Small Business Account Manager

🕒 il y a 11 jours

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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Johnson Kendall Johnson

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 1959

🛡️ Assurance

💼 Conseil

Insurance • Consulting

Johnson Kendall Johnson est une société de courtage d'assurance et de gestion des risques qui propose des assurances commerciales et personnelles, des avantages sociaux aux employés, des services financiers et des solutions de retraite. JKJ met l'accent sur une approche de conseil et de consultation centrée sur les personnes, offrant une gestion des risques à l'échelle mondiale/entreprises, des programmes d'assurance spécifiques à chaque secteur (construction, éducation, santé, sciences de la vie, immobilier, technologie, hôtellerie, etc. ) ainsi que des services connexes de planification financière et de retraite. La société se positionne comme un fournisseur de stratégies globales pour protéger les personnes, les opérations et l'avenir financier des entreprises et des particuliers.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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