Insurance Account Manager

Account Manager

This insurance company is looking for an Account Manager to join their team and serve as the primary point of contact for retail agents utilizing their digital insurance platform. This person will focus on agent activation, platform adoption, and relationship management rather than sales, acting as a trusted advisor who coaches clients on how and when to leverage the platform. On a daily basis, they will conduct demos, train users, review books of business, identify submission opportunities, and help agents maximize value from the platform.

They will partner closely with Product and Technology teams to resolve more complex issues while maintaining ownership of the client relationship. Additionally, this individual will proactively engage inactive users, gather client feedback, and bring insights back to the business to improve the overall user experience and increase submission volume. An excellent candidate will have experience supporting a digital insurance platform, working with retail agents, driving client engagement, and building long-term customer relationships.