Associate Account Manager

Sola Insurance
Atlanta, GA
On-siteCareer-pivot friendly

Who this role is best for

Early-career professionals with customer service or sales experience, who value in-person collaboration and accuracy, will find this role in the insurance domain with a focus on account management and process improvement.

Best fit for

  • Early-career individuals with high-volume customer service or sales experience who are eager to grow into account management roles
    — “You're probably a year or two out of school and have spent that time in a high-volume seat”
  • Candidates who thrive in an in-office, team-oriented environment and are open to relocating to Atlanta
    — “We work together from our West Midtown office five days a week because we've found that our best ideas, fastest experiments and closest working relationships come from being in the same room.”
  • People who are naturally attuned to customer needs and can spot retention risks early
    — “Spotting a frustrated agent or policyholder before they become an unhappy one”

Things to consider

  • This role requires a full-time, in-office presence in Atlanta for five days a week
    — “We work together from our West Midtown office five days a week”
  • The position involves handling repetitive administrative tasks with a focus on accuracy and speed
    — “Care for accuracy, so that repetitive admin work gets done right the first time”

How to stand out

  • Highlight your ability to manage high-volume tasks while maintaining accuracy and customer satisfaction
    — “You'll be the person our Account Managers rely on to keep accounts clean and moving”
  • Showcase your experience with CRM tools and communication platforms like Google Workspace or Slack
    — “Comfort with a CRM and tools like Google Workspace or Slack”
  • Emphasize your track record of hitting daily or weekly targets with specific performance metrics
    — “A strong work ethic and a track record of hitting daily or weekly targets you can talk about with real numbers”
  • Position yourself as a self-starter with a genuine interest in learning the insurance industry inside-out
    — “Learning how insurance actually works by doing it”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Accurate and timely service on agent and policyholder accounts
  • Learning how insurance works
  • Spotting service issues and retention risks
Typical background
1-2 years of experience in a high-volume sales or service role

Skills & requirements

Required

Customer ServiceAccount ManagementPolicy Service RequestsClaims Portal UploadsAgent And Policyholder Service RequestsTimely CommunicationAccurate Record-keeping

Preferred

Insurance KnowledgeSales DevelopmentInside Sales

Stack & domain

Account ManagementPolicy Service RequestsClaims Portal UploadsFollow-up On Missing DocumentsProduction TrackingProfessional CommunicationAccount RecordsService IssuesRetention RisksChecklists And TemplatesAccount Manager PlaybookAttention To DetailCustomer ServiceProblem-solvingCollaborationCommunicationCritical ThinkingTechnical ExpertiseAdaptabilityHomeowners InsuranceAgent RelationshipsPolicyholder ServiceClaims Management

About the role

Original posting from Sola Insurance via Ashby

Hi, I'm Brayden, Founder at Sola, and I'll be leading the hiring for this role.

Sola is rebuilding homeowners insurance from the ground up. We own every layer of the business, we price risk with real weather data, and thousands of independent agents trust us to take care of their clients. As we grow beyond wind and hail into broader home coverage, every new policy brings an agent and a homeowner who expect fast, accurate, friendly service. That service is what keeps agents sending us business, and it is why we are hiring our first Associate Account Manager: someone who takes pride in getting the details right, learns our business from the inside, and grows into one of the people who own Sola's most important relationships.

I look forward to meeting you,

Brayden

TL;DR

  • Role: Associate Account Manager
  • Level: Early career, the first step on Sola's Account Management ladder
  • Team: Account Management, reporting to Kyle Baker
  • Key focus: Accurate, fast service on agent and policyholder accounts while you learn to own accounts yourself
  • Location: West Midtown, Atlanta, GA

THE ROLE

We're hiring an Associate Account Manager to own the day-to-day service requests that keep our agents and policyholders happy, from updating a mailing address to uploading claims documents into our portal.

This is the job of making sure every request is handled correctly, quickly and kindly the first time. You'll be the person our Account Managers rely on to keep accounts clean and moving, and you'll learn how insurance actually works by doing it.

You're probably a year or two out of school and have spent that time in a high-volume seat, such as sales development, inside sales or customer service, where you hit daily targets and learned to stay organized under pressure. This is not a cold-calling quota role, and it is not a role where admin work is someone else's problem.

You should constantly be:

  • Closing out requests accurately and on time
  • Learning how policies, endorsements and claims work
  • Spotting a frustrated agent or policyholder before they become an unhappy one
  • Finding small ways to make our processes faster and cleaner

You'll work alongside Kyle and the rest of the Account Management team, with close contact with our claims and insurance teams, and you'll build toward owning a set of agent relationships of your own.

WHAT YOU'LL OWN

  • Agent and Policyholder service requests such as updates to payment method, mailing address, and other account changes
  • Policy service requests such as mailing address updates and other basic account changes
  • Basic claims portal uploads and follow-up on missing documents
  • Keeping agents up to date on their production with Sola
  • Timely, professional replies to agents and policyholders by phone and email
  • Accurate, up-to-date account records in our systems
  • Your own queue of open requests, from first touch to close
  • Flagging service issues and retention risks to the Account Managers early
  • Simple checklists and templates that make common requests faster
  • Learning the Account Manager playbook so you're ready for the next step

WHO WE'RE LOOKING FOR

MUST-HAVES

  • A bachelor's degree and one to two years of experience in a high-volume sales or service role, such as an SDR, BDR, inside sales or customer service seat
  • A strong work ethic and a track record of hitting daily or weekly targets you can talk about with real numbers
  • Care for accuracy, so that repetitive admin work gets done right the first time
  • Clear, warm and professional communication on the phone and in writing
  • A natural instinct for building relationships and keeping customers happy
  • Coachability and a real interest in growing into an Account Manager
  • Based in Atlanta or open to relocating, and someone who enjoys building alongside the team in person. We work together from our West Midtown office five days a week because we've found that our best ideas, fastest experiments and closest working relationships come from being in the same room.

STRONG PLUS

  • Coursework or a program in professional selling
  • Ranking near the top of your team on activity or results
  • Comfort with a CRM and tools like Google Workspace or Slack

NOT A FIT

  • You're looking for a fully remote or hybrid role
  • You see admin and service work as beneath you
  • You want a pure commission sales role
  • You're looking for a short stop before moving on

BENEFITS & PERKS

  • Base salary of $60,000 to $75,000
  • 100% paid medical, dental & vision insurance for you and your family
  • Unlimited PTO
  • Daily lunches and snacks in the office
  • Regular team dinners, happy hours and other evenings out, because we genuinely enjoy spending time together beyond the workday

OUR VALUES

  • We are a team of owners. Every role at Sola has a direct and measurable impact on the success of the company.
  • The best idea always wins. We leave egos at the door, no matter the title.
  • Always raise the bar. Our goal: improve at least 1% every day.
  • Customer and partner driven. Our north star is delivering the best experience to the people we serve.
  • Results focused. We're a hands-on, results-oriented team with a bias for action.
  • Ask why, stay curious. Curiosity drives progress. We question the status quo and learn every day.

EQUAL OPPORTUNITY EMPLOYER

Sola Technologies Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or veteran status.

Source: Sola Insurance careers (Ashby)

Similar roles