Sales Account Manager - Cargo Insurance Software

Who We Are

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.

We don’t just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise.

While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience ensures you feel welcomed and supported from the moment you accept our offer to join the company.

Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you.#Uat Insurity

The Sales Account Manager works as part of a dynamic team and is responsible for managing, maintaining and growing a targeted client base. In this role, the person will be responsible for numerous customer interactions including sales, product demo, contracts, and business reviews. As the customer’s day‑to‑day champion, the person will be responsible for interfacing with the Customer Support Team (CST), Finance on billing issues and/or collections, Product, Solutions Consulting, and many others.

This position represents the hub of the Insurity spokes in customer support and growth.

• Partner with Enterprise Account Executives to achieve overall revenue targets.
• Build and maintain strong long‑term relationships with clients.
• Understand clients’ business, challenges, plans and opportunities while expanding relationships across different divisions and groups within the company.
• Maintain a working action plan that supports client growth while overcoming their challenges and meeting their goals.
• Participate and/or lead customer presentations via Team and on‑site with clients.
• Manage a portfolio of accounts and uphold customer alignment and strategic direction, identifying areas of improvement.
• Achieve sales targets by understanding customer needs, identifying cross‑sell and business expansion opportunities, and coordinating new product demonstrations.
• Establish a cadence for first invoice review on all new products, contracts, and expansions to ensure they are correct and meet the customer’s expectations.
• Immersion into Insurity products and solutions to ensure depth of product understanding, tools to qualifying opportunities, differentiations to competitive offers, and how to maximize impact for client.
• Stay up to date on industry and job‑related trends and best practices, including reading relevant publications, articles, blogs, etc.
• Other duties as assigned.

• Recommended 2‑3+ years of experience in Cargo Insurance, or a related role.
• Recommended:
  Degree or 2+ years education in business, finance, healthcare administration, Insurance or a related field.
• Preferred:
  Cargo Insurance or Logistics experience.
• Strong attention to detail and organizational skills.
• Basic understanding of Insurance or other billing processes and billing terminology.
• Knowledge of insurance industry processes, distribution channel and the need to adhere to rules and regulations.
• Previous Cargo Insurance or logistics, Inside Sales, Business Development, Customer Success, roles preferred with responsibility to prepare, review and/or follow‑up on customer invoices.
• Insurance experience preferred.
• Bachelor’s degree in business, sales & marketing or related (equivalent work experience may be considered).
• Someone who is highly proficient in:
  • MS Office
  • Social media platforms
  • Insurance
• Additional Consideration:
  • KLUE
  • Consensus

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