Sales Account Manager

Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning.

The Sales Account Manager works as part of a dynamic team and is responsible for managing, maintaining and growing a targeted client base. In this role, the person will be responsible for numerous customer interactions including sales, product demo, contracts, and business reviews. As the customer’s day‑to‑day champion, the person will be responsible for interfacing with the Customer Support Team (CST), Finance on billing issues and/or collections, Product, Solutions Consulting, and many others. This position represents the hub of the Insurity spokes in customer support and growth.

What Our Sales Account Manager Will Do

• Partner with Enterprise Account Executives to achieve overall revenue targets.
• Build and maintain strong long‑term relationships with clients.
• Understand clients’ business, challenges, plans and opportunities while expanding relationships across different divisions and groups within the company.
• Maintain a working action plan that supports client growth while overcoming their challenges and meeting their goals.
• Participate and/or lead customer presentations via Team and on‑site with clients.
• Manage a portfolio of accounts and uphold customer alignment and strategic direction, identifying areas of improvement.
• Achieve sales targets by understanding customer needs, identifying cross‑sell and business expansion opportunities, and coordinating new product demonstrations.
• Establish a cadence for first invoice review on all new products, contracts, and expansions to ensure they are correct and meet the customer’s expectations.
• Immersion into Insurity products and solutions to ensure depth of product understanding, tools to qualifying opportunities, differentiations to competitive offers, and how to maximize impact for client.
• Stay up to date on industry and job‑related trends and best practices, including reading relevant publications, articles, blogs, etc.
• Other duties as assigned.

Who We’re Looking For

• Recommended 2‑3+ years of experience in Cargo Insurance, or a related role.
• Recommended: Degree or 2+ years education in business, finance, healthcare administration, Insurance or a related field.
• Preferred: Cargo Insurance or Logistics experience.
• Strong attention to detail and organizational skills.
• Basic understanding of Insurance or other billing processes and billing terminology.
• Knowledge of insurance industry processes, distribution channel and the need to adhere to rules and regulations.
• Previous Cargo Insurance or logistics, Inside Sales, Business Development, Customer Success, roles preferred with responsibility to prepare, review and/or follow‑up on customer invoices.
• Insurance experience preferred.
• Bachelor’s degree in business, sales & marketing or related (equivalent work experience may be considered).
• Someone who is highly proficient in: Salesforce.com, MS Office, Social media platforms, Insurance.

What’s In It For You

• Find the work environment that supports your best—whether that’s remote, in‑office, or hybrid—depending on your role and location.
• We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.
• Enjoy comprehensive health coverage and employer‑matched retirement savings right from your first day.
• Our core values guide how we hire, grow, and retain the very best talent.
• From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact.
• We believe in promoting from within. In fact, over 20% of our open roles are filled by internal candidates.
• Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally.
• Our unique internal networking program helps you build meaningful connections across teams and departments.
• Fuel your growth with full access to LinkedIn Learning and Kaplan.
• Our Employee Referral Bonus program rewards you for bringing great people on board.
• We continuously analyze and update our salary ranges for our roles according to market trends.

Insurity is proud to be an Equal Opportunity Employer. We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.