Account Manager

Role Overview

• Serve as the primary point of contact for your assigned book of business.
• Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.
• Prevent lapses and cancellations through timely engagement and problem resolution.
• Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.
• Identify and address coverage gaps or risk exposures.
• Uncover and recommend cross sell opportunities to enhance protection and savings.
• Engage customers via phone, email, SMS, and portal tools to maintain strong, ongoing relationships.
• Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.
• Develop and refine repeatable processes to enhance client service, including: Renewal notification cadence, Cancellation prevention workflows, Coverage review checklists, Lifecycle based cross-sell triggers.
• Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.

Requirements

• Active and maintained P&C license (Property & Casualty) in current state of residence required.
• 3+ years of insurance account management, service, or client retention experience in an agency, brokerage, or carrier environment.
• Exceptional communication skills — able to engage customers, manage complex situations, and explain coverage options clearly.
• Strong organizational skills and ability to independently manage a full book of business.
• Proficiency using CRM and comparative raters (e.g., Applied Epic, EZLynx, Salesforce).

Benefits

• Competitive base salary + performance-based incentives tied to retention and customer outcomes.
• Industry-leading benefits including health, dental, vision coverage, PTO, 401(k) with matching, and licensing support.
• Fully remote work flexibility and professional development resources.