Account Manager – B2B

SmartFinancial

Account Manager engaging with insurance agents to maximize revenue through SmartFinancial's platform. Responsible for client relationships, product recommendations, and achieving revenue targets in a growth-oriented environment.

Posted 6/9/2026full-timeNewtown Square • Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact

Build and strengthen relationships with clients
Recommend tailored product solutions
Conduct Client Account Reviews (CARs)
Meet and exceed revenue targets
Serve as the primary point of contact for clients
Provide an exceptional experience that helps insurance agents grow

Requirements

What you’ll need

2+ years of experience in sales or account management
Proven ability to connect with insurance agents
Experience with high-volume calling
Insurance or marketplace experience
Strong communication and negotiation skills
Impeccable attention to detail
Adaptability and commitment to continuous improvement
Ability to thrive in a fast-paced environment

Benefits

Comp & perks

401k with company match
Company-sponsored health, dental, and life insurance plans
Employee referral bonus
Extensive paid product training
Clear advancement prospects
Work From Home opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship buildingcommunication skillsnegotiation skillsattention to detailadaptabilitycommitment to continuous improvement