State Licensed Insurance Account Manager

Konsus, Inc. (Superside); United States; Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company is seeking an Insurance Account Manager to manage day-to-day client service and ensure customer success. This role involves preparing clients for insurance renewals, recommending coverage improvements, and using Salesforce for managing clients' insurance portfolios. Ideal candidates will have a property and casualty producer license and 2+ years of experience in a similar role.

Qualifications

• 2+ years of experience in customer success or account management.
• Technical knowledge of property & casualty coverages.
• Experience in high transaction volume environments.

Responsibilities

• Manage day-to-day client service requests.
• Prepare clients for insurance renewals.
• Utilize Salesforce/TechCanary for client management.

Skills

Client Management

Technical Knowledge of Property & Casualty Coverage

Remote Work

Education

Property and Casualty Producer License

Tools

Salesforce

G-Suite

Job description

A company is looking for an Insurance Account Manager / Customer Success.

Key Responsibilities

• Manage day-to-day client service requests and oversee customer success services
• Prepare clients for insurance renewals and recommend coverage improvements
• Utilize Salesforce/TechCanary for managing clients' insurance portfolios and assist with application preparation

Required Qualifications

• Property and casualty producer license with 2+ years of experience
• Technical knowledge of property & casualty coverages
• Experience with G-Suite and Salesforce is a plus
• Ability to work effectively in a remote environment
• Experience in high transaction volume environments