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• Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
• Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
• Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.

• Manage and develop a designated sales territory of Independent Agencies with complex profiles.
• Build and nurture strong relationships with agency partners to maximize growth and market share.
• Execute sales strategies and use data-driven planning to meet and exceed sales objectives.

Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.

• Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
• Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
• Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.

• Build the Sales organization from the ground up, defining the GTM engine and winning new customer logos.
• Drive high-stakes deals with large insurance companies and experiment across channels to unlock growth.
• Work closely with the CEO, shape the product with Claims and Product teams, and lead a world-class full-cycle Sales team.

ClaimSorted helps insurers outsource claims through a Third-Party Administration service, combining a claims team with an AI-enabled platform. Backed by Y Combinator, Atomico, and Eurazeo, they have raised $15M+ and manage claims for over $100M in insurance premium across 30+ MGAs.

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
• Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.

Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.

• Lead all account management activities with assigned National Accounts, including access and reimbursement strategies, formulary coverage, contract negotiation, and relationship management.
• Develop and implement contract strategies that create reimbursement access with payors while protecting ASP and GTN.
• Collaborate with cross-functional teams to develop strategies around reimbursement and product pull-through within assigned accounts.

Dr. Reddy's Laboratories is a pharmaceutical company focused on making medicines more affordable and discovering innovative treatments to help people lead longer, healthier lives. The company fosters a culture of empathy and dynamism, with hundreds of employees committed to diversity, equity, and inclusion.

• Work cross-functionally with a dedicated Account Management team to ensure end-to-end client ownership and accountability.
• Use data to develop strategic account plans, conduct monthly claims reviews, and present quarterly progress reports.
• Present strategic renewal proposals, negotiate rates, and ensure smooth transitions from sales to implementation.

Gravie creates health benefits that actually benefit small and midsize businesses and their employees. The company is well-capitalized with a non-hierarchical, high-performance culture focused on consumer-centric solutions.

• Build trusted relationships with regional leaders of top brokerage and consultancy firms to drive partnership preference for HealthEquity.
• Leverage sales savvy and data-driven strategies to help brokerages meet client needs and renew business with high-performance partners.
• Collaborate with Field Sales and Operations teams to optimize win rates and respond to service escalations.

HealthEquity empowers healthcare consumers to save and improve lives through HSA and employee benefits solutions. The company is a leading provider with a mission to make HSAs as widespread as retirement accounts by 2030, fostering a culture of inclusion and personal growth.

• Build senior-level executive relationships with partners to achieve revenue growth and partner satisfaction objectives.
• Prospect, qualify, negotiate, close, and implement new partnerships while meeting annual revenue goals.
• Act as a trusted advisor and quarterback for opportunities, bringing in appropriate resources to support customer needs.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate for over 180 years. They are a diverse, global team that values creativity, collaboration, and bold ideas.

• Drive growth, retention, and strategic partnerships within government healthcare accounts, serving as the primary liaison and escalation point.
• Oversee account strategy execution, including growth, renewal, retention, and expansion initiatives, and conduct regular client meetings.
• Lead delivery of executive reporting including QBRs, steer cross-functional teams, and manage issue resolution for high client satisfaction.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. The company focuses on ensuring applications are reviewed quickly and objectively, partnering with hiring companies to manage the final decision process.

• Manage and expand strategic national accounts in Canada, driving revenue growth through consultative selling and long-term relationship building.
• Oversee the full enterprise sales cycle from prospecting to closing, building trust with senior stakeholders and decision-makers.
• Collaborate with cross-functional teams and use data-driven insights to achieve sales targets and refine account strategy.

The partner company specializes in sales development and enterprise account management. The organization is dynamic, international, and collaborative, with opportunities for career growth.

• Be a trusted advisor, guiding customers through their life insurance journey with warmth, clarity, and integrity.
• Connect with warm leads via outbound phone calls, text, and email to drive conversions.
• Personalize coverage recommendations based on customer needs and provide exceptional service.

