Overview
ICM Insurance Services LLC is an insurance agency and wholly owned subsidiary of Openforce, delivering the leading integrated cloud software suite for the independent contracting community. Openforce provides recruiting, onboarding, settlement pay, compliance, insurance, and retention solutions. As part of the Openforce umbrella, the company emphasizes teamwork, transparent communication, high performance, and high customer service standards. ICM Insurance Services supports insurance programs in conjunction with Openforce technology and serves the growing gig economy. Our goal is to be the leader in independent contractor insurance.
Job Purpose The Senior Insurance Account Manager will lead the customer experience for the agency’s book of business and collaborate with the Agency Sales Director to develop strategies for retaining/renewing existing clients and growing the agency’s book of business.
General Summary The Senior Insurance Account Manager is responsible for retaining and expanding client relationships within our agency, delivering the expected client experience standards to achieve the company’s growth goals. This role serves as the lead consultant and primary point of contact for clients. The individual will communicate, facilitate, and execute risk solutions on behalf of our clients and assist with marketing of our insurance products including cross-selling, up-selling, and helping close new business opportunities. The Senior Insurance Account Manager must develop and maintain relationships with clients, insurance partners, and Openforce teams. This position reports to the Agency Sales Director of ICM Insurance Services.
Responsibilities
Manage and grow accounts through communication, service, and cross-selling.
Assist the Agency Sales Director with new policy procurement and client meetings.
Handle policy submissions, negotiations, payments, and binding for new and renewal risks.
Oversee policy changes, adjustments, and cancellations.
Conduct client meetings for renewals, accounts, and loss reviews.
Promote loss prevention through risk management discussions and action plans.
Maintain follow-up systems to ensure policy compliance.
Manage invoicing and collections for agency-billed policies.
Foster relationships with carriers, Openforce teams, clients, and brokers.
Keep clients updated on industry trends, regulations, and coverage details.
Stay informed on industry standards, products, policies, and carrier changes.
Use company software to document work and follow department policies.
Support process improvements and assist teammates as needed.
Qualifications Key Competencies and Skills:
Communication (Written and Verbal): Effectively conveys ideas and information in a clear, concise manner across various settings. Ensures messages achieve the intended impact and proactively anticipates follow-up questions to maintain a closed-loop communication process.
Active Listening: Engages in attentive and patient listening, accurately understanding and articulating the perspectives of others.
Problem Analysis & Resolution: Methodically defines problems, exercises patience, and explores multiple solutions beyond the obvious. Actively seeks input from others to enhance decision-making.
Customer Focus: Committed to understanding and exceeding the expectations of both internal and external customers.
Quality Commitment: Demonstrates a high level of dedication to excellence, ensuring thorough knowledge of products and services to provide comprehensive and efficient solutions.
Team Collaboration: Works cooperatively with colleagues to foster a collaborative team environment. As a leader, promotes teamwork by demonstrating strong interpersonal skills and facilitating group success.
Accountability: Takes ownership of responsibilities, consistently meets role expectations, and maintains reliability to support organizational goals.
Education, Experience And Other Requirements
Associate degree preferred, or directly related insurance industry experience
Minimum of 3 years of related agency, brokerage, or insurance company experience.
Related experience in the transportation, gig, SaaS, or Insuretech industry may be considered in lieu of direct insurance experience
Preference will be given for knowledge of gig, SaaS, and/or transportation insurance products is strongly preferred
Possess current/active or be able to obtain Accident & Health and Property & Casualty Licenses in state of residence within 90 days of employment
Ability to obtain non-resident licenses in other states, if needed
Experience with Applied Epic is a plus
Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
The Perks
Continued training and career development
Full Benefits Package including Medical, dental, vision and 401k
Vacation and Holiday Pay
Job Type: Full-Time Exempt
Salary: DOE
Travel: Up to 30%, or as needed
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Job Purpose The Senior Insurance Account Manager will lead the customer experience for the agency’s book of business and collaborate with the Agency Sales Director to develop strategies for retaining/renewing existing clients and growing the agency’s book of business.
General Summary The Senior Insurance Account Manager is responsible for retaining and expanding client relationships within our agency, delivering the expected client experience standards to achieve the company’s growth goals. This role serves as the lead consultant and primary point of contact for clients. The individual will communicate, facilitate, and execute risk solutions on behalf of our clients and assist with marketing of our insurance products including cross-selling, up-selling, and helping close new business opportunities. The Senior Insurance Account Manager must develop and maintain relationships with clients, insurance partners, and Openforce teams. This position reports to the Agency Sales Director of ICM Insurance Services.
Responsibilities
Manage and grow accounts through communication, service, and cross-selling.
Assist the Agency Sales Director with new policy procurement and client meetings.
Handle policy submissions, negotiations, payments, and binding for new and renewal risks.
Oversee policy changes, adjustments, and cancellations.
Conduct client meetings for renewals, accounts, and loss reviews.
Promote loss prevention through risk management discussions and action plans.
Maintain follow-up systems to ensure policy compliance.
Manage invoicing and collections for agency-billed policies.
Foster relationships with carriers, Openforce teams, clients, and brokers.
Keep clients updated on industry trends, regulations, and coverage details.
Stay informed on industry standards, products, policies, and carrier changes.
Use company software to document work and follow department policies.
Support process improvements and assist teammates as needed.
Qualifications Key Competencies and Skills:
Communication (Written and Verbal): Effectively conveys ideas and information in a clear, concise manner across various settings. Ensures messages achieve the intended impact and proactively anticipates follow-up questions to maintain a closed-loop communication process.
Active Listening: Engages in attentive and patient listening, accurately understanding and articulating the perspectives of others.
Problem Analysis & Resolution: Methodically defines problems, exercises patience, and explores multiple solutions beyond the obvious. Actively seeks input from others to enhance decision-making.
Customer Focus: Committed to understanding and exceeding the expectations of both internal and external customers.
Quality Commitment: Demonstrates a high level of dedication to excellence, ensuring thorough knowledge of products and services to provide comprehensive and efficient solutions.
Team Collaboration: Works cooperatively with colleagues to foster a collaborative team environment. As a leader, promotes teamwork by demonstrating strong interpersonal skills and facilitating group success.
Accountability: Takes ownership of responsibilities, consistently meets role expectations, and maintains reliability to support organizational goals.
Education, Experience And Other Requirements
Associate degree preferred, or directly related insurance industry experience
Minimum of 3 years of related agency, brokerage, or insurance company experience.
Related experience in the transportation, gig, SaaS, or Insuretech industry may be considered in lieu of direct insurance experience
Preference will be given for knowledge of gig, SaaS, and/or transportation insurance products is strongly preferred
Possess current/active or be able to obtain Accident & Health and Property & Casualty Licenses in state of residence within 90 days of employment
Ability to obtain non-resident licenses in other states, if needed
Experience with Applied Epic is a plus
Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
The Perks
Continued training and career development
Full Benefits Package including Medical, dental, vision and 401k
Vacation and Holiday Pay
Job Type: Full-Time Exempt
Salary: DOE
Travel: Up to 30%, or as needed
#J-18808-Ljbffr