Commercial Lines Account Manager
1 week ago
Position Overview:
The Commercial Lines Account Executive plays a pivotal role in nurturing and enhancing client relationships within our Small Business Division, ensuring that we meet the expected standards of client service to drive the company's growth objectives. This position is tasked with communicating, facilitating, and implementing risk management solutions tailored for our small business clientele.
Core Responsibilities:
- Enhance customer satisfaction for the assigned portfolio, delivering timely, precise, and courteous service (including addressing inquiries, providing quotes, managing policy modifications, and supporting claims).
- Partner with Producers to devise strategies aimed at retaining and renewing current clients, thereby expanding the agency's portfolio.
- Manage renewal processes and remarketing efforts for the assigned portfolio.
- Establish and maintain robust relationships with Carriers and Wholesalers, including negotiating favorable terms with underwriters.
- Adhere to agency protocols, ensuring all client interactions are documented within the Agency Management System on a daily basis for assigned responsibilities.
Qualifications:
- Minimum of 3 years of relevant experience in Property & Casualty commercial lines (experience in real estate insurance is preferred).
- Possession of a Property & Casualty license (insurance designations are advantageous).
- Familiarity with an Agency Management System (AMS360 is preferred).
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional written and verbal communication skills, along with strong organizational abilities.
Benefits:
At Wilhelm, we provide a competitive salary and a comprehensive benefits package:
- Attractive salary structure.
- Comprehensive benefits package, which includes:
- Medical, Dental, and Vision coverage.
- 401K matching program.
- Paid Time Off and recognized Holidays.
- Opportunities for professional growth, including:
- Personal development planning.
- Ongoing education for agent licensing and professional credentials.
- Current training on new products and coverage options.
- Flexibility for remote work arrangements.
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