Director of Account Management
27 days ago
Miami
Location: In office required – Miami, FL or Dallas, TX Reports to: VP of Service Operations We're looking for a forward-thinking Director of Account Management to manage a 10-person (and growing!) team of insurance account managers and placement specialists across commercial P&C and group health/benefits. About the Company We're building the insurance platform that small and mid-sized businesses have always deserved. Combining cutting-edge technology, real human support, and a relentless focus on what matters most: helping businesses, agencies, and carriers get coverage that makes sense. We’re out to fix what’s broken in insurance, and we’re looking for bold, creative talent to help us tell that story. What Makes Us Different? • AI-Powered Advantage: Your team is equipped with warm leads, a robust marketing engine, and a tech stack that eliminates the “old-school” grind., • Omnichannel Service Model: We blend digital and human-first approaches, giving your team the flexibility and tools to win in any market., • Startup Energy, Proven Stability: Enjoy the excitement of a high-growth startup with the backing and stability of a proven business model. Compensation & Benefits • Base Salary: $160k–$180k (depending on experience) + bonus, • Healthcare: 100% employer-paid premiums, • 401k: Eligible on first payroll, with 4% company match, • Perks: $60/month cell phone stipend, company-paid parking, 14 annual holidays (13 scheduled + 1 floating), • Central office location in Brickell area of Miami, company-paid parking What You’ll Do • Lead & Inspire: Oversee a high-performing team of Account Managers and Placement Specialists across both Employee Benefits and Commercial Insurance, fostering a culture of excellence, collaboration, and innovation., • Operational Excellence: Ensure your team delivers proactive, high-touch service, seamless renewals, and strategic coverage optimization for SMB clients., • Performance Management: Set clear goals, coach for success, and drive accountability for client retention, satisfaction, and operational standards., • Process Improvement: Champion the adoption of AI-powered tools, digital workflows, and best practices that streamline service delivery and maximize efficiency., • Client Advocacy: Serve as an escalation point for complex client issues, carrier negotiations, and strategic account decisions., • Cross-Functional Collaboration: Partner with Sales, Marketing, and Product teams to align service delivery with go-to-market strategies and elevate the client experience., • Team Development: Recruit, onboard, and mentor talent, building a pipeline of future leaders and subject matter experts., • Results & Rewards: Earn a competitive salary ($160–$180k) plus a 0.5% commission override on your team’s renewals – your leadership directly drives your success. Required Qualifications • 7+ years of progressive experience in insurance account management, placement, or client service (agency, carrier, or TPA)., • Active Property & Casualty and/or Life & Health insurance license (must have at least one; ability to obtain the other quickly)., • 3+ years of direct people management experience, with a track record of building and leading high-performing teams., • Strong knowledge of both commercial insurance (GL, Property, WC, BOP, EPLI, Cyber, etc.) and employee benefits (group health, dental, vision, life, disability, voluntary)., • Comfort with digital platforms, AMS/CRM systems (Applied Epic, Employee Navigator, etc.), and modern service delivery tools., • Excellent communication, coaching, and organizational skills., • Must be based in Miami, FL area and able to work in-office in downtown Miami (Wells Fargo tower) OR in Dallas, TX area and able to work in-office in the North Dallas area. Preferred Qualifications • Dual licensing in both Property & Casualty and Life & Health., • Industry certifications such as CIC, CPCU, or CEBS., • Experience in a fast-paced, growth-focused, or tech-enabled agency environment., • Proven success driving adoption of new technology and process improvements., • Experience managing teams across both commercial insurance and employee benefits.