Small Business Insurance Account Manager
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Job Location:
Cleveland, TN - USA
Monthly Salary:
$ 50000 - 60000
Posted on:
17-10-2025
Vacancies:
1 Vacancy
Job Summary
Embark on a career at Evarts Tremaine where your dedication and drive extend beyond routine tasks and job responsibilities. Here youre not merely an employee; youre a pivotal force shaping outcomes for our clients enriching our community elevating our team and redefining the industry.
Our foundation rests on six core values: Integrity Authenticity Innovation Knowledge Teamwork and yes FUN! Every policy interaction and decision we make echoes these principles and as a member of our team youll be at the forefront of the industrys innovation and evolution.
The Role:
- Serve as the crucial day-to-day contact for our small business clients
- Survey policy coverages and unearth opportunities for cross-selling and up-selling
- Take inbound calls and warm leads for our small business referrals pre-qualify and guideclientsthrough theapplication quote and policy issuance process
- Seamlessly perform all account transactions including renewals ID Cards proposals endorsements certificates claims and billing while supported by both an account coordinator and state of the art technology
- Respond to and anticipate client inquiries ensuring account retention meets our high standards
- Maintain comprehensive client files ensuring all transactions notes and diaries are inputted and up-to-date.
Requirements:
- Current Ohio Property & Casualty Insurance License
- A college degree is desirable as are certifications like CISR AU CIC or CPCU
- Minimum 2-3 years of hands-on experience in account management for commercial lines insurance
- Proven expertise in binding quoting and issuing coverage online
The Perks:
- Hybrid remote work environment
- A competitive base salary complemented by merit raises and new business commission Salary Range $50000-$60000
- Paid Employee Premiums for Medical Life and Long-Term Disability Insurance
- Options for Dental & Vision insurance
- 401(k) plan with a generous match
- Paid Holidays and generous PTO
- Tuition reimbursement and access to industry designation bonus programs
- Safe convenient well-lit and supervised parking
- Delicious healthy lunches from HarvestOwl
- An onsite fitness center complete with a complimentary membership
- Engagement with your community through volunteer opportunities
- A supportive team-first culture driven by the Entrepreneurial Operating System (EOS)
Join us. Propel your career embrace balanced living and work alongside a passionate team at Evarts Tremaine.
Required Experience:
Manager
Key Skills
- Accounting Software
- Time Management
- Accounts Administration
- Accounts Receivable
- Accounts Reconciliation
- Administrative Skill
- Leadership skills
- Accounting & Finance
- Accounts Management
- Communication
- Analysis Skills
- Relationship Management
- Team Player Spirit
- Budgeting Skills
- Accounts Payable
About Company
Embark on a career at Evarts Tremaine, where your dedication and drive extend beyond routine tasks and job responsibilities. Here, you’re not merely an employee...
