Virtual Customer Success Account Manager
Concentrix
Azure
Associate Account Manager
Pathpoint
full-time
Posted on:
Location Type: Remote
Location: Remote • California, District of Columbia, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Support Growth of the Regional Book: Support early-stage pipeline growth by helping identify high-potential agents, initiating engagement efforts, and assisting the Account Manager in tracking regional activity and uncovering new business opportunities.
- Build Relationships with Agents: Develop relationships with newly appointed retail agents through excellent service, platform guidance, and appetite education.
- Coordinate Sales Activities: Daily activities include converting renewal business, soliciting new business from early-stage pipeline, and supporting agent requests related to policy management.
- Learn the Business: Build deep knowledge of Pathpoint’s platform, appetite, processes, and E&S market dynamics. Shadow Account Managers in sales meetings and agent trainings.
- Cross-Functional Collaboration: Work with underwriting, operations, marketing and product teams to relay agent feedback, improve tools, and ensure a seamless experience for our agent partners.
Requirements
- Bachelor’s degree
- 0–2 years of experience in a professional environment (insurance, sales, or account management experience is a plus but not required)
- A genuine interest in commercial insurance and sales
- Excellent communication skills, written and verbal
- Self-starter who’s organized, detail-oriented, and eager to learn
- Collaborative mindset and willingness to take initiative
- Experience with tools like Salesforce, Slack, Notion, Ascend and Retool is a plus but not required
Benefits
- Equity in the form of Stock Options commensurate with Salary and Responsibilities.
- Flexible and remote working arrangements.
- Competitive compensation, equity, and healthcare packages.
- Employer-matched 401(k) plan.
- Annual home office stipend.
- Monthly internet stipend.
- Paid parental leave benefit.
- 20 Days of PTO in Year 1.
- Paid parental leave.
- Annual company offsite.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
excellent communication skillsself-starterorganizeddetail-orientedeager to learncollaborative mindsetwillingness to take initiative
Certifications
Bachelor’s degree
