Strategic Account Executive (MGA Strategic)

About the role

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Core Requirements And Responsibilities

• Expand Vertafore footprint by selling Vertafore products and services into Vertafore’s largest, net new Strategic customers
• Retain existing revenue through building and maintaining a high level of customer satisfaction
• Execute the Vertafore Value Selling Process
• Establish collaborative relationship and present complex, solution-selling techniques to c-level executives
• Make recommendations to c-level customer executives that align business needs to technology solutions and services
• Expeditiously and effectively resolve Strategic customer concerns
• Engage with Vertafore senior leadership and internal teams to recommend solutions and innovative ideas to better serve and align with the Strategic customer
• Chart and deliver timely and accurate forecasting and pipeline management
• Ensure value-selling methodologies are leveraged to process and track opportunities

Qualifications

• At least 10 years of related software sales and account management experience
• Proven track record of achieving goals and quotas
• Demonstrated ability to follow sound business ethics when executing job responsibilities to build and maintain customer confidence
• Excellent verbal, written and interpersonal skills with an aptitude for building strong, meaningful c-level client relationships
• Understanding of Salesforce.com and other key sales technologies used for Business Development, Opportunity creation and activity tracking
• Experience within a multi-dimensional operating environment is essential (i.e., not a mono-line, single market environment)
• Self-motivated and ability to work independently
• Bachelor’s degree preferred

Development and execution of Strategic Account Plans

Develop and execute strategic account plans to ensure alignment with customer needs and Vertafore’s offerings.

Additional Requirements And Details

• Travel required up to 75% of the time
• Occasional lifting and/or moving up to 10 pounds
• Frequent repetitive hand and arm movements required to operate a computer
• Specific vision abilities required by this job include close vision (working on a computer, etc.)
• Frequent sitting and/or standing