Retention Account Manager

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.

Manage Policy Modifications & Remarketing: Handle complex re-shopping requests, execute cancel/rewrites, non-renewals, and process major endorsements requiring underwriter approval.

Identify Portfolio Growth Opportunities: Leverage deep knowledge of carrier underwriting guidelines to uncover cross-sell, account consolidation, and referral options for existing clients.

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

Property & Casualty Insurance License required

A minimum of 1-2 years of Account Management experience preferably in all commercial lines of insurance

BA or BS in Business, Finance, Insurance, or Management Self-motivated individual to go above and beyond

Excellent communication skills and impeccable attention to detail

Willingness to learn multiple systems (Epic / Salesforce experience preferred)

Ability to multitask in a fast-paced environment

Familiarity with EPIC, Zendesk, Salesforce, or similar applications

Experience working in the insurance industry and/or a customer contact center is a plus

Personal standard for excellence: Strong process orientation and interest in finding process improvements

Fearlessness and adaptability in a fast-moving, ever-changing environment and the ability to work on multiple tasks at once

Note on Fraudulent Recruiting

We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @ nextinsurance.com . Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. 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. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website ( https://consumer.ftc.gov/articles/job-scams ), or you can contact your local law enforcement agency.

The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.