Portfolio Account Manager

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!