Commercial Lines Account Manager - Jefferson City, MO

Winter Dent Company • Jefferson City, MO

3d

About The Position

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for candidates interested in Commercial Lines to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producer to oversee the implementation and servicing of commercial accounts.

Requirements

• You have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment

Nice To Haves

• You have 2+ years of insurance industry preferred
• You have proven experience in client-facing roles with a focus on building and maintaining long-term client relationships strongly preferred
• You have demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration

Responsibilities

• Timely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's book
• Serve as back-up to other account managers on the Large Commercial team to provide coverage when they are out-of-the-office
• Export client risk, as applicable
• Ensure clients complete their builders risk reporting forms
• Mail audits within 24 hours of receipt to insureds and follow-up as set by established audit procedures
• Is responsible for completion of applications and gathering of necessary information to marketing department by 100 days before expiration for any renewal account being marketed.
• Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
• Process renewal change requests
• Manage client invoicing needs, in partnership with Operations Manager and Accounting Department
• Create renewal proposals, including marking appropriate sections with highlight and signature tabs
• Attach and label quotes/policies/binders/renewal notices within CRM
• Bind and/or change insurance coverage, as needed, per the requirements and binding authority of each company's contract
• Partner with Marketing and Placement, Bonds, Loss Control & Safety, and Claims teams to coordinate client needs, servicing requirements, and marketing efforts
• Identify and communicate penetration opportunities: additional coverages and products not currently provided to client
• Partner with Producer to understand scope of client's business, needs, risk profile, and other necessary information
• Enter new applications into EPIC
• Pull Loss Runs, Loss Analysis for Marketing
• Bind and/or change insurance coverage, as needed, per the requirements and binding authority of each company's contract
• Partner with assigned Account Tech in servicing mutual accounts
• Work as an efficient team member with Producers on new or existing accounts
• Manage incoming mail
• Ensuring all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC
• All other duties assigned

Benefits

• Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
• An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
• A positive, welcoming, and enjoyable workplace culture
• A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed