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account management salesforce insurance excel powerpoint📋 Description
- Manage a defined portfolio of producers, focusing on emerging agencies.
- Conduct regular producer engagement with in-person travel and trade shows.
- Collaborate across Sales, Marketing, and GTM on onboarding, enablement, and retention.
- Provide market insights to influence regional plans.
- Grow revenue by expanding producers’ business and loyalty to SageSure.
- Deliver a compelling value proposition for SageSure’s offerings.
🎯 Requirements
- 3–5 years in field sales, marketing, account mgmt, or relationship support.
- Strong business acumen; plan, prioritize, meet deadlines.
- Salesforce CRM or similar; proficient with Excel, Word, PowerPoint; learn Domo.
- P/C license or designation (CIC, CPCU, ARM) or equivalent.
- Exceptional verbal and written communication; ability to influence outcomes.
- Experience delivering training, mentoring peers, or onboarding.
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