Insurance Account Manager (Customer Success Manager)

Embroker•Atlanta, GA

2d•$75,000 - $115,000•Remote

About The Position

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.

Requirements

Property and casualty producer license with 2+years experience
Technical knowledge of property & casualty coverages
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

Nice To Haves

Experience with G-Suite and SalesForce a plus

Responsibilities

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