AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.
RequirementsSummary:
The Account Manager will be a highly motivated individual responsible for nurturing existing client relationships and driving continued success with AgencyBloc's solutions. You will work with the Customer Success Team to understand client needs as they evolve their relationship with AgencyBloc. Through this journey the Account Manager will identify opportunities for growth, and ensure client satisfaction.
As a member of our Sales Team, you will be primarily supported by your Sales Manager and receive ongoing support from the entire Go-To-Market (GTM) organization to help foster your impact on the success of the organization.
Responsibilities:
● Maintain and grow relationships with existing clients, ensuring high levels of satisfaction and retention.
● Proactively identify and pursue opportunities for upselling and cross-selling AgencyBloc's solutions.
● In concert with Customer Success, conduct regular business reviews with clients to assess their needs, provide updates, and address any concerns.
● Collaborate with internal teams (e.g., Customer Success, Support, Product) to resolve client issues and ensure a seamless client experience.
● Develop and execute strategic account plans to achieve revenue targets and client success metrics.
● Provide product demonstrations and training to clients as needed.
● Keep accurate records of client interactions and sales activities in Hubspot.
● Additional duties as assigned by your manager.
Skills/Education/Experience:
● College Education is preferred but not required.
● One to three years relevant experience in account management or sales.
● Coachable, constant learner, naturally curious.
● Experience in a SaaS B2B selling environment is ideal.
● Proven ability to build and maintain strong client relationships.
● Self-motivated and driven with excellent time management skills.
● Excellent interpersonal skills (Written and Oral Communication, Listening).
● Desire to win with a collaborative approach and coachable mentality.
● Knowledge of the Health and Life Insurance industry is a plus.
● A true passion to meet and exceed measurable sales goals.
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.
Skills Required
- One to three years relevant experience in account management or sales
- Coachable, constant learner, naturally curious
- Proven ability to build and maintain strong client relationships
- Self-motivated with excellent time management skills
- Excellent interpersonal skills (written and oral communication, listening)
- Desire to meet and exceed measurable sales goals
- Keep accurate records of client interactions and sales activities in HubSpot
- Experience in a SaaS B2B selling environment
- College education
- Knowledge of the Health and Life Insurance industry
- Work authorization in the U.S. that does not require sponsorship
What We Do
The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.
