Director, Account Management

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About Assurance

Assurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.


Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.


At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!


About the Role

This position is responsible for managing the day-to-day relationship with key agency platform partners, as well as the relationship with our agency partners that utilize the Assurance platform. You will act as the critical link between these key partners and all areas of sales operations, data science, finance, marketing, compliance, and product management. This position manages existing relationships and also onboards new partners as they are identified.

Responsibilities

  • Manages day to day operations, support and relationship of agency partners
  • Develops and manages daily forecasts of agents and all key metrics.
  • Works cross functionally internally with finance, data science and product to continually improve performance of these partners
  • Provides high level training on products and tools.
  • Provides "White Glove" support for these partners. Acts as a single point of contact for commissions, licensing, enrollment and compliance.
  • Monitors performance, agent onboarding and compliance.
  • Interfaces with marketing and compliance for advertising and website compliance.
  • Leads weekly and monthly meetings with partners to drive business and proactively resolve issues.
  • Acts as the department SME for all agency partner relationships.
  • Evaluates and makes recommendations on new partner opportunities
  • Works with training to develop and review training modules
  • Produces reporting related to this channel.
  • Performs other tasks as assigned.

Qualifications

  • Bachelor's Degree in a related field or the recognized equivalent in work experience.
  • 3-5 years' experience as an account manager
  • Experience preferably in a brokerage or insurance company with a successful track record of goal achievement.
  • Knowledgeable in CMS and Health Care reform rules and regulations required.
  • Qualification/Skill Requirements:
  • Ability to motivate individuals in a sales environment.
  • Advanced user-level knowledge of computer technology and computer operating systems including MS Office products.
  • Ability to guide individuals toward goal achievement using negotiation, teamwork/collaboration, motivation and staff development skills; must be able to coach others towards meeting highly demanding sales goals.
  • Ability to demonstrate innovation, good judgment, and problem solving skills when making decisions.
  • Excellent customer service and communication skills, ability to work under pressure while maintaining a professional demeanor.
  • Strong analytical and project management skills

Choose Assurance Because:

· Exceptional base salary plus bonus structure

· Comprehensive benefits which include, medical, dental, vision, 401K and more

· Unlimited paid vacation, sick leave, plus paid holidays.

· Growth opportunities, advance your career rapidly, we offer leadership development training and promote from within.

· Ongoing coaching and career development including individual and group coaching sessions.

· Fast paced, high performance environment.

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Candidate Location Eligibility:
Seattle, WA

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