Small Business Account Manager - St. Peters, MO

Job Description

Job Description

We're Hiring a Small Business Account Manager!Join Our 100% Employee-Owned TeamAt Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a Small Business Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and servicing of commercial accounts. WHAT YOU WILL DOOngoing Client ServicingTimely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's bookListening, recognizing, reacting, suggestingProactively recognizing opportunities for additional lines of coverage and/or increased limits to accurately protect client's aspectsVerify policy and change information, facilitating corrections when necessaryServe as back-up to other account managers on the Select Lines team to provide coverage when they are out-of-the-officeProcess cancellation correspondence (comes in various ways - requests, emails, mail, downloads, etc. Usually due to clients not paying. Tell them after it cancels, here is how you can fix it)Email/mail applicable audits within 24 hours of receipt to insureds and follow-up as set by established audit proceduresManage incoming mailManage Renewal ProcessCreate and send renewal summary to client 90 days prior to renewal datePurpose of renewal summary is to proactively gather information on any business changes or updates to the list of certificate holdersReview renewal offer from carrier for accuracy, determine if policy needs to be remarketed or boundBind renewal per the requirements and binding authority of each company's contractComplete renewal process (including ID cards, certificates, binders, evidences of insurance, invoicing, etc.)Remarket insurance coverage (including preparing applications, requesting loss runs, quoting, etc.)Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPICSupport the Select Lines team through challenges, implementations, capacity constraints, etc.Global mindset/WD AmbassadorAll other duties assigned WHAT WE OFFERGenerous benefits package including 2x annual salary employee life insurance, employer-funded disability coverage, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.A positive, welcoming, and enjoyable workplace cultureA shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations YOUR QUALIFICATIONS & EXPERIENCEYou have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment2+ years of insurance industry preferredYou have proven experience in client-facing roles with a focus on building and maintaining long-term client relationships strongly preferredDemonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration WHO YOU AREYou're positive, professional, respectful, and kindYou have a strong and unwavering commitment to client confidentialityYou have a client-first mentality and are committed to excellence, integrity, and professionalism You maintain positive and ethical relations with all professional contactsYou demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes You are always willing to help someone in need and believe the success of the team is more important than the success of the individualYou prioritize minimizing E&O exposure for yourself and your team To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward INTERESTED?Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email View email address on us.fitly.work