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Small Business Account Manager
Apply
$55k-73k (estimate)
Full Time 4 Days Ago
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Swarts Manning & Associates is Hiring a Small Business Account Manager Near Lehi, UT

Job Description

Job Description
Salary: $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

Job Summary

JOB TYPE

Full Time

SALARY

$55k-73k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

05/07/2024

Swarts Manning & Associates
Full Time
$87k-118k (estimate)
9 Months Ago
Swarts Manning & Associates
Full Time
$78k-107k (estimate)
10 Months Ago
Swarts Manning & Associates
Full Time
$56k-75k (estimate)
0 Months Ago

The following is the career advancement route for Small Business Account Manager positions, which can be used as a reference in future career path planning. As a Small Business Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Small Business Account Manager. You can explore the career advancement for a Small Business Account Manager below and select your interested title to get hiring information.

Swarts Manning & Associates
Full Time
$78k-107k (estimate)
10 Months Ago