Small Business Insurance Account Manager

Embark on a career at Evarts Tremaine, where your dedication and drive extend beyond routine tasks and job responsibilities. Here, you’re not merely an employee; you’re a pivotal force, shaping outcomes for our clients, enriching our community, elevating our team, and redefining the industry. Our foundation rests on six core values: Integrity, Authenticity, Innovation, Knowledge, Teamwork, and, yes, FUN! Every policy, interaction, and decision we make echoes these principles, and as a member of our team, you’ll be at the forefront of the industry’s innovation and evolution. The Role:

• Serve as the crucial day-to-day contact for our small business clients
• Survey policy coverages and unearth opportunities for cross-selling and up-selling
• Take inbound calls and warm leads for our small business referrals, pre-qualify and guide clients through the application, quote, and policy issuance process
• Seamlessly perform all account transactions, including renewals, ID Cards, proposals, endorsements, certificates, claims, and billing, while supported by both an account coordinator and state of the art technology
• Respond to and anticipate client inquiries, ensuring account retention meets our high standards
• Maintain comprehensive client files, ensuring all transactions, notes, and diaries are inputted and up-to-date.

Requirements:

• Current Ohio Property & Casualty Insurance License
• A college degree is desirable, as are certifications like CISR, AU, CIC, or CPCU
• Minimum 2-3 years of hands-on experience in account management for commercial lines insurance
• Proven expertise in binding, quoting, and issuing coverage online

The Perks:

• Hybrid remote work environment
• A competitive base salary complemented by merit raises and new business commission Salary Range $50,000-$60,000
• Paid Employee Premiums for Medical, Life, and Long-Term Disability Insurance
• Options for Dental & Vision insurance
• 401(k) plan with a generous match
• Paid Holidays and generous PTO
• Tuition reimbursement and access to industry designation bonus programs
• Safe, convenient, well-lit, and supervised parking
• Delicious, healthy lunches from HarvestOwl
• An onsite fitness center, complete with a complimentary membership
• Engagement with your community through volunteer opportunities
• A supportive, team-first culture driven by the Entrepreneurial Operating System (EOS)

Join us. Propel your career, embrace balanced living, and work alongside a passionate team at Evarts Tremaine.