Wilhelm
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)
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
About this role & career path
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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