Small Business Account Manager

3 weeks ago


Lehi, United States Swarts Manning & Associates Full time
Job DescriptionJob DescriptionSalary: $35k-45k annually

About the Company:

Swarts, Manning & Associates (SMA), is a full-service insurance brokerage with locations in Nevada, California, and Utah. We provide insurance and risk management to a wide range of businesses across the country. We pride ourselves on our knowledge, service, and reliability to our customers.


 Job Description:

This opportunity is designed for individuals looking to further develop the start of a career in a fast-paced industry with lots of opportunities to grow and build a solid career in a fantastic industry.

The ideal candidate will exhibit high standards, excellent communication skills, be a team player, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.


The candidate will:

  • Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues
  • Make necessary contacts both inside and outside of the organization in order to obtain client requested information.
  • Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
  • Handle incoming new business as well as all renewals
  • Receive Leads for new business from Producers, Call-ins and Referrals
  • Create and present proposals for new business and renewals to prospects and clients.
  • Communicate clients' needs and binding instructions to carriers.
  • Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
  • Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Utilize the agency management system to enter and maintain all pertinent account information.
  • Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
  • Report Claims to Carriers
  • Skilled at Multi-tasking and Time Management


Requirements:

  • 2+ years Commercial Lines Insurance experience required.
  • Holds appropriate P&C license. Professional designations a plus, e.g. CPCU, CIC, CISR etc.
  • AMS360 experience a plus
  • Possess strong interpersonal, customer service and communication skills
  • Possess strong moral and ethical character
  • Have technology and computer proficiency, including proficiency in Microsoft Office suite
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
  • Demonstrate sound business judgment, strong decision-making, and a keen attention to details
  • Thrive in a team environment as a positive team player

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