Account Manager (P&C)

Account Manager
Understory is seeking a motivated Account Manager to join our Madison, WI team. In this pivotal role, you will work closely with our Sales and Underwriting teams as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals. As an Account Manager at Understory, you'll be critical in supporting the company's efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.

You're exactly the professional we're looking for if you:

Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows

Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career

Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters

Have a P&C license

Have a track record of delivering accurate, on-time projects or document-related deliverables

Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision

Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift

Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed drawing on strong organizational and time-management skills to maintain momentum and meet deadlines

Are exceptional at maintaining clear, consistent documentation across all customer touchpoints

Your main role responsibilities will include:

Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development

Cultivating and maintaining strong relationships with our internal teams and clients alike

Collaborating seamlessly with the sales and underwriting teams to deliver superior service

Providing regular updates and feedback to internal teams to drive product and service enhancements

Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care

Supporting our regular client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics

Compensation includes:

Base salary and annual bonus commensurate with experience

Full-time benefits include:

100% of you and your eligible dependents medical, dental, and vision insurance premium

100% of your premium for a $25,000 life coverage policy

Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage

Unlimited PTO

Step into a pivotal role at Understory as an Account Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!

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