Commercial Lines Account Manager - Jefferson City, MO

Winter Dent Company•Jefferson City, MO

6d•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 the agency's reputation for excellent customer service, and partnering with Producers to oversee the implementation and servicing of commercial accounts. The mission of Winter-Dent 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 experience 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 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.
Willingness to help someone in need and belief that 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.

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.
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.