Job Description
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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