Enterprise Account Manager
Mid-level Account Management role at SmartFinancial. Newport Beach · full-time · $100,000–$150,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- You'll manage high-touch relationships across twenty to forty key insurance carrier accounts
- You'll track account KPIs and relationship details to uncover performance opportunities
- You'll prepare for account discussions, run recurring status calls, and pursue shared outcomes
- You'll turn challenging conversations into account wins and train clients on the supporting technology
- You'll monitor the insurance customer-acquisition landscape and deepen your industry knowledge
What you bring
- You bring account-management experience from a performance-marketing setting
- You have at least two years of account management experience
- You hold an undergraduate degree and communicate clearly
- You work consistently, pay close attention to detail, and analyze account information well
Who this fits
You’ll suit this role if you build strong relationships, communicate clearly, use Excel confidently, and stay persistent when account issues become difficult. You should be ready to learn or deepen your understanding of insurance and find outcomes that work for both the client and company. The role is listed in Newport Beach as onsite, while the listing also describes hybrid work options.
From the employer
Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology
Welcome to SmartFinancial, 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.
The Enterprise Account Manager will be an exceptional communicator and relationship builder while also having strong analytical capabilities and proficiency in tools of the trade such as Excel. We need a determined solution-finder who is able to find win-win’s and is not deterred in the face of challenges.
The compensation for this position is $100,000-$150,000, plus performance bonuses.
What You'll Do
- Maintain high-touch relationships with 20-40 key insurance carrier accounts
- Be fluent in all account KPIs and other relevant business and relationship details
- Maximize each account through thorough preparation and focus on performance and opportunities
- Create win-win scenarios that meet account goals and Company objectives
- Turn difficult conversations into account wins
- Manage a regular status call cadence with each account
- Has, or will commit to gaining, a strong understanding of the insurance business
- Use and train accounts on the technology platforms underpinning our customer acquisition products
- Keep a pulse on the insurance customer acquisition competitive landscape
What We're Looking For
- Undergraduate degree
- Background managing accounts in a performance marketing environment
- At least 2 year’s experience in account management
- Excellent communication skills
- Consistent and detail-oriented
- Strong analytical skills
What We Offer
We offer a competitive salary and benefits package. The base salary range for this position is USD $100,000 - $150,000 per year, plus performance bonuses, depending on job-related knowledge, skills, and experience.
- Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents.
- Retirement Plans: 401(k) retirement plan with company matching contributions.
- Paid Time Off: Generous PTO, holidays, and extensive paid product training.
- Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development.
- Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.
Why You’ll Love It Here
We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.
We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.
Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together!
SmartFinancial 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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