Licensed Insurance Account Manager

Job Summary

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 renewals and recommend coverage improvements based on market conditions
• Utilize Salesforce and the company's platform to manage and quote insurance portfolios

Required Qualifications

• Property and casualty producer license with 2+ years of experience
• Technical knowledge of property and casualty coverages
• Experience with G-Suite and Salesforce is a plus
• Ability to perform effectively in a remote work environment
• Experience managing resources in fast-paced, high transaction volume settings