Enterprise Account Manager

SmartFinancial • Newport Beach, CA

8d • Hybrid

About The Position

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology
Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.
We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.
The Enterprise Account Manager will be an exceptional communicator and relationship builder while also having strong analytical capabilities and proficiency in tools of the trade such as Excel. We need a determined solution-finder who is able to find win-win’s and is not deterred in the face of challenges.

Requirements

• Undergraduate degree
• Background managing accounts in a performance marketing environment
• At least 2 year’s experience in account management
• Excellent communication skills
• Consistent and detail-oriented
• Strong analytical skills

Nice To Haves

• Proficiency in tools of the trade such as Excel

Responsibilities

• Maintain high-touch relationships with 20-40 key insurance carrier accounts
• Be fluent in all account KPIs and other relevant business and relationship details
• Maximize each account through thorough preparation and focus on performance and opportunities
• Create win-win scenarios that meet account goals and Company objectives
• Turn difficult conversations into account wins
• Manage a regular status call cadence with each account
• Has, or will commit to gaining, a strong understanding of the insurance business
• Use and train accounts on the technology platforms underpinning our customer acquisition products
• Keep a pulse on the insurance customer acquisition competitive landscape

Benefits

• Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents.
• Retirement Plans: 401(k) retirement plan with company matching contributions.
• Paid Time Off: Generous PTO, holidays, and extensive paid product training.
• Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development.
• Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level