State Licensed Insurance Account Manager

A company is looking for an Insurance Account Manager / Customer Success. Key Responsibilities Manage day-to-day client service requests and oversee customer success services Prepare clients for insurance renewals and recommend coverage improvements Utilize Salesforce/TechCanary for managing clients' insurance portfolios and assist with application preparation Required Qualifications Property and casualty producer license with 2+ years of experience Technical knowledge of property & casualty coverages Experience with G-Suite and Salesforce is a plus Ability to work effectively in a remote environment Experience in high transaction volume environments

Jun 18, 2025 - 21:50

A company is looking for an Insurance Account Manager / Customer Success. Key Responsibilities Manage day-to-day client service requests and oversee customer success services Prepare clients for insurance renewals and recommend coverage improvements Utilize Salesforce/TechCanary for managing clients' insurance portfolios and assist with application preparation Required Qualifications Property and casualty producer license with 2+ years of experience Technical knowledge of property & casualty coverages Experience with G-Suite and Salesforce is a plus Ability to work effectively in a remote environment Experience in high transaction volume environments