WIKA Group

Account Executive

• Provide day-to-day service support for assigned commercial accounts under the direction of an Account Manager or Executive
• Respond to client inquiries regarding coverage, billing, certificates, and endorsements in a timely and professional manner
• Assist with preparing client communications, renewal summaries, and proposals
• Process policy changes including endorsements, cancellations, reinstatements, and audits
• Review policy documents for accuracy and maintain organized client records in the agency management system
• Issue certificates of insurance, auto ID cards, and evidence of coverage
• Support renewal workflow by gathering exposure information and tracking deadlines
• Assist with marketing submissions to carriers and preparation of renewal comparisons
• Communicate with carrier underwriters and service teams to support account needs
• Maintain accurate data and documentation in compliance with agency and regulatory standards
• Assist with billing questions, premium audits, and resolving discrepancies
• Follow established workflows and prioritize tasks to meet service expectations
• Collaborate with Account Managers, Producers, and internal teams to support client needs
• Deliver responsive, professional communication to support a positive client experience
• Participate in training, team meetings, and continuous improvement efforts

Associate Commercial Lines Account Manager

Account Manager

• Act as the main point of contact for assigned commercial insurance accounts.
• Collaborate with clients to assess their insurance needs and provide suitable coverage recommendations.
• Review policies for accuracy, identify coverage gaps, and propose necessary adjustments.
• Coordinate with insurance carriers to secure competitive quotes and negotiate terms.
• Assist clients with claims, ensuring prompt and fair resolution.
• Stay up-to-date with industry trends, regulations, and changes to insurance products.
• Provide proactive and exceptional customer service to maintain strong client relationships.