Small Business Account Manager

🕒 Julho 27

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Johnson Kendall Johnson

51 - 200 funcionários

Fundada em 1959

🛡️ Seguros

💼 Consultoria

Insurance • Consulting

A Johnson Kendall Johnson é uma corretora de seguros e firma de gestão de riscos que oferece seguros comerciais e pessoais, benefícios para funcionários, serviços financeiros e soluções de aposentadoria. A JKJ enfatiza uma abordagem consultiva e de aconselhamento centrada nas pessoas, oferecendo gestão de riscos empresarial/global, programas de seguros específicos para indústrias (construção, educação, saúde, ciências biológicas, imobiliário, tecnologia, hospitalidade, etc. ) e serviços relacionados de planejamento financeiro e de aposentadoria. A empresa se posiciona como uma fornecedora de estratégias holísticas para proteger pessoas, operações e futuros financeiros de empresas e indivíduos.

Descrição

• Serve as a primary point of contact for small business clients, maintaining timely and professional communication via phone and email • Review, analyze, and detail commercial insurance policies to ensure accuracy and appropriate coverage • Prepare audit check spreadsheets across multiple lines of coverage • Document policies and client activity within Applied Epic (preferred) or similar agency management systems • Complete policy billing templates and partner with our Accounting team to ensure timely processing • Request renewal information, market accounts, and work with carriers to secure competitive quotes • Prepare and present renewal and new business proposals to clients • Issue certificates of insurance, evidence of property, auto ID cards, and endorsements • Review endorsements, audits, and policies for accuracy before delivery to clients • Collaborate closely with producers, carriers, and internal teammates to deliver a seamless client experience

🎯 Requisitos

• 2–3 years of experience in insurance • Working knowledge of commercial insurance coverages across multiple lines • Experience supporting or managing a book of business (approximately 150–350 accounts) • Comfort working within Applied Epic (preferred) or AMS360 • Strong attention to detail, organization, and follow-through • Clear, professional communication skills and a service-oriented mindset • Active Property & Casualty license in your state of residence

🏖️ Benefícios

• A people-first culture built on collaboration, integrity, and long-term relationships • Opportunities to grow your career with clear expectations and support • A voice in how work gets done—we value ideas, initiative, and continuous improvement • The stability of an established firm with the mindset of a modern, forward-thinking brokerage • Employee ownership (ESOP)—when JKJ succeeds, you share in that success

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🗣️🇺🇸🇬🇧 Inglês obrigatório