Senior Account Manager

Senior Account Manager

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client's unique needs, ensuring they feel confident and supported in every decision.

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.

What sets us apart? We're data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.

At We Insure, the Senior Account Manager plays a pivotal role in supporting our franchise network of independent insurance agencies. This role is responsible for building strong, consultative relationships with franchise owners to drive retention, performance, and satisfaction. The Senior Account Manager will act as a trusted advisor, ensuring that each franchise partner is equipped with the tools, resources, and insights they need to thrive in the highly competitive insurance market. Success in this role is measured by the ability to own outcomes—increasing franchise performance, ensuring client retention, and delivering measurable business growth across assigned accounts.

Duties/Responsibilities:

• Serve as the dedicated point of contact for assigned franchise owners, producers, and agency teams, providing proactive support and strategic guidance.
• Develop account growth plans tailored to franchise needs, leveraging insurance market insights to drive retention and expansion.
• Track and analyze performance data to identify opportunities for improvement and deliver actionable recommendations.
• Collaborate with Marketing, Carrier Relations, Finance, and Customer Service to ensure franchisees have the resources to succeed in selling and servicing insurance products.
• Lead regular business reviews, aligning on key performance metrics and next steps to improve outcomes.
• Communicate updates on promotions, incentives, carrier partnerships, and compliance requirements.
• Advocate for franchise partners internally, ensuring their needs are represented in corporate initiatives.

Required Skills/Abilities:

• Strong relationship management and consultative selling skills.
• Ability to analyze insurance performance metrics and drive business decisions.
• Excellent communication and presentation abilities.
• Proficient organizational and process management skills.
• A customer-first mindset with a focus on delivering measurable business outcomes.

Education and/or Experience:

• Bachelor's degree or equivalent experience in Business, Marketing, or related field preferred.
• 3–5 years of experience in account management, preferably in the insurance or financial services space.

At We Insure Group, our values shape how we work, how we lead, and how we grow—together. They're more than just words—they guide every interaction, every decision, and every customer experience.

We Way Reflects Our Commitment to:

• We personalize protection at a price you can trust
• We hustle to find opportunity
• We care authentically
• We thrive in ambiguity
• We own our results
• We have fun along the way
• And—we're just getting started

Our Total Rewards:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement
• Matching Charitable Gift Program
• Lucrative Referral Program

This position is not able to be performed in California, Colorado, New York or Washington.

EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.