State 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 insurance renewals and recommend coverage improvements
• Utilize Salesforce/TechCanary for managing clients' insurance portfolios and assist with application preparation

Required Qualifications

• Property and casualty producer license with 2+ years of experience
• Technical knowledge of property & casualty coverages
• Experience with G-Suite and Salesforce is a plus
• Ability to work effectively in a remote environment
• Experience in high transaction volume environments