Commercial Lines Account Manager - Columbia, MO

Winter-Dent & Company; Columbia Township (MO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous benefits package

Employee Stock Ownership Plan (ESOP)

Positive workplace culture

Job summary

A leading employee-owned insurance agency is seeking Commercial Lines Account Managers to support client relationships and maintain a high standard of customer service. The role involves managing ongoing client servicing and renewal processes, as well as supporting new business applications. We offer a generous benefits package, including life insurance, long-term care coverage, and a positive workplace culture. Ideal candidates will have 2+ years in the insurance industry and strong communication skills.

Qualifications

• You have 2+ years of insurance industry experience.
• Proven experience in client-facing roles preferred.
• Ability to communicate and build meaningful connections.

Responsibilities

• Manage client relationships and respond to inquiries.
• Coordinate the renewal process and manage documentation.
• Support new business applications and maintain data in CRM.

Skills

Client relationship management

Communication skills

Problem-solving

Attention to detail

Education

Property & Casualty (P&C) license

Tools

Applied EPIC

Job description

We're 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 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 candidates interested in Commercial Lines 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.

THE ROLE

Ongoing Client Servicing

• Timely handling 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

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

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 [e-mail]