Account Manager (Insurance and Restoration)

About the role

This role is a hybrid of Customer Success, Sales, and Product. The Account Executive / Strategic Account Manager will manage and grow relationships across two critical markets: Insurance Carriers and Restoration / Water Mitigation Companies.

Responsibilities

• Manage a portfolio of insurance carrier and restoration company accounts
• Serve as the primary strategic contact for adjusters, managers, executives, and operational leaders
• Drive renewals and identify upsell and cross-sell opportunities within existing accounts
• Proactively monitor account health, product usage, and adoption trends
• Deliver Quarterly Business Reviews (QBRs) and strategic account planning sessions
• Forecast revenue, manage pipelines, and track key account metrics
• Collaborate cross-functionally with Product, Operations, and Leadership to ensure customer success
• Advocate for customer needs internally while aligning solutions with business objectives
• Travel as needed for conferences and customer meetings
• Become a product expert on PLNAR's expanding platform
• Help customers understand how new features improve claims workflows
• Guide customers through onboarding, training, and adoption

Requirements

• 2+ years of experience in Account Management, Customer Success, or Sales
• Capable of retaining and growing customer accounts
• Comfortable selling into the insurance industry (property claims experience strongly preferred)
• Demonstrated success managing both renewals and net-new revenue opportunities
• Strong communication and relationship skills
• Self-starter with the ability to operate independently in a remote environment
• Excellent organizational skills and ability to manage multiple accounts simultaneously
• Proficiency with CRM tools and pipeline management
• Strong curiosity and drive to learn and give feedback on new products