Account Manager, Insurance

Job not on LinkedIn

5 hours ago

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Understory

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Insurance • Fintech • Climate

Understory is a leading provider of insurance solutions specifically designed to address the emerging challenges of climate change and severe weather risk. With a focus on offering stable and affordable insurance options such as their Dealers Open Lot insurance, Understory rewards adherence to effective loss controls and allows dealership groups to keep their premium profits. The company utilizes a hyperlocal climate risk engine to provide innovative solutions for industries vulnerable to climate-related events.

11 - 50 employees

Founded 2012

💳 Fintech

📋 Description

• Managing a book of business with brokerage partners, leveraging a detail-oriented approach to ensure precise onboarding and ongoing support—all while staying flexible and adaptable to ever-evolving client needs • Cultivating and maintaining strong relationships with our clients and understanding their business needs and challenges • Collaborating seamlessly with the sales and underwriting teams to deliver superior service, quickly adjusting priorities as needed to meet shifting demands without losing sight of deadlines • Providing regular updates and feedback from clients and broker partners to internal teams to drive product and service enhancements • Communicating with clients about risk mitigation opportunities • Addressing and resolving client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care • Leading regular client and broker partner review meetings to discuss performance metrics, strategic goals, and program feedback, and driving ongoing improvements through a collaborative, forward-looking approach.

🎯 Requirements

• Have experience in insurance and working with brokers and insureds • Have a track record of managing high-profile accounts • Excel at cultivating strong, positive relationships through proactive communication, empathy, and a deep understanding of client goals • Exhibit exceptional interpersonal and 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 • Have experience with Salesforce • Are exceptional at maintaining clear, consistent documentation across all customer touch points • Experience in property and casualty or commercial lines insurance would be beneficial.

🏖️ Benefits

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