CURRENT OPENINGS:
Click to view job details
Position Summary:
The Account Manager operates as a resource to the Employee Benefits team, Account Executives, Producers, clients, carriers and vendors by providing prompt, efficient and high-quality service. They are willing to build and maintain relationships, face new opportunities, and learn and research independently when needed.
Responsibilities:
- Maintains a concern for accuracy, timeliness and completion when interacting with clients, benefits team and insurance carriers/vendors to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
- Produce reports / data extraction from appropriate carriers, vendors, and agency systems.
- Provides timely support for all Employee Benefits clients.
- Assists with presentations, employee material and marketing items, as needed.
- Is responsible for client enrollment kit fulfillment that involves necessary materials, overseeing printing, scheduling meetings with clients, and presenting the open enrollment meetings, in person or via e-presentation.
- Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed.
- Create a good rapport with clients and insurance carriers/vendors.
- Maintains compliance documents and performs updates to them when necessary.
- Conducts effective enrollment meetings, as needed.
Knowledge, Skills and Abilities:
- Florida 2-15 License, as required by the State Department of Insurance or be willing and able to obtain all required licenses within the first 180 days of employment.
- Bachelor’s degree preferred plus 2-5 years of related experience.
- Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and the ability to learn any other appropriate software systems.
- Strong presentation skills, both verbal and written communications.
- Capacity to manage multiple tasks while using strong reasoning and analytical skills.
Other:
- Travel – Intermittent, up to 20% for client meetings.
Important Notice:
M.E. Wilson Company is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.
Position: Account Executive
Department: Commercial
Reports To: Director of Commercial Lines Operations
FLSA Status: Exempt
Summary
The Account Executive interacts with M.E. Wilson clients and carriers in meeting and exceeding their ongoing insurance and risk management needs.
Essential Duties and Responsibilities
- Working with a diverse group of clients and M.E. Wilson colleagues in a team environment focused on delivering customer satisfaction in all areas.
- Work with producer(s) to service an assigned book of accounts with a focus on client retention. This includes day-to-day servicing of assigned accounts (ie – processing of audits, audit reconcilations, policy change requests, issuance of certificates of insurance and evidences of property insurance, mod projections via Mod Master, handling of the renewal process from beginning to end, issuing client proposals, invoicing, etc).
- Documentation of all client related transactions and conversation via M. E. Wilson’s agency and document management 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.
- Working on new business accounts with or without assistance from marketing staff.
- Actively develop and cultivate positive relationships with carrier contacts/underwriters.
- Understand and follow agency workflows and procedures.
- Ability to work a regular, full-time work schedule at MEW facility(s) and ability to travel on business when required.
- Participation in client and carrier meetings (virtual and in person) when required.
- Client claims reporting, servicing, or facilitation as needed.
- Understanding and servicing of loss sensitive and captive programs.
- Perform other duties as required.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Technical Skills – Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service ; Responds to requests for service and assistance; Meets commitments.
Interpersonal Skills – Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things.
Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Participates in meetings.
Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed.
Ethics – Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values; Benefits organization through outside activities.
Judgment – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability – Adapts to changes in the work environment; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
- College degree desirable.
- Demonstrate knowledge and understanding of markets, policies, and products by holding a 220 Agents License in the State of Florida or equivalent in state of residency
- Hold or be working on a professional designation such as AAI, CIC, CRIS, CPCU
- 3+years’ experience with mid to large commercial P&C insurance clients.
- Strong technical insurance knowledge and background.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s. Ability to perform these operations using units of American money and weight measurement, volume, and distance.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of Applied Epic and/or AMS, Microsoft Office products to include Outlook, Excel, Word, and Teams, ability to read and understand property appraiser web pages, realtor pages, and other web pages to research properties as needed
Certificates, Licenses, Registrations
220 FL General Lines Property & Casualty License required.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Important Notice:
M.E. Wilson Company is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.