Account Manager - Personal Lines

The ideal candidate will be highly organized and enjoy working in an environment and as part of a sales team that is quick-paced, growing and constantly seeking change and process improvement that drive results.

Our team mission is to Crush the buying experience: Be a Trusted Advisor.

Empower Sales.

Engage our Customers.

We do this by driving a positive buying experience, being a voice for the customer, and empowering sales with information needed for successful customer analysis and engagements.

If you have experience in the insurance industry, enjoy working in a team selling environment and excel at building professional relationships, we would like to talk to you.

We offer the right candidate great benefits and a base plus commission compensation plan with high earning potential! This role would report directly to the Vice President of Sales & Customer Enablement.



* Handling of contract and related form requests on behalf of the team as required.

This will typically include licensing for relationships between an insurer and their producers (MGA's, brokers, etc.), test agreements, trial licenses, NDA's, Master Services Agreements, Vendor affiliation and others


* Accelerate the customer contracting process, in coordination with sales, product, and legal - including new contracts, amendments, pilots, etc.


* Ability to work across multiple parts of the organization to address customer questions or issues.


* Generate professional customer proposals designed to articulate custom, compelling value propositions


* Support AE's as needed on customer calls or visits to gauge satisfaction in usage of products and to understand new opportunities for growth


* Resolve customer inquiries related to billing and invoicing, contracts, setup etc.


* Oversee, manage, and resolve customer inquiries related to billing and invoicing, contracts, setup etc., either directly or through influencing of internal parties


* Post contract processing for booking of deal, notifications to product and sales teams, etc.


* Periodic reviews of volume commitment-based contracts to ensure usage is on track for attaining volume commitments, and manage the overage process once volumes are attained and monthly billing should occur through end of contract term.


* Partner with product and sales to evaluate customer usage reports designed to evaluate customer satisfaction and selling renewal strategies


* Seek out and share opportunities to develop new or improved sales operational efficiencies and/or best practices


* Liaise with marketing and account executive teams to strategize and execute on account-based nurture campaigns


* Leverage internal and external sources of information to identify triggers for customer cross-sell / up-sell opportunities


* Help inform and execute on large, growth-targeted customer renewal strategies


* Lead tactical sales opportunities as required


* Support sales leadership pipeli...