Wilhelm ยท 1 month ago
Commercial Lines Account Manager
Lakewood, NJ
Full-time
Onsite
Mid LevelWilhelm is a dedicated company focused on providing excellent service to clients. The Account Manager will be responsible for managing client policies, coordinating insurance renewals, and collaborating with team members to ensure accurate account records and client activity.
Insurance
Responsibilities
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
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
Maintain accurate account records and client activity in the agency management system by updating data, organizing attachments, and ensuring proper communication and documentation
Qualification
Required
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
Benefits
Medical, Dental, and Vision insurance
401K match program
PTO and Legal Holidays
Personal development plan
Continued education for agent licensing and professional designations
Up-to-date training on new products and coverages
Company
Wilhelm
EVERYONE SELLS POLICIES - WE DELIVER CONFIDENCE We are Wilhelm.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Avi Wilhelm, CPCU
Chief Executive Officer
Company data provided by crunchbase