Offer summary

Qualifications:

3+ years of experience in Personal Lines insurance within an independent agency., Property & Casualty license, with insurance designations preferred., Proficiency in Agency Management Systems, preferably AMS360., Strong written, verbal, organizational, and Microsoft Office skills..

Key responsibilities:

Manage and enhance client relationships, ensuring excellent service and client satisfaction.

Collaborate with producers to retain, renew, and grow the client book of business.

Document all client interactions and update data within the agency management system.

Support the development and implementation of strategies for client retention and growth.

Job description

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)

Required profile