Internal Account Manager

Prosperity Life Group•Austin, TX

3d•Hybrid

About The Position

We’re looking for a sales-driven Internal Account Manager responsible for driving growth and deepening relationships with Independent Marketing Organizations (IMO’s) and marketers within an assigned territory. This role partners closely with Regional Sales Directors to execute territory sales strategies, generate new business opportunities, and increase product adoption across life and annuity solutions. The Internal Account Manager serves as a key point of contact for distribution partners, combining proactive outbound sales activity with consultative relationship management. This includes delivering sales ideas, supporting product positioning, identifying opportunities within existing accounts, and helping partners grow their business. In addition to sales responsibilities, this role plays a critical part in navigating operational and service-related needs; working cross-functionally with underwriting, new business, licensing, and commissions to resolve issues and remove barriers to production. The ideal candidate is proactive, commercially minded, and able to balance sales execution with high-quality account support to drive both growth and partner satisfaction.

Requirements

Relationship Management: Ability to build and maintain strong relationships with assigned accounts and internal stakeholders through consistent, high-quality service.
Operational Excellence: Strong ability to coordinate across functions (new business, underwriting, licensing, commissions) to ensure accurate and timely processing.
Service & Issue Resolution: Skilled in managing and resolving service inquiries efficiently while maintaining a high level of professionalism.
Account Support Strategy: Ability to identify account needs and support targeted action plans that improve engagement, efficiency, and sales support.
Communication Excellence: Clear and professional communication skills, both written and verbal, with strong attention to detail.
Presentations & Training: Lead and deliver virtual product presentations, training sessions, and sales meetings for marketers and IMOs to drive education and new business activity
Meetings & Events: Conduct in-person meetings, events, or territory visits (as applicable) to strengthen relationships and support sales growth initiatives
Industry & Product Knowledge: Working knowledge of insurance products, distribution models, and operational processes, with a commitment to continuous learning.
Activity & Workflow Management: Ability to manage multiple priorities, track communication, and maintain organized records using CRM tools.
Collaboration & Teamwork: Works effectively with sales, underwriting, operations, and marketing teams to deliver a seamless account experience.
Technology: Proficiency with CRM platforms (including Salesforce), reporting tools, and standard business software.
2–4 years of experience in financial services, insurance operations, or account management preferred
Strong understanding of insurance processes including new business, underwriting, and licensing
Exceptional organizational, problem-solving, and multitasking abilities
Strong communication and relationship management skills
Ability to operate effectively in a fast-paced, service-oriented environment
Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office applications
Life Insurance License required or ability to obtain within 180 days of hire

Nice To Haves

Industry coursework (e.g., LOMA) preferred

Responsibilities

Serve as the primary point of contact for assigned accounts, providing timely, professional service and operational support.
Conduct proactive outbound sales calls to marketers and Independent Marketing Organizations (IMOs) within assigned territory to drive product awareness, generate new business opportunities, and deepen existing relationships.
Execute targeted call campaigns aligned with territory strategies, promoting life and annuity solutions, identifying sales opportunities, and advancing cases through the sales pipeline in partnership with Regional Sales Directors.
Partner closely with Regional Sales Directors to support account management strategies and relationship development.
Coordinate with New Business, Underwriting, Licensing, and Commissions teams to resolve service issues and ensure efficient processing.
Manage and track account-related inquiries and communications, maintaining accurate and up-to-date records within CRM systems (e.g., Salesforce).
Develop and monitor account-specific plans to improve efficiency, including areas such as e-app usage, new business submissions, and process optimization.
Support due diligence requests and assist with coordinating responses to RFPs.
Drive engagement through participation in marketing campaigns, product launches, awareness initiatives, and onboarding activities.
Provide both proactive outreach and reactive support for Regional Sales Director initiatives, territory management efforts, and marketing programs.
Build effective relationships with distribution partners, contributing to long-term relationship strength and partnership growth.
Support and coordinate webinars, including scheduling, content delivery support, and follow-up activities.
Stay current on industry trends, product updates, and competitive developments to effectively support assigned accounts.
Meet or exceed assigned performance metrics related to service, responsiveness, and activity levels.
Ensure adherence to all compliance, regulatory, and company policies.