We are seeking a dynamic and results-driven Sales/Account Manager to drive business growth and expand
our client base within the insurance industry. This role focuses on selling our insurance licensing and
compliance SaaS platform to agents, agencies, carriers, Managing General Agents (MGAs), and
other insurance distribution models. The ideal candidate will have a strong understanding of insurance
compliance, excellent communication skills, and a proven ability to engage with potential clients and close
deals.
Key Responsibilities:
Sales & Business Development:
o Proactively identify and pursue new business opportunities in the insurance sector.
o Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
o Conduct product demonstrations, showcasing the value; our licensing and
compliance solution.
o Develop and maintain relationships with decision-makers at insurance agencies, carriers, and
MGAs, and other insurance distribution models.
Client Engagement & Account Management:
o Serve as a trusted advisor to clients, understanding their licensing and compliance needs.
o Follow up with potential and past leads to convert them into customers.
o Provide ongoing support and guidance to existing clients, ensuring satisfaction and retention.
o Address inquiries, resolve concerns, and coordinate with internal teams for seamless service
delivery.
Industry Expertise & Market Awareness:
o Stay informed about insurance licensing regulations and industry trends.
o Educate potential clients on compliance requirements and the benefits of software.
o Attend industry trade shows and conferences to network and generate leads.
Sales Strategy & Performance Tracking:
o Own the Full Sales Cycle: Manage the entire sales process ? from prospecting and qualifying to
presenting and closing new business opportunities with B2B brands, agencies, carriers, and MGAs.
o New Business Development - build and maintain a high-value sales pipeline through a mix of
outbound cold outreach, inbound leads, and professional networking.
o Deeply understand customer needs, challenges, and pain points; effectively communicate and
demonstrate measurable ROI and value propositions of our licensing and compliance solutions.
o Develop and execute sales strategies to meet or exceed revenue targets.
o Track sales metrics, pipeline activity, and conversion rates using CRM tools.
o Consistently achieve or surpass sales quotas, revenue targets, and key performance indicators
(KPIs).
o Partner with marketing, and customer success teams to align sales strategies, share client
insights, and ensure a seamless handoff and exceptional customer experience.
o Collaborate with marketing to refine messaging and improve lead-generation efforts.