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M.E. Wilson Company · 2 days ago

Commercial Lines - Account Executive

Jacksonville, FL

Full-time

Onsite

Mid Level

3+ years exp

M.E. Wilson Company is a firm specializing in commercial insurance, and they are seeking an Account Executive to manage and service a book of commercial insurance accounts. The role focuses on client retention, handling account servicing tasks, and collaborating with various stakeholders to develop strategic coverage solutions.

Financial ServicesInsurance

Hiring Manager

Santiago Arbelaez, aPHR

Responsibilities

Work collaboratively and independently with producer(s) to service an assigned book of accounts as well as any new business with a focus on client retention. This includes day-to-day servicing of assigned accounts (ie – processing of audits, audit reconciliations, policy change requests, issuance of certificates of insurance and evidences of property insurance, mod projections, handling of the renewal process from beginning to end, issuing client proposals, invoicing, etc)

Oversee the entire process of gathering and managing data for account renewals, coverage rounding, and cross-selling initiatives

Process renewals according to agency procedures. Participate in renewal meetings with clients, strategy determination, marketing and carrier negotiations

Ensure the accuracy of binders, certificates, policies, audits, endorsements, and related documents, while also generating summaries of insurance, schedules, and proposals as needed

Ensure that all policies are checked and are issued as requested at binding

Review policy audits; verify accuracy and facilitate disputes as needed in coordination with Account Manager

Collaborate with Account Managers to evaluate client needs and oversee the implementation of appropriate billing and financing strategies, ensuring alignment with agency standards and client expectations

Process incoming mail, e-mail and phone requests, responding promptly and appropriately

Appropriately documents conversations with clients and carrier representatives and updates all agency management systems accordingly. Ensures the accuracy of data in those systems

Preparation of documents for clients and carrier partners using the Microsoft suite (Word, Excel)

Developing an understanding of the clients’ business, strategic priorities, risk strategies and risk management needs to include coverage recommendations and account rounding

Understanding and servicing of loss sensitive and captive programs

Actively develop and cultivate positive relationships with carrier contacts/underwriters

Participation in prospect, client and carrier meetings (virtual and in person) when required

Oversees functions performed by Account Managers and Account Associates as required

Working on new business accounts with or without assistance from marketing staff

Understand and follow agency workflows and procedures

Attends industry related continuing education training and courses

Travels for company business as required

Adhere to ME Wilson’s commitment to service excellence by fostering positive relationships with clients, carriers, and internally through proactive communication and responsive service

Perform other duties as required to support the team and ensure client satisfaction

May be assigned special projects from time to time

Qualification

Insurance knowledgeFL 2-20 licenseProfessional designationAMS360 experienceImageRight experienceCustomer service skillsCommunication skillsDetail-orientedTime management