Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main point of contact for clients following their onboarding process.

• Foster and maintain robust relationships with key stakeholders.

• Organize, coordinate, and facilitate training sessions for agents.

• Recognize opportunities for upselling, cross-selling, and developing new business.

• Utilize data-driven analysis to discover trends and growth opportunities.

• Gather and relay feedback from training sessions to relevant departments to drive enhancements.

• Enhance agency performance by training new agencies and identifying/removing barriers affecting current output.

• Identify high-performing agencies and collaborate with other internal teams to ensure a seamless transition to additional points of contact.

• Maintain comprehensive knowledge of all carrier markets, products, commission structures, and appointment procedures.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Over 5 years of experience in marketing P&C insurance, specifically to Independent Agents.

• Proven experience in training and developing agency staff.

• Excellent problem-solving and communication abilities.

• Capability to assess agency qualifications for appointment and make recommendations regarding appointments or dismissals.

• Experience in selling and marketing P&C personal lines and commercial products, with homeowners and personal auto experience being advantageous.

• Outstanding written, verbal, and presentation skills for both small and large audiences.

• Active TDI P&C license is mandatory; CPCU and/or CIC designation is a plus.

• Self-driven and proactive; capable of working independently while effectively collaborating.

• Strong intellectual curiosity and a commitment to assisting others in problem-solving.

• Adaptable and willing to take necessary actions to achieve exceptional results.

🏝️ Benefits

• A variety of medical plan options and 100% employer-covered dental; vision coverage for team members and their families.

• A 401(k) retirement plan, short- and long-term disability coverage, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).

• Equity — This role is eligible for equity compensation.

• Training and Career Growth — Opportunities for training and internal career advancement.

• Flexible Time Off — You know when and how you should recharge.