Small Business Account Manager

Dexter & Company•Dallas, TX

16d•Hybrid

About The Position

The Small Business Unit Commercial Lines Account Manager is responsible for assisting in servicing small commercial accounts while learning coverage fundamentals, agency workflows, and client management under the guidance of experienced Account Managers and Producers. This role is ideal for someone looking to build a long-term career in commercial insurance.

Requirements

2-3 years of insurance experience
Interest in building a career in Commercial Lines insurance
Active Property & Casualty license
Strong organizational and time-management skills
Excellent written and verbal communication skills
High attention to detail and willingness to follow processes
Ability to maintain strict confidentiality and adhere to company policies and procedures.
Strong interpersonal skills with the ability to interact effectively with colleagues, managers, clients, and insurance companies
Ability to thrive in a fast-paced, changing environment and prioritize tasks effectively.

Nice To Haves

Experience with Epic/Applied Agency Software

Responsibilities

Service a portfolio of small commercial accounts
Process policy renewals, endorsements, cancellations, and audits
Ensure data accuracy and integrity by maintaining and documenting all client and carrier information and interactions in Applied Epic.
Manage carrier service center relationships
Prepare and issue certificates of insurance, binders, and policy documents
Communicate with clients and carriers regarding routine service requests
Follow established renewal and remarketing workflows
Ensure files are complete and compliant with agency standards
Collaborate with Account Managers, Producers, and the Small Business team
Provide timely, professional customer service to support retention
Work collaboratively with team members and build strong relationships with internal and external stakeholders; participate in regular team meetings.
Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services