Sales & Account Manager – Insurance Licensing & Compliance Solutions

Sales & Business Development

• Identify and pursue new business opportunities in the insurance sector.
• Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
• Conduct product demonstrations, showcasing the value of Agenzee; our licensing and compliance solution.
• Develop and maintain relationships with decision-makers at insurance agencies, carriers, and MGAs, and other insurance distribution models.

Client Engagement & Account Management

• Serve as a trusted advisor to clients, understanding their licensing and compliance needs.
• Follow up with potential and past leads to convert them into customers.
• Provide ongoing support and guidance to existing clients, ensuring satisfaction and retention.
• Address inquiries, resolve concerns, and coordinate with internal teams for seamless service delivery.

Industry Expertise & Market Awareness

• Stay informed about insurance licensing regulations and industry trends.
• Educate potential clients on compliance requirements and the benefits of Agenzee.
• Attend industry trade shows and conferences to network and generate leads.

Sales Strategy & Performance Tracking

• 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.
• New Business Development - build and maintain a high-value sales pipeline through a mix of outbound cold outreach, inbound leads, and professional networking.
• Deeply understand customer needs, challenges, and pain points; effectively communicate and demonstrate measurable ROI and value propositions of our licensing and compliance solutions.
• Develop and execute sales strategies to meet or exceed revenue targets.
• Track sales metrics, pipeline activity, and conversion rates using CRM tools.
• Consistently achieve or surpass sales quotas, revenue targets, and key performance indicators (KPIs).
• Collaborate with marketing, and customer success teams to align sales strategies, share client insights, and ensure a seamless handoff and exceptional customer experience.
• Collaborate with marketing to refine messaging and improve lead-generation efforts.