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AgencyBloc · 3 months ago

Key Account Client Success Manager

United States

Full-time

Remote

Senior Level

5+ years exp

AgencyBloc is a company focused on providing innovative solutions in the insurance industry, and they are seeking a Key Account Client Success Manager to enhance client relationships and drive product adoption. This role involves managing a portfolio of key accounts, ensuring exceptional client experiences, and providing insights to senior leadership for organizational improvements.

CRMHealth CareHealth InsuranceInsuranceMarketingSales

No H1B

U.S. Citizen Only

Responsibilities

Own and manage a book of business of approximately 100 accounts equaling over $4M in ARR

Own personal KPI’s for your book of business which include gross retention, logo retention, cross selling and upselling

Spearhead client relationships throughout the client lifecycle, from initial onboarding period through successful achievement of the customer’s business goals

Plan and lead Quarterly Business Reviews (QBRs) and Executive Business Reviews (EBRs) with key accounts to review performance metrics, discuss progress toward strategic goals, share insights, and identify opportunities for optimization and growth

Work with clients and internal business partners to ensure the setup and implementation of AgencyBloc is aligned with the customer’s business goals and desired outcomes

Monitor and identify adoption and utilization trends, and provide recommendations based on risk and customers' needs

Identify and cultivate relationships with executive leadership within the organizations that you support in your book of business

Ensure the timely and successful delivery of our solutions according to customer needs and objectives

Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders

Partner effectively cross-functionally and support AgencyBloc colleagues; have a team-first mindset

Actively participate in weekly departmental meetings and initiatives as they are implemented across the organization

Act as the voice of the customer and collect feedback to drive continuous improvement across all areas including product

Support leadership through identifying trends and making recommendations for improvement across the organization and product

Other duties as assigned

Qualification

LifeHealth insuranceKey account managementC-Suite relationship buildingAnalytical skillsCRM toolsInterpersonal skillsWritten communicationVerbal communicationProblem solvingTeam collaboration

Required

5+ years of experience in the life and health insurance industry

3+ years of experience in managing a book of business in a key-accounts or enterprise customer-facing role

Experience developing relationships with C-Suite individuals within your book of business

Strong analytical skills with demonstrated ability to leverage data to inform decisions

Excellent interpersonal skills, highly organized and efficient

High level of comfort with technology

Excellent written and verbal communication skills

Motivated by the opportunity to be part of a fast-moving, entrepreneurial team

Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, and a team-first mentality

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States