Associate Account Manager
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Job Description
Associate Account Manager responsible for growing Branch’s insurance partnerships by leveraging data and accountability. Focused on driving quote volume and long-term profitability in the insurance sector.
Responsibilities:
- Owns decisions related to assigned national agencies and groups, including partnership activation, prioritization, optimization, and when to pause or exit underperforming relationships.
- Makes informed, timely decisions by leveraging data, partner feedback, and internal insights, escalating with a recommendation and rationale, not uncertainty.
- Drives partner accountability by setting clear expectations for quote volume, bind ratios, and production growth, and holding agencies responsible for results.
- Proactively challenges partners to increase policy count, product adoption, and engagement through confident, sales-oriented conversations.
- Identifies and addresses performance gaps by diagnosing root causes (pricing, process, training, adoption) and implementing action plans to improve results.
- Leads with a sales mindset, consistently positioning Branch’s value proposition and guiding partners toward behaviors that result in increased policy production.
- Maintains close follow-through after decisions and initiatives are launched, monitoring outcomes and adjusting strategy as needed to drive measurable growth.
- Confidently delivers difficult messages to partners when expectations are not being met, including resetting goals, changing approach, or recommending a pause in the relationship.
- Uses data to influence behavior, sharing insights and trends with partners to reinforce why increased engagement and policy volume matter.
- Acts as a consultative driver, not an order-taker: guiding partners toward decisions that benefit both Branch and the agency.
Requirements:
- Property & Casualty insurance experience required; active Property & Casualty license preferred.
- Proven account management experience with the ability to own complex partner relationships and influence outcomes.
- 3–5 years of sales and/or marketing account management experience, with a demonstrated ability to drive measurable growth and production.
- Strong decision-making capability, including the confidence to assess situations, make recommendations, and act without waiting for direction.
- Sales-oriented mindset with the ability to challenge partners, push for increased quote activity and policy production, and drive accountability.
- Highly analytical, with the ability to interpret data, identify trends, and translate insights into actionable strategies.
- Bias toward action, able to manage multiple priorities simultaneously while maintaining urgency and follow-through.
- Advanced proficiency with Google Workspace, remote collaboration tools, and agency quote/bind platforms.
- Working knowledge of API integrations, capable of supporting first-level implementation questions and troubleshooting.
- Tech-savvy, detail-oriented, and adaptable, comfortable operating in a fast-paced, evolving environment.
- Strategic thinker who can see both the big picture and the details, addressing multiple challenges in parallel.
- Strong communicator and relationship builder, able to confidently influence partners and represent Branch with credibility and professionalism.
Benefits:
- Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
- Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
- Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.
- Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
- Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
- Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
- 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.
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