Sales & Account Manager – Insurance Licensing & Compliance Solutions

RD Global; Fort Lauderdale (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

RD Global is seeking a dynamic Sales/Account Manager to drive growth in the insurance licensing and compliance SaaS space, Agenzee, targeting agents, agencies, carriers, MGAs and other distribution models.

Based in Fort Lauderdale, this role focuses on building relationships, delivering product demos, and guiding clients through licensing processes while collaborating with our software teams.

Qualifications

• 3+ years of B2B sales experience in the software technology and insurance industry.
• Experience selling SaaS products is a plus.
• Strong understanding of insurance licensing processes, compliance regulations and industry organizations (NAIC, NIPR).
• Proven ability to deliver effective product demos and sales presentations.
• Excellent communication, negotiation and relationship-building skills.
• Self‑motivated with a proactive and results‑oriented mindset.
• Ability to travel occasionally for industry events and client meetings.

Responsibilities

• Proactively identify and pursue new business opportunities in the insurance sector.
• Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
• Conduct product demonstrations, showcasing the value of Agenzee, our licensing and compliance solution.
• Develop and maintain relationships with decision-makers at insurance agencies, carriers, MGAs, and other insurance distribution models.

Skills

Sales

Account management

Communication

Inside sales

Insurance

Education

Associate’s degree

Job description

Sales & Account Manager – Insurance Licensing & Compliance Solutions

Experience – 3+ years

Location – Fort Lauderdale, FL, USA

Core Skills – Sales, account management, communication, inside sales, insurance

Educational Qualification – Associate’s degree

We are seeking a dynamic and results-driven Sales/Account Manager to drive business growth and expand our client base within the insurance industry. This role focuses on selling our insurance licensing and compliance SaaS platform (Agenzee) to agents, agencies, carriers, Managing General Agents (MGAs), and other insurance distribution models.

Overview

RD Global is a software consultancy with a focus on Web & Application Development, UX Design, Robotic Process Automation (RPA), Mobile Development, IoT and Cloud Enabling. We develop software solutions for our partners by combining our professional expertise, domain experience and knowledge of the latest technology trends.

Agenzee is a streamlined licensing and appointment management platform designed to simplify the compliance process for insurance agencies, carriers, and MGAs. By automating time-consuming tasks, Agenzee helps licensing administrators stay organized, reduce manual work, and ensure regulatory compliance.

Sales & Business Development

• Proactively identify and pursue new business opportunities in the insurance sector.
• Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
• Conduct product demonstrations, showcasing the value of Agenzee, our licensing and compliance solution.
• Develop and maintain relationships with decision-makers at insurance agencies, carriers, MGAs, and other insurance distribution models.

Client Engagement & Account Management

• Serve as a trusted advisor to clients, understanding their licensing and compliance needs.
• Follow up with potential and past leads to convert them into customers.
• Provide ongoing support and guidance to existing clients, ensuring satisfaction and retention.
• Address inquiries, resolve concerns, and coordinate with internal teams for seamless service delivery.

Industry Expertise & Market Awareness

• Stay informed about insurance licensing regulations and industry trends.
• Educate potential clients on compliance requirements and the benefits of Agenzee.
• Attend industry trade shows and conferences to network and generate leads.

Sales Strategy & Performance Tracking

• Develop and execute sales strategies to meet or exceed revenue targets.
• Track sales metrics, pipeline activity, and conversion rates using CRM tools.
• Collaborate with marketing to refine messaging and improve lead-generation efforts.

Qualifications and Requirements

• 3+ years of B2B sales experience in the software technology and insurance industry.
• Experience selling SaaS products is a plus.
• Strong understanding of insurance licensing processes, compliance regulations and industry organizations (NAIC, NIPR).
• Proven ability to deliver effective product demos and sales presentations.
• Excellent communication, negotiation and relationship-building skills.
• Self‑motivated with a proactive and results‑oriented mindset.
• Ability to travel occasionally for industry events and client meetings.