Account Executive

M.E. Wilson Company · Tampa, Florida

FULL TIME

Job Description

Position Summary

: The Account Executive is responsible for managing and servicing an assigned book of commercial insurance accounts and supporting new business development with a strong focus on client retention. This role involves handling all aspects of account servicing, including audits, policy changes, renewals, invoicing, and proposal preparation, while ensuring the accuracy of insurance documents and data across agency systems. The Account Executive collaborates with producers, Account Managers, and carrier partners to develop strategic coverage solutions, oversee billing and financing strategies, and participate in renewal planning and carrier negotiations. Additional responsibilities include servicing loss-sensitive and captive programs, attending client and carrier meetings, mentoring support staff, and maintaining compliance with agency procedures.

Key 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.

Desired Education, Skills, and Experience

Demonstrate strong knowledge of insurance products, coverages, and industry regulations

FL 2-20 Required

Hold or be working on a professional designation such as AAI, CIC, CRIS, CPCU

3+years’ experience preferred with mid to large commercial P&C insurance clients.

Experience with AMS360 and ImageRight preferred.

Strong customer service orientation with excellent communication and interpersonal skills.

Detail-oriented with the ability to prioritize tasks and manage time effectively.

Strong technical insurance knowledge and background.

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)

Important Notice

This position description is intended to describe the level of work required of the person performing the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.

EEOC Statement

ME Wilson is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Company	M.E. Wilson Company
Location	Tampa, Florida
Type	FULL TIME
Niche	Sales and marketing managers

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