Always Recruiting - Commercial Lines Account Manager

Job Description

We're 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 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 candidates interested in Commercial Lines to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and partnering with Producer to oversee the implementation and servicing of commercial accounts.

THE ROLE

New Business Support

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

Ongoing Client Servicing

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

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 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

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 agency's 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 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 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?

Full-time