Protect your small business with ERGO NEXT Insurance. Fast quotes. Instant coverage with competitive rates. Totally tailored for 1,300+ professions. Backed by Battery.
About the role
If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website ( https://consumer.ftc.gov/articles/job-scams ), or you can contact your local law enforcement agency. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Conduct Strategic Renewal Reviews: Partner with clients and carriers to evaluate upcoming policy renewals, assess underwriting exposures, and present tailored coverage solutions for an assigned book of business
- Manage Policy Modifications & Remarketing: Handle complex re-shopping requests, execute cancel/rewrites, non-renewals, and process major endorsements requiring underwriter approval
- Identify Portfolio Growth Opportunities: Leverage deep knowledge of carrier underwriting guidelines to uncover cross-sell, account consolidation, and referral options for existing clients
- Foster Strategic External Relationships: Maintain collaborative partnerships with carriers, payroll bureaus, state funds, and alternative markets to ensure prompt, high-touch service delivery
- Optimize Operational Workflows: Collaborate with internal departments to establish efficient service procedures, improve product processes, and facilitate seamless client transactions
- Maintain Industry & Regulatory Expertise: Develop expert knowledge of market trends, product offerings, and legislative compliance changes to better advise clients and maintain service standards
More about this role
ERGO 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 ERGO 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 Retention 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.
- Conduct Strategic Renewal Reviews: Partner with clients and carriers to evaluate upcoming policy renewals, assess underwriting exposures, and present tailored coverage...
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