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SmartFinancial · 11 hours ago

Account Manager

Newport Beach, CA

Full-time

Hybrid

Entry, Mid Level

$69K/yr - $150K/yr

2+ years exp

SmartFinancial is a leading insurance marketplace that connects millions of shoppers to its network of insurance partners. As an Account Manager, you will build and strengthen relationships with clients, ensuring their needs are met while maximizing revenue through SmartFinancial's platform.

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Responsibilities

Optimize: Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform

Customize: Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision

Lead: Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services

Achieve: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind

Own It: Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with SmartFinancial

Excel: Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform

Qualification

Account managementSales experienceInsurance knowledgeCommunication skillsNegotiation skillsClient relationship buildingAttention to detailAdaptability