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AgencyBlocAG

Account Manager

AgencyBloc is a leading provider of agency management system software for the life and health insurance industry, offering a suite of tools including a CRM, commissions processing, and marketing automation to help agencies streamline operations and grow their business.

AgencyBloc

Employee count: 51-200

United States only

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Description

The Account Manager will be a highly motivated individual responsible for nurturing existing client relationships and driving continued success with AgencyBloc's solutions. You will work with the Customer Success Team to understand client needs as they evolve their relationship with AgencyBloc. Through this journey the Account Manager will identify opportunities for growth, and ensure client satisfaction.

As a member of our Sales Team, you will be primarily supported by your Sales Manager and receive ongoing support from the entire Go-To-Market (GTM) organization to help foster your impact on the success of the organization.

Requirements

Responsibilities:

  • Maintain and grow relationships with existing clients, ensuring high levels of satisfaction and retention.
  • Proactively identify and pursue opportunities for upselling and cross-selling AgencyBloc's solutions.
  • In concert with Customer Success, conduct regular business reviews with clients to assess their needs, provide updates, and address any concerns.
  • Collaborate with internal teams (e.g., Customer Success, Support, Product) to resolve client issues and ensure a seamless client experience.
  • Develop and execute strategic account plans to achieve revenue targets and client success metrics.
  • Provide product demonstrations and training to clients as needed.
  • Keep accurate records of client interactions and sales activities in Hubspot.
  • Additional duties as assigned by your manager.

Skills/Education/Experience:

  • College Education is preferred but not required.
  • One to three years relevant experience in account management or sales.
  • Coachable, constant learner, naturally curious.
  • Experience in a SaaS B2B selling environment is ideal.
  • Proven ability to build and maintain strong client relationships.
  • Self-motivated and driven with excellent time management skills.
  • Excellent interpersonal skills (Written and Oral Communication, Listening).
  • Desire to win with a collaborative approach and coachable mentality.
  • Knowledge of the Health and Life Insurance industry is a plus.
  • A true passion to meet and exceed measurable sales goals.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

About the job

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Posted on

Job type

Full Time

Experience level

Experience

1 year minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About AgencyBloc

Learn more about AgencyBloc and their company culture.

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The journey of AgencyBloc began not in a boardroom, but from a real-world challenge faced by a large general agency in Iowa. In the mid-2000s, co-founders Adam Lewis and Cory Schmidt were running a web design and strategy company when they were tasked with creating a custom software solution for this agency. The goal was to develop a system that could efficiently manage clients, policies, and downstream agencies, and, most critically, simplify the complex and time-consuming process of tracking and processing commissions. Through this hands-on project, a significant gap in the market became apparent: there was a distinct lack of user-friendly, industry-specific management software for life and health insurance agencies. This realization was the seed from which AgencyBloc would grow. In 2008, the brand 'AgencyBloc' was officially born, and the first iteration of their specialized CRM and commissions processing system was launched, marking a new chapter for insurance agency management.

From its bootstrapped beginnings in the 'Silicon Prairie' of Iowa, AgencyBloc has been on a remarkable growth trajectory, guided by a philosophy of continuous improvement driven by client feedback. By 2017, the company was already serving over 1,000 insurance agencies across the United States. A pivotal moment came in 2021 with a strategic investment from Resurgens Technology Partners, a software-focused private equity firm. This partnership infused AgencyBloc with the resources to accelerate its product development and market expansion, leading to the acquisition of companies like FormFire and the launch of their comprehensive 'Plus Suite'. Today, AgencyBloc stands as the #1 recommended insurance industry growth platform, serving over 6,500 customers. Under the leadership of CEO Tim Robinson, the company continues to innovate, offering a robust suite of solutions that empower insurance professionals to streamline operations, enhance client relationships, and drive sustainable growth in an ever-evolving industry.

Employee benefits

Learn about the employee benefits and perks provided at AgencyBloc.

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Life insurance

Company-paid life insurance.

Remote work

Offers remote work opportunities.

Dental and vision benefits

Coverage for dental and vision care.

Family leave

Paid leave for family-related reasons.

View AgencyBloc's employee benefits
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AgencyBloc

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