Apply on Employer Site

Understory · 1 month ago

Account Manager (Insurance)

Madison, WI

Full-time

Onsite

Mid Level

Understory is a leading provider of insurance solutions built for the era of climate change. As an Account Manager, you will nurture and expand relationships with clients, ensuring exceptional service delivery and collaboration with internal teams to meet client needs and drive improvements.

AnalyticsArtificial Intelligence (AI)Big DataInsurTech

Responsibilities

Managing a book of business with brokerage partners, leveraging a detail-oriented approach to ensure precise onboarding and ongoing support—all while staying flexible and adaptable to ever-evolving client needs

Cultivating and maintaining strong relationships with our clients and understanding their business needs and challenges

Collaborating seamlessly with the sales and underwriting teams to deliver superior service, quickly adjusting priorities as needed to meet shifting demands without losing sight of deadlines

Providing regular updates and feedback from clients and broker partners to internal teams to drive product and service enhancements

Communicating with clients about risk mitigation opportunities

Addressing and resolving client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care

Leading regular client and broker partner review meetings to discuss performance metrics, strategic goals, and program feedback, and driving ongoing improvements through a collaborative, forward-looking approach

Qualification

Insurance experienceAccount managementSalesforceInterpersonal skillsCommunication skillsOrganizational skillsFlexibilityAdaptabilityProblem-solvingDocumentation

Required

Willing to work a Hybrid Work (2-3 days per week) schedule in our Madison, WI office

Experience in insurance and working with brokers and insureds

Track record of managing high-profile accounts

Excel at cultivating strong, positive relationships through proactive communication, empathy, and a deep understanding of client goals

Exhibit exceptional interpersonal and communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction—whether onboarding or troubleshooting—is handled with precision

Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift

Proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines

Experience with Salesforce

Exceptional at maintaining clear, consistent documentation across all customer touch points