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Commercial Account Manager

Who are we?

AP Intego’s mission is simple but powerful: to provide small businesses peace of mind so they can pursue their dreams. We believe that insurance should be something that hums along in the background, providing security for businesses while freeing them to do their own thing—whatever that thing may be.

How do we do this? Equal parts creativity and tech, a dash of chutzpah, and our secret ingredient: fierce customer focus. Every day, our customers blow us away with their energy, imagination, and innovation, and inspire us to be as great as they are. We couldn’t ask for a more vital or vibrant community to serve, and we’re extremely proud to play a part in so many amazing small business journeys.  

With a mission like ours, run-of-the-mill thinking doesn’t cut it. As we’re pushing the boundaries of the insurance industry, we’re looking for people who aren’t afraid to imagine new ways of doing things or to try something that’s never been tried before. That’s why we foster a company culture where we support and empower each other to be creative, innovative, and boldly collaborative. We don’t care who or where a good idea comes from, we just want to give everyone the freedom and tools they need to be great at what they do. Our offices buzz with the energy of a company that’s experiencing tremendous growth—and we’re just getting started.

Position

The objective of this role is to manage a premier Property & Casualty Book of Business. As a dedicated Account Manager, you will be responsible for delivering an awesome client experience while achieving revenue targets through account retention. Extensive industry knowledge required to support each client throughout their policy term. Achieve company and individual revenue targets through client retention and account rounding.

Here's what you'll do day to day:

  • Meet specific client retention goals for assigned book of business
  • Initiate consultative calls to client to assess underwriting exposures prior to policy renewal.
  • Mitigate risk through annual needs assessment
  • Provide creative plan designs to clients from current and alternate carriers during each client renewal or as requested by client off cycle
  • Maintain and foster customer relationships, including carriers, payroll bureaus/partners, State Funds, alternative markets, to ensure prompt and efficient service to their assigned book of business
  • Meet and/or exceed established productivity and quality standards
  • Assist in the establishment of policies and implement all policies and procedures relating to the workflow of the assigned team to ensure timely and accurate service
  • Maintain compliance with state, federal and insurance carrier guidelines, as well as standards set forth by AP Intego and its partners
  • Research and propose enhancements to existing products’ operational processes to create efficiencies and maintain individual service standards
  • Partner with internal departments to facilitate seamless transactions between client carrier and AP Intego
  • Develop and maintain expert knowledge of industry trends, product offerings, and legislative and compliance changes
  • Perform other duties as assigned

Here's what we are looking for:

  • Property & Casualty Insurance License required and a minimum of five (5) years of experience in the field or in a related area
  • BA or BS in Business, Finance, Insurance, or Management Self-motivated individual to go above and beyond
  • Strong communication and presentation skills
  • Willingness to learn multiple systems

Benefits

While we firmly believe that culture beats perks, we are proud to provide a comprehensive benefits package designed to meet your needs:

  • Competitive compensation
  • 10 company-paid holidays
  • Medical, Dental, and Vision insurance
  • Health Savings Account (depending upon your medical plan selection)
  • Basic Term Life insurance
  • Short and Long-Term Disability insurance
  • 401k plan, with matching contributions
  • Employee Assistance Program (EAP)
  • Fitness reimbursement
  • Voluntary supplemental insurance

About AP Intego

AP Intego might not have the sexiest name in insurance (or in any industry, ever, for that matter), but we are well on our way to being a leading agency for small commercial insurance.  We’re a fast-growing insurance tech company trying to dramatically simplify and improve how small businesses get and manage their insurance.  We have over 40,000 customers and we’re profitable—something many insurtechs only dream about. Founded in 2006, AP Intego has offices in Waltham, MA, Rochester, NY, Denver, CO, Pleasanton, CA. 

Equal Opportunity Employer

AP Intego Insurance Group LLC is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

 

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