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Commercial Lines Account Manager
Commercial Lines Account ManagerWinter Dent Company • Jefferson City, Missouri, USA
Commercial Lines Account Manager

Commercial Lines Account Manager

Winter Dent Company • Jefferson City, Missouri, USA
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Were Looking For : Commercial Lines Account Managers!

Join Our 100% Employee-Owned Team

At Winter-Dent our mission is to help individuals and businesses protect what matters most-whether its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success. Were looking for candidates interested in Commercial Lines to support our agency in managing client relationships upholding Winter-Dents reputation for excellent customer service and partnering with Producer to oversee the implementation and servicing of commercial accounts.

THE ROLE

Ongoing Client Servicing

  • Timely handing of all incoming communication (calls emails) from clients and companies regarding accounts in AMs 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

Manage Renewal Process

  • 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 agencys 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 companys 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
  • New Business Support

  • Partner with Producer to understand scope of clients 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 companys contract
  • Miscellaneous Duties

  • 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 agencys CRM (client management system) Applied EPIC
  • All other duties assigned
  • WHAT WE OFFER

  • 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 !) 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-Dents success.
  • A positive welcoming and enjoyable workplace culture
  • A 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 & EXPERIENCE

  • You have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
  • You have 2 years of insurance industry preferred
  • You have proven experience in client-facing roles with a focus on building and maintaining long-term client relationships strongly preferred
  • You have demonstrated ability to effectively communicate build meaningful connections and calmly de-escalate situations of frustration
  • WHO YOU ARE

  • You have a strong and unwavering commitment to client confidentiality
  • You have a client-first mentality and are committed to excellence integrity and professionalism
  • You maintain positive and ethical relations with all professional contacts
  • You 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 individual
  • You 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 dont meet every qualification listed wed 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

    Required Experience :

    Manager

    Key Skills

    Administration,Facilities Management,Advocacy,Aerospace,Cloud Computing,Back Office

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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