Account Manager; Life Insurance Products
Listed on 2026-10-05
-
Business
Client Relationship Management, Business Development, Customer Success Management -
Sales
Client Relationship Management, Business Development, Customer Success Management
Location: New York
Account Manager (Life Insurance Products)
- Full-time
- Compensation: USD 80,000 - USD 110,000 - yearly
About Afficiency
Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform and in collaboration with our carrier and distribution partners. We design and deliver life insurance products that can be purchased in an entirely digital environment for both agents and their customers. We are looking for new team members to join us on our journey to shake up the life insurance industry.
We need individuals who bring passion, curiosity, and a desire for excellence.
Job Overview
Location:
New York City - Hybrid Role. Only candidates currently living in NY, NJ, and CT will be considered.
Afficiency is seeking an Account Manager (NY-Hybrid) to support and grow relationships with our distribution partners. Reporting directly to the Chief Growth Officer, this individual will play a critical role in onboarding new partners and agents, coordinating successful launches, and driving ongoing engagement and growth across Afficiency's distribution network.
This is a high-activity role that requires exceptional organization, urgency, resourcefulness, and follow-through. The Account Manager must be able to manage numerous partner needs and work streams simultaneously while using AI, automation, and other productivity tools to create a scalable and consistently high-quality partner experience.
The successful candidate will be highly solutions-oriented and proactive in identifying impediments to success, whether within their own responsibilities or across agent onboarding, contracting, and partner launch processes. This person will work collaboratively with internal teams to understand root causes, develop practical solutions, and continually improve operational performance and the partner and agent experience.
Success in this role means more than completing assigned tasks. The Account Manager is expected to identify what may prevent partners and agents from succeeding, take ownership of moving issues forward, and work across the organization to develop solutions that improve onboarding speed, contracting efficiency, partner performance, and the overall distribution experience.
Responsibilities
Partner and Agent Onboarding
Lead onboarding activities for new distribution partners, ensuring a seamless and well-organized launch experience.
Support the onboarding and contracting of agencies, agents, and other distribution partners, helping ensure requirements are completed accurately and efficiently.
Serve as a primary point of contact for partners and agents throughout the onboarding and implementation process.
Coordinate with internal stakeholders across Growth, Operations, Licensing and Contracting, Compliance, Product, and Technology to drive successful launches.
Develop and maintain onboarding plans, timelines, deliverables, responsibilities, and success metrics for each partner.
Monitor onboarding and contracting activity, identify incomplete requirements or process bottlenecks, and proactively drive outstanding items toward resolution.
Anticipate potential impediments and address them before they affect timelines or the partner experience.
Identify recurring points of friction and work with the appropriate teams to implement practical, scalable solutions.
Account Management and Partner Success
Build trusted relationships with distribution partners and serve as their primary day-to-day contact.
Manage a high volume of partner and agent communications, requests, meetings, deliverables, and follow-up activities.
Maintain a clear understanding of each partner's priorities, performance, open items, impediments, and growth opportunities.
Conduct regular business reviews and identify opportunities to increase sales, engagement, and partner satisfaction.
Monitor key performance indicators and provide partners and internal stakeholders with actionable insights and recommendations.
Proactively identify issues that could affect partner or
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