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SmartFinancial

Digital insurance marketplace with data-driven insights

Enterprise Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNewport Beach, CA, USAHybrid

About the Job

Requirements

  • An undergraduate degree is required.
  • Background managing accounts in a performance marketing environment is required.
  • At least two years of experience in account management is required.
  • A strong understanding of the insurance business is required or must be gained.
  • Strong communication skills are required.
  • Consistency and attention to detail are required.
  • Strong analytical skills are required.

Responsibilities

  • Maintain high-touch relationships with 20–40 key insurance carrier accounts.
  • Be fluent in all account key performance indicators and other relevant business and relationship details.
  • Maximize each account through thorough preparation and focus on performance and opportunities.
  • Create win-win scenarios that meet account goals and company objectives.
  • Turn difficult conversations into account wins.
  • Manage a regular status-call cadence with each account.
  • Use and train accounts on the technology platforms underpinning the company's customer acquisition products.
  • Keep up with the insurance customer acquisition competitive landscape.

About the Company

SmartFinancial

Digital insurance marketplace with data-driven insights

SmartFinancial operates as a digital insurance marketplace that connects consumers with insurance providers through its proprietary platform, Insurance.io. It collects data-driven insights to match users with relevant quotes and coverage options, enabling easy comparison and selection of insurance plans. The product works by leveraging Insurance.io to analyze consumer information and provider offerings, surfacing tailored quotes from multiple insurers in a single experience. This differentiates SmartFinancial from competitors by using its data-driven platform to deliver broader access to coverage and faster, more transparent comparisons across a wide network of insurers. The company’s goal is to simplify purchasing insurance, improve transparency in pricing, and help consumers find suitable coverage quickly.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Costa Mesa, CA
Founded
2012

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