Small Business Account Manager - Jefferson City, MO

Winter Dent Company•Jefferson City, MO

6d•Onsite

About The Position

Winter-Dent is a 100% employee-owned agency dedicated to helping individuals and businesses protect what matters most. We are seeking a Small Business Account Manager to manage client relationships, provide excellent customer service, and service commercial accounts. This role is crucial in upholding Winter-Dent's reputation and contributing to our shared success.

Requirements

Property & Casualty (P&C) license acquired upon hire or obtained within 90 days of employment.
Proven experience in client-facing roles with a focus on building and maintaining long-term client relationships.
Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration.

Nice To Haves

2+ years of insurance industry experience preferred.

Responsibilities

Handle all incoming communication (calls, emails) from clients and companies regarding accounts.
Listen to, recognize, react to, and suggest solutions for client needs.
Proactively identify opportunities for additional lines of coverage or increased limits.
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 and advise clients on reinstatement options.
Email/mail applicable audits within 24 hours of receipt and follow-up as per established procedures.
Manage incoming mail.
Create and send renewal summaries to clients 90 days prior to renewal.
Review renewal offers from carriers for accuracy and determine remarketing needs.
Bind renewals per company contract requirements.
Complete renewal processes, including ID cards, certificates, binders, evidences of insurance, and invoicing.
Remarket insurance coverage, including preparing applications, requesting loss runs, and quoting.
Ensure all proper documentation and steps are taken in the agency's CRM (Applied EPIC).
Support the Select Lines team during challenges, implementations, and capacity constraints.
Act as a Global mindset/WD Ambassador.
Perform other duties as assigned.