Insurance Account Manager (Customer Success Manager)

Base Salary: $75,000–$115,000* + Variable Compensation + Equity
*Actual base salary is dependent on experience and geographic location

Position Overview

The Customer Success Manager (CSM) is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services. 

Job Duties

Partner with the customer success team and vertical lead to sell and manage client’s insurance portfolio through entire lifecycle

Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform

Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.

Recommend coverage improvements and additional policies based on experience and tools available in the Platform

Assist with application preparation and data submission

Quote online or send submission to markets as applicable

Bind policies

Review policies and program coverages

Manage requests for certificates and endorsements or route to the automated process or service team.

Work with support teams to help deliver outstanding client service and satisfaction.  This may include mentoring, answering questions, helping to improve processes, etc.

Perform other duties as assigned

Qualifications

Property and casualty producer license with 2+years experience

Technical knowledge of property & casualty coverages

Experience with G-Suite and SalesForce a plus

Ability to deliver high quality client service outcomes and satisfaction

Demonstrated confidence with strong written and verbal communication skills

Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training

Ability to work cross culturally on a global team

Prolonged periods of time sitting at a desk and working on a computer

Ability to perform at a high-level in a remote work environment