Small Business Account Manager

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