New Business Account Manager

TL;DR

New Business Account Manager (Life/Insurance): Building and maintaining relationships with new and existing agency staff and financial professionals to drive long-term growth and policy persistency, with an accent on onboarding newly sold business and managing new business timelines. Focus on improving placement rates, resolving escalations, delivering training and process changes, and partnering with Compliance and Field Risk Management on regulatory matters.

Company

hirify.global is a purpose-driven organization focused on long-term impact and customer outcomes.

What you will do

• Manage pending inventory and issued cases to improve placement rates.
• Serve as liaison between firms and internal teams, providing timely updates and resolving escalations.
• Deliver training and communicate process changes to firm New Business staff.
• Conduct agency visits and presentations to educate, gather feedback, and strengthen partnerships.
• Facilitate regular calls to review metrics, address gaps, and solve problems.
• Partner with Compliance and Field Risk Management on regulatory matters and identify process improvements.

Requirements

• High School Diploma.
• 3+ years of work experience in the Financial/Insurance industry or Client Relationship Management.
• Experience in case management or underwriting for Life or Disability Insurance.
• Strong understanding of life/disability insurance products and company business operations.
• Detail-oriented, able to work independently under tight deadlines.
• Proficient in using multiple systems and tools; highly organized with strong prioritization and communication skills.

Culture & Benefits

• Clear ownership and accountability with work tied to company and customer outcomes.
• Collaborative environment with learning and internal networks for continuous growth.
• Employee-led communities and forums supporting connection, learning, and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.

Hiring process

• Application review and interviews based on role fit and qualifications.
• Final selection for employment; job duties may evolve over time.

Location: Springfield, Massachusetts

Salary Range: $62,900-$79,300