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Salary: USD 60,000 - 75,000 / annual
ERGO NEXT is a technology-led, full-stack provider of small business insurance, on a mission to help entrepreneurs thrive. Founded in 2016, the company has served hundreds of thousands of small business customers across the United States with fast, customized, and affordable coverage.
As a Retention Account Manager, you will manage a premier Property & Casualty book of business, delivering exceptional client experiences while achieving revenue targets through account retention and growth. This role requires extensive industry knowledge to support clients throughout their policy term and identify expansion opportunities.
Key Responsibilities:
- Conduct strategic renewal reviews with clients and carriers to evaluate policy renewals, assess underwriting exposures, and present tailored coverage solutions for your assigned book of business.
- Manage policy modifications and remarketing, including handling complex re-shopping requests, executing cancel/rewrites, processing non-renewals, and managing major endorsements requiring underwriter approval.
- Identify portfolio growth opportunities by leveraging deep knowledge of carrier underwriting guidelines to uncover cross-sell, account consolidation, and referral options for existing clients.
- Foster strategic external relationships with carriers, payroll bureaus, state funds, and alternative markets to ensure prompt, high-touch service delivery.
- Optimize operational workflows by collaborating with internal departments to establish efficient service procedures, improve product processes, and facilitate seamless client transactions.
- Maintain industry and regulatory expertise by developing knowledge of market trends, product offerings, and legislative compliance changes to advise clients and maintain service standards.
- Perform additional duties as assigned.
The position is hybrid, requiring 3 days per week in the Rochester, NY office.
Requirements:
- Property & Casualty Insurance License (required)
- Minimum 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 willing 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
Preferred Qualifications:
- Familiarity with EPIC, Zendesk, Salesforce, or similar applications
- Experience working in the insurance industry and/or customer contact center
- Strong process orientation and interest in finding process improvements
- Fearlessness and adaptability in a fast-moving, ever-changing environment
