Commercial Lines - Account Manager
Commercial Lines - Account Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About the Role:
The Account Manager is responsible for providing prompt accurate and courteous support services to clients and agency team members. The essential functions of the position include service to Account Executives and Clients by handling policy inquiries daytoday servicing changes and renewal support.
Key Responsibilities:
1. Client Management
- Manage client policies by processing changes tracking outstanding recommendations ensuring compliance with carriers assisting with premium audits and handling renewal and midterm certificates. Oversee accurate invoicing finance agreements payment setups and address all billingrelated inquiries per agency guidelines.
2. Insurance Renewals
- Coordinate insurance renewals by requesting exposures updating applications securing renewal quotes and preparing necessary documents while collaborating with Account Executives. Handle automatic renewals postbind processes and market small business policies.
3. Team Collaboration
- Maintain accurate account records and client activity in the agency management system by updating data organizing attachments and ensuring proper communication and documentation.
Role Requirements:
- Demonstrate strong computer skills including Microsoft Office (Word Excel Outlook).
- Knowledge of Agency Management Systems is a plus.
- Organized detailoriented able to multitask and be efficient with verbal and written communication skills.
- Must have the ability to work with others and have a high level of problemsolving skills.
Why Youll Love Working with Us:
At Wilhelm we are a passionate team of individuals who live our shared values:
- Give and Grow Cultivate a culture of kindness and curiosity
- Be Nimble Embrace structure yet flexible to change
- Team Obsessed Value every role and goal on the team
- No Ego Humble in our pursuit of excellence and results
- Work Hard Have Fun and Win! Own it with heart integrity and joy
Whats In It For You:
At Wilhelm we offer a competitive compensation and benefits package:
- Competitive salary
- Holistic benefits package including:
- Medical Dental and Vision insurance
- 401K match program
- PTO and Legal Holidays
- Professional development including:
- Personal development plan
- Continued education for agent licensing and professional designations
- Uptodate training on new products and coverages
Required Experience:
Manager
Employment Type
Full-Time
