Associate Account Manager

Why work at Pathpoint?

Pathpoint is a modern platform and distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into E&S carriers, utilizing Wholesale Brokers, yet retail agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact.

Pathpoint is the only wholesale distribution platform that use's technology to connect carriers and retail agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and and people. We are rapidly growing because insurance agents are welcoming our innovative simple and fast platform and process to place E&S accounts. Presently we have over 20,000 agencies registered on our platform and over 600 new agencies register every month. The rapid expansion is a proof point to our value proposition filling a key demand in the slow moving dysfunctional insurance industry. Pathpoint is seizing the complacency of the industry and revolutions the placement of E&S insureds through a team of highly motivated and forward thinking individuals.

Are you a recent graduate eager to leverage technology and launch your career in the insurance industry? We're seeking an enthusiastic and self-motivated individual to join our team as an Associate Account Manager. In this entry- level role, you'll work closely with the Territory Manager to support client service and play a vital role in supporting our mission to redefine how E&S insurance is placed. This position offers hands-on experience working directly with agents, with the opportunity to earn commission while supporting the growth of your region. There is planned specific advancement in this role we will share during the interview process. While you will start with Pathpoint working in our Washington DC office we would expect you to transition to the region you are supporting within 2 years.

NOTE: This is an in-person position, this role will initially be based in the Washington D.C. area, but should transition to their assigned region within 2 years.

What you'll do

• Client relationship management: Work in an assigned territory reporting into the Territory Manager and assist them with their client inquiries. These inquiries include but are not limited to appetite questions, submission support, account referral follow up, and binding support, payment processing assistance, and Agency set up in the Pathpoint system.

• Proactive account follow up: Calling agents

• Data management: Maintain CRM across various platforms including Salesforce, Retool, and Ascend.

• Collaboration and communication: Work closely with internal teams, including underwriting, marketing, product and engineering.

• Performance: Achieve weekly KPI targets.

• Training and development: Participate in training programs and professional development activities to expand knowledge of insurance products, industry regulations, and best practices.

What we look for

• Bachelors degree (in risk management preferred).

• 1-2 years of experience in insurance, account management, sales or related field (preferred but not required).

• Strong interpersonal skills with ability to communicate effectively and build rapport with both clients and colleagues.

• Past sales or client management experience a plus.

• Detail-oriented with excellent organizational skills and the ability to multitask in a fast paced environment.

• Proficiency in technology platforms like Salesforce, Slack, Retool, Notion, and Ascend is a plus but not required.

• Demonstrated team player, where success is achieved through teamwork (experience in team sports, clubs, etc preferred but not required).

What we offer

• Competitive compensation including:

• Base salary and quarterly incentives based on achieving and exceeding regional goals

• Equity- every team member is an owner

• Healthcare packages

Monthly lunch stipend

Flexible time off

Paid parental leave401(k) available

$65,000 - $80,000 a year

Base salary based on experience.

Quarterly performance bonus as part of the annual salary

About Pathpoint

Pathpoint's Values

Hard Problems Drive Us: We believe the insurance industry hasn't kept up with changing times and fixing that is a hard problem.

We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.

We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.

We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.

We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.

Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pathpoint considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.

APPLY FOR THIS JOB