Account Executive, Insurance Partnerships

📋 Description

• Manage key insurance partners; lead meetings; translate goals into campaigns.
• Identify risks and opportunities; engage agents via calls and reviews with data insights.
• Champion agent feedback to shape internal strategy and drive insights.
• Develop trainings and webinars to boost adoption and performance.
• Identify roadblocks and troubleshoot issues across departments/partners.
• Use data insights to drive process improvements.

🎯 Requirements

• 3+ years in sales, account management, or operations preferred.
• Strong organizational skills; able to manage multiple priorities.
• Excellent written and verbal communication; articulate value and objections.
• Analytical mindset; interpret data and drive action with PowerBI and G-Suite.
• Proficiency in Excel/Sheets, CRM systems, and project management tools.
• Familiar with brokers or agents ecosystem preferred.

🎁 Benefits

• Medical, dental, and vision coverage for you and family.
• HSAs and FSAs available.
• 401(k) matching.
• 20 days PTO with rollover; yearly accrual to 30.
• 9 holidays per year, plus one floating holiday.
• Pet insurance discount up to 50%.