About the Role
This is a unique opportunity to lead a high-performing group of client service team members, playing a pivotal role in designing and executing strategies that maximize client relationships, deepen broker networks, and ensure customer satisfaction at the highest level. The ideal candidate will possess an entrepreneurial spirit, strong work ethic, proven success with another insurance company, and the ability to adapt to a fast-paced, growth-oriented culture.
Duties & Responsibilities
- Build, mentor, and inspire a team of skilled account managers who excel in delivering exceptional customer service
- Provide coaching and development opportunities to empower your team to reach its full potential
- Define and monitor KPIs for success, including client satisfaction, retention, and growth metrics
- Partner with senior leadership to explore new opportunities for client and revenue expansion
- Conduct regular client business reviews to address challenges, highlight successes, and unlock additional value
- Ensure a seamless client experience from onboarding to renewal, supported by efficient processes and a dedicated team
- Utilize data and analytics to monitor performance, identify trends, and inform decision making
Skills & Experience
- Bachelor’s degree in business, marketing, or related field, with an advanced degree preferred
- 8-10 years of account management experience, with a minimum of three years in a leadership role
- Proven success in growing client relationships and maintaining strong broker relationships
- Proficiency in CRM systems and a knack for turning data insights into actionable strategies
- Role will require significant travel – up to 1/3-1/2 of your time to meet with brokers, attend industry events and conferences, and face time with clients
Compensation, Benefits, & Perks
$140-150,000 + bonus + fully remote work schedule