SPG - Specialty Program Group · 23 hours ago
Account Manager
United States
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $75K/yr
5+ years expSpecialty Program Group is a pioneer in insurance technology, operating the largest online insurance marketplace for small businesses in the U.S. The Digital Account Manager will be responsible for managing commercial clients, retaining new and renewal clients, and maintaining partnerships with carriers to support business development while ensuring high service standards.
FinanceImpact InvestingInsuranceMarketing
Responsibilities
Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc
Cross selling products to potential customers
Managing established book of accounts
Negotiating renewals for existing customers
Obtaining information and documentation from new and existing clients
Processing endorsements for client’s and issuing certificates
Resolving customer issues
Collaboration with the Associate Account Managers through the renewal and endorsement processes
Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients
Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers
Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner
Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured
Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage
Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients
Solely responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage
Collaboration with the Associate Account Managers to ensure that basic Client Services tasks have been completed and all renewal documentation is complete
Other duties may be assigned to meet business needs
High level of organization ability
High degree of self-discipline and motivation
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Solution driven, problem solving skills and proven analytical skills
Must be detail-oriented
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time
Ability to understand and manage complex accounts while working under tight timeframes
Team player with a strong work ethic
Effective, professional verbal and written communication skills
Qualification
Required
At least 5 years of Commercial Lines Account Management experience
Familiar with Customer Account Servicing
Demonstrated success in customer service skills
High School Degree Required
Appropriate insurance agent's license required
Word processing, spreadsheets, email software and other related programs
Comfortable working with 3rd Party or Agency management systems
Various Web Applications, Client or Insureon Agent portals and other related online applications
High level of organization ability
High degree of self-discipline and motivation
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Solution driven, problem solving skills and proven analytical skills
Must be detail-oriented
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time
Ability to understand and manage complex accounts while working under tight timeframes
Team player with a strong work ethic
Effective, professional verbal and written communication skills
Preferred
4 Year Degree Preferred
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity
Commissions for some positions
Company
SPG - Specialty Program Group
Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Spindler
Chief Product Officer
Recent News
2025-12-17
Company data provided by crunchbase