Account Manager - Small Business

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 relationships, upholding Winter-Dent's reputation for excellent customer service, and servicing of commercial accounts.

WHAT YOU WILL DO

Ongoing Client Servicing

• Timely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's book
• Listening, recognizing, reacting, suggesting
• Proactively recognizing opportunities for additional lines of coverage and/or increased limits to accurately protect client's aspects
• Verify policy and change information, facilitating corrections when necessary
• Serve as back-up to other account managers on the Select Lines team to provide coverage when they are out-of-the-office
• Process 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 procedures
• Manage incoming mail

Manage Renewal Process

• Create and send renewal summary to client 90 days prior to renewal date
  • Purpose of renewal summary is to proactively gather information on any business changes or updates to the list of certificate holders
• Review renewal offer from carrier for accuracy, determine if policy needs to be remarketed or bound
  • Bind renewal per the requirements and binding authority of each company's contract
  • Complete 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 EPIC
• Support the Select Lines team through challenges, implementations, capacity constraints, etc.
• Global mindset/WD Ambassador
• 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
• 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
Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration

WHO YOU ARE

• You're positive, professional, respectful, and kind
• 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 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 hr@winter-dent.com