About Wilhelm:
At Wilhelm, we exist to help our clients navigate risk with confidence. We are a risk management company that provides both commercial and personal insurance solutions, as well as consulting services. At Wilhelm, we partner with every client to analyze their risk exposure, understand their risk appetite, and optimize a holistic range of risk transfer solutions. We are open to a remote option for the right candidate.
About the Role:
The Account Executive – Personal Lines is responsible for retaining and expanding client relationships within our Personal Lines department, delivering exceptional 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:
1. Lead customer experience for book of business, providing prompt, accurate, and friendly service (including responding to inquires, quoting, policy changes, claim support, etc.)
2. Collaborate with Producers to develop strategies for retaining/renewing existing clients, growing the agency’s book of business.
3. Oversee renewal outcomes and remarketing for book of business
4. Build and maintain strong Carrier and Wholesale relationships, including negotiating with underwriters for better terms.
5. 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
Why You’ll Love Working With Us:
At Wilhelm, we are a passionate team of individuals who live our shared values:
· Give & Grow – Cultivate a culture of kindness and curiosity
· Be Nimble – Embrace structure, yet be flexible to change
· Appreciate the Effort – Value every role and goal on the team
· No Ego – Humble in our pursuit of excellence
· Work Hard, Have Fun, and Win! – Focus on growth, with integrity and joy
What’s In It For You?:
At Wilhelm, we offer a competitive compensation and benefits package:
· Competitive base salary
· Holistic benefits package, including:
o Medical, Dental, and Vision insurance
o 401K match program
o PTO and Legal Holidays
· Professional development, including:
o Personal development plan
o Continued education for agent licensing and professional designations
o Up-to-date training on new products and coverages
· Remote work flexibility
o Must meet minimum remote technology requirements (including double monitor, high-speed internet, private workspace, and “camera ready”)
Must be able to pass background check
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Application Question(s):
- Please share a bit about your work experience to-date. Why are you looking to make a change?
- What kind of accounts are you experienced with? Is your current book of business heavy in a particular industry and region?
- Which agency management system have you used in the last 5 years? Have you used AMS 360?
- What are your salary and benefits package expectations? What do you need to make in order to make a move?
Work Location: In person
