Retention Account Manager

1 month ago


Rochester, New York, United States Next Insurance Full time
Job Overview

Next Insurance is seeking a highly motivated and experienced Retention Account Manager to join our team. As a key member of our commercial insurance team, you will be responsible for managing a premier Property & Casualty Book of Business, delivering exceptional client experiences, and achieving revenue targets through account retention.

Key Responsibilities:

  • Meet specific client retention goals for assigned book of business
  • Utilize knowledge of carrier and State underwriting guidelines 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 for those with gaps or non-renewals
  • 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, including 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 are dedicated to building a diverse, inclusive, and respectful workplace. We encourage applicants from all backgrounds to apply, and we prioritize equal employment opportunities for all employees and applicants.



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