About the Role:
The Account Manager – Personal Lines is responsible for retaining and expanding client relationships within our Personal Lines department, delivering the expected client experience standards to achieve the company’s growth goals. This role will communicate, facilitate, and execute risk solutions on behalf of our personal lines clients.
Key Responsibilities:
- Lead customer experience for book of business, providing prompt, accurate, and friendly service (including responding to inquires, quoting, policy changes, claim support, etc.)
- Collaborate with Producers to develop strategies for retaining/renewing existing clients, growing the agency’s book of business.
- Document all client activity within AMS360 per agency guidelines, and managing/updating data.
Role Requirements:
- 3+ years of related experience within P&C personal lines in an independent agency (high net worth experience preferred)
- Property & Casualty license (insurance designations are preferred)
- Proficient in an Agency Management System (AMS360 preferred)
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Superior written/verbal and organizational skills
What’s In It For You?:
At Wilhelm, we offer a competitive compensation and benefits package:
- Competitive base salary
- Holistic benefits package (including Medical, Dental, and Vision insurance and 401K match program)
- PTO and Legal Holidays
- Professional development (including personal development plan, continued education for agent licensing and professional designations, and up-to-date training on new products and coverages)
- Remote work flexibility (must meet minimum remote technology requirements)
Skills Required
- 3+ years of related experience within P&C personal lines in an independent agency
- Property & Casualty license
- Proficient in an Agency Management System (AMS360 preferred)
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Superior written/verbal and organizational skills
What We Do
EVERYONE SELLS POLICIES - WE DELIVER CONFIDENCE We are Wilhelm. A team of knowledgeable insurance consultants with a commitment to helping our clients grow successfully by reducing the cost and impact that risk has on their business. You’ll notice we work a little differently. For starters, we ask a lot of questions. Then we ask more. Because whether you’re in real estate, construction, manufacturing, or looking for personal insurance protection, we know every situation is different and every client has different goals. And we don’t stop once you get a policy. We provide strategies to help you manage your unique risks. We stay in touch as your business grows and new risks emerge – because they always do. At Wilhelm, be more than insured – be confident. COMMERCIAL INSURANCE Wilhelm has over 20 yrs of experience in the Commercial Insurance industry. You can be confident that our highly specialized risk management program for the Real Estate and Construction industries means that you are working with the best in the business. We place risks throughout the country, including Property, General Liability, Professional Lines, Workers Compensation, Bonds, Directors and Officers, Cyber, Crime, Employment Practices Insurance
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