Sales & Account Manager – Insurance Licensing & Compliance Solutions

Agenzee is a streamlined licensing and appointment management platform designed to simplify the compliance process for insurance agencies, carriers, and MGAs. By automating time-consuming tasks, Agenzee helps licensing administrators stay organized, reduce manual work, and ensure regulatory compliance.

Position Overview

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.

Sales & Business Development:

• Proactively identify and pursue new business opportunities in the insurance sector.
• Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
• Conduct product demonstrations, showcasing the value of Agenzee; our licensing and compliance solution.
• Develop and maintain relationships with decision-makers at insurance agencies, carriers, and MGAs, and other insurance distribution models.

Client Engagement & Account Management:

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

Industry Expertise & Market Awareness:

• Stay informed about insurance licensing regulations and industry trends.
• Educate potential clients on compliance requirements and the benefits of Agenzee.
• Attend industry trade shows and conferences to network and generate leads.

Sales Strategy & Performance Tracking:

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