Small Business Account Manager

3 weeks ago


Las Vegas, United States Swartsmanning Full time

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 :

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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