Commercial Lines Account Manager

1 week ago


Lakewood, United States Wilhelm Full time

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:

  1. Enhance customer satisfaction for the assigned portfolio, delivering timely, precise, and courteous service (including addressing inquiries, providing quotes, managing policy modifications, and supporting claims).
  2. Partner with Producers to devise strategies aimed at retaining and renewing current clients, thereby expanding the agency's portfolio.
  3. Manage renewal processes and remarketing efforts for the assigned portfolio.
  4. Establish and maintain robust relationships with Carriers and Wholesalers, including negotiating favorable terms with underwriters.
  5. 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.


  • Lakewood, United States World Insurance Associates, LLC. Full time

    Job OverviewAt World Insurance Associates, LLC., we are seeking a highly motivated and detail-oriented Commercial Lines Account Manager to join our team. As a key member of our organization, you will play a critical role in supporting our Account Executives with client management and retention.Key ResponsibilitiesAssist Account Executives in managing a book...


  • Lakewood, United States World Insurance Associates LLC Full time

    Position Overview This position supports the Account Executive with responsibilities related to client management and retention. Primary Responsibilities Assist Account Executive in managing a book of Commercial Lines Property & Casualty Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by...


  • Lakewood, United States World Insurance Associates LLC Full time

    Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...


  • Lakewood, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...


  • Lakewood, United States PRISM Insurance Group Full time

    SummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...


  • Lakewood, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...


  • Lakewood, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...


  • Lakewood, United States The Fidella Agency Full time

    Job DescriptionJob Description*Candidate can be fully remote* Are you ready to embark on a journey with a thriving insurance agency that specializes in protecting the dreams of real estate owners? Look no further! The Fidella Agency is seeking passionate individuals to join our dynamic team as we continue to grow and make a difference in the lives of our...


  • Lakewood, United States World Insurance Associates LLC Full time

    Position OverviewThis position supports the Account Executive with responsibilities related to client management and retention within the commercial insurance industry.Primary ResponsibilitiesAssist Account Executive in managing a portfolio of commercial insurance clients, ensuring all required tasks are completed accurately and on-time.Grow client loyalty...


  • Lakewood, United States Wilhelm Full time

    Position Overview: The Commercial Lines Account Executive plays a pivotal role in nurturing and enhancing client partnerships within our Small Business Division, ensuring that we meet the established client service standards to drive the company's growth objectives. This position is responsible for communicating, facilitating, and implementing risk...


  • Lakewood, United States Wilhelm Full time

    Position Overview: The Commercial Lines Account Executive plays a crucial role in nurturing and enhancing client relationships within our Small Business Division, ensuring that we meet the expected standards of client service to support the organization's growth objectives. This position is tasked with communicating, facilitating, and implementing risk...


  • Lakewood, United States Wilhelm Full time

    About the Role: The Account Executive – Small Business is responsible for retaining and expanding client relationships within our Small Business Unit, 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 small business...


  • Lakewood, United States The Wilhelm Agency Full time

    Job DescriptionJob DescriptionThe Wilhelm Agency : Who We areEveryone sells policies. We deliver confidence.We are The Wilhelm Agency. We are a team of knowledgeable insurance consultants with a commitment to helping our clients gain peace of mind by reducing the cost and impact that risk has on their assets.Job DescriptionThe Wilhelm Agency is looking for...


  • Lakewood, New Jersey, United States The Wilhelm Agency Full time

    Job OverviewThe Wilhelm Agency is a leading insurance consulting firm dedicated to delivering confidence to our clients.We are seeking an experienced Personal Lines Account Manager to join our team.Key ResponsibilitiesDevelop and maintain strong relationships with clients to increase satisfaction and retention.Deliver exceptional customer service and ensure...


  • Lakewood, United States Wilhelm Full time

    About the Role: The Account Executive - 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...


  • Lakewood, United States First Mutual Holding Company Full time

    Job Type: Full-time Position Summary: The Commercial Loan Officer is responsible for commercial banking for companies up to $60 million in revenue. Duties and Responsibilities: Manages business development by acquiring new commercial banking business by utilizing effective calling techniques to achieve corporate growth; maintains and develops relationships...


  • Lakewood, Ohio, United States First Mutual Holding Co. Full time

    Job SummaryThe Commercial Loan Officer is a key member of our team at First Mutual Holding Co., responsible for driving commercial banking growth and developing strong relationships with clients. This role requires a strong understanding of commercial lending laws, regulations, and guidelines, as well as excellent communication and sales skills.Key...


  • Lakewood, United States First Mutual Holding Co. Full time

    Job Type Full-time Description Position Summary: The Commercial Loan Officer is responsible for commercial banking for companies up to $60 million in revenue. Focuses on developing skillset, building network and establishing sound and efficient Commercial Loan Officer practices. Duties and Responsibilities: Manages business development by acquiring new...


  • Lakewood Ranch, United States Insurance Office of America Full time

    Job Summary Working in conjunction with Account Executive (AE) or Producer and following established industry and company guidelines; responsible for managing an assigned book of business; increasing account retention and new business support; and meeting all performance requirements regarding production, quality, and ensuring that no liability...


  • Lakewood, Ohio, United States First Federal Lakewood Full time

    Position Overview:The Senior Commercial Lending Officer plays a pivotal role in managing commercial banking for enterprises with revenues up to $60 million. As a key figure within the loan officer team, this position is accountable for achieving superior business development outcomes, overseeing portfolio management, fostering collaboration, and maintaining...