Applied Systems, Inc.
The Primary Account Manager role focuses on growing and retaining relationships with agency, broker, and carrier clients across Northern California. The position involves uncovering client needs, leading renewal conversations, and conducting Quarterly Business Reviews to drive expansion opportunities. This role requires strong discovery skills, a relationship-building approach, and proficiency with AI tools to support day-to-day account management.
Headquarters
Chicago, Illinois, United States
Company Size
1001-5000 employees
Founded
1983
Applied Systems is an insurance technology company that provides cloud-based agency management software and automation tools for independent insurance agencies. Its platform — embedded with AI capabilities — helps agencies streamline workflows, improve efficiency, and drive growth through policy, rating, and agency management features. Applied also offers training (Applied University), customer support portals, and a family of integrated brands and services (Ivans, Indio, EZLynx, Tarmika) to extend connectivity and agency-facing solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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