Small Business Account Manager - Jefferson City, MO

Winter Dent Company•Jefferson City, MO

2d•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 service, thriving in a fast-paced environment, and delivering best-in-class experience to commercial clients. 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 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
Positive, professional, respectful, and kind demeanor
Strong and unwavering commitment to client confidentiality
Client-first mentality and commitment 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 others and belief that team success is more important than individual success
Prioritize minimizing E&O exposure for yourself and your team

Nice To Haves

2+ years of insurance industry experience
Proven experience in client-facing roles with a focus on building and maintaining long-term client relationships

Responsibilities

Manage the renewal process and client retention initiatives, including preparing and sending renewal summaries to clients 90 days prior to renewal.
Proactively gather information regarding business changes, coverage needs, and updates to certificate holders.
Review renewal offers from carriers for accuracy and determine whether policies should be renewed, remarketed, or bound.
Remarket insurance coverage as needed, including preparing applications, requesting loss runs, obtaining quotes, and coordinating with carriers.
Bind renewals in accordance with carrier requirements and established binding authority.
Complete the renewal process, including preparing ID cards, certificates, binders, evidence of insurance, invoices, and other required documentation.
Identify opportunities for additional lines of coverage, increased limits, or other products and services that appropriately meet client needs.
Coordinate the preparation, organization, and submission of required documentation and information.
Stay informed on industry trends, market developments, and organizational offerings through ongoing professional development.
Pursue and obtain a P&C license and participate in continuing education opportunities.
Participate in meetings and training to support business objectives.
Serve as a primary point of contact for clients and carrier partners, responding to calls, emails, and other inquiries in a timely, professional, and customer-focused manner.
Build and maintain strong client relationships by delivering timely, consistent, and high-quality service.
Listen to client needs, recognize opportunities, and provide clear information and guidance to help clients make informed decisions.
Process and coordinate client requests, policy changes, and account updates while ensuring accuracy and compliance.
Verify policy and account information and facilitate corrections when necessary.
Process cancellation correspondence from various sources and communicate next steps to clients when appropriate.
Email or mail applicable audits to insureds within 24 hours of receipt and follow established audit procedures for follow-up.
Escalate or coordinate complex issues with appropriate internal team members and carrier partners when necessary.
Manage incoming mail and other account-related correspondence.
Maintain accurate and up-to-date client records, documentation, and account information in the agency management system, Applied EPIC.
Ensure all required documentation and renewal activity is properly recorded in Applied EPIC.
Follow established processes, policies, carrier requirements, and best practices to support operational efficiency and quality standards.
Work collaboratively with internal teams and external partners to resolve service issues and deliver exceptional client service.
Assist with continuous process improvement initiatives and support the team through challenges, implementations, and capacity constraints.
Serve as a backup to other Select Lines team members to provide coverage during absences and periods of increased workload.
Utilize technology and organizational tools effectively to enhance productivity, communication, and client service.
Maintain a global mindset and serve as a positive ambassador for Winter-Dent & Co.