Account Manager
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Job Description
Account Manager responsible for strategic partnerships and customer satisfaction in Insurtech. Engaging with key accounts to maximize claims outcomes and improve customer relationships.
Responsibilities:
- Develop and nurture deep, trust-based relationships with key stakeholders across your accounts.
- Act as a strategic advisor, understanding your customers’ business goals, challenges, and success criteria.
- Conduct regular Strategic Business Reviews (Monthly and Quarterly) to review performance, share insights, and drive continuous improvement.
- Stay informed on industry trends, regulations, and competitive shifts that may impact your customers.
- Serve as the voice of the customer internally — advocating for customer needs across Product, Claims, and Ops.
- Identify and drive opportunities for expansion, renewals, and upsells in partnership with Sales.
- Execute customer success strategies tailored to your customer segment and business priorities.
- Own the overall success of the account — proactively managing escalations, requests, and ongoing initiatives.
- Collaborate with internal teams (Claims, Onboarding, Escalation, Product, Sales) to ensure aligned delivery and communication.
- Surface operational or tech-related friction points, develop solutions, and champion necessary process or product improvements.
- Support seamless handoffs from Onboarding to post-go-live engagement.
- Use data and performance metrics to drive transparency, identify risks, and demonstrate value realization.
- Help establish a frictionless, scalable, and advisory-driven customer experience across the CS lifecycle.
Requirements:
- 6+ years of experience in Customer Success, Account Management, or Customer Services, preferably in tech-enabled services, TPA, Insurtech, or B2B service delivery
- Are passionate about building strong customer partnerships and delivering measurable value
- Have experience running performance business reviews or executive business reviews with enterprise customers
- Thrive in cross-functional environments and can influence without authority
- Possess strong organizational and project management skills — able to juggle multiple customers and priorities
- Have a deep sense of accountability and ownership; you don’t let balls drop
- Bring curiosity and creativity to problem solving
- Are excited to help build — not just execute — a world-class CS function
- Have an understanding of the P&C Insurance industry and claims value chain (a plus)
Benefits:
- Generous health-insurance package with nationwide coverage, vision, & dental
- 401(k) retirement plan with employer matching
- Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
- Generous family leave policy after 8 months of continuous work
- Work from anywhere to facilitate your work life balance
- Apple laptop, large second monitor, and other quality-of-life equipment you may want.
- Technology is something that should make your life easier, not harder!
- Additionally, we will Listen to your feedback to enhance and improve upon the long-standing challenges of an adjuster and the claims role
- Work toward reducing and eliminating all the administrative work from an adjuster role
- Foster a culture of empathy, transparency, and empowerment in a remote-first environment
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