Ladder developed a method of real-time underwriting leveraging AI, reducing the months-long process of applying for life insurance to minutes. The company is highly collaborative and fun, with fantastic perks and benefits that reflect a mission of care and support.

• Drive financial performance and meet annual new business production plans through consistent visibility and significant relationships.
• Manage territory distribution and position Convelo as a lead partner for core program offerings.
• Provide leadership, mentor a team of Regional Sales Managers, and foster a culture of continuous improvement.

Convelo Insurance Group is a leading insurance platform providing brokerage and underwriting services. It is a socially conscious organization with an amazing culture of relentless grit and continuous improvement, part of Signers National.

• Own and grow strategic client relationships with large self-insured employers, translating healthcare claims data into actionable cost-saving strategies.
• Lead client engagement cycles including regular check-ins, executive presentations, and strategic business reviews, collaborating with internal data science and clinical teams.
• Oversee onboarding and implementation processes, coordinating with carriers and external data partners to ensure high-quality data intake and program enhancements.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to review applications and share top-fitting shortlists directly with employers, while the hiring company manages the final decision.

• Leads a team of strategic Account Managers across multiple verticals to drive client retention and revenue growth.
• Develops long-lasting client relationships by understanding needs and providing strategic solutions leveraging Origami's platform.
• Oversees team performance, coaching, and training to ensure productivity, quality, and achievement of KPIs.

Origami Risk delivers single-platform SaaS solutions for risk, insurance, compliance, and safety management. The company was founded by industry veterans and is an equal opportunity employer committed to diversity and inclusion.

• Oversees development and delivery of carrier management and operational services to support distribution channels.
• Leads teams in areas like technology enablement, analytics, carrier management, and compliance.
• Partners with distribution channel leaders to align investments with strategic priorities and goals.

Liberty Mutual is an insurance company with a focus on creating an inclusive workplace. They employ a large workforce and offer comprehensive benefits, workplace flexibility, and professional development opportunities.

• Lead cross-channel demand generation efforts and experimentation to shape Insurance growth strategy.
• Manage a team and partner with analytics and product teams for measurable, scalable impact.
• Oversee new channel enablement, channel execution, analytics, and experimentation frameworks.

Experian is a global data and technology company, powering opportunities for people and businesses worldwide across financial services, healthcare, automotive, and more. They have an amazing team of 25,200 people in 32 countries with an inclusive and purpose-driven culture.

• Develop and execute strategic sales plans to drive new business growth and strengthen market presence in the Employer Stop Loss market.
• Manage and expand relationships with producers and distribution partners, ensuring strong engagement and alignment with strategic goals.
• Collaborate closely with underwriting, claims, and cross-functional teams to align commercial strategy and optimize performance.

The company provides stop loss insurance solutions for the employer market. It fosters an inclusive, collaborative culture with a focus on community engagement and professional development.

• Develop a strategic territory plan and build relationships with current and potential producers to drive profitable business in Nebraska, Iowa, and Minnesota.
• Meet or exceed sales goals by conducting agency visits, attending trade shows, and serving as a trusted advisor for assigned agent accounts.
• Stay current on crop insurance products and industry trends to ensure compliance and provide effective training and support to agents.

ProAg, a member of the Tokio Marine HCC group of companies, is a financially strong insurer with an AM Best rating of A++ that provides crop insurance to American farmers and ranchers. With 100 years of service and the backing of a leading specialty insurance group, they offer a welcoming culture focused on growth and employee well-being.

• Build and maintain trusted relationships with influential consultants across national and regional firms.
• Partner with Sales and Client Success to support pipeline development, active sales opportunities, and strategic renewals.
• Educate the consultant community on Included Health’s products and strategic vision to strengthen market positioning.

Included Health is a healthcare company delivering integrated virtual care and navigation, aiming to raise the standard of healthcare for everyone. They offer comprehensive benefits, a remote-first culture, and are an Equal Opportunity Employer with a focus on transparency and equity.