Small Business Account Tech

Winter Dent Company•Jefferson City, MO

20h•Onsite

About The Position

Winter-Dent is seeking a Commercial Lines Account Tech to join their 100% employee-owned team. The role involves providing critical support services to uphold the agency's reputation for excellent customer service and partnering with Account Managers to service commercial accounts. This position will manage ongoing client and account servicing, manage a small book of commercial insurance accounts, provide front desk and agency support, assist with new business, and perform miscellaneous duties. Key responsibilities include processing certificate requests, issuing endorsements, distributing evidence of insurance and auto ID cards, attaching audit documentation, processing notices of cancellation and reinstatement, reviewing carrier websites for payment information, and maintaining accurate account documentation in Applied EPIC. The role also involves responding to client and agency communications, managing an assigned book of monoline Auto, General Liability, and Workers' Compensation policies, and coordinating with Account Managers to ensure client needs are met. Additionally, the position requires providing front desk coverage, answering phone calls, assisting with mail runs, and covering PTO for team members. New business support includes creating accounts, setting up policies, entering applications, gathering information, and conducting marketing and rating activities. The role also entails maintaining organized records in Applied EPIC and collaborating with team members for high-quality client service.

Requirements

Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
Proven experience in roles that require multi-tasking, high attention to detail, organization, and emphasis on confidentiality
Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
Strong and unwavering commitment to client confidentiality
Client-first mentality and committed 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 someone in need and belief that the success of the team is more important than the success of the individual
Prioritize minimizing E&O exposure for yourself and your team

Nice To Haves

2+ years of insurance industry experience preferred, but not required

Responsibilities

Manage the Select Commercial Certificates email inbox and process certificate requests in a timely and accurate manner
Process, verify, and issue endorsements in Applied EPIC on behalf of the Account Manager until licensed, for applicable accounts
Issue and distribute evidence of insurance and auto ID cards to clients through Applied EPIC, as assigned
Attach audit documentation in Applied EPIC and distribute audits to clients
Process notices of cancellation and reinstatement, as assigned
Review carrier websites for payment information on pending accounts, as directed by the Account Manager
Maintain accurate and complete account documentation in Applied EPIC
Respond to incoming client and agency communications and assist with directing questions and requests to the appropriate team members
Manage an assigned small book of commercial insurance accounts, with a focus on monoline Auto, General Liability, and Workers' Compensation policies
Provide timely and accurate account servicing while maintaining strong attention to detail
Coordinate with Account Managers and other team members to ensure client needs are addressed efficiently
Identify and escalate account issues or service needs to the appropriate Account Manager
Serve as a member of the Front Desk Coverage group
Provide front desk coverage by answering and directing routed agency phone calls
Provide daily lunch coverage and assist with mail runs
Provide PTO coverage for team members as needed
Maintain a professional, welcoming, and helpful experience for clients, carriers, and agency partners
Support New Business Account Manager, as requested, with creating new business accounts and setting up policies in Applied EPIC
Enter applications and other required information into Applied EPIC accurately and efficiently
Assist with gathering and organizing information needed to establish new business accounts
Conduct marketing and rating activities as requested
Partner with Account Managers and other internal teams to support the successful setup and servicing of new accounts
Maintain organized and accurate records within the agency's CRM, Applied EPIC
Work collaboratively with Account Managers and other agency team members to provide consistent, high-quality client service
Assist with additional projects and responsibilities as assigned