ZoomInfo

Senior Client Account Manager

ZoomInfo$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in commercial insurance account management
  • Experience with middle market accounts ($200,000+ in annual premium)
  • Strong knowledge of commercial insurance coverages
  • Familiarity with Applied Epic or similar systems
  • Proficiency in Microsoft Office Suite
  • College degree preferred
  • Insurance designation (CISR or similar) preferred

Responsibilities

  • Manage daily servicing of assigned commercial accounts
  • Act as primary contact for client inquiries regarding coverage and policy updates
  • Process endorsements and policy transactions using Applied Epic
  • Issue insurance documentation such as certificates and binders
  • Prepare new business and renewal submissions and proposals
  • Communicate with carriers and underwriters about quotes and policy changes
  • Assist clients with billing and premium processing

Benefits

  • Professional development opportunities
  • Collaborative team environment
  • Strong support for career growth
  • Access to industry training resources
Full Job Description
We are seeking a Senior Client Account Manager to support our client's Middle Market Commercial Lines team. This role is responsible for the day-to-day servicing, retention, and support of a portfolio of commercial insurance clients while working closely with Account Executives and Producers. You will act as a key point of contact for clients, helping them navigate coverage questions, policy changes, renewals, and ongoing service needs. The ideal candidate brings strong commercial insurance experience, extremely high attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Candidate must have experience working on accounts with $200,000 annual premium and above.

Responsibilities
  • Manage daily servicing of assigned middle market commercial accounts
  • Serve as a primary contact for client questions regarding coverage, policy changes, and service needs
  • Process endorsements, policy changes, renewals, and other policy transactions in Applied Epic or similar system
  • Issue certificates of insurance, binders, auto ID cards, and evidence of insurance
  • Prepare and support new business and renewal submissions, proposals, and presentations
  • Enter, review, and validate quotes and policy data for accuracy
  • Communicate with carriers and underwriters regarding quotes, renewals, and policy updates
  • Review policies and contracts to help identify coverage requirements or gaps
  • Assist with billing, invoicing, premium allocations, and installment processing
  • Review carrier audits and assist clients with questions or discrepancies
  • Support onboarding of new clients, including applications and system setup
  • Maintain accurate client records, proposals, and marketing files
  • Provide timely, professional responses to client inquiries

Qualifications
  • 5+ years of experience in commercial insurance account management or servicing
  • Experience handling middle market accounts ($200,000+ in annual premium)
  • Strong knowledge of commercial insurance coverages and policy structure
  • Experience with Applied Epic or similar agency management system
  • Proficiency in Microsoft Outlook, Excel, and Word
  • College degree preferred
  • CISR or similar insurance designation preferred
  • Candidates may be required to complete assessments in insurance knowledge and Microsoft Office skills
  • Background check required

About ZoomInfo

About ZoomInfo

A Leader in B2B Data

ZoomInfo has revolutionized how businesses access B2B data since its inception in 2000. With a rich database encompassing over 14 million companies and 120 million professionals, ZoomInfo stands as a pivotal resource for sales, marketing, recruiting, and business development professionals worldwide.

Headquarters and Global Reach

Based in Vancouver, Washington, ZoomInfo's influence spans globally, aiding countless professionals in navigating the complex business landscape with ease and precision.

Career Opportunities at ZoomInfo

A Spectrum of Roles

ZoomInfo's commitment to innovation and customer success fuels a wide range of career opportunities, from technical positions to sales and marketing roles.

Why Choose ZoomInfo

Working at ZoomInfo means being part of a team dedicated to excellence, innovation, and the democratization of B2B data.

The Job Application Process

Your Path to ZoomInfo

Navigating the job application process at ZoomInfo is streamlined for efficiency, transparency, and accessibility.

Submitting Your Application

Visit Zoominfo’s official website for information about how to apply. Visit the Ladders’ blog for tips on crafting a compelling application, from tailoring your resume to making a lasting impression in your cover letter.

Available Positions

Roles that Drive Success

Discover the high-demand positions at ZoomInfo that align with your career aspirations and expertise.

High-Paying Opportunities

A closer look at roles offering competitive salaries for ambitious job seekers.

Job Requirements and Qualifications

What ZoomInfo Looks For

Zoominfo is constantly searching for talented individuals with unique skills, experience, and qualifications. If you believe you have the right skills, visit Zoominfo’s website for more information about where to apply.

Skills That Shine

Skills in sales, marketing, and data analysis are always valuable to business. However, it’s recommended you contact Zoominfo’s human resources department for more information about which specific skills they are looking for right now.

Employee Benefits and Perks

Rewarding Your Contribution

ZoomInfo values its team, offering a comprehensive benefits package designed to support and enrich the lives of its employees.

Beyond the Basics

From health and wellness to flexible work arrangements, explore the benefits that make ZoomInfo a top employer.

Training and Development Programs

Investing in Your Growth

Commitment to employee development stands at the core of ZoomInfo's ethos, with programs designed to foster professional growth and advancement.

Paths to Advancement

Visit Zoominfo’s website for detailed insight into training opportunities that prepare employees for success and leadership roles within the company.

Employee Testimonials

Real Stories of Growth and Success

Hear directly from ZoomInfo employees about their experiences, growth, and the opportunities they've seized during their tenure by visiting their profile on Glassdoor.

A Culture of Excellence

Most accounts describe ZoomInfo's dynamic work environment as a collaborative culture that’s committed to employee satisfaction.
Learn more about ZoomInfo
Size
2,742 employees
Market Cap
$11.5 billion
Industry
Net Income
-$9.1 million
Founded
2000
Revenue
$476.2 million
NASDAQ

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