Focused SaaS Account Executive; Insurance

Agency Bloc 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.

Requirements:

Summary:

The Account Executive, MM will be responsible for producing new revenue in our Mid Market Business segment. You will identify, source, and close prospects who have a Business Problem we can solve with our technology.

You will be a trusted advisor and use your understanding of your prospect’s problems and to make recommendations that solve those unique challenges. The role requires the ability to diagnose a prospects issue and help them look at their business from a new vantage point. As a member of the Inside Sales Team you will have the opportunity to gain valuable sales experience with a collaborative approach and support from our Marketing and Sales Teams.

Responsibilities:

• Perform outbound prospecting activity (40-50 calls per day) to generate, manage, and grow a pipeline of qualified prospects.
• Handle all aspects of the sales effort from prospecting to handoff.
• Achieve monthly, quarterly, and annual sales targets.
• Ability to diagnose client problems and guide customers through the decision-making process.
• Maintain a clean pipeline and accurately forecast revenue.
• Support ongoing product and market development.
• Be able to represent Agency Bloc in various company or industry functions.
• Stay informed on industry and competitor trends.
• Additional duties as assigned to you by your manager.

• Curious mindset, with the ability to ask the ‘why’ - multi-layered questions.
• Bachelor’s degree in Business, Communications or related field desirable
• 1-3 years of successful sales experience ideally in a SaaS B2B selling environment.
• High level of comfort with technology.
• Excellent interpersonal skills (Written and Oral Communication, Listening).
• Collaborative approach and coachable mentality.
• Proven ability to make strong connections and overcome objections.
• Knowledge of Health and Life Insurance industry preferred.
• Self-motivated with a true passion to meet and exceed measurable sales goals.
• BONUS:
  Prior experience selling to multiple personas across all sizes of Insurance Agencies.