Account Manager
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time
Legal agreement: Employment
Compensation
USD70k - 80k/year
Posted 7 months ago
Responsibilities
About the CompanyAt Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution. We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best in class insurance policies. We’re growing fast and want you to be a part of it!We’re seeking a skilled and driven Account Manager to join our team. Reporting to the Director of Revenue, this remote role serves as the primary point of contact for existing clients, ensuring a seamless experience from onboarding through policy renewal. The Account Manager builds and maintains long-term client relationships by proactively addressing needs, managing renewals, identifying cross selling opportunities, and coordinating with internal and external partners to deliver timely, effective solutions.Key ResponsibilitiesServe as the main point of contact for assigned clients, ensuring a smooth transition from sales through onboarding and continued support throughout the policy term and renewal cycleManage a portfolio of client accounts by responding to inquiries, processing policy changes, and resolving issues efficiently and professionallyCollaborate with underwriters, carriers, and internal teams to coordinate account activity and ensure a consistent, high quality client experienceConduct proactive outreach ahead of renewals to review coverage, assess business changes, and recommend appropriate adjustments to maintain retention and satisfactionIdentify cross selling and referral opportunities by understanding clients’ business goals, risk profiles, and evolving coverage needsMaintain accurate client data and documentation in HubSpot, AMS, and related systems to ensure data integrity and visibility into the book of businessPartner with sales, service, and carrier teams to streamline processes, enhance communication, and drive operational efficiencyStay informed on Veracity Insurance product offerings, carrier underwriting guidelines, and industry best practices to provide informed, consultative guidanceAdhere to all licensing, regulatory, and company standards to ensure compliance and operational excellenceRequired to perform other duties as requested, directed, or assignedRequirements and QualificationsBachelor’s degree in Business, Communications, or a related field preferred3–5 years of insurance experience, ideally within a commercial or retail insurance environmentExcellent verbal and written communication skills with a proven ability to build and maintain strong client relationships through responsiveness, follow-through, and clear communicationStrong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environmentProactive problem-solver who anticipates client needs and delivers effective, timely solutionsExperienced with HubSpot, AMS, or similar CRM platforms; proficient with Microsoft Office Suite and virtual collaboration toolsKnowledge of—or strong interest in developing expertise in—insurance products, underwriting processes, consultative selling, and industry regulationsPerksHealth, dental, and vision plansAmazing work life balance with 4 weeks of Paid Time Off10 Paid Company Holidays with 2 floating holidays401K Programs with employer matchPersonal assistance programs for support in a healthy personal and work lifeWhy Veracity?Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people do insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:Engage in groundbreaking projects that are reshaping the insurance landscapeCollaborate with a group of dedicated, like-minded professionalsExperience a culture that prioritizes growth and developmentCompensation RangeCompensation Range: $70k/yr - $80k/yr + Bonuses