Small Business Unit Account Manager

Job Summary

Seeking a highly motivated and experienced Small Business Unit Account Manager to join a team. Offers an exciting opportunity to manage small business accounts with a focus on service, retention, and relationship building. The ideal candidate will have a strong background in Property & Casualty insurance, excellent time management skills, and the ability to handle a high volume of activities efficiently.

Compensation Package

• Salary: $60,000 - $70,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of small business accounts with premiums ranging from $0 to $50,000.
• Handle full A-to-Z account management, including service, retention, certificates, endorsements, invoicing, and client communication.
• Quote and market/remarket policies, with a heavier focus on renewals than new business.
• Manage agency bill and direct bill responsibilities.
• Maintain strong relationships with clients and provide exceptional customer service.
• Efficiently handle a high volume of emails and activities, ensuring timely responses and follow-ups.
• Collaborate with assistants on tasks such as certificates, endorsements, and policy updates (e.g., adding/deleting vehicles or locations).

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License in Texas is required.
• Experience:
  • 3-5 years of experience in commercial insurance, specifically with small market accounts.
  • Proven ability to manage new business, renewals, invoicing, and client relationships.
• Technical Skills:
  • Proficiency in Applied EPIC software is required.
  • Strong workflow and process management skills.
• Soft Skills:
  • Excellent time management and organizational skills.
  • Self-discipline and the ability to work independently in a remote environment.
  • Strong communication and relationship-building abilities.

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