Small Business Account Manager

The Juris Agency; Albuquerque (NM); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Berger Briggs Insurance & Risk Solutions seeks a Small Business Account Manager to handle a book of small commercial accounts, typically under $15,000 in premium. You’ll be the primary contact for clients, manage renewals, and quote new business through carrier portals and rating systems.

You’ll renew, endorse, and service accounts, identify coverage gaps, cross-sell where appropriate, and maintain accurate policy documentation in our agency system while collaborating with producers and carriers.

Qualifications

• Active New Mexico Property & Casualty license.
• 3+ years commercial lines insurance experience.
• Strong customer service and communication skills.
• Experience with agency systems (Applied Epic is a plus).

Responsibilities

• Manage an assigned book of small commercial accounts from new business through renewal.
• Serve as primary day-to-day contact for clients and respond to service and coverage needs.
• Manage renewals, including gathering updated information, reviewing coverage, marketing accounts, quoting, and binding.
• Quote new and renewal business through carrier portals and comparative rating systems.
• Process endorsements, cancellations, reinstatements, payments, audits, claims reports, and other policy transactions.
• Review policies and endorsements for accuracy and issue certificates, auto ID cards, evidence of property coverage, and other documents.
• Identify coverage gaps and opportunities to cross-sell appropriate products.
• Maintain accurate and timely client and policy documentation in the agency management system.
• Work closely with producers, carrier partners, and other team members to resolve issues and provide excellent client service.

Skills

P&C License

Commercial lines

Client service

Detail oriented

Job description

Job Description

Berger Briggs Insurance & Risk Solutions is looking for an experienced Small Business Account Manager to join our team. This is a fast-paced, hands-on role managing a book of small commercial accounts, generally with less than $15,000 in combined premium.

The Small Business Account Manager handles the full account cycle—from day-to-day client service and renewals to quoting and new business. We are looking for someone who enjoys working directly with clients, can manage multiple priorities, and has a strong working knowledge of commercial insurance.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

What You'll Do

• Manage an assigned book of small commercial accounts from new business through renewal.
• Serve as the primary day-to-day contact for clients and respond to service and coverage needs.
• Manage renewals, including gathering updated information, reviewing coverage, marketing accounts, quoting, and binding.
• Quote new and renewal business through carrier portals and comparative rating systems.
• Process endorsements, cancellations, reinstatements, payments, audits, claims reports, and other policy transactions.
• Review policies and endorsements for accuracy and issue certificates, auto ID cards, evidence of property coverage, and other documents.
• Identify coverage gaps and opportunities to cross-sell appropriate products.
• Maintain accurate and timely client and policy documentation in the agency management system.
• Work closely with producers, carrier partners, and other team members to resolve issues and provide excellent client service.

Why Berger Briggs?

• Experienced Leadership – Learn from and work alongside insurance professionals with decades of industry knowledge and experience.
• Locally Owned & Independent – Be part of an established, locally owned agency where relationships and personal service still matter.
• Professional Growth – We support continuing education, industry designations, and opportunities to expand your insurance knowledge and career.
• Strong Carrier Relationships – Access a broad range of carrier partners and markets to help find the right solutions for clients.
• Work-Life Balance – Enjoy a 39-hour workweek, paid time off, and hybrid work opportunities.

Requirements

What We're Looking For

• Active New Mexico Property & Casualty insurance license.
• Commercial lines insurance experience; 3+ years preferred.
• Working knowledge of commercial insurance coverages, terminology, and carrier processes.
• Experience with an agency management system; Applied Epic experience is a plus.
• Strong customer service and communication skills.
• Excellent organization, attention to detail, and follow-through.
• Ability to prioritize and manage multiple accounts and deadlines in a fast-paced environment.
• Comfortable working independently while being part of a collaborative team.