About Martin & Company

Martin & Company is a leading insurance advisory and consulting firm celebrating over 30 years in  business. We support many national, regional, and local insurance carriers and managing general agents  (MGA) throughout the US. Our insurance services focus on our client’s most important initiatives and  opportunities: capacity, resources, operations, technology, due diligence, service, and practical advice.  At Martin & Company, our goal is to build strong, lasting relationships with partners who share our  values, vision, and commitment to mutual success.

The Opportunity

We are seeking a high-performing Account Manager who will take full ownership of post-sale client  success, ensuring seamless onboarding, continued engagement, and long-term satisfaction. In this role,  you won’t just be managing accounts—you will be a trusted advisor and strategic partner, helping our  clients maximize the value of our solutions. We need someone with a proactive mindset, who thrives in  building relationships, solving challenges, and ensuring client retention and growth.

Key Responsibilities

• Client Relationship Management: Take full ownership of client relationships post sale, acting as the primary point of contact to ensure long-term success and satisfaction. Develop strong,  trust-based partnerships with key stakeholders. 
• Onboarding & Implementation: Oversee the onboarding process for new clients, ensuring smooth  adoption of our services and solutions. Provide training and guidance to ensure a seamless transition  and maximize client engagement. 
• Proactive Account Growth: Identify opportunities to expand client engagement, upsell additional  services, and drive account growth by understanding their evolving business needs and offering tailored  solutions. 
• Retention & Renewal Strategy: Drive client retention by proactively addressing concerns, ensuring  continued value, and managing contract renewals with a consultative approach. Implement strategies to  maximize customer lifetime value. 
• Problem Solving & Escalation Management: Act as the voice of the client internally, addressing issues  and collaborating with internal teams to deliver timely and effective solutions. Ensure that all client  concerns are met with urgency and professionalism. 
• Data-Driven Insights: Leverage data and analytics to track client engagement, identify trends, and  provide insights that drive client success and strategic decision-making. 
• Cross-Functional Collaboration: Work closely with sales, marketing, product, and operations teams to  ensure a seamless client experience, maintain alignment on client needs, and help refine service  offerings. 
• Industry Expertise & Thought Leadership: Stay informed about industry trends, regulatory changes, and  competitive landscapes to provide clients with relevant insights and maintain our position as a trusted partner.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field preferred. 
• 5+ years of experience in account management, customer success, or client services within the property  & casualty insurance or technology sectors. 
• Deep understanding of insurance carriers and MGAs, particularly their operational challenges and  business needs. 
• Exceptional communication, relationship-building, and negotiation skills. 
• Highly organized, proactive, and capable of managing multiple clients and priorities. 
• Strong analytical skills with the ability to assess client needs and provide data-driven recommendations. Proficiency in CRM software (preferably HubSpot) and account management tools. 
• Ability to travel occasionally for client meetings and industry events.

Why Join Us?

• Client-Focused Environment: Work with a company that values long-term partnerships and client  success. 
• Career Growth: Opportunities for professional development and advancement. 
• Legacy of Excellence: Be part of a well-respected organization with over 30 years of leadership in the  insurance industry. 
• Dynamic Team Culture: Work with talented colleagues who are passionate, driven, and committed to  mutual success.

Salary and Benefits

The salary range for this position is $110,000-$140,000. Final salary offer will be based on several factors  including commensurate experience, qualifications, and skills. Our salaries are complemented by an  extensive benefits package designed to support your well-being and work-life balance. These benefits  include: 

• Health, dental, and vision insurance 
• 401(k) retirement plan options 
• Profit Sharing 
• Generous, flexible paid-time-off (PTO) policy 

This is an exciting opportunity to own client relationships, drive engagement, and play a key role in the  long-term success of both our clients and Martin & Company. If you’re a strategic thinker, problem  solver, and relationship builder, we’d love to hear from you!