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Insurance Account Manager - Customer Success Manager

Company: Embroker
Location: California Hot Springs
Posted on: May 3, 2021

Job Description:

Who we are at Embroker

Embroker is the digital insurance company committed to transforming business insurance. With a radically simple approach, Embroker is replacing the 1970's technology of the insurance industry, with a first-ever end-to-end digital insurance platform that provides better coverage and reduced cost; all in minutes, not hours. Founded in 2015 and headquartered in San Francisco, Embroker has raised over $42M of funding from leading fintech investors.

The Insurance Account Manager - Customer Success Manager is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services.

Role scope:

  • Partner with producers to sell and manage client's insurance portfolio through entire lifecycle
  • Manage client's insurance portfolio in Salesforce/TechCanary (AMS) and Embroker's proprietary cloud-based service platform
  • Ensure that clients are comfortable with and are able to utilize the tools available in the Embroker online Platform, including: policy upload, exposure upload, certificates, claims, and self-service features
  • Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
  • Recommend coverage improvements and additional policies based on experience and tools available in the Platform
  • Assist with application preparation and data submission
  • Quote online or send submission to markets as applicable
  • Bind policies
  • Review policies and program coverages
  • Manage requests for certificates and endorsements
  • Process policy audits
  • Work with support teams to help deliver outstanding client service and satisfaction. This may include mentoring, answering questions, helping to improve processes, etc.


Experience needed for this role:

  • Experience in the insurance industry is required
  • Property and casualty producer license with 2-3 years experience
  • Technical knowledge of property & casualty coverages
  • Proficient with all Microsoft Office 365 tool, experience with SalesForce a plus
  • Highly organized and able to prioritize multiple tasks
  • Comfortable in a quickly changing and dynamic environment
  • Takes pride in delivering high quality client service outcomes and satisfaction
  • Self-confident with strong written and verbal communication skills
  • Ability to work in fast paced, high transaction volume environments with minimal training
  • Self-motivated, highly organized, positive, and able to focus on delivering high-quality and timely results for projects and assignments
  • Excellent communication skills both verbal and written


Our Pack at Embroker lives our values
  • Pack First - We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.
  • Create Magic - We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.
  • Be All-In - We are 100% committed. We move fast and are proud of what we build. We attack challenges with relentless positivity.


We believe that systemic structures and practices disproportionately disadvantage the most marginalized people in society - including people of color, people from working class backgrounds, women and LGBTQ people. We believe that these communities must be represented and included in the work we do, to make our Pack stronger, more creative, and improve the way we do business. We strongly encourage applications from people with these identities or who are members of other marginalized communities.

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Keywords: Embroker, Bakersfield , Insurance Account Manager - Customer Success Manager, Other , California Hot Springs, California

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