What are the responsibilities and job description for the Commercial Account Executive position at M.E. Wilson Company?
Summary:
We are seeking a highly motivated Account Executive to join our Commercial Lines Department. This role plays a crucial part in delivering exceptional service to our clients by managing their insurance and risk management needs. The ideal candidate will have a strong background in commercial property and casualty insurance, meticulous attention to detail, and the ability to build and maintain strong client and carrier relationships. If you thrive in a collaborative team environment and are passionate about providing outstanding customer service, we encourage you to apply.
Duties/Responsibilities:
- Collaborate with a diverse group of clients and colleagues to ensure client satisfaction and retention.
- Partner with producers to service an assigned book of business, handling day-to-day servicing such as policy change requests, audits, reconciliations, certificates of insurance, evidences of property insurance, mod projections via Mod Master, renewals, client proposals, and invoicing.
- Maintain accurate documentation of all client transactions and communications using M.E. Wilson’s agency and document management systems.
- Prepare and present client and carrier-facing documents using Microsoft Word and Excel.
- Develop an in-depth understanding of clients’ businesses, strategic priorities, and risk management needs to make informed coverage recommendations.
- Work on new business accounts independently or in collaboration with marketing staff.
- Foster and maintain positive relationships with carrier contacts and underwriters.
- Adhere to agency workflows and procedures to ensure consistency and compliance.
- Attend and actively participate in client and carrier meetings, both virtually and in-person, as required.
- Facilitate client claims reporting and servicing as needed.
- Service loss-sensitive and captive insurance programs.
- Perform other duties as assigned to support the organization’s objectives.
Required Skills/Abilities:
- Strong technical knowledge of commercial property and casualty insurance.
- Excellent verbal and written communication skills.
- Highly organized with strong attention to detail and the ability to manage multiple tasks efficiently.
- Proficiency in Microsoft Office Suite (Word, Excel) and the ability to learn new software quickly.
- Ability to work a full-time schedule at M.E. Wilson facilities and travel for business as needed.
Education and Experience:
- College degree preferred.
- Must hold a 220 Agent License in the State of Florida (or equivalent in state of residency).
- Professional designation such as AAI, CIC, CRIS, CPCU is a plus or willingness to obtain.
- Minimum of 3 years of experience handling mid-to-large commercial P&C insurance clients.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Ability to travel for client and carrier meetings as required.
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)
- Additional Volunteer PTO to Give Back to Your Community
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.
