Small Business Account Manager

🕒 5 days ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Johnson Kendall Johnson

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1959

🛡️ Insurance

💼 Consulting

Insurance • Consulting

Johnson Kendall Johnson is an insurance brokerage and risk management firm that provides commercial and personal insurance, employee benefits, financial services, and retirement solutions. JKJ emphasizes a people-first advisory and consulting approach, offering enterprise/global risk management, industry-specific insurance programs (construction, education, healthcare, life sciences, real estate, technology, hospitality, etc. ), and related financial planning and retirement services. The firm positions itself as a provider of holistic strategies to protect people, operations, and financial futures for businesses and individuals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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