About the job
Join our dynamic team as an Insurance Growth Account Executive at CapTech Consulting, where you will play a pivotal role in identifying and seizing new opportunities within the insurance and financial services sectors. We are looking for a highly driven professional who excels in creatively addressing client challenges and fostering long-term partnerships that drive account growth.
In this key position, you will merge strategic account oversight with hands-on execution, acting as a trusted advisor for clients while serving as a catalyst for CapTech's expansion efforts. Your ability to operate with urgency, adapt to client requirements, and exhibit curiosity in problem-solving will be critical to your success.
Key Responsibilities:
Drive Account Growth: Formulate and implement effective strategies for account expansion, including the development of playbooks, pipeline management, and targeted relationship initiatives.
Activate Your Network: Utilize your established connections to expedite revenue growth from day one, enhancing personal and professional relationships to generate warm leads and active business opportunities.
Upsell & Cross-Sell: Broaden CapTech’s influence by promoting new services, positioning us as an essential partner in the client’s operations.
Expand Opportunities: Identify and secure new business within existing accounts, ensuring consistent year-over-year revenue increases.
Balance Growth & Delivery: Allocate your time effectively between business development and oversight of consulting service delivery.
Stay Current: Quickly develop expertise in CapTech’s offerings while keeping abreast of industry trends, emerging technologies, and market dynamics.
Deliver Value: Transform client needs into innovative solutions that yield measurable business outcomes.
Ensure Account Health: Manage the financial and operational aspects of accounts, including margins, forecasting, and resource allocation, to maintain long-term sustainability and growth.
Engage Clients Deeply: Focus on building relationships, preferably in person, and immerse yourself in client cultures and leadership forums to foster trust and establish CapTech as a strategic ally.
Lead with Agility: Respond swiftly to changing client priorities and market conditions to ensure CapTech’s relevance and trustworthiness.
Ensure Delivery Excellence: Guide cross-functional teams, manage stakeholder expectations, and address issues promptly to uphold client satisfaction.
Coach & Develop Talent: Mentor account managers and consultants, fostering professional growth within the team.
