Winter-Dent & Company · 1 day ago
Commercial Lines Account Manager - Jefferson City, MO
Jefferson City, MO
Full-time
Onsite
Entry, Mid Level
2+ years expWinter-Dent & Company is a 100% employee-owned agency dedicated to helping individuals and businesses protect what matters most. The Commercial Lines Account Manager will manage client relationships, ensure excellent customer service, and oversee the implementation and servicing of commercial accounts.
Insurance
Responsibilities
Timely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's book
Serve as back-up to other account managers on the Large Commercial team to provide coverage when they are out-of-the-office
Export client risk, as applicable
Ensure clients complete their builders risk reporting forms
Mail audits within 24 hours of receipt to insureds and follow-up as set by established audit procedures
Is responsible for completion of applications and gathering of necessary information to marketing department by 100 days before expiration for any renewal account being marketed
Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC
Process renewal change requests
Manage client invoicing needs, in partnership with Operations Manager and Accounting Department
Create renewal proposals, including marking appropriate sections with highlight and signature tabs
Attach and label quotes/policies/binders/renewal notices within CRM
Bind and/or change insurance coverage, as needed, per the requirements and binding authority of each company's contract
Partner with Marketing and Placement, Bonds, Loss Control & Safety, and Claims teams to coordinate client needs, servicing requirements, and marketing efforts
Identify and communicate penetration opportunities: additional coverages and products not currently provided to client
Partner with Producer to understand scope of client's business, needs, risk profile, and other necessary information
Enter new applications into EPIC
Pull Loss Runs, Loss Analysis for Marketing
Bind and/or change insurance coverage, as needed, per the requirements and binding authority of each company's contract
Partner with assigned Account Tech in servicing mutual accounts
Work as an efficient team member with Producers on new or existing accounts
Manage incoming mail
Ensuring all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC
All other duties assigned
Qualification
Required
Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
Preferred
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
Benefits
Generous benefits package including 2x annual salary employee life insurance
Employer-funded long-term care coverage
Employer-funded short- and long-term disability
A 3% employer contribution to your 401(k) plan (no match required!)
Competitive health insurance rates
Generous PTO and company holidays
Employee Stock Ownership Plan (ESOP)
Company
Winter-Dent & Company
Winter-Dent & Company provides Construction Insurance, Transportation Insurance, Home Insurance and Auto Insurance.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase