Intrepid Direct Insurance · 4 days ago
Account Manager Trainee
Overland Park, KS
Full-time
Hybrid
New Grad, Entry LevelIntrepid Direct Insurance is a rapidly growing direct to consumer property and casualty insurance company. The Account Manager Trainee will participate in a yearlong training program while gaining practical experience to develop skills necessary for providing superior customer service and expertise in Property and Casualty insurance.
Financial ServicesInsurance
No H1B
Responsibilities
Gain a thorough understanding of the insurance industry and company’s insurance products and services
Learn foundational insurance coverages and risk management strategies
Actively Participate and engage with training sessions to learn and grow as an insurance professional
Utilize training program to earn Property & Casualty licensing and other insurance certifications
Shadow experienced account managers and other team members to learn best practices and gain hands-on experience
Participate in monthly connections to receive guidance and feedback from senior staff
Observe and assist in client meetings, negotiations, and other key activities to build practical skills
Mentorship and coaching with exposure to senior management
Demonstrate a commitment to curiosity by actively engaging in opportunities for growth and education with team members and mentors
Develop and maintain strong relationships with vendors and clients
Address client inquiries and concerns regarding insurance policies promptly and professionally
Assist in managing client accounts to ensure satisfaction and retention
Document all interaction with customers and prospects in our management system for record keeping
Answer incoming customers’ call and email requests for certificates, endorsements, and any other service needs
Develop the skills necessary to complete technical tasks such as securing external quotes, processing a new business submission, processing a renewal, ensuring compliance needs are met, etc
Work closely with other departments, such as underwriting and claims, to ensure a cohesive approach to client management
Participate in cross-functional projects to improve overall client experience
Qualification
Required
Bachelor's degree or equivalent industry work experience required
Customer service orientation: Takes responsibility for handling client requests and needs
Build sustainable relationships of trust through open and interactive communication
Excellent communication (verbal/written) skills
Pro-active and problem solving with attention to detail
Innovative mindset with the ability to contribute to our industry disruptor culture
Desire to develop further knowledge of commercial insurance and coverages
Planning & organizing: ability to organize, multi-task, prioritize and manage time effectively
Company
Intrepid Direct Insurance
Intrepid Direct Insurance is a leading direct property and casualty provider for franchise businesses.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Strout
President
Recent News
2025-06-21
Company data provided by crunchbase