Retention Account Manager

Location: Rochester, NY (hybrid - 2 days/week in office)

 

ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. 

 

Simply put, wherever you find small businesses, you’ll find ERGO NEXT.

 

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

 

The objective of this role is to manage a premier Property & Casualty Book of Business. As a dedicated Retention Account Manager, you will be responsible for delivering an awesome client experience while achieving revenue targets through account retention.  Extensive industry knowledge required to support each client throughout their policy term. Achieve company and individual revenue targets through client retention and account rounding.

 

What You’ll Do: 

• 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 

 

What We Need: 

• 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

 

Unstoppable Qualities: 

• 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

 

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO NEXT Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO NEXTs policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.