The Account Manager will be responsible for mastering client relations and ensuring the effective management of diverse insurance products for small to mid-size commercial accounts. Key duties include processing essential policy servicing documents, handling client/carrier requests, collecting renewal data, and advising clients on appropriate coverage options.

The Account Manager will be responsible for sourcing, onboarding, and managing the full portfolio of in-flight referral partners, tracking their performance and addressing issues proactively. This role also involves working closely with law firm operations to ensure smooth case flow, identifying operational bottlenecks, and implementing cross-functional process improvements.

This role is responsible for developing strategic business relationships with national companies to secure 7- to 8-figure funding for organizational priorities. Responsible for working with field leaders in local Heart Association market offices to build a strong portfolio of acc...

The role involves managing and growing an existing customer base for B2B cloud services by identifying and executing upsell and cross-sell opportunities within a named account list. Key duties include preventing churn through effective account management, preparing business reviews, and delivering product demonstrations.