Note: The job is a remote job and is open to candidates in USA. Johnson Kendall Johnson (JKJ) is an independent, employee-owned insurance brokerage where relationships matter and expertise is valued. The Small Business Account Manager will manage and service a diverse book of commercial accounts, acting as a trusted advisor to clients and ensuring their insurance needs are met.
Responsibilities
- Serve as a primary point of contact for small business clients, maintaining timely and professional communication via phone and email
- Review, analyze, and detail commercial insurance policies to ensure accuracy and appropriate coverage
- Prepare audit check spreadsheets across multiple lines of coverage
- Document policies and client activity within Applied Epic (preferred) or similar agency management systems
- Complete policy billing templates and partner with our Accounting team to ensure timely processing
- Request renewal information, market accounts, and work with carriers to secure competitive quotes
- Prepare and present renewal and new business proposals to clients
- Issue certificates of insurance, evidence of property, auto ID cards, and endorsements
- Review endorsements, audits, and policies for accuracy before delivery to clients
- Collaborate closely with producers, carriers, and internal teammates to deliver a seamless client experience
Skills
- 2–3 years of experience in insurance
- Working knowledge of commercial insurance coverages across multiple lines
- Strong attention to detail, organization, and follow-through
- Clear, professional communication skills and a service-oriented mindset
- Active Property & Casualty license in your state of residence
- Ability to thrive in a collaborative environment where shared responsibility matters
- Experience supporting or managing a book of business (approximately 150–350 accounts)
- Comfort working within Applied Epic (preferred) or AMS360
Benefits
- A people-first culture built on collaboration, integrity, and long-term relationships
- Opportunities to grow your career with clear expectations and support
- A voice in how work gets done—we value ideas, initiative, and continuous improvement
- The stability of an established firm with the mindset of a modern, forward-thinking brokerage
- Employee ownership (ESOP)—when JKJ succeeds, you share in that success
Company Overview