What are the responsibilities and job description for the Account Manager - Large Commercial position at Winter Dent Company?
We're Hiring a Commercial Lines 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 Commercial Lines Account Manager 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.
WHAT YOU WILL DO
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?
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