Sales & Account Manager Insurance Licensing & Compliance Solutions

Fort Lauderdale, FL - USA

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Department:

Sales

Job Summary

We are seeking a dynamic and results-driven Sales/Account Manager to drive business growth and expand
our client base within the insurance industry. This role focuses on selling our insurance licensing and
compliance SaaS platform to agents agencies carriers Managing General Agents (MGAs) and
other insurance distribution models. The ideal candidate will have a strong understanding of insurance
compliance excellent communication skills and a proven ability to engage with potential clients and close
deals.

Key Responsibilities:
Sales & Business Development:
o Proactively identify and pursue new business opportunities in the insurance sector.
o Generate and qualify leads through email outreach cold calling networking and follow-ups.
o Conduct product demonstrations showcasing the value; our licensing and
compliance solution.
o Develop and maintain relationships with decision-makers at insurance agencies carriers and
MGAs and other insurance distribution models.

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

Industry Expertise & Market Awareness:
o Stay informed about insurance licensing regulations and industry trends.
o Educate potential clients on compliance requirements and the benefits of software.
o Attend industry trade shows and conferences to network and generate leads.

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

Qualifications and Requirements:
3 years of B2B sales experience in the software technology and insurance industry preferably in
licensing compliance or related solutions.
Experience selling SaaS products a plus.
Strong understanding of insurance licensing processes compliance regulations and industry
organizations (NAIC NIPR).
Proven ability to deliver effective product demos and sales presentations.
Excellent communication negotiation and relationship-building skills.
Self-motivated with a proactive and results-oriented mindset.
Ability to travel occasionally for industry events and client meetings.

Required Experience:

Manager