Embedded Insurance, Inc.

Account Manager

Embedded Insurance, Inc.

full-time

Posted on:

Location Type: Remote

Location: Utah • United States

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Salary

💰 $65,000 - $90,000 per year

About the role

  • Serve as the primary point of contact for your assigned book of business.
  • Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.
  • Prevent lapses and cancellations through timely engagement and problem resolution.
  • Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.
  • Identify and address coverage gaps or risk exposures.
  • Uncover and recommend cross sell opportunities to enhance protection and savings.
  • Engage customers via phone, email, SMS, and portal tools to maintain strong, ongoing relationships.
  • Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.
  • Develop and refine repeatable processes to enhance client service, including: Renewal notification cadence, Cancellation prevention workflows, Coverage review checklists, Lifecycle based cross-sell triggers.
  • Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.

Requirements

  • Active and maintained P&C license (Property & Casualty) in current state of residence required.
  • 3+ years of insurance account management, service, or client retention experience in an agency, brokerage, or carrier environment.
  • Exceptional communication skills — able to engage customers, manage complex situations, and explain coverage options clearly.
  • Strong organizational skills and ability to independently manage a full book of business.
  • Proficiency using CRM and comparative raters (e.g., Applied Epic, EZLynx, Salesforce).
Benefits
  • Competitive base salary + performance-based incentives tied to retention and customer outcomes.
  • Industry-leading benefits including health, dental, vision coverage, PTO, 401(k) with matching, and licensing support.
  • Fully remote work flexibility and professional development resources.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance account managementclient retentionpolicy reviewscoverage analysiscross-sellingproblem resolutionKPI tracking
Soft Skills
communication skillsorganizational skillsrelationship managementproactive engagementindependent management
Certifications
P&C license