Technical Account Manager

Job description

Description AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other. Summary: The Technical Account Manager (TAM) serves as a dedicated strategic partner and technical advisor to a portfolio of clients within the insurance industry. Embedded within the Professional Services team, the TAM is responsible for driving the successful adoption and ongoing optimization of our SaaS platform, directly contributing to recurring professional services revenue growth. This role acts as the primary point of contact for post-implementation technical engagement, proactively identifying opportunities to deepen platform utilization, expand service delivery, and strengthen long-term client relationships. The TAM will leverage deep product expertise, integration...