Senior Account Manager (Insurance and Restoration)
New
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PLNARInsurTech
Texas, United States. Illinois, United States. Ohio, United States. Wisconsin, United States. Florida, United States. Massachusetts, United StatesFull-TimeSenior
SalaryVariable compensation available
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Job Details
- Experience
- 4+ years
- Required Skills
- Account ManagementCRMCustomer Success
Requirements
- 4+ years of experience in Account Management, Customer Success, or Sales
- Capable of retaining and growing customer accounts
- Comfortable selling into the insurance industry (property claims experience strongly preferred)
- Demonstrated success managing both renewals and net-new revenue opportunities
- Strong communication and relationship skills
- Self-starter with the ability to operate independently in a remote environment
- Excellent organizational skills and ability to manage multiple accounts simultaneously
- Proficiency with CRM tools and pipeline management
- Strong curiosity and drive to learn and give feedback on new products
Responsibilities
- Manage a portfolio of insurance carrier and restoration company accounts
- Serve as the primary strategic contact for adjusters, managers, executives, and operational leaders
- Drive renewals and identify upsell and cross-sell opportunities within existing accounts
- Proactively monitor account health, product usage, and adoption trends
- Deliver Quarterly Business Reviews (QBRs) and strategic account planning sessions
- Forecast revenue, manage pipelines, and track key account metrics
- Collaborate cross-functionally with Product, Operations, and Leadership to ensure customer success
- Advocate for customer needs internally while aligning solutions with business objectives
- Travel as needed for conferences and customer meetings
- Become a product expert on PLNAR’s expanding platform
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