Small Business Account Manager - St. Peters, MO

Winter Dent Company • St. Peters, MO

1d • Onsite

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 Small Business Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, 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
• 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
• Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
• 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

Responsibilities

• Timely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's book
• Listening, recognizing, reacting, suggesting
• 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 to provide coverage when they are out-of-the-office
• Process cancellation correspondence (comes in various ways - requests, emails, mail, downloads, etc. Usually due to clients not paying. Tell them after it cancels, here is how you can fix it)
• 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
• Purpose of renewal summary is to proactively gather information on any business changes or updates to the list of certificate holders
• 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.
• Global mindset/WD Ambassador
• All other duties assigned

Benefits

• 2x annual salary employee life insurance
• employer-funded disability coverage
• a 3% employer contribution to your 401(k) plan (no match required!)
• competitive health insurance rates
• generous PTO and company holidays
• 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