Small Business Account Manager

Moody Insurance Agency, Inc.

$75K — $90K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Commercial Lines insurance with a focus on small business account management.
  • Experience managing and retaining accounts with $3M+ in premium volume.
  • Valid Colorado Property and Casualty License required.
  • Proficient in Microsoft Office and Agency Management System software (AMS360 or similar).
  • Strong relationship-building skills and customer service orientation.
  • Excellent organizational skills with the ability to manage multiple priorities under time constraints.

Responsibilities

  • Build and maintain relationships with customers and carrier partners.
  • Manage the renewal process for assigned accounts and assist with new business acquisition.
  • Provide comprehensive service and support to all assigned accounts.
  • Analyze and compile information for submission to carriers as per customer needs.
  • Organize and retain an expanding book of business through strong service capabilities.

Benefits

  • Collaborative and positive work environment.
  • Opportunities for professional growth and development.
  • Comprehensive benefits package including medical, dental, and vision coverage.
  • 401(k) plan with company contributions.
  • Paid time off and Colorado Paid Family & Medical Leave.
  • Pet insurance and supplemental benefit offerings.
Full Job Description
Join Our Team!

We're looking for a Small Business Account Manager to provide outstanding customer service and support to small business accounts. The ideal candidate builds strong relationships with customer and carrier partners and is accustomed to managing the renewal and new business marketing process for assigned accounts.

What You'll Do:
  • Build strong relationships with customer and carrier partners. You will manage and oversee the renewal process and assist with new business.
  • You will provide outstanding service and support to assigned accounts.
  • Your attention to detail and analytic capabilities ensures that all information is analyzed, compiled and submitted to carriers aligned with the customer's business.
  • You bring a high degree of organizational and service capabilities and are motivated to build and retain an expanding book of business.

What We're Looking For:
  • Minimum of 5 years Commercial Lines insurance experience to include managing and retaining $3M or more in premium volume. Experience in small business account management is highly preferred.
  • Must possess a valid Colorado Property and Casualty License
  • Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS360 or similar).
  • Strong consulting, customer service and relationship building skills with internal and external customers.
  • Solid organizational and detailed skills with the ability to manage multiple priorities within strict time constraints.

Why You'll Love Working Here:
  • Positive, collaborative work environment
  • Opportunities for professional growth and development
  • Competitive benefits and a chance to make a real impact.

What Moody offers:

Moody offers full-time employees a significant, competitive and comprehensive total rewards package. The target salary range for the role is $75,000-90,000. Our benefit package includes: medical, dental, vision, HSA Banking, Flexible Spending/Dependent Care Accounts, 401(k), Disability and Group Life/AD&D, paid time off, Colorado Paid Family & Medical Leave, pet insurance and other supplemental benefit offerings.

Be an integral part of our company, apply today!

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