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Role Description

As an Account Manager at Embedded Insurance, you will own and grow relationships within an assigned book of business. This role is responsible for the full post-bind customer lifecycle, including renewals, retention, policy servicing, and coverage optimization. You will proactively engage customers to prevent cancellations, ensure appropriate coverage, and identify opportunities to increase customer value through cross-sell and coverage enhancements.

This role is critical to building disciplined account management processes that strengthen customer trust, improve retention, and maximize lifetime value.

• Serve as the primary point of contact for your assigned book of business.
• Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.
• Prevent lapses and cancellations through timely engagement and problem resolution.
• Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.
• Identify and address coverage gaps or risk exposures.
• Uncover and recommend cross-sell opportunities to enhance protection and savings.
• Engage customers via phone, email, SMS and portal tools to maintain strong, ongoing relationships.
• Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.
• Develop and refine repeatable processes to enhance client service, including:
  • Renewal notification cadence
  • Cancellation prevention workflows
  • Coverage review checklists
  • Lifecycle based cross-sell triggers
• Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.

Qualifications

• Active and maintained P&C license (Property & Casualty) in current state of residence required.
• 3+ years of insurance account management, service, or client retention experience in an agency, brokerage, or carrier environment.
• Exceptional communication skills — able to engage customers, manage complex situations, and explain coverage options clearly.
• Strong organizational skills and ability to independently manage a full book of business.
• Proficiency using CRM and comparative raters (e.g., Applied Epic, EZLynx, Salesforce).

Requirements

• Familiarity with agency management systems and automated renewal workflows.
• Bilingual (e.g., English/Spanish) or additional language proficiency.

Benefits

• A fast-paced, technology-enabled environment with opportunities for career growth.
• Competitive base salary + performance-based incentives tied to retention and customer outcomes.
• Industry-leading benefits including health, dental, vision coverage, PTO, 401(k) with matching, and licensing support.
• Fully remote work flexibility and professional development resources.

Company Description

Embedded Insurance (EI) is reshaping how insurance is distributed and experienced. By partnering with digital platforms across the auto industry, we offer tailored insurance products that integrate seamlessly into customer journeys. Our technology-first approach enables rapid, compliant, and personalized insurance offerings that meet customers where they already are. We’re not just selling insurance — we’re simplifying it and redefining the customer experience.