Strategic Account Leader – Remote, Northern CA

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

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.