What are the responsibilities and job description for the Personal Lines Account Manager position at M.E. Wilson Company?
Summary:
We are seeking a detail-oriented and customer-focused Account Manager to join our Personal Lines Department. This role is responsible for responding to client inquiries, interpreting policy provisions, and ensuring accuracy in policy transactions. The ideal candidate will have experience in personal lines insurance, a strong technical background, and a commitment to exceptional client service.
Duties/Responsibilities:
- Respond to customer inquiries via mail, telephone, or in person regarding insurance policies.
- Research company records to obtain and provide requested information.
- Interpret policy provisions to determine appropriate coverages on all policies.
- Distribute specified forms and ensure completion and proper attachment to client files.
- Analyze policy transactions and update company records to correct errors.
- Increase book size through referrals and cross-selling additional products.
Required Skills/Abilities:
- Strong verbal and written communication skills.
- Ability to analyze and interpret policy language and coverage details.
- Detail-oriented with strong organizational and problem-solving skills.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, Teams) and ability to navigate insurance management systems such as AMS.
- Ability to research properties using property appraiser websites, realtor pages, and other online tools.
Education and Experience:
- One to two years of relevant experience in personal lines insurance or a related field.
Certificates, Licenses, and Registrations:
- A Florida 440 General Lines (Customer Representative) License is required, with a willingness to obtain a 220 General Lines (Agent) License.
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)
- 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.
