Commercial Account Manager (P&C Insurance)

Understory seeks a motivated Account Manager to join our Madison, WI team. In this pivotal role, you will work closely with Sales and Underwriting to rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.

As an Account Manager at Understory, you’ll support expanding relations with distinguished clientele. Your role goes beyond traditional client service functions because customer success at Understory is about being the voice of clients and brokerage partners within our organization.

Qualifications

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

wsHave experience in insurance and working with brokers and insureds, and want to leverage your skills to build your care

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

rsHave a P&C licen

seHave experience working with Commercial Accoun

tsHave a track record of delivering accurate, on-time projects or document-related deliverabl

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

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

ftAre 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 deadlin

esAre exceptional at maintaining clear, consistent documentation across all customer touchpoin

Responsibilities

de:Leveraging a detail-oriented approach to ensure accurate, timely client document and resource developm

entCultivating and maintaining strong relationships with our internal teams and clients al

ikeCollaborating seamlessly with the sales and underwriting teams to deliver superior serv

iceProviding regular updates and feedback to internal teams to drive product and service enhanceme

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

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

Compensation & Benefits

des:Base salary and annual bonus commensurate with experi

enceFull-time benefits incl

ude:100% of you and your eligible dependents medical, dental, and vision insurance pre

mium100% of your premium for a $25,000 life coverage po

licyGroup Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) cove

rageUnlimited

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 toge

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