier platforms, Microsoft Outlook, and Excel Attention to detail and commitment to accuracy in documentation and policy service Proactive problem-solving skills and ability to work independently Reliable, accountable, and a team player who contributes to a positive office culture COMPENSATION & BENEFITS Base pay plus performance bonuses (estimated $50,000 - $75,000) Health, dental, and vision insurance Short-term disability and life insurance Paid time off and extended holiday weekends Team outings and agency events Professional development and licensing support ABOUT STEFFENS INSURANCE GROUP Steffens Insurance Group is a locally owned, client-focused agency serving individuals and families across Wisconsin. We build lasting relationships, provide personalized coverage solutions, and deliver exceptional service with a team-oriented approach. HOW TO APPLY If you are a licensed insurance professional with strong customer service skills and a client-focused mindset, apply today with your resume and a brief note explaining why you are a great fit for our team. SMAC PI[please apply online]03