We're Looking For: Commercial Lines Account Tech!Join Our 100% Employee-Owned TeamAt 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 candidates interested in Commercial Lines to support our agency in critical support services upholding Winter-Dent's reputation for excellent customer service and partnering with Account Managers to help execute the servicing of commercial accounts.THE ROLEOngoing Client & Account ServicingManage the Select Commercial Certificates email inbox and process certificate requests in a timely and accurate mannerProcess, verify, and issue endorsements in Applied EPIC on behalf of the Account Manager until licensed, for applicable accountsIssue and distribute evidence of insurance and auto ID cards to clients through Applied EPIC, as assignedAttach audit documentation in Applied EPIC and distribute audits to clientsProcess notices of cancellation and reinstatement, as assignedReview carrier websites for payment information on pending accounts, as directed by the Account ManagerMaintain accurate and complete account documentation in Applied EPICRespond to incoming client and agency communications and assist with directing questions and requests to the appropriate team membersSmall Book ManagementManage an assigned small book of commercial insurance accounts, with a focus on monoline Auto, General Liability, and Workers' Compensation policiesProvide timely and accurate account servicing while maintaining strong attention to detailCoordinate with Account Managers and other team members to ensure client needs are addressed efficientlyIdentify and escalate account issues or service needs to the appropriate Account ManagerFront Desk & Agency SupportServe as a member of the Front Desk Coverage groupProvide front desk coverage by answering and directing routed agency phone callsProvide daily lunch coverage and assist with mail runsProvide PTO coverage for team members as neededMaintain a professional, welcoming, and helpful experience for clients, carriers, and agency partnersNew Business SupportSupport New Business Account Manager, as requested, with creating new business accounts and setting up policies in Applied EPICEnter applications and other required information into Applied EPIC accurately and efficientlyAssist with gathering and organizing information needed to establish new business accountsConduct marketing and rating activities as requestedPartner with Account Managers and other internal teams to support the successful setup and servicing of new accountsMiscellaneous DutiesMaintain organized and accurate records within the agency's CRM, Applied EPICWork collaboratively with Account Managers and other agency team members to provide consistent, high-quality client serviceAssist with additional projects and responsibilities as assignedWHAT WE OFFERGenerous benefits package including 2x annual salary employee life insurance, employer-funded long-term care coverage, employer-funded disability insurance, 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 cultureA shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizationsYOUR QUALIFICATIONS & EXPERIENCEYou have your Property & Casualty (P&C) license acquired upon hire or to be obtained within 90 days of employmentYou have 2+ years of insurance industry preferred, but not requiredYou have proven experience in roles that require multi-tasking, high attention to detail, organization, and emphasis on confidentialityYou have demonstrated ability to effectively communicate, build meaningful connections, and calmly de-escalate situations of frustrationWHO YOU AREYou have a strong and unwavering commitment to client confidentialityYou have a client-first mentality and are committed to excellence, integrity, and professionalism You maintain positive and ethical relations with all professional contactsYou 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 individualYou 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 ForwardINTERESTED?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