Sr. Retention Account Manager

Location: Rochester, NY (hybrid)

 

NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. 

 

Simply put, wherever you find small businesses, you’ll find NEXT.

 

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in. 

 

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.

 

What You’ll Do:

• Meet specific client retention goals for assigned book of business for all lines of coverage.
• Initiate consultative calls to clients to access underwriting exposures prior to policy renewal.
• Mitigate risk through annual needs assessment
• Utilizes knowledge of carrier and State underwriting guidelines, to identify cross-sell, consolidations and referral opportunities for our existing customers    
• Responsible for establishing and maintaining ongoing customer relationships, overall client satisfaction, and client retention
• Coordinate with Producers and Account Managers to prepare risk management and insurance programs that provide both competitive pricing, coverage and the best interests of the customer
• Provide creative plan designs to clients from current and alternative carriers during each client renewal or as requested by client off cycle.  
• 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 Next Insurance and its partners.
• Develop and maintain expert knowledge of industry trends, product offerings, and legislative and compliance changes
• Perform other duties as assigned.

What we need:

• Property & Casualty Insurance License required 
• A minimum of three (3) years of Account Management experience preferably in all commercial lines of insurance  
• BA or BS in Business, Finance, Insurance, or Management Self-motivated individual to go above and beyond
• Excellent communication skills and impeccable attention to detail

 

Unstoppable Qualities:

• Familiarity with EPIC, Zendesk, Salesforce or similar applications
• Experience working in the insurance industry and/or a customer contact center is a plus
• Personal standard for excellence: Strong process orientation and interest in finding better ways to do things
• Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once

 

The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible to participate in our equity incentive program and will also receive our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

US annual base salary range for this full-time position: $70,000—$85,000 USD

 

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

 

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a diff