Internal Account Manager

Internal Account Manager

About Us: We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If bringing people together through well-executed events, partnering closely with sales and marketing leaders, and delivering high-impact experiences that support a growing life insurance and annuities business excites you, this role offers the opportunity to make a meaningful impact.

About the Role: We're looking for a sales-driven Internal Account Manager responsible for driving growth and deepening relationships with Independent Marketing Organizations (IMO's) and marketers within an assigned territory. This role partners closely with Regional Sales Directors to execute territory sales strategies, generate new business opportunities, and increase product adoption across life and annuity solutions.

The Internal Account Manager serves as a key point of contact for distribution partners, combining proactive outbound sales activity with consultative relationship management. This includes delivering sales ideas, supporting product positioning, identifying opportunities within existing accounts, and helping partners grow their business.

In addition to sales responsibilities, this role plays a critical part in navigating operational and service-related needs; working cross-functionally with underwriting, new business, licensing, and commissions to resolve issues and remove barriers to production. The ideal candidate is proactive, commercially minded, and able to balance sales execution with high-quality account support to drive both growth and partner satisfaction.

What You'll Do:

• Serve as the primary point of contact for assigned accounts, providing timely, professional service and operational support.
• Conduct proactive outbound sales calls to marketers and Independent Marketing Organizations (IMOs) within assigned territory to drive product awareness, generate new business opportunities, and deepen existing relationships.
• Execute targeted call campaigns aligned with territory strategies, promoting life and annuity solutions, identifying sales opportunities, and advancing cases through the sales pipeline in partnership with Regional Sales Directors.
• Partner closely with Regional Sales Directors to support account management strategies and relationship development.
• Coordinate with New Business, Underwriting, Licensing, and Commissions teams to resolve service issues and ensure efficient processing.
• Manage and track account-related inquiries and communications, maintaining accurate and up-to-date records within CRM systems (e.g., Salesforce).
• Develop and monitor account-specific plans to improve efficiency, including areas such as e-app usage, new business submissions, and process optimization.
• Support due diligence requests and assist with coordinating responses to RFPs.
• Drive engagement through participation in marketing campaigns, product launches, awareness initiatives, and onboarding activities.
• Provide both proactive outreach and reactive support for Regional Sales Director initiatives, territory management efforts, and marketing programs.
• Build effective relationships with distribution partners, contributing to long-term relationship strength and partnership growth.
• Support and coordinate webinars, including scheduling, content delivery support, and follow-up activities.
• Stay current on industry trends, product updates, and competitive developments to effectively support assigned accounts.
• Meet or exceed assigned performance metrics related to service, responsiveness, and activity levels.
• Ensure adherence to all compliance, regulatory, and company policies.

What You'll Bring:

• Relationship Management: Ability to build and maintain strong relationships with assigned accounts and internal stakeholders through consistent, high-quality service.
• Operational Excellence: Strong ability to coordinate across functions (new business, underwriting, licensing, commissions) to ensure accurate and timely processing.
• Service & Issue Resolution: Skilled in managing and resolving service inquiries efficiently while maintaining a high level of professionalism.
• Account Support Strategy: Ability to identify account needs and support targeted action plans that improve engagement, efficiency, and sales support.
• Communication Excellence: Clear and professional communication skills, both written and verbal, with strong attention to detail.
• Presentations & Training: Lead and deliver virtual product presentations, training sessions, and sales meetings for marketers and IMOs to drive education and new business activity
• Meetings & Events: Conduct in-person meetings, events, or territory visits (as applicable) to strengthen relationships and support sales growth initiatives
• Industry & Product Knowledge: Working knowledge of insurance products, distribution models, and operational processes, with a commitment to continuous learning.
• Activity & Workflow Management: Ability to manage multiple priorities, track communication, and maintain organized records using CRM tools.
• Collaboration & Teamwork: Works effectively with sales, underwriting, operations, and marketing teams to deliver a seamless account experience.
• Technology: Proficiency with CRM platforms (including Salesforce), reporting tools, and standard business software.

Key Success Metrics:

• Timeliness and quality of service and issue resolution
• Account satisfaction and responsiveness levels
• Effectiveness in supporting account growth and operational efficiency
• Accuracy and consistency of CRM tracking and documentation
• Contribution to territory initiatives, campaigns, and onboarding activities
• Strength of relationships with internal partners and external accounts

Job Qualifications :

• 2–4 years of experience in financial services, insurance operations, or account management preferred
• Strong understanding of insurance processes including new business, underwriting, and licensing
• Exceptional organizational, problem-solving, and multitasking abilities
• Strong communication and relationship management skills
• Ability to operate effectively in a fast-paced, service-oriented environment
• Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office applications

Licenses & Certifications:

• Life Insurance License required or ability to obtain within 180 days of hire
• Industry coursework (e.g., LOMA) preferred

What We Offer:

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Remote/hybrid work arrangement; relocation available to Austin, TX if interested.

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.