Help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling.
Responsible for end-to-end management of midsize builder accounts, including onboarding, renewals, upselling, and retention, typically generating $10K–$50K annually or enrolling fewer than five homes per year.
Ensures all account enrollments are current by resolving outstanding items and reconciling data with customer closing reports.
Manages and implements account changes such as pricing, product updates, and renewals, coordinating with customers, CRM systems, and internal teams.
Uses various technologies to compile and deliver essential client documentation like validation forms, enrollment forms, and reports.
Provides administrative support for initiatives like reactivating dormant accounts and conducting audits.
Stays informed on industry and company changes, communicates updates to clients, and advocates for customer needs within PWSC.
Meets or exceeds KPIs related to upselling, retention, growth, onboarding efficiency, and daily operational tasks.
Requirements
Excellent collaboration and project management skills
Excellent written and oral communication skills
Advanced organization and customer service skills
Proven sales and account management/retention experience
Proficiency with Microsoft Office Suite and CRM systems (Microsoft Dynamics experience is a plus)
Ability to manage time effectively and allocate the right resources to competing priorities
Currently holds or is willing to obtain property and casualty insurance licensing
Willingness to travel (<15%)
Willingness to work Eastern Standard Hours (9:00am-5:00pm)
Prior experience with a home builder, warranty company, or insurance company is a plus
Familiarity with the Challenger or Sandler sales methodology is a plus
Benefits
Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.