Next Insurance
Retention Account Manager
Rochester, NY · Junior · Full-time
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About the role
- Simply put, wherever you find small businesses, you'll find ERGO NEXT.
- As a dedicated Retention Account Manager, you will be responsible for delivering an awesome client experience while achieving revenue targets through account retention.
- Achieve company and individual revenue targets through client retention and account rounding.
Responsibilities
- Manage Policy Modifications & Remarketing: Handle complex re-shopping requests, execute cancel/rewrites, non-renewals, and process major endorsements requiring underwriter approval.
- 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.
- Perform other duties as assigned
- At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Requirements
- Extensive industry knowledge required to support each client throughout their policy term.
- Property & Casualty Insurance License required
- 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.
Nice to have
- Willingness to learn multiple systems (Epic / Salesforce experience preferred)
- Experience working in the insurance industry and/or a customer contact center is a plus
Compensation
- This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
- $60,000 - $75,000 USD
Benefits
- 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.
- Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training.
Company info
- Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage.
Equal opportunity
- ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace.
- ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics.
This listing is sourced directly from Next Insurance's careers page and normalized into a canonical job model.