Account Manager

About Reserv

Reserv is an insurtech creating and incubating cutting‑edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture‑backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long‑standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike.

As an Account Manager (AM) at Reserv, you’ll serve as the strategic partner and relationship owner for a portfolio of key customers. You will work cross‑functionally to deliver optimal claims outcomes, maximize customer satisfaction, and help shape our customers’ long‑term success. You’ll act as the quarterback of the customer relationship — proactively identifying opportunities, solving problems, managing escalations, and driving measurable results through the lifecycle of the account.

This is a high‑ownership role for a customer‑obsessed operator with strong communication, project management, and strategic thinking skills.

Customer Relationship Management

• Develop and nurture deep, trust‑based relationships with key stakeholders across your accounts.
• Act as a strategic advisor, understanding your customers’ business goals, challenges, and success criteria.
• Conduct regular Strategic Business Reviews (Monthly and Quarterly) to review performance, share insights, and drive continuous improvement.
• Stay informed on industry trends, regulations, and competitive shifts that may impact your customers.

Retention & Growth

• Serve as the voice of the customer internally — advocating for customer needs across Product, Claims, and Ops.
• Identify and drive opportunities for expansion, renewals, and upsells in partnership with Sales.
• Execute customer success strategies tailored to your customer segment and business priorities.

Project & Outcome Ownership

• Own the overall success of the account — proactively managing escalations, requests, and ongoing initiatives.
• Collaborate with internal teams (Claims, Onboarding, Escalation, Product, Sales) to ensure aligned delivery and communication.
• Surface operational or tech‑related friction points, develop solutions, and champion necessary process or product improvements.

Customer Journey Optimization

• Support seamless handoffs from Onboarding to post‑go‑live engagement.
• Use data and performance metrics to drive transparency, identify risks, and demonstrate value realization.
• Help establish a frictionless, scalable, and advisory‑driven customer experience across the CS lifecycle.

• 6+ years of experience in Customer Success, Account Management, or Customer Services, preferably in tech‑enabled services, TPA, Insurtech, or B2B service delivery
• Passionate about building strong customer partnerships and delivering measurable value
• Experience running performance business reviews or executive business reviews with enterprise customers
• Thrives in cross‑functional environments and can influence without authority
• Strong organizational and project management skills — able to juggle multiple customers and priorities
• Deep sense of accountability and ownership; you don’t let balls drop
• Curiosity and creativity to problem solve
• Excited to help build — not just execute — a world‑class CS function
• Understanding of the P&C Insurance industry and claims value chain (a plus)

• Generous health‑insurance package with nationwide coverage, vision, and dental
• 401(k) retirement plan with employer matching
• Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
• Generous family leave policy after 8 months of continuous work
• Work from anywhere to facilitate your work life balance
• Apple laptop, large second monitor, and other quality‑of‑life equipment you may want

• Listen to your feedback to enhance and improve upon the long‑standing challenges of an adjuster and the claims role
• Work toward reducing and eliminating all the administrative work from an adjuster role
• Foster a culture of empathy, transparency, and empowerment in a remote‑first environment