Account Manager

🕒 March 18

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Skillbridge

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2013

💸 Finance

🏪 Marketplace

☁️ SaaS

💰 $300k Angel Round on 2014-05

Finance • Marketplace • SaaS

Skillbridge is a marketplace specializing in connecting businesses with top financial experts, including freelance professionals skilled in financial modeling, valuation, interim CFO services, and startup funding support. Companies collaborate with Skillbridge to solve critical finance-related challenges while enjoying a no-risk trial period to ensure the right fit before engaging. Through a rigorous vetting process, Skillbridge offers access to a network of elite finance consultants ready to assist with various strategic financial needs.

📋 Description

• Manage Business Insurance Policies: • Oversee the full book of Business Insurance policies. • Monitor policy renewals and maintain an organized renewal schedule. • Track open items and ensure timely resolution. • Ensure timely and accurate invoicing and manage monthly expirations. • Manage policy endorsements, cancellations, audits, and notices effectively. • Collaborate and Support: • Work closely with producers and internal teams. • Provide support to the sales and service team during renewal marketing. • Leverage EPIC resources on written materials for presentations. • Research client operations on their websites. • Cross-Sell and Enhance Existing Business: • Assist with pursuing opportunities to cross-sell Business Insurance policies. • Review and analyze current policies for existing clients. • Client Relationship Management: • Assist in managing existing client relationships. • Coordinate and collaborate with account teams to deliver exceptional service. • Research and support new business production efforts. • Hands-On Experience and Licensing: • Complete the Property and Casualty (P&C) or Life and Health license test for your state. • Gain practical experience within EPIC Brokers. • Use this program as a steppingstone to a rewarding full-time career.

🎯 Requirements

• College degree preferred or equivalent working experience. • Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months). • Willingness to study for and successfully complete Property and Casualty licensing requirements. • Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred.

🏖️ Benefits

• 401K matching • Generous Time Off Policy • Flexible Work Options • Medical • Dental • Vision • Pet Insurance • Cancer Insurance • Wellness Programs • Employee Award Programs (Trips!)