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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management with a strong focus on client relationship building and revenue growth. Proficient in analyzing customer data to identify opportunities and drive business expansion within the insurance sector.
Highest-signal resume keywords
Account ManagementClient Relationship BuildingSaaS Business Model UnderstandingSalesforce ExperienceInsurance Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Data AnalysisBusiness DevelopmentInside SalesCustomer SuccessRevenue Target Achievement
Soft Skills
Strong CommunicationStrategic ThinkingProblem SolvingCollaboration
Tools & Technologies
SalesforceMS OfficeSocial Media PlatformsKLUEConsensus
Industry Keywords
InsuranceClient GrowthRecurring RevenueCustomer Lifetime ValueChurn Metrics
About the role
Key responsibilities & impact- Partner with Enterprise Account Executives to achieve overall revenue targets
- Build and maintain strong long-term client relationships
- Understand clients’ businesses, challenges, plans, and opportunities while expanding relationships across divisions and groups
- Maintain an action plan supporting client growth and addressing challenges and goals
- Participate in or lead customer presentations via Teams and onsite with clients
- Manage a portfolio of accounts and maintain customer alignment and strategic direction
- Identify areas of improvement, cross-sell opportunities, and business expansion opportunities
- Coordinate new product demonstrations
- Establish first-invoice review cadence for new products, contracts, and expansions
- Develop deep understanding of Insurity products, solutions, competitive differentiators, and opportunity qualification tools
- Stay current on industry trends and best practices
- Perform other duties as assigned
Requirements
What you’ll need- 2-3+ years in account management or related field
- Insurance experience strongly preferred
- Previous Inside Sales, Business Development, or Customer Success experience preferred
- Bachelor’s degree in business, sales & marketing, or related field; equivalent work experience may be considered
- Understanding of SaaS business model, including recurring revenue, customer lifetime value, and churn metrics
- Ability to analyze customer data and identify opportunities for growth
- Experience with Salesforce, MS Office, and social media platforms
- Experience with KLUE and Consensus is a plus
Benefits
Comp & perks- Flexible work environment depending on role and location, including remote, in-office, or hybrid arrangements
- Open PTO Policy
- Comprehensive health coverage from day one
- Employer-matched retirement savings from day one
- Award-winning onboarding program
- Internal career growth and promotion opportunities
- Mentorship program
- Insurity podcasts from the Learning & Development team
- Full access to LinkedIn Learning and Kaplan
- Employee Referral Bonus program
- Medical insurance
- Dental insurance
- Vision insurance
- 401(K) match
- Paid maternity leave
- Paid paternity leave
- Disability insurance
