Account Manager

The Account Manager is responsible for managing and renewing a portfolio of policies, ensuring profitable growth and retention in alignment with company strategy. This role requires applying commercial underwriting principles to assess risk, maintain portfolio profitability, and drive operational efficiency. The Account Manager will also enhance service quality, support customer satisfaction, and identify opportunities for cross‑selling and up‑selling.

Key Responsibilities and Duties

Customer Retention & Servicing:

Deliver high‑quality customer service to drive retention and strengthen client relationships.

Perform proactive and reactive servicing tasks aligned with the Group's Customer Service (CS) model.

Act as a second‑level expert for escalated servicing tasks, including policy wording clarifications and claims resolution.

Collaborate with external broker and key internal teams, including Risk, Claims, and Policy Administration, to ensure alignment and support business objectives.

Renewal Management & Commercial Underwriting:

Lead the execution of the policy renewal journey, including preparing renewal quotes and restructuring policies in accordance with Group Commercial Rules and Commercial Underwriting guidelines.

Engage with customers in the renewal process, including price negotiation and collecting key updates.

Risk & Compliance Management:

Collaborate with Credit and Commercial Underwriting (CUW) teams on high‑risk policy management, ensuring seamless execution of recommendations and effective customer communication.

Ensure compliance with all internal and external regulatory standards.

Account Management & Client Engagement:

Implement account management plans based on the target service model.

Achieve business targets related to retention, pricing, and compliance through effective account management and customer engagement strategies.

Required Qualifications And Skills

Bachelor's degree in a related field.

2–4 years of experience in account management, underwriting, or a related sales/service environment.

Knowledge of the credit insurance market, including brokers and competitors.

Strong ability to manage a high volume of clients while maintaining strong relationships.

Problem‑solving skills with a strategic, adaptable approach to client and operational challenges.

Basic awareness of Artificial Intelligence technologies and enthusiasm for learning and integrating AI into everyday business processes.

Total Compensation Range
$74,455 – $110,182

Benefits

Competitive compensation

Annual bonus eligibility and/or commission structure opportunities

401(k) discretionary match of up to 6%

Flexible work schedules

Health and wellness benefits

Paid time off for vacation, illness, birthday day off, and volunteer day off

Tuition reimbursement
Family care resources, including fertility and adoption benefits

We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

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