Small Business Account Manager

πŸ”₯ 8 minutes ago

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Johnson Kendall Johnson

51 - 200 employees

Founded 1959

πŸ›‘οΈ Insurance

πŸ’Ό Consulting

Insurance β€’ 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.

πŸ“‹ Description

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

🎯 Requirements

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

πŸ–οΈ Benefits

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

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