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Small Format Account Manager Jobs in Missouri (NOW HIRING)

As such, this individual reports to the Senior Account Director and assists the Client Services team on larger client relationships while managing a small portfolio of mid-level accounts. The Account ...

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Summary/Objective LARGEPRINTING.com is the largest digital wide-format color printer in the Kansas ... The Account Manager - Project Coordinator is responsible for all aspects of sales support including ...

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Summary/Objective LARGEPRINTING.com is the largest digital wide-format color printer in the Kansas ... The Account Manager - Project Coordinator is responsible for all aspects of sales support including ...

Manage and maintain levels of accounts to include multi location groups, small ASCs, and up to $ 1 Mil in annual spend per group * Support company growth through direct supplier referrals ...

RNR Tire Express started as a family business over 20 years ago in a small shop located in Tampa ... In an Account Manager, we are looking for candidates who are dedicated, flexible, task-oriented and ...

RNR Tire Express started as a family business over 20 years ago in a small shop located in Tampa ... In an Account Manager we are looking for candidates who are dedicated, flexible, task-oriented and ...

POSITION SUMMARY The Senior Account Manager is a primary day-to-day contact for our clients. The ... Exceptional communication skills, including small-group and large-group presentations

Our clients range from small business owners to Fortune 500 corporations, healthcare, education ... Promote and sell all Circadia services within existing accounts and develop new accounts.Identify ...

The Account Manager is responsible for proactively maintaining and retaining relationships with ... Our customers, including small businesses, major corporations and municipalities, want a partner ...

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The Account Manager is responsible for proactively maintaining and retaining relationships with ... Our customers, including small businesses, major corporations and municipalities, want a partner ...

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The Account Manager is responsible for proactively maintaining and retaining relationships with ... Our customers, including small businesses, major corporations and municipalities, want a partner ...

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Small Format Account Manager information

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Small Business Account Manager - Jefferson City, MO

Winter Dent Company

Jefferson City, MO • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 15 days ago


Job description

We're Hiring a Small Business Account Manager!
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 a Small Business Account Manager to support our agency in managing client relationships, upholding Winter-Dent's reputation for excellent customer service, and servicing of commercial accounts.
WHAT YOU WILL DO
Ongoing Client Servicing
  • Timely handing of all incoming communication (calls, emails) from clients and companies regarding accounts in AM's book
  • Listening, recognizing, reacting, suggesting
  • Proactively recognizing opportunities for additional lines of coverage and/or increased limits to accurately protect client's aspects
  • Verify policy and change information, facilitating corrections when necessary
  • Serve as back-up to other account managers on the Select Lines team to provide coverage when they are out-of-the-office
  • Process cancellation correspondence (comes in various ways - requests, emails, mail, downloads, etc. Usually due to clients not paying. Tell them after it cancels, here is how you can fix it)
  • Email/mail applicable audits within 24 hours of receipt to insureds and follow-up as set by established audit procedures
  • Manage incoming mail

Manage Renewal Process
  • Create and send renewal summary to client 90 days prior to renewal date
    • Purpose of renewal summary is to proactively gather information on any business changes or updates to the list of certificate holders
  • Review renewal offer from carrier for accuracy, determine if policy needs to be remarketed or bound
    • Bind renewal per the requirements and binding authority of each company's contract
    • Complete renewal process (including ID cards, certificates, binders, evidences of insurance, invoicing, etc.)
    • Remarket insurance coverage (including preparing applications, requesting loss runs, quoting, etc.)
  • Ensure all proper documentation and steps are taken in the agency's CRM (client management system), Applied EPIC
  • Support the Select Lines team through challenges, implementations, capacity constraints, etc.
  • Global mindset/WD Ambassador
  • All other duties assigned

WHAT WE OFFER
  • Generous benefits package including 2x annual salary employee life insurance, employer-funded disability coverage, 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
  • 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
  • Demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustration

WHO YOU ARE
  • You're positive, professional, respectful, and kind
  • 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

INTERESTED?
Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: or email