Hybrid Small Business Account Manager — Portfolio

Job Summary

Seeking a dedicated and experienced

Job Description

Small Business Account Manager



Job Summary

Seeking a dedicated and experienced Small Business Account Manager to join a team. This role is a key position within a organization, responsible for managing a high-volume book of generalist small business accounts. The ideal candidate will have a strong background in quoting new and renewal business, familiarity with online raters, and the ability to handle a diverse portfolio of accounts, including BOPs, contractors, hospitality, and retail.

Compensation Package

• Salary Range: $65,000 - $80,000 annually
• Benefits:
  Comprehensive benefits package available

• Manage a book of business valued at $2M-$2.5M, with account sizes ranging from $5,000 to $100,000.
• Quote and process new and renewal business using online raters such as Travelers, Hartford, and Liberty Mutual.
• Provide exceptional service to clients across various industries, including contractors, hospitality, and retail.
• Maintain accurate records and documentation using EPIC software.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Stay organized and work efficiently under pressure to meet deadlines and client expectations.

• Licenses/Designations:
  Property & Casualty (P&C) license required.
• Experience:
  
  Minimum of 3 years of experience in a similar role, with a proven ability to handle a high-volume book of business.
• Technical
  
  Skills:
  
  Proficiency in EPIC software and online raters (Travelers, Hartford, Liberty Mutual, etc.).
• Soft Skills:
• Highly organized and detail-oriented.
• Personable and able to build strong client relationships.
• Works well under pressure and in a fast-paced environment.
• Work Arrangement:
  Hybrid role, with two days per week in the office.