Strategic Account Manager
About The Position
The Account Manager would oversee client relationships and business operations within a designated region. In this role, you will manage key accounts, drive regional growth, and ensure exceptional client satisfaction. Goal of this position is to increase agent knowledge & understanding and ultimately production with appointed carriers as well as expansion with other carriers. The Account Manager would also provide input and participate in gathering and creating reports relating to monthly production by carrier, market intelligence, market planning and communication of development of services and incentives to agents. You are well-versed in the P&C insurance realm and have an in-depth knowledge of the industry as a whole. You are great at building long-term agency relationships and detailed in training on new products, processes and best practices.
Requirements
- Bachelor's degree or equivalent work experience.
- 5+ year's experience marketing P&C including marketing to Independent Agents.
- Must have experience training and developing agency staff.
- Must demonstrate ability to problem solve and communicate well.
- Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
- Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.
- Must be based in or willing to work in the San Jose, San Francisco, or East Bay areas of California.
Nice To Haves
- Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus.
Responsibilities
- Serve as the primary point of contact for clients within the assigned region.
- Develop and maintain strong, long-lasting relationships with key stakeholders.
- Regularly schedules, coordinates and conducts agent training sessions on individual and regional basis.
- Achieve and exceed sales and revenue targets for the region.
- Identify opportunities for upselling, cross-selling, and new business development.
- Collaborate with the sales team to develop and execute regional strategies.
- Conduct regular account reviews to evaluate performance and strengthen relationships.
- Use data-driven analysis to identify trends and opportunities for growth.
- Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates.
- Collects and communicates feedback from agent training sessions to appropriate department to drive improvements.
- Responsible for improving overall agency production by not only training new agencies but also identifying/removing obstacles in current agency production.
- Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on-site training on multi-market solutions.
- Completes quarterly carrier evaluations to include production levels and incentive recommendations.
- Responsible for knowledge of all Carrier Markets and Products, Commission Structures, Appointment.
Benefits
- Multiple medical plans to choose from
- 100% employer-covered dental
- Vision plans for our team members and their families
- 401(k) retirement plan
- Short-term disability
- Long-term disability
- Employer-paid life insurance
- Flexible Spending Accounts (FSA) for health and dependent care
- Employee Assistance Program (EAP)
- Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend
- Equity - This position is eligible for equity compensation
- Training and Career Growth - Training and internal career growth opportunities
- Flexible Time Off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
