Small Business Account Manager - St. Peters, MO

Winter Dent Company • St Peters, MO

6d • Onsite

About The Position

Winter-Dent is seeking a Small Business Account Manager to join their 100% employee-owned team. The role involves managing client relationships, upholding excellent customer service, and servicing 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.

Responsibilities

• Timely handling of all incoming communication (calls, emails) from clients and companies regarding accounts.
• Proactively recognizing opportunities for additional lines of coverage and/or increased limits to accurately protect client's aspects.
• Verify policy and change information, facilitating corrections when necessary.
• Serve as back-up to other account managers on the Select Lines team.
• Process cancellation correspondence.
• Email/mail applicable audits within 24 hours of receipt to insureds and follow-up as set by established audit procedures.
• Manage incoming mail.
• Create and send renewal summary to client 90 days prior to renewal date.
• Review renewal offer from carrier for accuracy, determine if policy needs to be remarketed or bound.
• Bind renewal per the requirements and binding authority of each company's contract.
• Complete renewal process (including ID cards, certificates, binders, evidences of insurance, invoicing, etc.).
• Remarket insurance coverage (including preparing applications, requesting loss runs, quoting, etc.).
• Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC.
• Support the Select Lines team through challenges, implementations, capacity constraints, etc.
• All other duties assigned.

Benefits

• 2x annual salary employee life insurance
• Employer-funded disability coverage
• 3% employer contribution to your 401(k) plan
• Competitive health insurance rates
• Generous PTO
• Company holidays
• Employee Stock Ownership Plan (ESOP)

What This Job Offers

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