Commercial Lines Account Manager - Columbia, MO

Winter Dent Company•Columbia, MO

2d•Onsite

About The Position

Winter-Dent is seeking Commercial Lines Account Managers to join their 100% employee-owned team. The role involves managing client relationships, upholding excellent customer service, and partnering with Producers to oversee the implementation and servicing of commercial accounts. The mission is to help individuals and businesses protect what matters most.

Requirements

Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
2+ years of insurance industry preferred
Proven experience in client-facing roles with a focus on building and maintaining long-term client relationships strongly preferred
Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
Strong and unwavering commitment to client confidentiality
Client-first mentality and are committed to excellence, integrity, and professionalism
Maintain positive and ethical relations with all professional contacts
Demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
Always willing to help someone in need and believe the success of the team is more important than the success of the individual
Prioritize minimizing E&O exposure for yourself and your team
Embody shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward

Nice To Haves

Experience in client-facing roles with a focus on building and maintaining long-term client relationships

Responsibilities

Timely handling 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
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
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