Commercial Lines Account Manager Job at M.E. Wilson Company, Tampa, FL

aHM0OHFnVTNrY1FJaUdURjdpNEU3Tzc1Unc9PQ==
  • M.E. Wilson Company
  • Tampa, FL

Job Description

Job Description

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.

Job Tags

Full time, Temporary work, Work at office,

Similar Jobs

Mastercard

Technical Program Manager (TPM) II, Cyber Talent Job at Mastercard

 ...greatest potential._**Title and Summary**Technical Program Manager (TPM) II, Cyber Talent...  ...program updates, and success stories to internal and external stakeholders.- Leverage...  ...communication skills, including technical writing.- Ability to build and maintain strong... 

Place Services Inc.

Site Safety and Health Officer (SSHO) Job at Place Services Inc.

 ...programs, and paid time off (PTO). Position Overview Place Services, Inc. has an immediate opening for a Site Safety and Health Officer (SSHO) for our Federal Division. The position will be based out of our Columbus, OH client site. This position will... 

DSP Talent

Direct Support Professional (DSP) Job at DSP Talent

 ...compassionate and dedicated individuals to join our team as *Direct Support Professionals (DSPs)*. *Direct Support Professionals (DSPs)* provide...  ...and overnights.**Duties of a Direct Support Professional (DSP)* may include: * Supporting people in understanding and exercising... 

Jobot

Territory Sales Manager (Industrial Coatings) Job at Jobot

 ...Job Description Job Description Amazing Sales opportunity with a top industrial coating organization located throughout the US!...  ..., and increase our market share. Why join us? Medical, Dental, & Vision Benefits 401k Retirement Savings Plan Life & Disability... 

Kraft Heinz

Senior eCommerce Category Manager- Walmart Job at Kraft Heinz

 ...Job Description The Senior eCommerce Category Manager role will be responsible for leveraging data and insights to deliver eCommerce...  ...will enable both category and KHC financial growth goals with Walmart. This role will act as the trusted Digital expert for WMT site...