We're Hiring a Small Business Account Manager!
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 a Small Business Account Manager to support our agency in managing client service, thrives in a fast-paced environment, and is committed to delivering best-in-class experience to commercial clients.
WHAT YOU WILL DO
Business DevelopmentRenewal Management
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Manage the renewal process and client retention initiatives, including preparing and sending renewal summaries to clients 90 days prior to renewal.
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Proactively gather information regarding business changes, coverage needs, and updates to certificate holders.
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Review renewal offers from carriers for accuracy and determine whether policies should be renewed, remarketed, or bound.
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Remarket insurance coverage as needed, including preparing applications, requesting loss runs, obtaining quotes, and coordinating with carriers.
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Bind renewals in accordance with carrier requirements and established binding authority.
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Complete the renewal process, including preparing ID cards, certificates, binders, evidence of insurance, invoices, and other required documentation.
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Identify opportunities for additional lines of coverage, increased limits, or other products and services that appropriately meet client needs.
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Coordinate the preparation, organization, and submission of required documentation and information.
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Stay informed on industry trends, market developments, and organizational offerings through ongoing professional development.
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Pursue and obtain a P&C license and participate in continuing education opportunities.
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Participate in meetings and training to support business objectives.
Client Relationship Management
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Serve as a primary point of contact for clients and carrier partners, responding to calls, emails, and other inquiries in a timely, professional, and customer-focused manner.
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Build and maintain strong client relationships by delivering timely, consistent, and high-quality service.
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Listen to client needs, recognize opportunities, and provide clear information and guidance to help clients make informed decisions.
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Process and coordinate client requests, policy changes, and account updates while ensuring accuracy and compliance.
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Verify policy and account information and facilitate corrections when necessary.
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Process cancellation correspondence from various sources and communicate next steps to clients when appropriate.
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Email or mail applicable audits to insureds within 24 hours of receipt and follow established audit procedures for follow-up.
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Escalate or coordinate complex issues with appropriate internal team members and carrier partners when necessary.
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Manage incoming mail and other account-related correspondence.
CollaborationOperations
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Maintain accurate and up-to-date client records, documentation, and account information in the agency management system, Applied EPIC.
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Ensure all required documentation and renewal activity is properly recorded in Applied EPIC.
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Follow established processes, policies, carrier requirements, and best practices to support operational efficiency and quality standards.
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Work collaboratively with internal teams and external partners to resolve service issues and deliver exceptional client service.
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Assist with continuous process improvement initiatives and support the team through challenges, implementations, and capacity constraints.
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Serve as a backup to other Select Lines team members to provide coverage during absences and periods of increased workload.
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Utilize technology and organizational tools effectively to enhance productivity, communication, and client service.
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Maintain a global mindset and serve as a positive ambassador for Winter-DentCo.
WHAT WE OFFER
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Generous 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.
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An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
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A positive, welcoming, and enjoyable workplace culture
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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 QUALIFICATIONSEXPERIENCE
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You have your PropertyCasualty (P&C) license acquired upon hire or to be obtained within 90 days of employment
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2+ years of insurance industry preferred
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You have proven experience in client-facing roles with a focus on building and maintaining long-term client relationships strongly preferred
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Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration
WHO YOU ARE
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You're positive, professional, respectful, and kind
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You have a strong and unwavering commitment to client confidentiality
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You have a client-first mentality and are committed to excellence, integrity, and professionalism
- You maintain positive and ethical relations with all professional contacts
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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
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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 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: https://winter-dent.com/careers/ or email [email protected]
