Assistant Account Manager (Insurance)

Assistant Account Manager

Understory is seeking a motivated Assistant Account Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals. As an Associate Account Manager at Understory, you'll be critical in supporting our Account Managers' efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.

You're exactly the professional we're looking for if you:

• Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
• Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
• Are willing to work a hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
• Have a P&C license
• Have a track record of delivering accurate, on-time projects or document-related deliverables
• Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
• Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
• Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
• Are exceptional at maintaining clear, consistent documentation across all customer touchpoints

Your main role responsibilities will include:

• Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
• Cultivating and maintaining strong relationships with our Account Managers and clients alike
• Collaborating seamlessly with the sales and underwriting teams to deliver superior service
• Providing regular updates and feedback to internal teams to drive product and service enhancements
• Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
• Supporting our Account Managers' regularly client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics

Compensation includes:

• Base salary and annual bonus commensurate with experience
• Full-time benefits include:
  • 100% of you and your eligible dependents medical, dental, and vision insurance premium
  • 100% of your premium for a $25,000 life coverage policy
  • Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
  • Unlimited PTO

Step into a pivotal role at Understory as an Assistant Account Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together! About Understory Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions. Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap. Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities. Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance.