Account Manager | Existing Clients, VSB + Mid Market

Job Snapshot

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Growth Platform for health insurance agencies. We help grow our clients’ business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

Job Description

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.

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More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

• Client-centric organization focused on delivering great customer service
• Positive, collaborative team environment with coworkers who genuinely care about their work
• High level of professionalism in everything we do
• Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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