Back to jobs

Portfolio Account Manager

Remote

At Attune, we're changing small business insurance in a big way. Small business owners need insurance to protect their businesses, but when it comes time to get a policy, they’re bogged down by hundreds of questions, lots of paperwork, and a seemingly never-ending timeline stretching for weeks or months. 

We are changing all that. By using data and technology expertise to understand risk, automating legacy processes, and creating a better user experience for brokers, we’re able to provide policies that are more applicable and more transparent in just minutes. 

Simply put, we’re pushing insurance into the future, focusing on accuracy, speed, and ease.

Our mission and our team are growing. In staying true to our values, we’ve earned our spot on many workplace award lists. Attune is dedicated to creating a diverse team of curious, focused, and motivated people who are excited about changing the future of an entire industry.

Position Overview: 

As a Portfolio Account Manager, you will be responsible for increasing agent engagement, customer retention and premium written through the Attune portal, in an ever changing distribution channel. The ideal candidate for this role will be able to strategize and have a deep understanding of how to establish, increase, and maintain Attune market share in an Independent Agency. You will need to gain a deep understanding of Attune’s product offerings, be able to effectively explain Attune’s strong value proposition, and contribute to the company’s overall goals. The Portfolio Account Manager will possess strong industry knowledge and become the principal in-house authority on their assigned territory's performance. They will adeptly address challenges and celebrate successes, while also crafting strategic plans to foster growth within their assigned area.

Key Responsibilities:

  • Responsibly grow written premium and customer retention on an account and portfolio level 
  • Clearly communicate Attune’s product availability and appetite of all applicable products for the assigned territory
  • Manage individual account growth goals (Quote, Bind, New Product, Book Mix) through scheduled Quarterly Production Reviews and strategic quote hunt outreach  
  • Manage agency information in Attune CRM, including the Agency Broker Profile 
  • Gather knowledge of territory marketplace conditions, collecting competitive intel and documenting in CRM
  • Cooperate with cross-functional teams to align on execution of company goals through portfolio relationship management
  • External communication of incentives, initiatives, and all applicable Attune related knowledge to the assigned portfolio
  • Internal communication with cross-functional teams, utilizing resources and prescribed processes when necessary to problem solve and escalate issues, in order to provide optimal broker experience
  • Other duties as assigned

Qualifications:

  • 2+ years commercial P&C experience
  • Strong interpersonal skills, with experience communicating with agents 
  • Detail oriented, with strong organizational and time management skills
  • Strong propensity for learning new systems and processes for development
  • Must be self-motivated and can work in a collaborative team environment
  • Problem solving and innovation experience
  • Ability to travel as needed (will be less than 10% of the time)
  • You are resourceful, enthusiastic, and desire to operate in a start-up environment – if you’re looking for an opportunity to learn and expand your skill set, this is the place!

What We Offer:

  • Flexible PTO
  • Generous parental and caregiver leave
  • 401K match
  • Excellent medical, dental, and vision plans
  • Remote-first culture
  • Annual $1000 tuition reimbursement stipend
  • And more!

The anticipated base salary for this position is $75,000 per year, depending on the individual's unique qualifications and experience. Additionally, this role offers the potential for annual commissions of up to $20,000.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Attune’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.