Strategic Account Manager

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

📋 Description

• Act as the main liaison for clients within the designated region.

• Build and nurture strong, enduring relationships with key stakeholders.

• Regularly schedule, coordinate, and facilitate training sessions for agents on both an individual and regional scale.

• Meet and surpass sales and revenue goals for the region.

• Spot opportunities for upselling, cross-selling, and new business initiatives.

• Work together with the sales team to formulate and implement regional strategies.

• Carry out routine account evaluations to assess performance and enhance relationships.

• Leverage data-driven insights to pinpoint trends and growth opportunities.

• Organize, coordinate, and lead monthly internal meetings with staff to discuss agent touch points and updates from carriers.

• Gather and relay feedback from agent training sessions to the relevant department to promote enhancements.

• Tasked with boosting overall agency output by not only training new agencies but also identifying and eliminating barriers to current agency performance.

• Recognize opportunities and conduct marketing visits to appointed agencies to encourage higher production through on-site training on multi-market solutions.

• Complete quarterly evaluations of carriers, including production metrics and incentive suggestions.

• Responsible for having comprehensive knowledge of all Carrier Markets and Products, Commission Structures, and Appointments.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 5 years of experience in marketing Property and Casualty (P&C), particularly to Independent Agents.

• Proven experience in training and developing agency personnel.

• Must exhibit strong problem-solving abilities and effective communication skills.

• Capable of assessing and reviewing agency qualifications for appointments and making recommendations regarding appointments or dismissals.

• Experience in selling and marketing P&C personal lines and commercial products, including homeowners and personal auto, is advantageous.

• Excellent written and verbal communication skills, as well as organizational abilities, including formal presentation skills for both small and large audiences.

🏝️ Benefits

• Multiple medical plan options available, with 100% employer-paid dental; vision plans for employees and their families.

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

• Work-From-Home Stipend – Employer-provided equipment for remote work and an $85 monthly expense stipend to ensure you're well-equipped for success.

• Equity - This position qualifies for equity compensation.

• Opportunities for Training and Career Growth - Access to training and internal career advancement opportunities.

• Flexible Time Off - Flexibility to determine when and how you need to recharge.