Remote Account Manager

Summary

Join Anzen, a leading wholesale insurance solution provider, as an Account Manager specializing in Executive Risk and Professional Liability. You will independently manage a book of business, collaborating with brokers and carriers to ensure high retention rates and exceptional client service. Leveraging AI and automation, you will be responsible for post-binding activities, policy delivery, and account maintenance. This role requires strong communication, negotiation, and problem-solving skills, along with a minimum of 5 years of insurance brokerage experience and a Property and Casualty license. Anzen offers a collaborative and innovative culture, opportunities for professional development, and a remote-work friendly environment.

Requirements

• Operate with an excellent customer-centric mindset for retail broker partners and their clients
• Keen eyes on every detail to ensure Anzen operates with holistic excellence
• Have a bias for action, focus on the highest impact, and approach everything with a result/solution-oriented mindset
• Act with extreme ownership and the highest integrity in everything we do, big or small
• Adaptability to changes and excellent time management when pivoting in a fast-paced environment/startup landscape
• Excellent negotiation and communication skills, including written and public speaking via phone and Zoom
• Capable of learning and adapting quickly using new and proprietary technology
• Ability to work well and build trust with stakeholders to achieve Anzen’s common goals and outcomes
• Minimum of 5 years of insurance brokerage experience
• Property and Casualty insurance license required

Responsibilities

• Own and manage independently a book of Executive Risk insurance and Professional Liability, including Directors & Officers, Employment Practice Liability, Fiduciary, Errors & Omissions, Crime, etc
• Partner strategically with wholesale brokers to ensure our book’s retention/renewal rate remains above 85%
• Aim for an NPS score of at least 95% by being the first responsive and primary contact for our retail broker partners and their clients to provide excellent services on their policies placed through Anzen
• Be an integral partner with our carrier partners so that collectively, we can analyze and negotiate for the most comprehensive and competitive insurance options
• Be curious about different industry trends and evolving markets to act as an expert for our retail broker partners and their clients
• Be responsible for owning post-binding activities and policy delivery once a sale is closed
• Handle account maintenance work such as endorsement, cancellation, etc. throughout the policy’s lifecycle
• Train, delegate, and provide feedback on repetitive tasks to BPO support such as loss runs when needed
• Be an internal beta user and provide proactive feedback on new product features, including Anzen’s use of AI and workflow automation

Preferred Qualifications

Commercial insurance experience in Executive Risk and Professional Liability is preferred

Benefits

• Opportunities for professional development and career advancement
• A collaborative and innovative company culture focused on excellence and integrity
• Be part of a company that values proactive risk management and cutting-edge solutions
• We fully embrace remote work lifestyles while centering our weeks around Pacific Standard Time (PST) with a general orientation to San Francisco as the geographic HQ