About the Role:
The Account Manager is responsible for providing prompt, accurate, and courteous support services to clients and agency team members. The essential functions of the position include service to Account Executives and Clients by handling policy inquiries, day-to-day servicing changes, and renewal support.
Key Responsibilities:
1. Client Management
- Manage client policies by processing changes, tracking outstanding recommendations, ensuring compliance with carriers, assisting with premium audits, and handling renewal and mid-term certificates. Oversee accurate invoicing, finance agreements, payment setups, and address all billing-related inquiries per agency guidelines.
2. Insurance Renewals
- Coordinate insurance renewals by requesting exposures, updating applications, securing renewal quotes, and preparing necessary documents while collaborating with Account Executives. Handle automatic renewals, post-bind processes, and market small business policies.
3. Team Collaboration
- Maintain accurate account records and client activity in the agency management system by updating data, organizing attachments, and ensuring proper communication and documentation.
Role Requirements:
- Demonstrate strong computer skills including Microsoft Office (Word, Excel, Outlook).
- Knowledge of Agency Management Systems is a plus.
- Organized, detail-oriented, able to multi-task, and be efficient with verbal and written communication skills.
- Must have the ability to work with others and have a high level of problem-solving skills.
Why You’ll Love Working with Us:
At Wilhelm, we are a passionate team of individuals who live our shared values:
- Give and Grow – Cultivate a culture of kindness and curiosity
- Be Nimble – Embrace structure yet flexible to change
- Team Obsessed – Value every role and goal on the team
- No Ego – Humble in our pursuit of excellence and results
- Work Hard, Have Fun, and Win! – Own it – with heart, integrity, and joy
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
Top Skills
What We Do
EVERYONE SELLS POLICIES - WE DELIVER CONFIDENCE
We are Wilhelm. A team of knowledgeable insurance consultants with a commitment to helping our clients grow successfully by reducing the cost and impact that risk has on their business.
You’ll notice we work a little differently. For starters, we ask a lot of questions. Then we ask more. Because whether you’re in real estate, construction, manufacturing, or looking for personal insurance protection, we know every situation is different and every client has different goals. And we don’t stop once you get a policy. We provide strategies to help you manage your unique risks. We stay in touch as your business grows and new risks emerge – because they always do.
At Wilhelm, be more than insured – be confident.
COMMERCIAL INSURANCE
Wilhelm has over 20 yrs of experience in the Commercial Insurance industry. You can be confident that our highly specialized risk management program for the Real Estate and Construction industries means that you are working with the best in the business. We place risks throughout the country, including Property, General Liability, Professional Lines, Workers Compensation, Bonds, Directors and Officers, Cyber, Crime, Employment Practices Insurance
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