Sr. Account Insurance Account Manager jobs in United States
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Openforce · 1 day ago

Sr. Account Insurance Account Manager

Openforce is a well-established company that provides integrated cloud software solutions for the independent contracting community. The Senior Insurance Account Manager is responsible for managing and growing client relationships, ensuring a high standard of customer experience, and supporting the agency's growth through effective communication and risk solutions.

ConstructionEnterprise SoftwareManagement ConsultingPaymentsSaaSSoftware

Responsibilities

Manage and grow accounts through communication, service, and cross-selling
Assist the Agency Sales Director with new policy procurement and client meetings
Handle policy submissions, negotiations, payments, and binding for new and renewal risks
Oversee policy changes, adjustments, and cancellations
Conduct client meetings for renewals, accounts, and loss reviews
Promote loss prevention through risk management discussions and action plans
Maintain follow-up systems to ensure policy compliance
Manage invoicing and collections for agency-billed policies
Foster relationships with carriers, Openforce teams, clients, and brokers
Keep clients updated on industry trends, regulations, and coverage details
Stay informed on industry standards, products, policies, and carrier changes
Use company software to document work and follow department policies
Support process improvements and assist teammates as needed

Qualification

Insurance industry experienceAccident & Health LicenseProperty & Casualty LicenseApplied EpicSaaS knowledgeTransportation insurance knowledgeProblem AnalysisAccountabilityMicrosoft Office SuiteCommunication skillsActive ListeningCustomer FocusTeam Collaboration

Required

Minimum of 3 years of related agency, brokerage, or insurance company experience
Possess current/active or be able to obtain Accident & Health and Property & Casualty Licenses in state of residence within 90 days of employment
Ability to obtain non-resident licenses in other states, if needed
Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

Preferred

Associate degree preferred, or directly related insurance industry experience
Related experience in the transportation, gig, SaaS, or Insuretech industry may be considered in lieu of direct insurance experience
Preference will be given for knowledge of gig, SaaS, and/or transportation insurance products is strongly preferred
Experience with Applied Epic is a plus

Benefits

Continued training and career development
Full Benefits Package including Medical, dental, vision and 401k
Vacation and Holiday Pay

Company

Openforce

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Openforce is a technology-driven service company.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-06-10Acquired

Leadership Team

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Phillip Boice
Chief Financial Officer
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Company data provided by crunchbase