Agency Account Manager (San Antonio)

Job Purpose
The Agency Account Manager is a primary liaison with agents that proactively manages the client relationship, ensuring the achievement of agent expectations while providing key resources to grow their business. This position requires excellent communication skills to help build relationships and partner with agents to achieve objectives.

Responsibilities

Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.

Support the Agency Sales Representatives regarding activities related to all assigned accounts such as remittance processing, A/R clean up, E&O renewals, etc.

Support the Agency Sales Representatives during customer on-site visitations and presentations (on site and virtual).

Collaborate with aligned Agency Sales Representatives to identify and implement efficiencies in the remittance, audit and compliance processes.

Support Agency Underwriting Counsel as needed.

Liase between Agency Support and the Agent regarding AMS needs, including: user log in issues, appointments, cancellations, executions of and amendments to Schedule A.

Run outstanding inventory reports with the Agent once a quarter.

Run and distribute premium report to team once a week.

Process refund and write off requests.

Support Agency Sales Representative with regard to the distribution, processing and approval of new applications.

Assist with Continuing Education compliance.

Maintain and service any existing agents that may be assigned to you.

Knowledge, Skills, and Abilities

Ability to effectively manage personnel and prioritize projects and assignments.

Excellent written and verbal communication skills.

Strong command of Microsoft Excel, Word, and PowerPoint software.

Strong organizational and planning skills for multitasking.

Ability and confidence to develop original written language and correspondence for developing reports and proposals, as well as customer and field communications.

Good analytical skills.

Self‑starter with strong work ethic and dedication to completing projects on time.

Positive attitude, high energy level, strong desire to interact directly with customers, high comfort level making presentations, and ability/willingness to work additional hours as job requirements and projects require.

Basic Qualifications

High school diploma or equivalent.

Strong oral and written communication skills.

Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.

Ability to multi‑task and work in a fast paced environment; strong organizational skills.

Preferred Qualifications

Bachelor’s degree in business, finance or related field.

Supervisory Responsibility
This position has no supervisory responsibilities.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Requirements / ADA
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.

Vision Requirements
Ability to see information in print and/or electronically.

Position Type / Expected Hours of Work
Days and hours of full‑time position are Monday through Friday, 8:00 a.m. to 5:00 p.m. Part‑time positions may be considered.

Travel
No travel is expected for this position.

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