Account Manager B2B

SmartFinancial•Newtown Square, PA

3d•$60,000 - $200,000•Remote

About The Position

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. This is an opportunity to build a meaningful career within a rapidly growing, results-driven environment where your work directly impacts the success of our insurance agency partners.

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.
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.

Nice To Haves

Insurance or marketplace experience is highly valued.

Responsibilities

Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform.
Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision.
Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services.
Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind.
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.
Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform.