Current jobs related to Account Manager - Newport Beach - SmartFinancial

  • Accounting Manager

    3 weeks ago

    Newport Beach, United States Ronald M. Simon Family Foundation Full time

    The Ronald M. Simon Family Foundation, a 501(c)(3) based in Orange County, CA, is a private operating foundation with a mission to prepare students facing difficult life and economic circumstances with the essential skills, mindset, and network to excel in high school, college, and careers. The Foundation’s Flagship Programs are Simon Scholars...

  • Account Manager

    1 day ago

    newport beach, United States TreasurySpace Full time

    Join a fast-growing, innovative SaaS company delivering data and yield management solutions to some of the largest financial institutions in the world. We are seeking an experienced and driven Account Manager to be our first account management hire, focusing on managing relationships with top-tier clients, including 3 of the top 5 US banks, as well as new...

  • Account Manager

    2 days ago

    Newport Beach, United States TreasurySpace Full time

    Join a fast-growing, innovative SaaS company delivering data and yield management solutions to some of the largest financial institutions in the world. We are seeking an experienced and driven Account Manager to be our first account management hire, focusing on managing relationships with top-tier clients, including 3 of the top 5 US banks, as well as new...

  • Account Manager

    8 hours ago

    Newport Beach, California, United States Alera Group Full time

    Account Manager OpportunityArmstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experienced Commercial Lines Account Manager to join their Property & Casualty team.About the RoleThis is an exciting opportunity to be part of a dynamic organization where you can learn, grow, and make a positive impact. As a Commercial Lines Account Manager, you...

  • Account Manager

    5 days ago

    Newport Beach, California, United States Alera Group Full time

    Account Manager - Commercial LinesWe are seeking an experienced Commercial Lines Account Manager to join our Property & Casualty team at Armstrong/Robitaille/Riegle, an Alera Group Company.About the RoleThe Account Manager will serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of...

  • Account Manager

    23 hours ago

    Newport Beach, California, United States Alera Group Full time

    Account Manager OpportunityArmstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experienced Commercial Lines Account Manager to join their Property & Casualty team.About the RoleThis is an exciting opportunity to work with a reputable insurance company and contribute to the growth and success of our clients.As a Commercial Lines Account...

  • Account Manager

    3 weeks ago

    Newport Beach, United States Alera Group Full time

    Job Description Armstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experience Commercial Lines Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously,...

  • Account Manager

    2 weeks ago

    Newport Beach, United States Alera Group Full time

    Job Description Armstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experience Commercial Lines Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously,...

  • Account Manager

    2 weeks ago

    Newport Beach, United States Alera Group Full time

     Armstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experience Commercial Lines Account Manager to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight,...

  • Enterprise Account Manager

    1 day ago

    Newport Beach, United States SmartFinancial , Inc. Full time

    Enterprise Account ManagerAt SmartFinancial, we're seeking a highly skilled Enterprise Account Manager to join our team. As a key player in driving growth for insurance agencies, you'll be responsible for maintaining high-touch relationships with 20-40 key insurance carrier accounts.Key Responsibilities:Maintain strong relationships with insurance carrier...

  • Enterprise Account Manager

    11 hours ago

    Newport Beach, United States SmartFinancial Full time

    Job Title: Enterprise Account ManagerSmartFinancial is seeking an exceptional Enterprise Account Manager to join our team. As a key player in driving growth for insurance agencies, you will be responsible for maintaining high-touch relationships with 20-40 key insurance carrier accounts.Key Responsibilities:Maintain high-touch relationships with key...

  • Enterprise Account Manager

    4 days ago

    Newport Beach, United States SmartFinancial Full time

    {"h1": "Enterprise Account Manager at SmartFinancial", "p": "At SmartFinancial, we empower insurance agents with cutting-edge technology. As an Enterprise Account Manager, you will be responsible for maintaining high-touch relationships with key insurance carrier accounts, maximizing each account through thorough preparation and focus on performance and...

  • Enterprise Account Manager

    3 weeks ago

    Newport Beach, United States SmartFinancial Full time

    Job DescriptionEmpowering Insurance Agencies with Cutting-Edge TechnologyWelcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! As a leading insurance marketplace, we connect millions of shoppers to our network of insurance partners.The Enterprise Account Manager...

  • Cloud Account Manager

    3 weeks ago

    Newport Beach, California, United States SAP Full time

    About the RoleWe are seeking a highly skilled Customer Success Specialist to join our team at SAP. As a key member of our Customer Experience (CX) domain, you will be responsible for managing assigned cloud customer accounts, developing and executing engagement and expansion plans, and orchestrating Customer Success services to drive consumption and product...

  • Account Manager

    2 weeks ago

    Newport Beach, California, United States SingleSprout Full time

    Job OpportunitySingleSprout is a technology-driven company that specializes in hiring top talent for tech-focused companies. We are seeking a highly motivated and experienced professional to join our team as an Account Manager.Key ResponsibilitiesManage a pipeline of potential candidates and secure new business opportunities by sourcing and engaging with top...

  • Fund Accounting Manager

    11 hours ago

    Newport Beach, California, United States CapRock Partners Management Inc Full time

    Job DescriptionCapRock Partners Management Inc is a leading industrial investor and developer in the Western United States. We specialize in acquiring middle-market value-add industrial properties and large-scale Class A logistics developments. Our team works with all internal groups as a business partner, striving to deliver best-in-class high-quality...

  • Insurance Account Manager

    4 days ago

    Newport Beach, California, United States Alera Group Full time

    Account Manager - Commercial LinesArmstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experienced Commercial Lines Account Manager to join their Property & Casualty team.About the Role:We are looking for a skilled Account Manager to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business. The...

  • Insurance Account Manager

    6 days ago

    Newport Beach, California, United States Alera Group Full time

    Account Manager Job DescriptionWe are seeking an experienced Account Manager to join our Property & Casualty team at Armstrong/Robitaille/Riegle, an Alera Group Company.About the Role:The Account Manager will serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business, providing exceptional customer service and support...

  • Account Manager

    20 hours ago

    Newport Beach, United States SingleSprout Full time

    About SingleSproutSingleSprout is a pioneering technology recruiting company that leverages its proprietary technology to connect top talent with innovative tech-focused companies. Our mission is to revolutionize the recruitment industry by providing exceptional service and expertise.Job SummaryWe are seeking a highly motivated and experienced Account...

  • Insurance Account Manager

    4 days ago

    Newport Beach, California, United States Alera Group Full time

    Job Title: Assistant Account Manager P&COrion Risk Management is seeking an experienced Assistant Commercial Lines Account Manager to join their Property & Casualty team. As a key member of the team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Manage a book...

Account Manager

3 months ago

Newport Beach, United States SmartFinancial Full time
Job DescriptionJob DescriptionAccount Manager at SmartFinancial

Join a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights

Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of insurance shoppers, offering a platform for ambitious Account Managers to build a solid book of business and create a real career for themselves in a rapidly growing company.

We are seeking high-performing individuals to join our team as Account Managers. You will be responsible for developing a client base from the ground up, cultivating strong relationships with key stakeholders, identifying new business opportunities, and driving revenue growth.

Our Account Managers enjoy a competitive first-year OTE of 90k, with top performers exceeding this and earning $150k-200k annually in their second year.

Key Responsibilities:

  • Re-engage closed accounts, drive portfolio growth through strategic outbound sales efforts, and acquire new accounts to expand the client base
  • Make 100-150 calls daily
  • Develop and optimize relationships with prospective and existing clients to maximize revenue through discovery, rapport building, and consistent follow-up
  • Tailor product recommendations to meet client' needs, address objections, and identify suitable products
  • Conduct Client Account Reviews (CARs) to assess performance, manage budgets, and ensure client satisfaction
  • Create and deliver engaging sales presentations, highlighting the benefits of our products and services
  • Meet revenue targets through client retention, cross-selling and upselling
  • Operate as the lead point of contact for any and all matters specific to your clients
  • Provide a best-in-class experience to help our clients achieve their business goals with SmartFinancial’s products and services

Requirements

  • 3+ years experience in sales or account management with a focus on hunting new business
  • Proven experience in relationship management, with the ability to build rapport with clients and internal teams
  • Experience with heavy outbound calling
  • Insurance or marketplace experience is a plus
  • Strong communication and negotiation skills
  • Strong attention to detail and effective phone sales skills
  • Ability to adapt quickly, learn new concepts, and continuously drive improvement for success
  • Deadline-oriented with the ability to thrive in a fast-paced environment

Benefits

  • $66,560 Salary plus UNCAPPED Commissions and Performance Bonuses
  • Employee Referral Bonus
  • Comprehensive benefits package including 401k with company match, health, dental, and life insurance plans
  • Paid time off, holidays, and extensive paid product training
  • Opportunities for advancement and career growth within a supportive work environment that values employee development
  • Work-from-home opportunities available for high-performing employees exceeding performance expectations

Work Schedule:

  • Monday to Friday, 6:00 AM to 3:00 PM PST
  • Onsite at our Newport Beach, CA office with hybrid and remote work options available based on proximity to the office

If you're a high-performing individual with a passion for sales and account management and a drive to succeed, we want to hear from you Take the first step towards a fulfilling career at Smart Financial and let's create success together Apply now