Who we are at Embroker

Embroker makes commercial insurance simple. 

Since 2015, our team has worked to bring the insurance industry into the 21st century and beyond. Backed with $150M in funding, Embroker is creating the go-to business insurance for high-growth companies. Our digital-first experience combines the best policies with the right rates that fit customer needs.

Nothing is possible without our team. As part of the Embroker Pack, you will have a direct and enormous impact on daily operations, team interactions, and culture. You’ll build cool things, meet great people, and grow with us. All from the comfort of your couch.

We are helping businesses plan for tomorrow, so they can change the world today. Are you in?

The value of this position

We're looking for a talented Customer Success Manager to join the Embroker Customer Success team.  At Embroker, we believe that our success is 100% dependent on the service we provide our customers. We don’t want our customers to be merely satisfied - we haven’t done our job until our customers are wildly successful making better business decisions and mitigating risk.  The Account Manager is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing customer success services.  

What you will own in this role

• Partner with producers to sell and manage client’s insurance portfolio through entire lifecycle
• Manage client’s insurance portfolio in Salesforce/TechCanary (AMS) and Embroker’s proprietary cloud-based service platform
• Ensure that clients are comfortable with and are able to utilize the tools available in the Embroker online Platform, including: policy upload, exposure upload, certificates, claims, and self-service features
• Actively prepare a client for renewal by discussing or providing strategy options, state of the market, etc.
• Recommend coverage improvements and additional policies based on experience and tools available in the Platform
• Assist with application preparation and data submission
• Quote online or send submission to markets as applicable
• Bind policies
• Review policies and program coverages
• Manage requests for certificates and endorsements
• Process policy audits
• Work with support teams to help deliver outstanding client service and satisfaction.  This may include mentoring, answering questions, helping to improve processes, etc.

What experience we think is the right fit

• Property and casualty producer license with 2-3 years experience
• Technical knowledge of property & casualty coverages
• Proficient with all Microsoft Office 365 tool, experience with SalesForce a plus
• Highly organized and able to prioritize multiple tasks
• Comfortable in a quickly changing and dynamic environment
• Takes pride in delivering high quality client service outcomes and satisfaction
• Self-confident with strong written and verbal communication skills
• Ability to work in fast paced, high transaction volume environments with minimal training
• Self-motivated, highly organized, positive, and able to focus on delivering high-quality and timely results for projects and assignments
• Excellent communication skills both verbal and written

Our Pack at Embroker lives our values

• Pack First - We succeed and fail as one team. We always optimize for what is best for our entire organization. We communicate honestly and openly, treat each other with mutual respect, and assume positive intent in interactions. 
• Create Magic - We deliver delightful experiences at every customer touchpoint and dedicate ourselves to make each one exceptional. We build transformational world-class products by applying our full creativity to find solutions to even the hardest problems. 
• Be All-In - We make focused commitments. We are accountable to ourselves and each other to deliver on time. We move fast and attack challenges with relentless positivity. We build things that make us proud.

We believe that systemic structures and practices disproportionately disadvantage the most marginalized people in society — including people of color, people from working-class backgrounds, women, and LGBTQ people. We believe that these communities must be represented and included in the work we do, to make our Pack stronger, more creative, and improve the way we do business. We strongly encourage applications from people with these identities or who are members of other marginalized communities.