Related skills
account management insurance client relationships brokers agencies📋 Description
- Manage and grow relationships with brokers, agencies, and insurers.
- Serve as primary contact for clients purchasing Clicks, Leads, and Calls.
- Collaborate with mid-size to enterprise partners to drive growth.
- Work with media, technology, product, and revenue teams.
- Understand client goals and align solutions to drive performance.
- Maintain industry and business landscape awareness.
🎯 Requirements
- Experience in account management, client success, or relationship management
- Strong Excel, Snowflake, PowerBI, and data analysis skills
- Ability to identify opportunities to expand partnerships and improve client outcomes
- Comfortable collaborating across multiple teams and functions
- Strong communication and relationship-building with brokers, agencies, and carriers
🎁 Benefits
- Medical, dental, vision insurance
- 401(k) matching
- Wellness programs and time-off policies
- Inclusive, collaborative culture
- Generous benefits and growth opportunities
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