Insurance Account Manager

Summary

Join Entrata Software as a skilled and motivated Insurance Account Manager in our dynamic Lehi, Utah team. You will be responsible for maintaining and nurturing client relationships, ensuring effective insurance coverage, and providing exceptional service. This role requires expertise in insurance policies, particularly in the commercial insurance sector, along with strong attention to detail and excellent communication skills. A fully remote role may be considered depending on experience. Entrata offers a collaborative environment and a comprehensive benefits package.

Requirements

• 5+ years of proven experience in insurance account management or related roles
• Bachelor's degree in Business, Finance, or a related field
• Proven experience in commercial insurance account management or related roles
• Strong understanding of insurance policies and regulations, to include commercial and personal lines
• Exceptional interpersonal and communication skills
• Ability to analyze client needs and tailor insurance solutions accordingly, particularly in a commercial context
• Detail-oriented with excellent organizational skills

Responsibilities

• Develop and maintain strong relationships with policyholders and carriers to ensure excellent service and effective management of accounts
• Serve as the primary point of contact for assigned accounts, addressing client needs and resolving issues promptly
• Proactively review client accounts to identify opportunities for policy updates, cross-sales, and coverage enhancements
• Assist clients with claims inquiries, policy changes, and billing concerns, ensuring efficient and accurate handling
• Collaborate with the sales org and underwriters to support new business opportunities and account retention efforts
• Stay informed about company insurance products and industry trends to provide expert guidance to clients
• Obtain and maintain Property & Casualty insurance licenses, completing continuing education requirements as needed
• Ensure compliance with state and federal regulations in all account management activities
• Maintain accurate and up-to-date records of customer interactions, policies, and account activities in CRM systems
• Participate in team meetings and training sessions to enhance knowledge of products, services, and best practices
• Actively contribute to process improvements to enhance efficiency and customer satisfaction
• Foster a positive, professional image of the company in all interactions with clients and stakeholders

Preferred Qualifications

• Master’s degree or Professional certifications in insurance account management, CIC, ARM, CPCU or other insurance certificaitons
• Prior experience working with property management or real estate clients
• Familiarity with Entrata software products and services
• Proven track record of exceeding sales or retention targets
• Advanced knowledge of insurance industry trends and developments

Benefits

• Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance
• Comprehensive medical, dental, and vision coverage , including fertility benefits, available for eligible employees and their families
• HSA/FSA options and employer-paid disability benefits provided for eligible employees
• Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security
• Wellness initiatives promoting physical and mental well-being , access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs
• Family-centric leave policies supporting new parents during significant life events
• Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community
• Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits
• Bi-annual swag drops for employees