Remote Account Manager

Summary

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology. As an Account Manager at SmartFinancial, you’ll be at the heart of our commitment to helping insurance agents thrive. Your role is essential in connecting insurers with clients, leveraging our advanced platform to deliver results that matter.

Requirements

• 2+ years of experience in sales or account management, with a focus on building strong relationships with clients
• Proven ability to connect with insurance agents and understand their unique needs and challenges
• Experience with high-volume calling
• Insurance or marketplace experience is highly valued
• Strong communication and negotiation skills, with the ability to clearly articulate the value of our platform to insurance agents
• Impeccable attention to detail and a track record of success in sales
• Adaptability, a quick learning curve, and a commitment to continuous improvement
• Ability to thrive in a fast-paced, results-driven environment

Responsibilities

• Optimize: Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform
• Customize: Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision
• Lead: Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services
• Achieve: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind
• Own It: Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with SmartFinancial
• Excel: Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform

Benefits

• Competitive Compensation: $66,560 annual base salary plus uncapped commissions and performance bonuses
• Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans
• Growth Opportunities: Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects
• Flexibility: Top performers enjoy Work From Home opportunities, recognizing your dedication and results