Account Manager; CA & OH
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-02
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Sales
Insurance Sales -
Insurance
Insurance Sales
Join Smart Financial:
Empowering Insurance Agents with Cutting-Edge Technology
Welcome to Smart Financial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.
We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.
Why This Role Matters
As an Account Manager at Smart Financial, you’ll be at the heart of our commitment to helping insurance agents thrive. Your role is essential in connecting insurers with clients, leveraging our advanced platform to deliver results that matter. This is an opportunity to build a meaningful career within a rapidly growing, results-driven environment where your work directly impacts the success of our insurance agency partners.
What You’ll Do
Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform.
Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision.
Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services.
Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind.
Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with Smart Financial.
Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform.
What We’re Looking For
Why You’ll Love It Here
Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects.
Top performers enjoy Work From Home opportunities, recognizing your dedication and results.
Earn a competitive base salary, plus uncapped commission based on your performance, additionally opportunity to earn stock options.
This role offers a hybrid/remote option based on proximity to the Newport Beach office.
Smart Financial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.
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