Account Manager

Job not on LinkedIn

🕒 March 20

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $65k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Embedded Insurance, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💳 Fintech

👥 B2C

🏪 Marketplace

Fintech • B2C • Marketplace

Embedded Insurance, Inc. is a digital insurance agency and consumer-facing platform that uses technology to compare, connect, and place insurance policies from partner carriers. The company offers a 100% digital experience where users can link existing policies, receive apples-to-apples quotes across auto, home, renters, umbrella, and specialty coverages, purchase directly, and have licensed agents support decisions and manage renewals. Embedded Insurance emphasizes transparency, savings monitoring, and ongoing policy management so customers rarely have to shop for insurance again.

📋 Description

• 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.