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Personal Lines & Farms Account Manager - Columbia, MO

Winter Dent Company
Posted 4 days ago, valid for a month
Location

Columbia, MO 65211, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance

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Sonic Summary

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  • Winter-Dent is seeking a Personal Lines Account Manager to join their 100% employee-owned team, focusing on protecting clients' homes and financial futures.
  • The role involves managing a book of business, providing excellent customer service, and ensuring proper documentation in the agency's CRM.
  • Candidates must have a Missouri Property & Casualty license (to be obtained within 90 days) and at least 2 years of experience in the personal lines or insurance industry.
  • The position offers a generous benefits package, including a competitive salary, 401(k) contributions, and an Employee Stock Ownership Plan (ESOP).
  • Interested applicants can apply through the company's website or via email, with the understanding that a background check is required for employment.

We're Hiring a Personal Lines Account Manager!

Join Our 100% Employee-Owned Team

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a candidate to service and manage client accounts while upholding Winter-Dent's reputation for excellent customer service.

 

WHAT YOU WILL DO

Client Servicing

Manage assigned book of business, including building rapport with clients, answering their day-to-day questions (change requests, coverage questions, etc.), and supporting their renewal process.

  • Timely handling of all incoming communication from clients and carriers
  • Verify policy and change information, facilitating corrections when necessary
  • Process cancellation correspondence
  • Review renewal offer from carrier for accuracy, determining if the policy needs to be remarketed or bound
  • Ensure all proper documentation and steps are taken in agency's CRM

 

WHAT WE OFFER

  • Generous benefits package including 2x annual salary employee life insurance, employer-funded short- and long-term disability, a 3% employer contribution to your 401(k) plan (no match required!), competitive health insurance rates, generous PTO and company holidays, and more.
  • An Employee Stock Ownership Plan (ESOP) allows you to build wealth for your future and a tangible stake in Winter-Dent's success.
  • A positive, welcoming, and enjoyable workplace culture
  • A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations

 

YOUR QUALIFICATIONS & EXPERIENCE

  • Missouri Property & Casualty (P&C) license required (must obtain within 90 days of hire)
  • Experience in client or customer facing roles required
  • 2+ years of Personal Lines and/or insurance industry experience required
  • Farms and Agriculture insurance knowledge preferred but not required

 

WHO YOU ARE

  • You are personable and comfortable communicating with clients on the phone, via email, and in-person
  • You are able to build strong and positive client relationships
  • You're positive, professional, respectful, and kind
  • You have a strong and unwavering commitment to client confidentiality
  • You have a client-first mentality and are committed to excellence, integrity, and professionalism
  • You maintain positive and ethical relations with all professional contacts
  • You demonstrate commitment to maintaining industry knowledge, including staying up to date on latest trends and changes
  • You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
  • You prioritize minimizing E&O exposure for yourself and your team
  • To embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward

 

INTERESTED?

Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications. Apply today at: https://winter-dent.com/careers/ or email hr@winter-dent.com

Please note that this position requires the successful completion of a background check. By applying for this position, you consent to undergo a background check as part of the selection process. The background check may include verification of employment history, education, criminal record, and other relevant information.


Any offer of employment is contingent upon the satisfactory completion of the background check. Failure to pass the background check may result in the withdrawal of a job offer or termination of employment, if already hired.


We are committed to ensuring a safe and secure work environment for all employees and maintaining the confidentiality and integrity of personal information obtained during the background check process.


If you have any concerns or questions about the background check process, please feel free to contact us.




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