Smith Davis Insurance has been in business since 1931 and services the Omaha, NE/Council Bluffs, IA metro area. We are not only committed to providing quality insurance products, but also fostering a supportive and collaborative workplace. Our team benefits from a strong insurance background and extensive product knowledge, allowing them to assist clients in managing and planning for potential risks effectively. At Smith Davis Insurance, our knowledgeable professionals work one-on-one with clients, developing personalized policies and building lasting relationships. As an independent insurance agency, we prioritize our clients’ interests, creating a dynamic and fulfilling work environment where every team member can thrive and make a meaningful impact.

The experienced Commercial Lines Account Manager is responsible for building and nurturing strong relationships with commercial clients, expertly guiding them through every stage of their accounts. This position involves providing exceptional support to producers and collaborating seamlessly with team members to ensure clients receive timely and attentive service. A key aspect of this ole is maintaining high client satisfaction and retention rates, achieved by offering comprehensive insurance solutions tailored to each client’s unique needs

Salary Range: $55,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

• Property & Casualty licensed required.
• Experience using AMS360 is a plus
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Works well with other employees and is a team player with a positive attitude.

Maintain a book of business

Proactively reach out to clients

Conduct ongoing account reviews for your designated portion of the business

Work efficiently and effectively with clients on their policies

Effective account rounding

Generate referrals for Commercial Lines and other departments

Educate the clients about the benefits of having our agency as their agency

Generate additional revenue on the book of business

Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases

Identify account rounding opportunities and proactively pursue them

Identify coverages that clients have with other agents

Generate demand for coverages the client didn’t know they needed (i.e. umbrella, cyber, EPLI)

Work to attract the business owner’s personal insurance to the agency

Conduct account reviews

Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps

Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing

Follow agency remarketing guidelines 

Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements

Work to manage clients’ expectations

Follow up via phone or email with clients

Use every opportunity to confirm and update client contact information 

Educate clients on the benefits of using our agency

Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures

Document the management system

Follow agency service standards on follow up and follow through

Positive attitude and efficient work ethic

Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions

Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel

Conduct audits on new business files 

Work with the producers to check their new business files for accuracy

Send any onboarding materials to clients post-sale

Update any missed new business items

Sell new business for the agency

Take new business opportunities and work to submit them within 48 hours of getting the opportunity

Follow the agency sales process

Follow up according to the sales process

Hold the target agency closing ratio

Work with producers to quote and bind new business leads

Communicate with the producers on new business quoting proactively

Submit quotes within 48 hours

Work with underwriters on pricing and getting quotes in a timely manner

Work to support the marketing and branding team in the following ways:

Provide them any business cards to be entered into marketing campaigns

Suggest blog, email and social media topics to the marketing department

Share agency social media posts on personal social networks

Participate in pictures and agency branding opportunities when invited

Since 1931 Smith Davis Insurance has been a full-service INDEPENDENT insurance agency serving the residents and business owners of Council Bluffs, Omaha and the surrounding communities of Western Iowa and Eastern Nebraska. Our agency provides Auto, Home, Business, Umbrella, Life and Health insurance coverage.