Home › Companies › Embeddedinsurance › Account Manager
Account Manager
Embeddedinsurance · Remote · Active · $65,000–$90,000 / year · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Embeddedinsurance |
| Title | Account Manager |
| Normalized title | - |
| Department / team | Operations |
| Location | Park City, UT, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | $65,000–$90,000 / year |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2026-05-07 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Embeddedinsurance. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Park City. | Open |
| Department jobs | Active postings in Operations. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Embeddedinsurance |
| Source | d82c36e1-0804-46f5-9449-0288ab86abaf |
| ATS provider | BambooHR |
Description
Job Title: Account Manager
Location: Remote
Employment Type: Full-time
Advertised Compensation: $65,000–$90,000, inclusive of base salary and performance incentives
About Embedded Insurance:
Embedded Insurance (EI) is reshaping how insurance is distributed and experienced. By partnering with digital platforms across the auto industry, we offer tailored insurance products that integrate seamlessly into customer journeys. Our technology-first approach enables rapid, compliant, and personalized insurance offerings that meet customers where they already are. We’re not just selling insurance — we’re simplifying it and redefining the customer experience.
Role Overview:
As an Account Manager at Embedded Insurance, you will own and grow relationships within an assigned book of business. This role is responsible for the full post-bind customer lifecycle, including renewals, retention, policy servicing, and coverage optimization. You will proactively engage customers to prevent cancellations, ensure appropriate coverage, and identify opportunities to increase customer value through cross-sell and coverage enhancements.
This role is critical to building disciplined account management processes that strengthen customer trust, improve retention, and maximize lifetime value.
Key Responsibilities:
Book of Business Retention
Serve as the primary point of contact for your assigned book of business.
Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.
Prevent lapses and cancellations through timely engagement and problem resolution.
Coverage & Risk Management
Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.
Identify and address coverage gaps or risk exposures.
Uncover and recommend cross sell opportunities to enhance protection and savings.
Communication & Documentation
Engage customers via phone, email, SMS and portal tools to maintain strong, ongoing relationships..
Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.
Process Building & Performance
Develop and refine repeatable processes to enhance client service, including:
Renewal notification cadence
Cancellation prevention workflows
Coverage review checklists
Lifecycle based cross-sell triggers
Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.
Requirements:
Active and maintained P&C license (Property & Casualty) in current state of residence required.
3+ years of insurance account management, service, or client retention experience in an agency, brokerage, or carrier environment.
Exceptional communication skills — able to engage customers, manage complex situations, and explain coverage options clearly.
Strong organizational skills and ability to independently manage a full book of business.
Proficiency using CRM and comparative raters (e.g., Applied Epic, EZLynx, Salesforce).
Preferred Qualifications:
Familiarity with agency management systems and automated renewal workflows.
Bilingual (e.g., English/Spanish) or additional language proficiency.
What We Offer:
A fast-paced, technology-enabled environment with opportunities for career growth.
Competitive base salary + performance-based incentives tied to retention and customer outcomes.
Industry-leading benefits including health, dental, vision coverage, PTO, 401(k) with matching, and licensing support.
Fully remote work flexibility and professional development resources.
Who You Are:
You are a strategic, customer-first insurance professional who takes pride in protecting relationships and preventing churn.. You enjoy proactive outreach, process improvement, and owning outcomes.. With strong industry knowledge, clear communication, and disciplined organization, you deliver a best-in-class customer experience that drives retention and long-term value.
