Intrepid Direct Insurance (IDI) is a rapidly growing direct to consumer property and casualty insurance company. A member of the W. R. Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.M. Best, Intrepid Direct’s vision is to make life better for business. The insurance industry has not evolved with innovation like other major industries. We’re here to change that. We are making life better for our customers, shareholders, and our team members by leveraging data and technology as insurance experts for our targeted customers. You will be part of a highly collaborative team of talented and focused professionals. Join a group that enjoys working together, trusts each other, and takes pride in our hard-earned success.

 

https://intrepiddirect.com/

 

The Company is an equal employment opportunity employer.

The Client Success team is a cornerstone of how Intrepid Direct serves our clients today, and a key component of our future growth.  This position requires a broad skill set and a curious mindset with a desire to learn about our customers, as well as the courage to challenge the old industry standard ways of working. The Account Manager Trainee will actively participate in a yearlong formalized training program combined with practical hands-on work experience to gain in-depth knowledge of insurance products, policies, and industry regulations.  Through this process, the Account Manager Trainee will develop the skills necessary to provide superior customer service and expertise to our clients for their Property and Casualty insurance needs

 

Key functions include but are not limited to:

 

Industry Knowledge and Training:

• Gain a thorough understanding of the insurance industry and company’s insurance products and services.
• Learn foundational insurance coverages and risk management strategies.
• Actively Participate and engage with training sessions to learn and grow as an insurance professional.
• Utilize training program to earn Property & Casualty licensing and other insurance certifications.

Shadowing and Mentorship:

• Shadow experienced account managers and other team members to learn best practices and gain hands-on experience.
• Participate in monthly connections to receive guidance and feedback from senior staff.
• Observe and assist in client meetings, negotiations, and other key activities to build practical skills.
• Mentorship and coaching with exposure to senior management.
• Demonstrate a commitment to curiosity by actively engaging in opportunities for growth and education with team members and mentors.

Client Relationship Management:

• Develop and maintain strong relationships with vendors and clients.
• Address client inquiries and concerns regarding insurance policies promptly and professionally.
• Assist in managing client accounts to ensure satisfaction and retention.

Administrative Support:

• Document all interaction with customers and prospects in our management system for record keeping.
• Answer incoming customers’ call and email requests for certificates, endorsements, and any other service needs.
• Develop the skills necessary to complete technical tasks such as securing external quotes, processing a new business submission, processing a renewal, ensuring compliance needs are met, etc.

Team Collaboration:

• Work closely with other departments, such as underwriting and claims, to ensure a cohesive approach to client management.
• Participate in cross-functional projects to improve overall client experience.

• Bachelor’s degree or equivalent industry work experience required.
• Customer service orientation: Takes responsibility for handling client requests and needs.
• Build sustainable relationships of trust through open and interactive communication.
• Excellent communication (verbal/written) skills.
• Pro-active and problem solving with attention to detail.
• Innovative mindset with the ability to contribute to our industry disruptor culture.
• Desire to develop further knowledge of commercial insurance and coverages.
• Planning & organizing: ability to organize, multi-task, prioritize and manage time effectively.

We do not accept unsolicited resumes from third party recruiting agencies or firms.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role