Key Account Client Success Manager

The Key Account Client Success Manager is a dynamic professional with experience in the life and/or health insurance industry who will cultivate and maintain long-term, trusted relationships with our valued customers. In this pivotal role, you will champion client success by driving adoption of the AgencyBloc suite of products and services, ensuring exceptional client experiences, and unlocking growth opportunities through proactive account management. As a key client advocate, you will combine strategic communication skills, deep relationship-building expertise, and a results-oriented mindset to deliver measurable outcomes for both our clients and our business. This role demands a high level of professionalism, entrepreneurial thinking, and the ability to manage priorities effectively. The Key Account Client Success Manager will thrive on creating meaningful client connections, excel at driving value through account management tools (such as CRM), and possess exceptional communication and problem-solving skills. Additionally, the Key Account Client Success Manager will play a key role in providing insights to senior leadership, including customer trends, product feedback, and organizational improvements.

Responsibilities: 

The Key Account Client Success Manager is an expert on the AgencyBloc suite of services including our AgencyBloc AMS and the Quote+ quoting and enrollment products and how these systems can be used to help our agencies achieve their business objectives. Duties include but are not limited to: 

• Own and manage a book of business of approximately 100 accounts equaling over $4M in ARR.
• Own personal KPI’s for your book of business which include gross retention, logo retention, cross selling and upselling.
• Spearhead client relationships throughout the client lifecycle, from initial onboarding period through successful achievement of the customer’s business goals.
• Plan and lead Quarterly Business Reviews (QBRs) and Executive Business Reviews (EBRs) with key accounts to review performance metrics, discuss progress toward strategic goals, share insights, and identify opportunities for optimization and growth.
• Work with clients and internal business partners to ensure the setup and implementation of AgencyBloc is aligned with the customer’s business goals and desired outcomes.
• Monitor and identify adoption and utilization trends, and provide recommendations based on risk and customers' needs.
• Identify and cultivate relationships with executive leadership within the organizations that you support in your book of business.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Partner effectively cross-functionally and support AgencyBloc colleagues; have a team-first mindset.
• Actively participate in weekly departmental meetings and initiatives as they are implemented across the organization.
• Act as the voice of the customer and collect feedback to drive continuous improvement across all areas including product.
• Support leadership through identifying trends and making recommendations for improvement across the organization and product.
• Other duties as assigned. 

Skills/Education/Experience:  

• 5+ years of experience in the life and health insurance industry.
• 3+ years of experience in managing a book of business in a key-accounts or enterprise customer-facing role.
• Experience developing relationships with C-Suite individuals within your book of business.
• Strong analytical skills with demonstrated ability to leverage data to inform decisions.
• Excellent interpersonal skills, highly organized and efficient.
• High level of comfort with technology.
• Excellent written and verbal communication skills.
• Motivated by the opportunity to be part of a fast-moving, entrepreneurial team.
• Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, and a team-first mentality.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.