Full job record
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| Org ID | ad356c5d-d7cb-4763-9938-7803e6473123 |
| Source ID | d82c36e1-0804-46f5-9449-0288ab86abaf |
| Board ID | d82c36e1-0804-46f5-9449-0288ab86abaf |
| Provider | bamboohr |
| Provider Job Key | 30 |
| Title | Account Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | — |
| Department | Operations |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | UT |
| City | Park City |
| Salary Raw | Compensation: $65,000–$90,000, inclusive of base salary and performance incentives About Embedded Insurance: E |
| Salary Min | 65,000 |
| Salary Max | 90,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://embeddedinsurance.bamboohr.com/careers/30 |
| Apply URL | https://embeddedinsurance.bamboohr.com/careers/30 |
| First Seen At | 2026-05-30 06:08:50Z |
| Last Seen At | 2026-06-06 09:46:40Z |
| Last Checked At | 2026-06-06 09:46:40Z |
| Last Changed At | 2026-05-30 06:08:50Z |
| Inactive At | — |
| Source Posted At | 2026-05-07 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=embeddedinsurance/date=2026-06-06/2026-06-06T09-46-39-674Z-4582cbf9b63aed3af5609ace7529858548afd3da0e4204fb7490e7ab4b6c14eb.json |
Event Fields
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"description": "<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Job Title: Account Manager</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Location: Remote</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"><br></span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Employment Type: Full-time</span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\"><br></span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Advertised Compensation: $65,000–$90,000, inclusive of base salary and performance incentives</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">About Embedded Insurance:</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\"><br></span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Embedded Insurance (EI) is reshaping how insurance is distributed and experienced. By partnering with digital platforms across the auto industry, we offer tailored insurance products that integrate seamlessly into customer journeys. Our technology-first approach enables rapid, compliant, and personalized insurance offerings that meet customers where they already are. We’re not just selling insurance — we’re simplifying it and redefining the customer experience.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Role Overview:</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">As an </span><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Account Manager</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> at Embedded Insurance, you will own and grow relationships within an assigned book of business. This role is responsible for the full post-bind customer lifecycle, including renewals, retention, policy servicing, and coverage optimization. You will proactively engage customers to prevent cancellations, ensure appropriate coverage, and identify opportunities to increase customer value through cross-sell and coverage enhancements.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">This role is critical to building disciplined account management processes that strengthen customer trust, improve retention, and maximize lifetime value.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Key Responsibilities:</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Book of Business Retention</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Serve as the primary point of contact for your assigned book of business.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Prevent lapses and cancellations through timely engagement and problem resolution.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Coverage & Risk Management</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Identify and address coverage gaps or risk exposures.</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Uncover and recommend cross sell opportunities to enhance protection and savings.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Communication & Documentation</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Engage customers via phone, email, SMS and portal tools to maintain strong, ongoing relationships..</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 12pt; font-weight: bold\">Process Building & Performance</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Develop and refine repeatable processes to enhance client service, including:</span>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Renewal notification cadence</span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Cancellation prevention workflows</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Coverage review checklists</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Lifecycle based cross-sell triggers</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n</ul>\n</li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Requirements:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Active and maintained </span><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">P&C license (Property & Casualty)</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> in current state of residence required.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">3+ years</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"> of insurance account management, service, or client retention experience in an agency, brokerage, or carrier environment.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Exceptional communication skills — able to engage customers, manage complex situations, and explain coverage options clearly.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Strong organizational skills and ability to independently manage a full book of business.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Proficiency using CRM and comparative raters (e.g., Applied Epic, EZLynx, Salesforce).</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">Preferred Qualifications:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Familiarity with agency management systems and automated renewal workflows.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Bilingual (e.g., English/Spanish) or additional language proficiency.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18pt; font-weight: bold\">What We Offer:</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">A fast-paced, technology-enabled environment with opportunities for career growth.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Competitive base salary + performance-based incentives tied to retention and customer outcomes.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Industry-leading benefits including health, dental, vision coverage, PTO, 401(k) with matching, and licensing support.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 10pt\">Fully remote work flexibility and professional development resources.</span><span style=\"font-family: Arial, sans-serif; font-size: 10pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; 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You enjoy proactive outreach, process improvement, and owning outcomes.. With strong industry knowledge, clear communication, and disciplined organization, you deliver a best-in-class customer experience that drives retention and long-term value.</span></p>",
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