Small Business Insurance Account Manager

The Jonus Group • Columbus, OH

8h

About The Position

A dedicated and proactive Small Business Insurance Account Manager is needed to provide outstanding service to small business clients by managing their insurance needs and assisting with tailored risk management solutions. This role is ideal for individuals passionate about helping business owners safeguard their futures.

Requirements

• Proven experience in insurance account management, preferably in a small business or commercial insurance environment.
• Relevant insurance licenses as required by state regulations (e.g., Property and Casualty License).
• Exceptional interpersonal and communication skills with a focus on providing excellent client service.
• Strong organizational and multitasking abilities with attention to detail.
• Proficient in using insurance management systems, CRM tools, and Microsoft Office Suite.
• Analytical problem-solving skills with the ability to assess and address client needs effectively.
• A team-oriented mindset with the ability to collaborate across teams.

Nice To Haves

• Bachelor’s degree in business, insurance, or a related field is preferred but not required; equivalent work experience will be considered.

Responsibilities

• Develop and maintain strong relationships with small business clients to foster trust and loyalty.
• Manage insurance accounts, including policy renewals, amendments, and claims.
• Analyze client needs and recommend appropriate insurance products and solutions.
• Educate clients on coverage options and risk management strategies.
• Collaborate with underwriters, insurers, and other key stakeholders to secure optimal policies for clients.
• Ensure compliance with company policies, industry standards, and regulatory requirements.
• Clearly communicate policy changes, premiums, and guidelines to clients.
• Maintain detailed and accurate records of client interactions and policy transactions using a CRM system.
• Identify opportunities to cross-sell and upsell additional products or services to meet evolving client needs.
• Address and resolve insurance-related issues and inquiries professionally and promptly.
• Stay informed about industry practices, trends, and new insurance products.

Benefits

• Competitive salary with performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees