Insurance/Financial Services Growth Account Executive/Program Manager at CapTechConsulting

CapTechConsulting

Richmond, VA, us·2h ago

DirectorFull-timeRust

Salary Range

$102,000 - $138,000 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

We are seeking an Insurance Growth Account Executive to join CapTech. This role focuses on driving account growth, developing strategies, and building lasting client relationships.

Key Responsibilities

→Drive Account Growth: Develop and execute account growth strategies, including playbook creation, pipeline development, and targeted relationship plans.
→Activate your Network: Leverage an established network to accelerate revenue growth from day one.
→Upsell & Cross-Sell: Expand CapTech’s footprint by introducing new services.
→Expand Opportunities: Identify, pursue, and secure new business opportunities within existing accounts.
→Balance Growth & Delivery: Split time and focus between business development and delivery oversight.
→Stay current: Rapidly build expertise in CapTech’s solutions and maintain awareness of industry trends.
→Deliver Value: Translate client needs into innovative solutions that create measurable business impact.
→Ensure Account Health: Oversee financial and operational management of the account.
→Engage Clients Deeply: Prioritize building relationships, in-person whenever possible.
→Lead with Agility: Adapt quickly to evolving client priorities and market shifts.
→Ensure Delivery Excellence: Lead cross-functional teams, manage stakeholder expectations, and resolve issues quickly.
→Coach & Develop Talent: Mentor account managers and consultants on relationship building.
→Execute with Impact: Lead proposals, SOWs, and growth initiatives.
→Collaborate with Candor: Communicate thoughts and perspective with internal team and external client.
→Demonstrate Commercial Mindset: Lead client negotiations to secure multi-year deals.
→Think Beyond the Sale: Understand how problems/solutions extend beyond the immediate buyer.

Requirements

✓Experience in account management or business development within the insurance industry
✓Strong understanding of client relationship management
✓Ability to develop and execute strategic growth plans
✓Excellent communication and negotiation skills
✓Proven track record of driving revenue growth
✓Experience with consulting solutions and industry trends
✓Ability to balance strategic leadership with hands-on execution
✓Experience in mentorship and talent development
✓Strong financial acumen for client negotiations