Active hunter for new business and strategic account manager focused on client retention and growth. Ensures service activation, contract management, and strong client relationships through visits and meetings.
About the role
- Insurance Account Manager supporting clients and managing insurance programs at Entrata, a leader in AI-driven property management technology.
Responsibilities
- Build and maintain strong relationships with clients, carriers, and internal stakeholders to support effective insurance program management and service.
- Serve as the primary contact for escalated insurance items for assigned accounts, including claims, placements, billing-related insurance issues, policy changes, coverage questions, and other complex matters requiring licensed insurance expertise.
- Conduct insurance consultations with prospective and existing clients to assess needs, advise on product fit, and recommend appropriate program structures across offerings such as Master Policy, Deposit Alternative, and Homebody Guaranty.
- Quote premiums and support pricing strategy, revenue projections, proposal language, and insurance positioning during the sales cycle.
- Support sales efforts by participating in client calls, conducting insurance demos, answering technical insurance questions, and helping identify upsell or expansion opportunities within existing portfolios.
- Collaborate with sales, customer success, product, billing, and implementation partners to support new business, retention, and ongoing portfolio performance.
Requirements
- 5+ years of proven experience in insurance account management, client consulting, or related insurance roles.
- Strong understanding of insurance policies, program structures, and regulatory requirements across commercial and personal lines.
- Demonstrated ability to advise clients on coverage options, program fit, and insurance-related business decisions.
- Experience working with carrier partners on policy issuance, claims escalation, coverage questions, or dispute resolution.
- Exceptional interpersonal, communication, and presentation skills, with the ability to explain complex insurance concepts clearly to both clients and internal teams.
- Strong problem-solving skills and sound judgment in handling escalated insurance matters.
- Detail-oriented with strong organizational skills and the ability to manage multiple priorities simultaneously.
- Proficiency in CRM software and Google Suite.
- Active insurance license.
Benefits
- Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
- Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
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