Commercial Lines Account Manager

Were 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 its their home their livelihood or their financial future. As an employee-owned agency every team member has a stake in our shared success. Were looking for candidates interested in Commercial Lines to support our agency in managing client relationships upholding Winter-Dents reputation for excellent customer service and partnering with Producer to oversee the implementation and servicing of commercial accounts.

THE ROLE

Ongoing Client Servicing

• Timely handing of all incoming communication (calls emails) from clients and companies regarding accounts in AMs 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 agencys 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 companys 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

New Business Support

• Partner with Producer to understand scope of clients 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 companys contract

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 agencys 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 !) 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-Dents 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 dont meet every qualification listed wed love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email

Required Experience:

Manager