Account Manager

About the position

As a Small Business Commercial Account Manager, you will manage an assigned book of business. You will be responsible to retain our clients through customer service and maintaining accurate client information in our systems. You will work in a collaborative team environment, mentoring Associate Account Managers and Team Assistants, as applicable.

Responsibilities

• Manages a book of business generally in excess of 550k in revenue, depending on the complexity or number of accounts.
• Provide quality customer service to existing accounts with a goal of 93% retention or more.
• Collaborate within a team that includes: Producers, Sr. Account Managers, and Associate Account Managers.
• Mentor, support, and train Associate Account Managers and Team Assistants, as necessary.
• Ensure accurate maintenance of client information in EPIC.
• Accountable for administrative tasks.
• Special projects and all other duties, as assigned.

Requirements

• High School Degree, or Equivalent
• 3-5+ years in a Commercial Lines role on the agency side
• Experience working in the middle market with accounts averaging $15k in revenue and above
• Intermediate excel skills
• Strong communication
• P&C License
• Willingness to travel, on occasion

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Hybrid Work Schedule
• Service Awards