Winter-Dent & Company is hiring: Always Recruiting- Commercial Lines Account Man

• 101 E McCarty St, Jefferson City, MO, USA
• Base and Bonus Available
• Full Time
• Employee Stock Option Plan; Holiday Package; Generous PTO; Flexible Work Arrangements; Health, Dental, Vision Insurance; 401k; Employer Paid Short & Long Term Disability; Employer Paid Long Term Care; Hands-On Training; Continual Growth and Education Opportunities;

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

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
• Timely handing 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
• 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

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