Portfolio Account Manager

Summary

Join Attune, a company revolutionizing small business insurance, as a Portfolio Account Manager. You will be responsible for increasing agent engagement, customer retention, and written premiums through the Attune portal. This role requires strategic thinking, a deep understanding of market share, and expertise in Attune's product offerings. You will manage individual account growth goals, gather market intelligence, and collaborate with cross-functional teams. The ideal candidate possesses strong industry knowledge, excellent communication skills, and a proactive approach to problem-solving. Attune offers a remote-first culture and a comprehensive benefits package.

Requirements

• 2+ years commercial P&C experience
• Strong interpersonal skills, with experience communicating with agents
• Detail oriented, with strong organizational and time management skills
• Strong propensity for learning new systems and processes for development
• Must be self-motivated and can work in a collaborative team environment
• Problem solving and innovation experience
• Ability to travel as needed (will be less than 10% of the time)

Responsibilities

• Responsibly grow written premium and customer retention on an account and portfolio level
• Clearly communicate Attune’s product availability and appetite of all applicable products for the assigned territory
• Manage individual account growth goals (Quote, Bind, New Product, Book Mix) through scheduled Quarterly Production Reviews and strategic quote hunt outreach
• Manage agency information in Attune CRM, including the Agency Broker Profile
• Gather knowledge of territory marketplace conditions, collecting competitive intel and documenting in CRM
• Cooperate with cross-functional teams to align on execution of company goals through portfolio relationship management
• External communication of incentives, initiatives, and all applicable Attune related knowledge to the assigned portfolio
• Internal communication with cross-functional teams, utilizing resources and prescribed processes when necessary to problem solve and escalate issues, in order to provide optimal broker experience
• Other duties as assigned

Preferred Qualifications

You are resourceful, enthusiastic, and desire to operate in a start-up environment – if you’re looking for an opportunity to learn and expand your skill set, this is the place!

Benefits

• Flexible PTO
• Generous parental and caregiver leave
• 401K match
• Excellent medical, dental, and vision plans
• Remote-first culture
• Annual $1000 tuition reimbursement stipend