Commercial Lines Account Manager

M.E. Wilson Company

Tampa (FL)

On-site

USD 65,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with Company Match

Generous Paid Time Off starting at 4 weeks

Employer-Sponsored Life Insurance

Long-Term Disability & Employer Sponsored Short-Term Disability

Job summary

A commercial insurance firm in Tampa, Florida is looking for a dedicated Account Manager to join its Commercial Lines Department. This role supports Sales Executives and focuses on maintaining exceptional client service and retention. The ideal candidate has at least 1 year of experience in commercial insurance, strong organizational skills, and proficiency in Microsoft Office. Competitive salary and benefits package available, including medical, dental, and a 401(k) plan.

Qualifications

Minimum of 1 year of experience in an insurance agency and/or working directly with clients.
Strong understanding of insurance markets, policies, and products.

Responsibilities

Collaborate with clients to ensure high levels of customer satisfaction.
Manage an assigned book of accounts focusing on client retention.
Perform day-to-day servicing of assigned accounts and process audit-related tasks.
Assist in handling the renewal process including preparing client proposals.
Maintain documentation of all client-related transactions within the agency system.

Skills

Technical knowledge of commercial property and casualty insurance

Verbal and written communication skills

Organizational and time management skills

Proficiency in Microsoft Office Suite

Ability to work in a team and independently

Education

Florida Property & Casualty License (220 License)

1 year of experience in an insurance agency

Tools

Microsoft Word

Microsoft Excel

Job description

This range is provided by M.E. Wilson Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $85,000.00/yr

Experienced HR and Culture Professional | Proven Track Record in Talent Acquisition, Employee Relations & Payroll Management | Champion of Inclusive…

Summary:

We are seeking a dedicated and detail‑oriented Account Manager to join our Commercial Lines Department. This role plays a key part in supporting Sales Executives and Account Executives to ensure exceptional client service and retention. The ideal candidate will have experience in commercial insurance, a strong technical background, and a commitment to providing excellent customer support in a collaborative team environment.

Duties/Responsibilities:

Collaborate with a diverse group of clients and colleagues to ensure high levels of customer satisfaction.
Work closely with the Account Executive to manage an assigned book of accounts, focusing on client retention.
Perform day‑to‑day servicing of assigned accounts, including processing audits, audit reconciliations, cancellations & reinstatements, policy change requests, auto ID card issuance, certificates of insurance, and evidence of property insurance.
Assist in handling the renewal process, including preparing client proposals, invoicing, and premium finance agreements.
Maintain accurate documentation of all client‑related transactions and communications within M.E. Wilson’s agency and document management systems.
Prepare client and carrier documents using Microsoft Word and Excel.
Process on‑line rating as needed.
Ensure a high degree of accuracy and efficiency in agency management.
Follow agency workflows and procedures to maintain operational consistency.
Collect exposure information for new business and renewals as directed by the Account Executive.
Work a regular, full‑time schedule at M.E. Wilson facilities.
Perform other duties as required to support the team and clients.

Required Skills/Abilities:

Strong technical knowledge of commercial property and casualty insurance.
Excellent verbal and written communication skills.
Detail‑oriented with strong organizational and time management skills.
Proficiency in Microsoft Office Suite (Word, Excel) and the ability to learn new software systems.
Ability to work effectively within a team and independently.

Education and Experience:

Minimum of 1 year of experience in an insurance agency and/or working directly with clients.
Strong understanding of insurance markets, policies, and products.

Certificates, Licenses, and Registrations:

Florida Property & Casualty License (220 License) required or willingness to obtain within an agreed‑upon timeframe.
A 440 License may be accepted for non‑remote positions with management approval.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

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:

Medical, Dental, and Vision Insurance
Employer‑Sponsored Life Insurance
Long‑Term Disability & Employer Sponsored Short‑Term
401(k) with Company Match

Work‑Life Balance

Generous Paid Time Off (Starts at 4 Weeks)

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.

Seniority level