Commercial Lines Account Manager

Summary:

We are seeking a dedicated and detail-oriented Account Manager to join our Commercial Lines Department. This role plays a key part in supporting Sales Executives and Account Executives to ensure exceptional client service and retention. The ideal candidate will have experience in commercial insurance, a strong technical background, and a commitment to providing excellent customer support in a collaborative team environment.

Duties/Responsibilities:

• Collaborate with a diverse group of clients and colleagues to ensure high levels of customer satisfaction.
• Work closely with the Account Executive to manage an assigned book of accounts, focusing on client retention.
• Perform day-to-day servicing of assigned accounts, including processing audits, audit reconciliations, cancellations & reinstatements, policy change requests, auto ID card issuance, certificates of insurance, and evidence of property insurance.
• Assist in handling the renewal process, including preparing client proposals, invoicing, and premium finance agreements.
• Maintain accurate documentation of all client-related transactions and communications within M.E. Wilson’s agency and document management systems.
• Prepare client and carrier documents using Microsoft Word and Excel.
• Process on-line rating as needed.
• Ensure a high degree of accuracy and efficiency in agency management.
• Follow agency workflows and procedures to maintain operational consistency.
• Collect exposure information for new business and renewals as directed by the Account Executive.
• Work a regular, full-time schedule at M.E. Wilson facilities.
• Perform other duties as required to support the team and clients.

Required Skills/Abilities:

• Strong technical knowledge of commercial property and casualty insurance.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel) and the ability to learn new software systems.
• Ability to work effectively within a team and independently.

Education and Experience:

• Minimum of 1 year of experience in an insurance agency and/or working directly with clients.
• Strong understanding of insurance markets, policies, and products.

Certificates, Licenses, and Registrations:

• Florida Property & Casualty License (220 License) required or willingness to obtain within an agreed-upon timeframe.
• A 440 License may be accepted for non-remote positions with management approval.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

Benefits & Perks

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

Health & Wellness

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer Sponsored Short-Term

Financial Benefits

• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)

EEOC Statement:

M.E. Wilson is an equal employment opportunity firm and complies with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin, disability, military status, marital status, and any other category protected by law. We are committed to fostering an inclusive and diverse work environment where all employees have equal opportunities for growth and success.