Primary Account Manager

IVANS Insurance Solutions; Sacramento (CA); Remote; USD 220,000 - 225,000; Full time

Job summary

Applied Systems is seeking a Primary Account Manager to grow and manage agency, broker, and carrier relationships in Northern California. This remote role requires you to reside in CA and occasionally meet clients face-to-face across the territory.

You will own renewals, uncover client needs through discovery conversations, and drive expansion by drafting strategic account plans and coordinating with sales, solutions, and support teams.

Qualifications

• Two years of account management or B2B software sales experience.
• Bachelor's degree in business or related field.
• Willingness to reside in Northern California and travel to meet clients.

Responsibilities

• Grow existing accounts by uncovering client needs and expanding the pipeline.
• Lead renewal conversations with agency, broker, and carrier clients.
• Conduct Quarterly Business Reviews with assigned accounts.
• Draft account plans and maintain accurate pipeline and activity records.
• Partner with solution consultants and other teams to resolve client issues.

Skills

Discovery skills

Relationship building

Account management

AI tools usage

Education

Bachelor's degree in business or related field

Job description

Job Description

Role title: Primary Account Manager

Team: Primary Account Management

Salary range: $220,000 - $225,000 USD OTE

Location: Remote | Northern California, United States

This role requires the successful candidate to reside in Northern California, where they will meet with clients face-to-face across the territory.

The opportunity

Applied is building the connective intelligence that moves insurance. Every function contributes to that work. In this role, you will grow and retain relationships with the agency, broker, and carrier clients in your Northern California territory, uncovering their needs and leading their renewals and see how your decisions connect to teammates, customers, and the direction of the business.

What you’ll own

• Grow existing accounts by uncovering client needs in face-to-face discovery conversations and building a pipeline of expansion opportunities across your territory.
• Retain recurring revenue by preparing for and leading renewal conversations with agency, broker, and carrier clients.
• Demonstrate value and surface new opportunities by leading Quarterly Business Reviews with your assigned accounts.
• Shape sound expansion decisions by drafting account plans and keeping account, pipeline, and activity records accurate in our sales systems.
• Resolve client issues and position the right solutions by partnering with solution consultants, support, and other internal teams, sharing information openly.

What you’ll bring

• Strong discovery skills: you ask open questions, listen closely, and uncover client needs in face-to-face settings.
• A relationship-builder’s approach, with the ability to build and sustain trust with multiple stakeholders within each account.
• Ownership and drive to deliver successful customer outcomes, holding high standards and following through well beyond quota.
• Confidence using AI tools in day-to-day account work, such as preparing for meetings, summarizing account information, and drafting follow-ups, and checking the output before you use it.
• Two years of related experience in account management or B2B software sales and a bachelor’s degree in business or a related field. An advanced degree or equivalent work experience can also be a path in.

What could set you apart

• Working knowledge of how agencies, brokers, and carriers operate and how technology solutions fit their work.
• Coachability: a habit of seeking feedback from managers and peers and applying it to grow your selling, product, and industry skills.
• Sound judgment in working through straightforward client problems using standard procedures, and knowing when to bring in a colleague.

Build a career that moves an industry

Applied is the connective intelligence transforming how insurance works. We build the platforms, data, and intelligent systems that connect agencies and carriers across the insurance lifecycle.

Here, careers move with the work. You can own meaningful decisions, build what reaches the market, expand your scope as the business evolves, and work alongside people who bring expertise, curiosity, and care to what they create.

What you can expect

• Work with reach: Build products, services, or programs that support agencies, carriers, and teammates across the insurance lifecycle.
• Ownership with context: Make decisions with a clear view of customer needs, business priorities, and the teammates who bring the work to market.
• Growth through scope: Expand your impact through meaningful projects, cross-functional exposure, learning opportunities, and stretch work as the business evolves.
• Built by people: Work with people who bring expertise, curiosity, and care to what they build, and who share accountability for moving the work forward.

Benefits and support

Our benefits support your health, time, and life beyond work.

• Medical, dental, and vision coverage
• Holiday and vacation time
• Health and wellness days
• A day off for your birthday

Compensation transparency

The anticipated total cash compensation range for this position is $220,000 - $225,000 USD, including base salary and on-target variable compensation. Actual variable earnings follow the approved plan terms. Starting pay reflects the role’s scope and the successful candidate’s relevant experience, skills, and location.

Candidate security

Applied communicates with candidates through an @appliedsystems.com email address or our official careers portal. Our recruiters will never request payment or ask for bank account details, government identification numbers, or other sensitive financial information during initial recruiting conversations.

Background checks

Employment is contingent on successful completion of the background checks and verification steps that apply to the role and location.

Use of AI in recruitment

Applied may use AI-enabled tools to support parts of the recruitment process, such as organizing application information, scheduling, and workflow administration. Hiring decisions include human review and follow applicable laws and company policy.

Equal employment opportunity

Applied Systems is an Equal Employment Opportunity Employer. We make employment decisions based on job-related qualifications and business needs, without regard to race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, or any other status protected by applicable law.