Small Business Account Manager

Johnson, Kendall and Johnson, Inc.; Philadelphia (Philadelphia County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Opportunities for career growth

Employee ownership (ESOP)

Collaborative work environment

Job summary

Johnson, Kendall and Johnson, Inc. is seeking a Small Business Account Manager to join their Commercial Lines team. In this role, you will be responsible for managing a diverse book of small business clients, ensuring they receive exceptional service and accurate insurance coverage.

The ideal candidate should have 2–3 years of experience in insurance, a strong understanding of commercial coverages, and excellent communication skills. Join a culture that values collaboration and integrity, and enjoy the benefits of employee ownership.

Qualifications

• 2–3 years of experience in insurance.
• Active Property & Casualty license in your state of residence.
• Experience managing a book of approximately 150–350 accounts.

Responsibilities

• Manage and service a diverse book of commercial accounts.
• Serve as primary contact for small business clients.
• Review and analyze commercial insurance policies for accuracy.

Skills

Commercial insurance knowledge

Client communication

Attention to detail

Organizational skills

Service-oriented mindset

Tools

Applied Epic

AMS360

Job description

We’re looking for a Small Business Account Manager to join our Commercial Lines team. In this role, you’ll partner closely with small business clients—helping them protect what they’ve built while delivering thoughtful, responsive service that earns trust.

What You’ll Do

As a Small Business Account Manager, you’ll manage and service a diverse book of commercial accounts while acting as a trusted advisor to your clients.

• Serve as a primary point of contact for small business clients, maintaining timely and professional communication via phone and email
• Review, analyze, and detail commercial insurance policies to ensure accuracy and appropriate coverage
• Prepare audit check spreadsheets across multiple lines of coverage
• Document policies and client activity within Applied Epic (preferred) or similar agency management systems
• Complete policy billing templates and partner with our Accounting team to ensure timely processing
• Request renewal information, market accounts, and work with carriers to secure competitive quotes
• Prepare and present renewal and new business proposals to clients
• Issue certificates of insurance, evidence of property, auto ID cards, and endorsements
• Review endorsements, audits, and policies for accuracy before delivery to clients
• Collaborate closely with producers, carriers, and internal teammates to deliver a seamless client experience

What You Bring

• 2–3 years of experience in insurance
• Working knowledge of commercial insurance coverages across multiple lines
• Experience supporting or managing a book of business (approximately 150–350 accounts)
• Comfort working within Applied Epic (preferred) or AMS360
• Strong attention to detail, organization, and follow-through
• Clear, professional communication skills and a service-oriented mindset

Licenses & Requirements

• Active Property & Casualty license in your state of residence
• Ability to thrive in a collaborative environment where shared responsibility matters

Why JKJ?

• A people-first culture built on collaboration, integrity, and long-term relationships
• Opportunities to grow your career with clear expectations and support
• A voice in how work gets done—we value ideas, initiative, and continuous improvement
• The stability of an established firm with the mindset of a modern, forward-thinking brokerage
• Employee ownership (ESOP)—when JKJ succeeds, you share in that success