Small Business Account Tech

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

Benefits offered by this job

ESOP

Generous benefits package including 2x

Job summary

Winter-Dent & Company is seeking a Commercial Lines Account Tech to support ongoing client servicing and account management within our employee-owned agency. You will work with Account Managers to process certificates, endorsements, and notices, while maintaining accurate files in Applied EPIC.

The role includes front desk coverage, new business setup assistance, and collaboration with carriers to ensure responsive customer service and efficient processing for commercial accounts.

Qualifications

• 2+ years insurance industry experience preferred.
• Strong attention to detail and organization.
• Excellent communication and client-service orientation.

Responsibilities

• Ongoing client and account servicing across commercial lines.
• Manage certificate requests and endorsements in Applied EPIC.
• Issue and distribute evidence of insurance and auto IDs to clients.
• Handle notices, audits, and documentation in the system.
• Front desk coverage and agency support.
• Support new business accounts setup in Applied EPIC.

Skills

Attention to detail

Communication skills

Multi-tasking

Confidentiality

Education

P&C license (upon hire or 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 escal 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