Berger Briggs Insurance & Risk Solutions is looking for an experienced Small Business Account Manager to join our team. This is a fast-paced, hands-on role managing a book of small commercial accounts, generally with less than $15,000 in combined premium.
The Small Business Account Manager handles the full account cyclefrom day-to-day client service and renewals to quoting and new business. We are looking for someone who enjoys working directly with clients, can manage multiple priorities, and has a strong working knowledge of commercial insurance.
Salary Range: $50000.00 - $70000.00 per year
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
What You'll Do
- Manage an assigned book of small commercial accounts from new business through renewal.
- Serve as the primary day-to-day contact for clients and respond to service and coverage needs.
- Manage renewals, including gathering updated information, reviewing coverage, marketing accounts, quoting, and binding.
- Quote new and renewal business through carrier portals and comparative rating systems.
- Process endorsements, cancellations, reinstatements, payments, audits, claims reports, and other policy transactions.
- Review policies and endorsements for accuracy and issue certificates, auto ID cards, evidence of property coverage, and other documents.
- Identify coverage gaps and opportunities to cross-sell appropriate products.
- Maintain accurate and timely client and policy documentation in the agency management system.
- Work closely with producers, carrier partners, and other team members to resolve issues and provide excellent client service.
Why Berger Briggs?
- Experienced Leadership Learn from and work alongside insurance professionals with decades of industry knowledge and experience.
- Locally Owned & Independent Be part of an established, locally owned agency where relationships and personal service still matter.
- Professional Growth We support continuing education, industry designations, and opportunities to expand your insurance knowledge and career.
- Strong Carrier Relationships Access a broad range of carrier partners and markets to help find the right solutions for clients.
- Work-Life Balance Enjoy a 39-hour workweek, paid time off, and hybrid work opportunities.
RequirementsWhat We're Looking For
- Active New Mexico Property & Casualty insurance license.
- Commercial lines insurance experience; 3+ years preferred.
- Working knowledge of commercial insurance coverages, terminology, and carrier processes.
- Experience with an agency management system; Applied Epic experience is a plus.
- Strong customer service and communication skills.
- Excellent organization, attention to detail, and follow-through.
- Ability to prioritize and manage multiple accounts and deadlines in a fast-paced environment.
- Comfortable working independently while being part of a collaborative team.