Account Manager

Hirebridge; California; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Account Manager to enhance client relationships and drive growth in the insurance sector. In this role, you will leverage your B2B sales experience to build a strong presence in the broker community, manage key accounts, and deliver tailored solutions that meet client needs. The position offers the flexibility of remote work while requiring occasional travel. Join a forward-thinking company that values innovation and customer success, and be part of a collaborative team dedicated to advancing the insurance industry through technology and service excellence.

Benefits

Quarterly Bonus Plans

Annual Incentive Plan

Remote Work Flexibility

Travel Opportunities

Qualifications

• Proven experience in B2B sales and account management, preferably in insurance.
• Strong communication and negotiation skills to influence stakeholders.

Responsibilities

• Build strong relationships within the insurance broker community.
• Serve as the main contact for customer account management.

Skills

B2B Sales Experience

Account Management

Communication Skills

Negotiation Skills

Client-Focused Solutions

Attention to Detail

Insurance Industry Knowledge

Education

Relevant Work Experience

Tools

CRM Software (e.g., Salesforce)

MS Office (particularly MS Excel)

Job description

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. Whether you’re interested in engineering or development, marketing or sales, or something else – if this sounds like you, then we’d love to hear from you!

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

Account Manager

CA-Remote

Job Description

Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Core Requirements and Responsibilities:

1. Build a strong presence in the insurance broker community in the designated territory.
2. Increase the number of Vertafore customers by selling to non-Vertafore Brokerage.
3. Use the Vertafore Value Selling System.
4. Serve as the lead point of contact for all customer account management matters.
5. Build and maintain strong, long-lasting client relationships.
6. Help your clients evaluate new products and services through a consultative selling process.
7. Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.
8. Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
9. Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
10. Develop new business with existing clients and/or identify areas of improvement to meet sales quotas.
11. Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts).
12. Prepare reports on account status.
13. Act as a Solution Consultant for new clients during the sales process.
14. Assist with challenging client requests or issue escalations as needed.
15. Stay abreast of Industry trends.
16. Collaborate with cross-functional teams as required.

Qualifications:

1. B2B experience, preferably in the insurance business.
2. Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role.
3. Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization.
4. Solid experience with CRM software (e.g., Salesforce, CRM) and MS Office (particularly MS Excel).
5. Experience delivering client-focused solutions to customer needs.
6. Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
7. Excellent listening, negotiation, and presentation abilities.
8. Strong verbal and written communication skills.
9. Ability to travel regularly.
10. Insurance industry knowledge is an asset.

Additional Requirements and Details:

1. Travel required up to 50% of the time.
2. Ability to work remote with a stable internet connection.
3. Located and working from an office location (when required).
4. Occasional lifting and/or moving up to 10 pounds.
5. Frequent repetitive hand and arm movements are required to operate a computer.
6. Specific vision abilities required by this job include close vision (working on a computer, etc.).
7. Frequent sitting and/or standing.
8. A valid Driver's License.

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and active status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and active status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug-free workplace and conducts preemployment drug and background screenings.

We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.

We want to make sure our recruiting process is accessible for everyone. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail]

Just a note, this contact information is for accommodation requests only.