Small Business Account Tech

Winter-Dent & Company; Columbia Township (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

ESOP

Generous benefits package

Job summary

Winter-Dent & Company is seeking a Commercial Lines Account Tech to support our employee-owned team in Columbia Township, MO. You will handle ongoing client servicing, certificate requests, endorsements, and documentation in Applied EPIC alongside Account Managers.

The role includes managing a small commercial book (Auto, General Liability, Workers' Comp), front desk coverage, and new business setup. A P&C license within 90 days is expected; prior insurance experience is preferred.

Qualifications

• P&C license acquired by hire or within 90 days.
• 2+ years in the insurance industry preferred.
• Strong multitasking, organization, and confidentiality.
• Effective communication and client relationship skills.

Responsibilities

• Ongoing client and account servicing with certificates, endorsements, and document handling in Applied EPIC.
• Manage a small book of commercial accounts with focus on Auto, GL, and Workers' Comp.
• Provide front desk coverage and agency support, including calls, mail runs, and PTO coverage.
• Support New Business with setting up policies in Applied EPIC and data entry.
• Maintain organized records in the CRM and collaborate across teams for high-quality service.

Skills

Multi-tasking

Attention to detail

Communication

Client service

Education

Property & Casualty license (within 90 days)

Tools

Applied EPIC

Job description

We're Looking For: Commercial Lines Account Tech!

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 critical support services upholding Winter-Dent's reputation for excellent customer service and partnering with Account Managers to help execute the servicing of commercial accounts.

THE ROLE

Ongoing Client & Account Servicing

• Manage the Select Commercial Certificates email inbox and process certificate requests in a timely and accurate manner
• Process, verify, and issue endorsements in Applied EPIC on behalf of the Account Manager until licensed, for applicable accounts
• Issue and distribute evidence of insurance and auto ID cards to clients through Applied EPIC, as assigned
• Attach audit documentation in Applied EPIC and distribute audits to clients
• Process notices of cancellation and reinstatement, as assigned
• Review carrier websites for payment information on pending accounts, as directed by the Account Manager
• Maintain accurate and complete account documentation in Applied EPIC
• Respond to incoming client and agency communications and assist with directing questions and requests to the appropriate team members

Small Book Management

• Manage an assigned small book of commercial insurance accounts, with a focus on monoline Auto, General Liability, and Workers' Compensation policies
• Provide timely and accurate account servicing while maintaining strong attention to detail
• Coordinate with Account Managers and other team members to ensure client needs are addressed efficiently
• Identify and elevate account issues or service needs to the appropriate Account Manager

Front Desk & Agency Support

• Serve as a member of the Front Desk Coverage group
• Provide front desk coverage by answering and directing routed agency phone calls
• Provide daily lunch coverage and assist with mail runs
• Provide PTO coverage for team members as needed
• Maintain a professional, welcoming, and helpful experience for clients, carriers, and agency partners

New Business Support

• Support New Business Account Manager, as requested, with creating new business accounts and setting up policies in Applied EPIC
• Enter applications and other required information into Applied EPIC accurately and efficiently
• Assist with gathering and organizing information needed to establish new business accounts
• Conduct marketing and rating activities as requested
• Partner with Account Managers and other internal teams to support the successful setup and servicing of new accounts

Miscellaneous Duties

• Maintain organized and accurate records within the agency's CRM, Applied EPIC
• Work collaboratively with Account Managers and other agency team members to provide consistent, high-quality client service
• Assist with additional projects and responsibilities as assigned

WHAT WE OFFER

• Generous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded disability insurance, 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, but not required
• You have proven experience in roles that require multi-tasking, high attention to detail, organization, and emphasis on confidentiality
• 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