New Business Account Manager
$62,900–$79,300 year
Hybrid · Springfield, Massachusetts, United States
Job Summary
New Business Account Manager responsible for onboarding, service, and relationship management with agency partners, financial professionals, and internal teams. Focused on managing new business timelines, documenting processes, and driving long-term growth and policy persistency. Key duties include servicing onboarding for new business, conducting agency visits and presentations, training staff on processes, resolving escalations, coordinating with Compliance and Field Risk Management on regulatory matters, and collaborating across departments to simplify workflows and strengthen partnerships.
Required Qualifications
- High School Diploma
- 3+ years of work experience in the Financial/Insurance industry or Client Relationship Management
- Bachelor's degree (preferred)
- 5+ years in Financial Services, Customer Service, or Client Relationship Management
- Strong understanding of company products, services, and business operations
- Skilled in presenting processes, results, and best practices to internal and external stakeholders
- Detail-oriented and able to work independently under tight deadlines
- Proficient in using multiple systems and tools
- Collaborative team player who respects procedures and timelines
- Flexible to support business needs during peak periods and critical deadlines
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