What are the responsibilities and job description for the Small Business Account Manager position at Johnson Kendall Johnson?
Description
At Johnson, Kendall & Johnson (JKJ), our people are the difference. We’re an independent, employee-owned insurance brokerage where relationships matter, expertise is valued, and careers are built with purpose.
We’re looking for a Small Business Account Manager to join our Commercial Lines team. In this role, you’ll partner closely with small business clients—helping them protect what they’ve built while delivering thoughtful, responsive service that earns trust.
If you enjoy owning your work, collaborating with a strong team, and making a real impact for clients every day, we’d love to meet you.
What You’ll Do
As a Small Business Account Manager, you’ll manage and service a diverse book of commercial accounts while acting as a trusted advisor to your clients.
You’ll
At JKJ, we believe great work happens when people feel supported, trusted, and empowered.
Here’s What You Can Expect
Johnson Kendall Johnson (JKJ) is an independent, employee-owned insurance brokerage and risk management consulting firm based in Newtown, PA. For more than 70 years, we have partnered with organizations and individuals to design insurance, risk, and financial strategies that protect what matters most.
Our services span business insurance, employee benefits, personal insurance, financial and retirement services, and risk management—supported by in-house safety consultants and claims advocacy specialists. We take a consultative, hands-on approach, working closely with each client to deliver tailored solutions and long-term value.
What truly sets JKJ apart is our people and our ownership mindset. As an employee-owned company, we are invested in our work, our clients, and each other. That commitment shapes our culture and creates an environment where individuals feel valued, supported, and empowered to do their best work.
At Johnson, Kendall & Johnson (JKJ), our people are the difference. We’re an independent, employee-owned insurance brokerage where relationships matter, expertise is valued, and careers are built with purpose.
We’re looking for a Small Business Account Manager to join our Commercial Lines team. In this role, you’ll partner closely with small business clients—helping them protect what they’ve built while delivering thoughtful, responsive service that earns trust.
If you enjoy owning your work, collaborating with a strong team, and making a real impact for clients every day, we’d love to meet you.
What You’ll Do
As a Small Business Account Manager, you’ll manage and service a diverse book of commercial accounts while acting as a trusted advisor to your clients.
You’ll
- 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
- 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
- Ability to thrive in a collaborative environment where shared responsibility matters
At JKJ, we believe great work happens when people feel supported, trusted, and empowered.
Here’s What You Can Expect
- 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
Johnson Kendall Johnson (JKJ) is an independent, employee-owned insurance brokerage and risk management consulting firm based in Newtown, PA. For more than 70 years, we have partnered with organizations and individuals to design insurance, risk, and financial strategies that protect what matters most.
Our services span business insurance, employee benefits, personal insurance, financial and retirement services, and risk management—supported by in-house safety consultants and claims advocacy specialists. We take a consultative, hands-on approach, working closely with each client to deliver tailored solutions and long-term value.
What truly sets JKJ apart is our people and our ownership mindset. As an employee-owned company, we are invested in our work, our clients, and each other. That commitment shapes our culture and creates an environment where individuals feel valued, supported, and empowered to do their best work.