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Retention Account Manager

2 months ago


Rochester, New York, United States Next Insurance Full time
Job Title: Retention Account Manager

At Next Insurance, we're on a mission to help entrepreneurs thrive. As a Retention Account Manager, you'll play a critical role in delivering an exceptional client experience while achieving revenue targets through account retention.

Key Responsibilities:
  • Meet specific client retention goals for assigned book of business
  • Utilize industry knowledge to identify cross-sell, consolidations, and referral opportunities for existing customers
  • Initiate consultative calls to clients to assess underwriting exposure prior to policy renewal or to assist with requesting quotes for new coverage
  • Provide creative plan designs to clients from current and alternate carriers during each client renewal or as requested by clients off-cycle
  • Maintain and foster customer relationships with carriers, payroll bureaus/partners, State Funds, alternative markets, to ensure prompt and efficient service to their assigned book of business
  • Meet and/or exceed established productivity and quality standards
  • Assist in the establishment of policies and implement all policies and procedures relating to the workflow of the assigned team to ensure timely and accurate service
  • Research and propose enhancements to existing products' operational processes to create efficiencies and maintain individual service standards
  • Partner with internal departments to facilitate seamless transactions between client carrier and Next
  • Develop and maintain expert knowledge of industry trends, product offerings, and legislative and compliance changes
Requirements:
  • 3+ years of customer service or account management experience in the commercial insurance industry
  • Property and Casualty Insurance License required
  • Self-motivated individual to go above and beyond
  • Strong communication and presentation skills
  • Willingness to learn multiple systems
  • Ability to multitask in a fast-paced environment
  • BA/BS required
What We Offer:
  • US annual base salary range for this full-time position: $58,000—$70,000 USD
  • Partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave, and more

At Next Insurance, we're committed to building a diverse, inclusive, and respectful workplace. If you're excited about this role but your past experience doesn't align perfectly with every qualification, we encourage you to apply anyway. We prioritize equal employment opportunities and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information, or other non-job-related characteristics.