Account Manager

Account Manager          Location: San Francisco Bay Area, CA                                             Job type: Remote, FTE
      Salary Range: 90k- 130k
Key Responsibilities:
 

• Client Relationship Management: Serves as the primary point of contact for clients, ensuring exceptional service and proactive support.
• Policy Management: Oversee the end-to-end process of insurance policies, from quoting and binding to renewals and claims assistance.
• Risk Assessment & Advisory: Collaborate with underwriting and risk teams to evaluate client exposures and recommend customized insurance solutions.
• Funding-Related Solutions: Work with clients in investment, venture capital, and lending sectors to structure insurance policies that protect against funding risks.
• Business Development: Identify new business opportunities, expand the client portfolio, and drive revenue growth.
• Cross-Functional Collaboration: Work closely with underwriters, legal teams, and financial partners to develop comprehensive risk solutions.
• Market & Industry Insights: Stay informed on trends in intangible asset insurance, finance, and regulatory changes to provide clients with expert guidance.

Qualifications & Skills:
 

• Years of experience in account management, insurance brokerage, financial services, or risk advisory.
• Strong understanding of intangible asset insurance, funding risks, or financial underwriting.
• Proven ability to build and maintain client relationships in a B2B environment.
• Excellent analytical and problem-solving skills to assess client needs and develop tailored solutions.
• Strong communication and negotiation skills, with a consultative sales approach.
• Experience working with investors, venture capital firms, or lenders is a plus.
• Proficiency in CRM software and insurance platforms.
• An Active California Property and Casualty License.

About Us:
Founded in 2009, IntelliPro stands as a global leader in talent acquisition and HR solutions. Our commitment to delivering unparalleled service to clients, fostering employee growth, and building enduring partnerships sets us apart. With a dynamic presence in the USA, China, Canada, Singapore, Philippines, UK, India, Netherlands, and Germany, we continue to lead the way in global talent solutions.
IntelliPro, a global leader in connecting individuals with rewarding employment opportunities, is dedicated to understanding your career aspirations. As an Equal Opportunity Employer, IntelliPro values diversity and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or any other legally protected group status. Moreover, our Inclusivity Commitment emphasizes embracing candidates of all abilities and ensures that our hiring and interview processes accommodate the needs of all applicants. Learn more about our commitment to diversity and inclusivity at https://intelliprogroup.com/.
Compensation: The pay offered to a successful candidate will be determined by various factors, including education, work experience, location, job responsibilities, certifications, and more. Additionally, IntelliPro provides a comprehensive benefits package, all subject to eligibility.