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Account Manager

Company: SmartFinancial
Location: Costa Mesa
Posted on: March 18, 2023

Job Description:

SmartFinancial offers smarter insurance products, delivered by people and powered by technology.At SmartFinancial, we're on a mission to make the insurance shopping process better, simpler, and more effective. Our transparent insurance-technology platform is changing the way people shop for insurance by pairing them with the right carrier and policy, one policy at a time. Our company was founded by a team of industry experts who are passionate about delivering measurable results and exceptional customer service to all our clients. We're committed to providing the best resources and support to our insurance partners as they adopt our technology platform to reach the right consumers and optimize their marketing campaigns. We are proud to foster a diverse and inclusive workplace where our employees can thrive and make meaningful contributions to our missionWe are seeking the best talent to become an integral part of our team! As a member of our Account Management team, you will manage and build relationships with our insurance agency clients.Responsibilities:

  • Develop and strengthen relationships with assigned accounts.
  • Make 100-150 outbound calls/day
  • Schedule and go through demos of our product
  • Reach agreed upon revenue targets based on client retention by the deadline
  • Investigate and resolve customer issues and complaints
  • Network and build relationships with the client base
  • Operate as the lead point of contact for any and all matters specific to your customers
  • Maintain, grow and optimize existing accounts for revenue through discovery, communication, and rapport building
  • Identify products that best fit each client's individual needs.
  • Consistently follow-up with clients to ensure customer satisfaction, consult on new features and provide a best-in-class customer experience.Qualifications:
    • Previous experience in sales and/or account management
    • Insurance Producer experience a plus
    • Strong phone and personnel skills
    • Strong negotiation skills
    • Deadline and detail-oriented
    • Ability to build rapport with clientsWhat we offer:
      • Base plus Commissions and Performance Bonuses
      • 401k with Company Match
      • Company-sponsored Health Insurance plans
      • Employee Referral Bonus
      • Extensive Paid Product training
      • Daily/Weekly cash giveaways
      • Advancement opportunities - we promote withinWhat it's like to work at SmartFinancial:
        • World-Class Training
        • Be a Part of a Supportive and Dedicated Team
        • Be able to Have Fun and Work Hard at the Same Time
        • Work in a Dynamic, Energetic EnvironmentBECOME PART OF A GROUND FLOOR OPPORTUNITY THAT WON'T LAST LONG.Earn a Competitive Base salary, plus unlimited COMMISSIONS based on your performance.This position is only for ambitious people who have the desire to advance their careers while contributing to the company's success.We're a team of dedicated people who are excited to come to work every day. SmartFinancial offers a fun and engaging company culture in which everyone is encouraged to share ideas and work together. We're always looking for excited, dedicated people to join our team. SmartFinancial has been named one of the "Best Place to Work" in Orange County four years in a row!Job Type: Full-time

Keywords: SmartFinancial, Costa Mesa , Account Manager, Executive , Costa Mesa, California

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