Junior Account Manager (Technical)

Department: Account Management
Reports To: Director of Account Management

Position Summary

The Junior Account Manager (Technical) supports client relationships by serving as a key point of contact for operational, technical, and service-related needs. This role blends relationship management with technical aptitude, ensuring clients fully leverage our InsureTech platform and receive proactive, solution-oriented support.

The ideal candidate is client-focused, analytically minded, and comfortable navigating SaaS platforms, integrations, and insurance workflows.

Key Responsibilities

Client Relationship Support

• Support Senior Account Managers in managing a portfolio of agency, carrier, or enterprise clients
• Serve as a day-to-day contact for assigned accounts
• Build strong working relationships with client stakeholders
• Assist in conducting account check-ins, quarterly reviews, and renewal support

Technical & Platform Support

• Troubleshoot platform issues and coordinate with teams when needed
• Support system configurations, user setup, permissions, and workflow adjustments
• Assist clients with API integrations, data mapping, and system interoperability
• Document and communicate technical updates, releases, and enhancements to clients

Data & Reporting

• Analyze client usage data and performance metrics
• Generate reports and dashboards to demonstrate platform value
• Identify opportunities for optimization and increased adoption

Implementation & Onboarding Support

• Assist with client onboarding, data migration, and system setup
• Support training sessions and user enablement initiatives
• Ensure successful transition from implementation to ongoing account management

Cross-Functional Collaboration

• Partner with Operations teams to escalate and resolve issues
• Communicate client feedback to inform product improvements
• Maintain accurate CRM documentation and account notes

Required Qualifications

• Bachelor’s degree in Business, Technology, Risk Management, or related field (or equivalent experience)
• 1–3 years of experience in account management, customer success, technical support, or insurance operations
• Experience in SaaS, technology platforms, or insurance-related systems
• Strong technical aptitude and ability to understand system architecture at a functional level
• Proficiency in CRM platforms and reporting tools
• Excellent written and verbal communication skills

Key Competencies

• Client-centric mindset
• Analytical and detail-oriented
• Problem-solving and critical thinking
• Ability to translate technical concepts into client-friendly language
• Organized and able to manage multiple accounts simultaneously
• Collaborative and team-oriented

Benefits

• Comprehensive Medical, Dental, and Vision
• Supplemental Plans
• 401k with company match
• Wellness Plan with rewards
• Opportunities for rapid advancement

Compensation: $50,000 - $60,000