Account Manager

What is Equisoft?  Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.  With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation. 

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below: 

• Hiring Location: United States

• You are welcome to work in our office, hybrid or remote 

• Full-time Permanent Role 

• Benefits available, on the 1st of the month following date of hire: Medical, Dental, Telemedicine Program, etc. Quarterly Enrollment for Retirement Funds 

• Flexible hours 

• Number of hours per week: 40  

• Educational Support (LinkedIn Learning, LOMA and Equisoft University) 

Role: Reporting to the Vice President, Account Management and will be responsible for the development, management, and growth of assigned US accounts.          

Your Day with Equisoft:    

• Relationship Management: Manage all stakeholder relationships within client’s business, IT and operations units to ensure that expectations and priorities are clear and that all required support is in place to achieve the objectives of the engagement.    

• Account Growth: Responsible for the growth of the account by prospecting, evaluating and proposing additional Equisoft products and services in support of the client’s business and technology objectives.    

• Account Profitability: Responsible for the P&L and meeting/exceeding the profitability goals set by Equisoft for each assigned account.   

• Execution Commitment: Collaborate with internal and external stakeholders and assist in overseeing the planning, management and implementation of customer projects related to Equisoft's products and services to ensure all customer commitments are met. 

• Account Planning: In alignment with client’s and Equisoft’s objectives, create an annual account plan detailing opportunities to be pursued, relationships to be nurtured and account risks.  The Account Manager will manage and report regularly against the account plan. 

Requirements: 

Technical 

• Bachelor Degree in Information Technology, Insurance, Finance or a related field  

• Minimum 8-10 years of experience with strong account management, relationship management and/or business development experience 

• Minimum 5 years of experience in the Insurance and/or Wealth Distribution market (advisors, brokers, general agents, etc.) 

• Excellent knowledge of Program and Project Management 

• Must have experience with proposal creation and contract management 

• Consulting experience in IT and/or in the insurance industry 

• Must be willing to travel 30-40% monthly 

• Excellent knowledge of English (Written and Oral)  

Soft skills 

• Must have experience interacting with and building executive level client relationships 

• Strong leadership, interpersonal, communication, presentation and negotiating skills 

• Strong sense of organization and prioritizing 

• Ability to communicate, write and synthesize information 

• Ability to multi-task in a rapid-paced environment 

• Team spirit, tact, diplomacy, autonomy, rigor, and discipline 

• Public speaking and meeting facilitation skills 

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.