Small Business Account Manager

Job Summary

The Small Business Unit Commercial Lines Account Manager is responsible for assisting in servicing small commercial accounts while learning coverage fundamentals, agency workflows, and client management under the guidance of experienced Account Managers and Producers. This role is ideal for someone looking to build a long‑term career in commercial insurance.

Location:

Dallas, TX – Hybrid

Job Type: Full‑Time

• Service a portfolio of small commercial accounts
• Process policy renewals, endorsements, cancellations, and audits
• Ensure data accuracy and integrity by maintaining and documenting all client and carrier information and interactions in Applied Epic
• Manage carrier service center relationships
• Prepare and issue certificates of insurance, binders, and policy documents
• Communicate with clients and carriers regarding routine service requests
• Follow established renewal and remarketing workflows
• Ensure files are complete and compliant with agency standards
• Collaborate with Account Managers, Producers, and the Small Business team
• Provide timely, professional customer service to support retention
• Work collaboratively with team members and build strong relationships with internal and external stakeholders; participate in regular team meetings
• Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services

• Required
  • 2–3 years of insurance experience
  • Interest in building a career in Commercial Lines insurance
  • Active Property & Casualty license
• Preferred
  • Experience with Epic/Applied Agency Software

• Strong organizational and time‑management skills
• Excellent written and verbal communication skills
• High attention to detail and willingness to follow processes
• Ability to maintain strict confidentiality and adhere to company policies and procedures
• Strong interpersonal skills with the ability to interact effectively with colleagues, managers, clients, and insurance companies
• Ability to thrive in a fast‑paced, changing environment and prioritize tasks effectively

At Dexter & Company, we are guided by our core values:

• Teamwork – We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution‑oriented, addressing challenges with a constructive mindset and a commitment to progress.
• Integrity – We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right – even when no one is watching.
• Professionalism – We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
• Superior Service – We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.

In addition to our core values, Service Beyond Self is part of our mission and who we are as an organization – building on our Superior Service.

• Service Beyond Self – We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.

We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.