Personal Lines & Farms Account Manager - Columbia, MO

Winter Dent Company • Columbia, MO

4d

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 a candidate to service and manage client accounts while upholding Winter-Dent's reputation for excellent customer service.

Requirements

• Missouri Property & Casualty (P&C) license required (must obtain within 90 days of hire)
• Experience in client or customer facing roles required
• 2+ years of Personal Lines and/or insurance industry experience required
• You are personable and comfortable communicating with clients on the phone, via email, and in-person
• You are able to build strong and positive client relationships
• You're positive, professional, respectful, and kind
• You have a strong and unwavering commitment to client confidentiality
• You have a client-first mentality and are committed to excellence, integrity, and professionalism
• You maintain positive and ethical relations with all professional contacts
• You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
• You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
• You prioritize minimizing E&O exposure for yourself and your team
• To embody our 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

• Farms and Agriculture insurance knowledge preferred but not required

Responsibilities

• Manage assigned book of business, including building rapport with clients, answering their day-to-day questions (change requests, coverage questions, etc.), and supporting their renewal process.
• Timely handling of all incoming communication from clients and carriers
• Verify policy and change information, facilitating corrections when necessary
• Process cancellation correspondence
• Review renewal offer from carrier for accuracy, determining if the policy needs to be remarketed or bound
• Ensure all proper documentation and steps are taken in agency's CRM

Benefits

• Generous benefits package including 2x annual salary employee life insurance, 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