Assistant Account Manager

Understory, Inc. • Madison, WI

1d • Hybrid

About The Position

As an Assistant 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 assistant or client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization to ensure our products and services consistently delight our clients!

Requirements

• 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 experience in insurance and working with brokers and insureds
• 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—whether onboarding or troubleshooting—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

Responsibilities

• 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

Benefits

• Base salary and annual bonus commensurate with experience.
• Full-time benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed