Retention Account Manager

The role

The Retention Account Manager will manage a premier Property & Casualty Book of Business. This person will deliver client experience and achieve revenue targets through account retention and account rounding.

What you will do

• Conduct Strategic Renewal Reviews by partnering with clients and carriers
• Manage Policy Modifications & Remarketing including re-shopping, cancel/rewrites, and non-renewals
• Identify Portfolio Growth Opportunities through cross-sell, account consolidation, and referral options
• Foster Strategic External Relationships with carriers, payroll bureaus, state funds, and alternative markets
• Optimize Operational Workflows by collaborating with internal departments
• Maintain Industry & Regulatory Expertise regarding market trends and legislative compliance
• Perform other duties as assigned

Required qualifications

• Property & Casualty Insurance License required
• Minimum of 1-2 years of Account Management experience
• BA or BS in Business, Finance, Insurance, or Management
• Excellent communication skills
• Impeccable attention to detail
• Willingness to learn multiple systems
• Ability to multitask in a fast-paced environment

Nice to have

• Experience in all commercial lines of insurance
• Epic / Salesforce experience
• Familiarity with EPIC, Zendesk, Salesforce, or similar applications
• Experience working in the insurance industry and/or a customer contact center

Benefits

• Annual performance-based incentive program
• Partially subsidized medical plan
• Fully subsidized vision/dental options
• Life insurance
• Disability insurance
• 401(k)
• Flexible paid time off
• Parental leave

About the company

ERGO NEXT is a technology-led, full-stack provider of small business insurance. Since 2016, they have helped hundreds of thousands of small business customers across the United States.