Strategic Account Manager
Skills
- Deep knowledge of P&C insurance products and markets
- Proven account management and territory growth experience
- Experience training and developing agency staff
- Strong sales and business development skills
- Data-driven decision making and reporting skills
- Excellent written and verbal communication and presentation skills
- Familiarity with carrier appointment processes and commission structures
- Proficiency with CRM and reporting tools
Responsibilities
- Serve as primary point of contact for assigned regional clients and key stakeholders.
- Develop and maintain long-term agency relationships and strengthen client satisfaction.
- Schedule, coordinate, and conduct individual and regional agent training sessions.
- Achieve and exceed regional sales and revenue targets through upselling and cross-selling.
- Collaborate with sales to develop and execute regional market strategies.
- Conduct regular account reviews and use data analysis to identify growth opportunities.
- Coordinate monthly internal meetings to address agent touchpoints and carrier updates.
- Collect and communicate agent feedback to internal teams to improve products and services.
- Identify and remove obstacles to agency production and recommend appointment/dismissal actions.
- Conduct on-site marketing visits and quarterly carrier evaluations including production and incentive recommendations.
- Maintain in-depth knowledge of carrier markets, products, commission structures, and appointments.
Education
- Bachelor's degree or equivalent work experience
Benefits
- Multiple medical plan options; 100% employer-covered dental
- Vision plans for employees and families
- 401(k) retirement plan
- Short- and long-term disability and employer-paid life insurance
- Flexible Spending Accounts (health and dependent care) and Employee Assistance Program (EAP)
- Equity compensation eligibility
- Training and internal career growth opportunities
- Flexible Time Off and paid time to recharge
- Commission structure in addition to base pay
Average salary estimate
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