Personal Lines Account Manager
WFA Digital Insight
As the demand for skilled insurance professionals grows, with a 25% increase in job openings over the past year, companies like Wilhelm are looking for top talent to drive their business forward. In the competitive world of personal lines insurance, having the right skills, such as proficiency in Excel and AMS360, can make all the difference. With the shift towards remote work, professionals are seeking roles that offer flexibility and growth opportunities. Before applying, candidates should be aware that a Property & Casualty license and superior communication skills are essential. Wilhelm stands out for its holistic benefits package and commitment to professional development, making this role an attractive opportunity for those seeking a challenging and rewarding career.
Job Description
About the Role
The Personal Lines Account Manager is a pivotal position at Wilhelm, focused on nurturing and expanding client relationships within the Personal Lines department. This role is crucial for delivering the expected client experience standards, which directly contributes to the company's growth goals. Day-to-day responsibilities will involve managing a book of business, ensuring prompt, accurate, and friendly service to clients. This includes responding to inquiries, providing quotes, handling policy changes, and offering claim support. The Account Manager will work closely with producers to develop strategies aimed at retaining and renewing existing clients, as well as growing the agency's book of business.The role requires a deep understanding of the insurance industry, particularly within personal lines, and the ability to communicate complex risk solutions effectively to clients. The Account Manager will be part of a dynamic team and will be expected to collaborate with various stakeholders to achieve common goals. The success of the Account Manager will be measured by client satisfaction, retention rates, and the growth of the business.
Wilhelm operates in a fast-paced environment where adaptability, resilience, and a customer-centric approach are highly valued. As such, the ideal candidate will not only have a strong background in insurance but also excellent interpersonal and organizational skills.
What You Will Do
- Lead the customer experience for a book of business, ensuring high-quality service delivery
- Collaborate with producers to develop client retention and growth strategies
- Respond to client inquiries, provide quotes, and handle policy changes
- Offer claim support and ensure that clients receive timely and effective solutions
- Document all client activity within AMS360, adhering to agency guidelines
- Manage and update data to ensure accuracy and compliance
- Develop and maintain strong relationships with clients and internal stakeholders
- Stay updated on industry trends and regulatory changes to provide insightful advice to clients
- Participate in team meetings and contribute to the development of best practices
- Identify opportunities for business growth and propose innovative solutions
What We Are Looking For
- 3+ years of experience in P&C personal lines within an independent agency
- High net worth experience preferred
- Property & Casualty license
- Insurance designations (e.g., CIC, CPCU) are preferred
- Proficiency in an Agency Management System (AMS360 preferred)
- Strong proficiency in Microsoft Office, particularly Excel
- Superior written and verbal communication skills
- Excellent organizational and time management skills
- Ability to work in a fast-paced environment and adapt to change
- Strong analytical and problem-solving skills
Nice to Have
- Experience with data analysis and interpretation
- Knowledge of marketing principles to help grow the business
- Certification in insurance-related fields beyond the basic license
- Experience with remote work tools and technologies
- Bilingual or multilingual skills
Benefits and Perks
- Competitive base salary
- Holistic benefits package including Medical, Dental, and Vision insurance
- 401K match program to support retirement planning
- PTO and legal holidays for work-life balance
- Professional development opportunities, including personal development plans
- Continued education support for agent licensing and professional designations
- Remote work flexibility with the opportunity to work from anywhere
- Access to the latest technology and tools to support remote work
- Opportunities for career growth and advancement within the company
How to Stand Out
- Ensure your resume highlights specific experience in P&C personal lines and any relevant certifications or designations.
- Practice scenarios that demonstrate your ability to handle complex client inquiries and provide solutions.
- Familiarize yourself with AMS360 and Microsoft Office, especially Excel, to show proficiency during interviews.
- Prepare examples of how you have grown a book of business or developed successful client retention strategies.
- Consider creating a portfolio that showcases your achievements and the impact you've made in previous roles.
- Don't hesitate to ask about the company culture, remote work setup, and opportunities for professional growth during the interview.
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