Williams Insurance Agency Rehoboth/Wilmington · 1 day ago
Commercial Lines Account Manager
Rehoboth Beach, DE
Full-time
Hybrid
Mid Level
$45K/yr - $55K/yrWilliams Insurance Agency is seeking a Commercial Lines Account Manager to join their growing team. This role focuses on managing and servicing a designated book of Commercial Lines insurance business, ensuring excellent client service and support while collaborating with Insurance Advisors.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
Responsibilities
Manage and service a Commercial Lines book of business for specific Insurance Advisor(s), acting as the primary point of contact for client service needs
Work closely and communicate frequently with the assigned Insurance Advisor(s) to support account strategy and execution
Review Expiration Reports to ensure timely renewal of policies and maintain proactive outreach
Communicate with clients daily via phone, email, fax, mail, and in-person correspondence
Handle policy and coverage change requests, audit and billing issues, and process all related transactions, including endorsements, cancellations, reinstatements, and audits
Issue proof of insurance such as Auto ID Cards, Binders, Certificates of Insurance, and Evidence of Property promptly and accurately
Fully review, process, and transact select new business and renewal submissions in accordance with agency standards
Maintain thorough, current, and accurate activity documentation in the agency management system for all communications, follow-ups, surplus lines renewals, and service actions
Review existing policies for account rounding and cross-selling opportunities; provide recommendations to Advisors and clients that enhance coverage, reduce risk, and help avoid Errors & Omissions exposure, while also contributing to agency profitability
Participate in carrier meetings when service-related information is communicated
Stay informed on carrier updates, underwriting changes, and market trends that impact client coverage or service expectations
Ensure ongoing compliance with all company policies, procedures, and industry regulations
Pursue ongoing professional development, including continuing education and industry designations (e.g., CISR, CIC, etc.)
Perform additional duties as assigned by the Commercial Lines Supervisor, Operations Manager, or agency leadership
Qualification
Required
High school diploma, GED, or equivalent required
Strong client-service mindset with exceptional communication and problem-solving skills
Proficient in agency management systems and standard office software
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
Ability to work independently and collaboratively in a team-focused environment
Preferred
Active Property & Casualty insurance license preferred (or willing to obtain right away)
Prior experience servicing Commercial Lines accounts preferred
Benefits
Company-paid medical insurance with a company-contributed Health Savings Account (HSA)
Paid life insurance and long-term disability coverage
A variety of voluntary benefits to fit your individual needs
A company-contributed 401(k) plan to support your long-term financial goals
Company
Williams Insurance Agency Rehoboth/Wilmington
Williams Insurance Agency(WIA) is a service oriented, independent agency that has been dedicated to protecting our customers’ assets since 1948.
Founded in 1948
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase