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