11 часов назад
Personal Lines Account Manager (Fintech)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Lines Account Manager (Fintech): Managing personal lines insurance client relationships, renewals, retention, sales, and service with an accent on consultative support, digital engagement, and cross-selling. Focus on coordinating data-driven campaigns, improving client adoption of self-service tools, and delivering tailored solutions across multiple carriers.
Location: Leesburg, Florida, United States; on-site presence required
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services through technology and human support.
What you will do
- Manage day-to-day communication and long-term relationships for an assigned personal lines book of business.
- Advise clients on insurance solutions, coordinate renewals, handle complaints, and maintain accurate policy updates in account management systems.
- Execute data-driven, customer-focused marketing and awareness campaigns to support retention, satisfaction, and account growth.
- Identify cross-selling and service expansion opportunities, including remarketing across multiple carriers and account rounding.
- Coordinate with Digital Marketing, Human Resources, Compliance, third-party partners, and the Digital Employee Personal Team Leader.
- Drive adoption of self-service tools and enrollment capabilities while supporting continuous improvements to digital service delivery.
Requirements
- At least 2 years of account management or related experience, with proven client relationship and retention results.
- Experience with Applied EPIC or similar account management software.
- Current applicable insurance license held for more than one year.
- Experience remarketing clients across multiple carriers, preparing proposals, and consulting on available solutions.
- Strong communication, presentation, multitasking, problem-solving, collaboration, and customer service skills.
- A bachelor’s degree in business administration or related experience is preferred.
Culture & Benefits
- On-site environment supporting collaboration, team leadership, and cross-functional partnership.
- Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
- Paid time off, holidays, paid sick time, an Employee Assistance Program, and a Calm app subscription.
- Immediate vesting in a 401(k), HSA and FSA options, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, legal plan options, and pet insurance.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →