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Senior Account Manager (Insurance and Restoration)

Plnar

remoteseniorpermanentcustomer-successsales Illinois, United States 15 days ago via LinkedIn

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Tags

Account ManagementCustomer SuccessSalesInsuranceProperty ClaimsRenewalsUpsellingCross-sellingCRMProduct Adoption

About the role

Role Overview

Plnar is seeking a Senior Account Manager (Insurance and Restoration) to manage and grow strategic customer relationships across insurance carriers and restoration / water mitigation companies. The role blends Customer Success, Sales, and Product—helping customers succeed, expanding usage, launching new products, and driving revenue growth.

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 / cross-sell opportunities
  • Monitor account health, product usage, and adoption trends
  • Run Quarterly Business Reviews (QBRs) and strategic account planning
  • 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 and align solutions with business objectives
  • Become a product expert and help customers adopt new features that improve claims workflows
  • Support onboarding, training, and adoption of new capabilities
  • Travel as needed for conferences and customer meetings

Requirements

  • 4+ years experience in Account Management, Customer Success, or Sales
  • Experience retaining and growing customer accounts
  • Comfortable selling into the insurance industry (property claims experience strongly preferred)
  • Proven success managing renewals and net-new revenue opportunities
  • Strong communication and relationship-building skills
  • Self-starter who can operate independently in a remote environment
  • Strong organizational skills; able to manage multiple accounts
  • Proficiency with CRM tools and pipeline management
  • Technically curious; eager to learn new products and translate them into customer value

Benefits / Offer

  • Work at the forefront of AI-driven property claims technology
  • Engage with both carriers and restoration leaders
  • Remote-first culture with autonomy and accountability
  • Private Health Insurance, Unlimited PTO, and variable compensation
  • Opportunities for meaningful impact in a fast-growing InsurTech company

About Plnar

Plnar is an InsurTech company focused on AI-driven property claims technology, connecting insurance carriers with restoration and water mitigation providers. The platform supports claims workflows and helps customers adopt new capabilities through onboarding and ongoing customer success. Plnar operates as a fast-growing product organization with a remote-first culture.

Scraped 7/17/2026