Account Manager (Mandalay)
Core
End-to-end service, relationship management, and operational support for agency key accounts (senior leaders, top producers, contractors) within the agency distribution channel.
Role type
Account Manager / Service Manager
Builds
Smooth business operations, differentiated service standards, and agent productivity/retention/growth
Domain
Life insurance / Financial services / Agency distribution
Required skills
Account management, stakeholder management, process improvement, regulatory compliance, data reporting, cross-functional coordination
Preferred skills
MBA, service leadership experience
Technologies
Dashboards (TAT, satisfaction, issue trends), SOPs, checklists
Responsibilities
Serve as primary point of contact for key accounts; conduct business reviews to assess KPIs; coordinate agent onboarding and licensing; monitor commission payouts and campaign T&Cs; standardize service processes; partner with Sales, Ops, Training, Compliance, Marketing, IT, Legal, and Finance; maintain service dashboards; ensure adherence to regulatory requirements and data privacy standards.
Seniority
Mid-Senior, hands-on IC