HimalayasHimalayas logo
EquisoftEQ

Account Manager

Equisoft is a global provider of digital solutions for insurance and investment organizations, offering comprehensive SaaS platforms for policy administration, wealth management, and financial planning, serving over 250 leading financial institutions worldwide.

Equisoft

Employee count: 501-1000

United States only

Stay safe on Himalayas

Never send money to companies. Jobs on Himalayas will never require payment from applicants.

What is Equisoft?Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.  With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

  • Hiring Location: United States

  • You are welcome to work in our office, hybrid or remote

  • Full-time Permanent Role

  • Benefits available, on the 1st of the month following date of hire: Medical, Dental, Telemedicine Program, etc. Quarterly Enrollment for Retirement Funds 

  • Flexible hours

  • Number of hours per week: 40

  • Educational Support (LinkedIn Learning, LOMA and Equisoft University)

  

Role: Reporting to the Vice President, Account Management and will be responsible for the development, management, and growth of assigned US accounts.         

Your Day with Equisoft:   

  • Relationship Management: Manage all stakeholder relationships within client’s business, IT and operations units to ensure that expectations and priorities are clear and that all required support is in place to achieve the objectives of the engagement.   

  • Account Growth: Responsible for the growth of the account by prospecting, evaluating and proposing additional Equisoft products and services in support of the client’s business and technology objectives.   

  • Account Profitability: Responsible for the P&L and meeting/exceeding the profitability goals set by Equisoft for each assigned account.  

  • Execution Commitment: Collaborate with internal and external stakeholders and assist in overseeing the planning, management and implementation of customer projects related to Equisoft's products and services to ensure all customer commitments are met.

  • Account Planning: In alignment with client’s and Equisoft’s objectives, create an annual account plan detailing opportunities to be pursued, relationships to be nurtured and account risks.  The Account Manager will manage and report regularly against the account plan.

Requirements:

Technical

  • Bachelor Degree in Information Technology, Insurance, Finance or a related field

  • Minimum 8-10 years of experience with strong account management, relationship management and/or business development experience

  • Minimum 5 years of experience in the Insurance and/or Wealth Distribution market (advisors, brokers, general agents, etc.)

  • Excellent knowledge of Program and Project Management

  • Must have experience with proposal creation and contract management

  • Consulting experience in IT and/or in the insurance industry

  • Must be willing to travel 30-40% monthly

  • Excellent knowledge of English (Written and Oral)

Soft skills

  • Must have experience interacting with and building executive level client relationships

  • Strong leadership, interpersonal, communication, presentation and negotiating skills

  • Strong sense of organization and prioritizing

  • Ability to communicate, write and synthesize information

  • Ability to multi-task in a rapid-paced environment

  • Team spirit, tact, diplomacy, autonomy, rigor, and discipline

  • Public speaking and meeting facilitation skills

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

8 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Equisoft

Learn more about Equisoft and their company culture.

View company profile

Equisoft is a global fintech provider founded in 1994 by Luis Romero, headquartered in Montreal, Canada, with operations spanning 16 countries across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia. The company has grown into a leading technology partner for insurance and wealth management organizations, offering a comprehensive ecosystem of digital solutions that address the complex challenges of digital transformation in the financial services industry.

With a workforce of approximately 950 employees and a client base that includes over 250 of the world's leading financial institutions, Equisoft delivers end-to-end solutions covering the entire value chain of insurance and investment operations. Their portfolio includes policy administration systems, agency management platforms, quotes and illustrations tools, financial planning software, CRM solutions for advisors, and AI-powered enhancement suites. The company operates on a business-first, technology-driven approach, combining deep industry expertise with cutting-edge innovations to help carriers, distributors, and advisors modernize their operations and deliver superior customer experiences.

Tech stack

Learn about the tools and technologies that Equisoft uses to build, market, and sell its products.

View tech stack

Equisoft employees can create an account to update this tech stack.

Employee benefits

Learn about the employee benefits and perks provided at Equisoft.

View benefits

Retirement Plan

Employer-sponsored retirement savings plan for long-term financial security

Flexible Work Arrangements

Hybrid, remote, and flexible working hour options available based on location

Healthcare Coverage

Medical, dental, and telemedicine programs available from day one of employment

Employee Assistance Program

Support services available to help employees with personal and professional challenges

View Equisoft's employee benefits
Claim this profileEquisoft logoEQ

Equisoft

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

Remote companies like Equisoft

Find your next opportunity by exploring profiles of companies that are similar to Equisoft. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan