Account Manager

AgencyBloc • Cedar Falls, IA

13d

About The Position

AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.

Requirements

• One to three years relevant experience in account management or sales.
• Coachable, constant learner, naturally curious.
• Proven ability to build and maintain strong client relationships.
• Self-motivated and driven with excellent time management skills.
• Excellent interpersonal skills (Written and Oral Communication, Listening).
• Desire to win with a collaborative approach and coachable mentality.
• A true passion to meet and exceed measurable sales goals.
• Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Nice To Haves

• College Education is preferred but not required.
• Experience in a SaaS B2B selling environment is ideal.
• Knowledge of the Health and Life Insurance industry is a plus.

Responsibilities

• Maintain and grow relationships with existing clients, ensuring high levels of satisfaction and retention.
• Proactively identify and pursue opportunities for upselling and cross-selling AgencyBloc's solutions.
• In concert with Customer Success, conduct regular business reviews with clients to assess their needs, provide updates, and address any concerns.
• Collaborate with internal teams (e.g., Customer Success, Support, Product) to resolve client issues and ensure a seamless client experience.
• Develop and execute strategic account plans to achieve revenue targets and client success metrics.
• Provide product demonstrations and training to clients as needed.
• Keep accurate records of client interactions and sales activities in Hubspot.
• Additional duties as assigned by your manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed