Account Manager

Account Manager

Job Specification | Loss Control Team | Charlotte, NC

Company Overview

Bluefields Specialty is a next-generation, tech-enabled managing general agent that builds curated insurance programs for the specialty markets traditional carriers overlook. We bring laser focus to niche verticals and turn complex, underserved risks into outperforming portfolios, pairing seasoned underwriting judgment with a modern, AI-native platform: proprietary data, next-gen loss control, and the speed to act on both.

We are a growth-stage company that values creative collaborators with a bias for action and personal adaptability. We move fast, wear many hats, and prop each other up — no silos.

Our flagship program, vQuip, is a leader in adventure sports and outdoor recreation risk (powersports, watersports, outfitters and guides, ski and bike, and sports complexes). We've grown fast — more than 5x premium in two years — by underwriting with discipline, not by chasing volume.

Position Overview

We are seeking a dedicated Account Manager to own client relationships across a portfolio of our insured businesses (our customers). This is a two-sided role. First and foremost, you will run day-to-day customer success — onboarding new insureds, servicing their policies, and driving retention and satisfaction. Beyond that, the role carries a growth dimension unique to Bluefields: acting as a loss control partner who helps insureds operate more safely and “bend the risk curve”. We take a consultative approach with our insureds, demonstrating to them our risk management expertise and defining what “success” looks like across our programs. 

You will start by mastering the customer servicing engine, then grow into strategic loss control work — the part of the role that sets Bluefields apart and creates the clearest path for advancement.

Essential Functions

Client Relationship Management & Servicing (core of the role)

• Own a book of business: serve as the primary point of contact for a portfolio of insured businesses, building durable, long-term relationships.
• Service the book: manage inbound inquiries, policy change requests, and support communications; lead servicing chats and calls during business hours.
• Drive retention: keep clients engaged and satisfied through their lifecycle, from onboarding through renewal.

Onboarding & Implementation

• Run onboarding: lead the onboarding process for new insureds against a <7-day service-level target, setting up accounts, coverages, and systems accurately.
• Configure & train: set up clients on the Bluefields platform and deliver training and resources so they realize value quickly.
• Occasional travel: travel as needed to assist with implementations and hands-on training.

Loss Control & Risk Mitigation (the growth dimension)

• Run LC evaluations: conduct loss control evaluation calls using activity-specific scripts to understand each insured’s operations and risk exposure.
• Prescribe from the toolbox: recommend risk-mitigation tools and partner solutions (e.g., digital waiver systems) that strengthen safety and legal defensibility.
• Bend the risk curve: advise insureds on safer processes to reduce loss ratios — protecting the business and improving program profitability.

AI & Process Efficiency

• Work AI-first: Use the AI systems and tools that Bluefields offers to automate repetitive tasks, response, and manual workflows so your time goes to high-value relationships and strategic loss control. Fully adopt the “operate AI natively” mindset we have as a company, without replacing your own critical thinking. 
• Improve the machine: identify friction in systems and workflows and partner with product and engineering to fix it.

Portfolio Monitoring & Reporting

• Monitor performance: analyze account and book performance via dashboards; escalate accounts with performance issues.
• Report: produce regular performance reporting for your book and flag risks early.

Feedback & Continuous Improvement

• Close the loop: gather client feedback and collaborate with product and development teams to improve the platform and processes. Become the “voice of the insured”, constantly looking for ways to improve their experience. 

What Success Looks Like (First 6–12 Months)

• You take ownership and agency — you’re a problem solver, not a problem explainer. You aim to solve your own problems and don’t wait to be saved. If you can’t solve your own problem, you bring attempted solutions to the team. 
• You stay organized and productive, not just busy — you time-block and focus on what moves the book.
• You’re curious and cross-functional — you learn the business, ask deeper questions, and grow into more responsibility.
• You embrace AI and new tools to work with more velocity.

Education, Experience & Skills

• 1–2 years of outstanding performance in account management or customer relationship management (insurance experience not required).
• Self-motivated and able to work independently within a team-oriented environment.
• Demonstrates a sense of urgency and consistently meets deadlines.
• Exceptional communication, decision-making, and problem-solving skills.
• Strong organizational and time-management discipline; comfortable managing a large book of business.
• Bias for action and adaptability in a fast-paced, growth-stage environment.
• Comfort with, and enthusiasm for, using AI and technology tools to work more efficiently.
• Proficient with office productivity tools (Word/Google Docs, Excel/Google Sheets, PDF tools, email platforms); CRM experience (HubSpot/Salesforce) a plus.
• Bachelor’s degree preferred; equivalent experience and knowledge considered.
• Must have and maintain a valid driver’s license.

Compensation & Benefits

Competitive base salary, commensurate with experience.

Performance Bonuses

Eligibility for performance-based bonuses may be assessed. 

Benefits

• Broad benefits package — most benefits available on your first day of employment.
• Medical, dental, and vision.
• Parental leave.
• Generous PTO and company holiday schedule. 
• Collaborative, continuing-education-focused environment with real career advancement opportunities.

Location & Schedule

Based in Charlotte, NC. Hybrid schedule: in-office Monday, Tuesday, Thursday, and Friday, with work-from-home Wednesdays.

How to Apply

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