Commercial Lines Insurance Account Executive (Small Business) at Wilhelm

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 clients.

Key Responsibilities:

1. Lead customer experience for book of business, providing prompt, accurate, and friendly service (including responding to inquires, quoting, policy changes, claim support, etc.)
2. Collaborate with Producers to develop strategies for retaining/renewing existing clients, growing the agency’s book of business.
3. Oversee renewal outcomes and remarketing for book of business
4. Build and maintain strong Carrier and Wholesale relationships, including negotiating with underwriters for better terms.
5. Follow agency procedures, including, all client activity within Agency Management System on daily basis for responsible items.

Role Requirements:

• 3+ years of related experience within P&C commercial lines (real estate insurance 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 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
  • Up-to-date training on new products and coverages
• Remote work flexibility