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Licensed Account Manager Jobs (NOW HIRING)

DataCT LLC

Licensing and Account Manager

New York, NY · On-site

$122K - $143K/yr

The Licensing & Account Manager partners with Operations, Finance, Legal, and the Pricing & Policy Manager to ensure consistent, fair, and transparent administration of subscriber relationships.

Job Openings

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ACCOUNT MANAGER, Property and Casualty Personal lines account manager The Personal Lines Account ... license. Experience with Applied Epic agency management software is preferred.

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$70K - $85K/yr

Account Manager -- Commercial Lines California (Remote) | $65,000-$80,000 / year We're hiring an ... Active P&C license (required) * Strong knowledge of commercial lines products and carrier systems

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Account Manager ID: 1589 Department: Furniture Sales Location: Boston, MA Description The Account ... Word, Excel, Hedberg. * CRM experience Level of Education/Training/License: * BA/BS degree ...

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Licensed Account Manager information

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How much do licensed account manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for licensed account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by licensed account managers, and how can they be addressed?

Licensed Account Managers often juggle multiple client accounts simultaneously, requiring strong organizational and communication skills to keep up with client needs and regulatory requirements. A common challenge is staying updated with ever-changing industry regulations, which can impact policy offerings and compliance. Building trust with clients while balancing the demands of sales targets and administrative work is also key. Proactively seeking ongoing training, leveraging CRM tools, and fostering open communication with both clients and internal teams can help address these challenges effectively.

Can I be a licensed account manager with no experience?

Becoming a licensed account manager typically requires relevant industry knowledge and may involve obtaining specific certifications or licenses, which often require some prior experience or training. While entry-level positions may be available, most employers prefer candidates with some background in customer service, sales, or account management. Gaining experience through internships or related roles can improve your chances of qualifying for a licensed account manager position.

What are the key skills and qualifications needed to thrive as a licensed account manager, and why are they important?

To excel as a Licensed Account Manager, you need a solid understanding of insurance products, sales techniques, and state licensing requirements. Proficiency with customer relationship management (CRM) software, quoting tools, and agency management systems is typically expected. Exceptional communication, problem-solving, and relationship-building skills help you stand out in managing client accounts and resolving issues. These competencies are crucial for meeting client needs, driving retention and sales, and ensuring regulatory compliance in a competitive industry.

What is a licensed account manager?

A Licensed Account Manager is a professional responsible for managing client accounts, typically within the insurance or financial services industries, who holds the necessary state or industry licenses to legally sell and service insurance policies or financial products. Their duties include maintaining existing client relationships, processing policy changes, resolving client inquiries, and ensuring compliance with relevant regulations. Licensed Account Managers act as a key point of contact between clients and their company, providing expert advice and support to help clients choose the right products and services.

What is the difference between Licensed Account Manager vs Insurance Account Executive?

AspectLicensed Account ManagerInsurance Account Executive
CredentialsRequires licensing (e.g., state insurance license)May require licensing depending on products
Work EnvironmentFinancial institutions, insurance agenciesInsurance companies, brokerages
Industry UsageFinancial services, insuranceInsurance sales and client management
Primary FocusManaging client accounts, ensuring complianceSelling insurance policies, client acquisition

While both roles involve client management and may require licensing, Licensed Account Managers focus on maintaining existing client relationships within financial or insurance firms, ensuring compliance and service quality. Insurance Account Executives primarily focus on selling insurance products and acquiring new clients. The roles often overlap in industry and licensing requirements but differ in their core responsibilities.

How much does a licensed account manager get paid?

A licensed account manager's average salary varies by industry and experience but typically ranges from $50,000 to $85,000 annually. Those with specialized licenses or certifications and in high-demand sectors may earn higher compensation, often supplemented with bonuses or commissions.
More about Licensed Account Manager jobs
What cities are hiring for Licensed Account Manager jobs? Cities with the most Licensed Account Manager job openings:
What are the most commonly searched types of Licensed Account jobs? The most popular types of Licensed Account jobs are:
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Licensed Account Manager jobs near you
Infographic showing various Licensed Account Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Licensing and Account Manager

DataCT LLC

New York, NY • On-site

$122K - $143K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Position Overview

The Licensing & Account Manager is the day-to-day relationship owner for a portfolio of CT Plan subscribers. The role is responsible for onboarding new subscribers, running renewal cycles, processing entitlement and usage changes, resolving licensing and policy questions, and ensuring that every subscriber in the portfolio operates within the CT Plan's published licensing framework.

This is a consultative, customer-facing role that requires deep expertise in capital-markets data usage and CT Plan policy. The Licensing & Account Manager partners with Operations, Finance, Legal, and the Pricing & Policy Manager to ensure consistent, fair, and transparent administration of subscriber relationships.

DataCT operates under the independence, governance, and transparency framework established in the CT Plan and the Administrator RFP. All staff are expected to uphold the independence of the Administrator function, avoid actual or perceived conflicts of interest, and support the governance reporting obligations of the Operating Committee of CT Plan LLC.

Core Responsibilities

Portfolio Ownership and Subscriber Relationships

  • Own a portfolio of CT Plan subscriber accounts across onboarding, renewals, and ongoing servicing.

  • Serve as the primary point of contact for assigned subscribers and coordinate internal resources on their behalf.

  • Conduct regular account reviews (QBRs/EBRs) and maintain documented account plans.

  • Capture voice-of-customer input and route structured feedback to the Head of L&RM, Pricing & Policy, and Product/Technology.

Licensing, Policy, and Entitlement Administration

  • Translate subscriber business practices into correct CT Plan entitlements, reporting obligations, and fee categories.

  • Administer entitlement changes, adds/moves/changes, and exception requests consistent with published policy.

  • Resolve licensing and policy interpretation questions in coordination with the Pricing & Policy Manager and Legal.

  • Support policy rollouts and communicate impact to assigned subscribers on cadence.

Billing, Revenue Assurance, and Dispute Resolution

  • Support invoicing accuracy and usage declarations for assigned accounts.

  • Coordinate dispute resolution with Finance, Operations, and Legal.

  • Partner with Licensing Audit on remediation and recovery outcomes.

Data Hygiene and Documentation

  • Maintain CRM hygiene, account documentation, and audit-ready records for assigned accounts.

  • Contribute to the knowledge base with reusable playbooks, case summaries, and policy-interpretation notes.

Cross-Functional Collaboration

  • Partner with Operations, Communications, Finance, and Legal to deliver a consistent subscriber experience.

  • Contribute to onboarding collateral, training, and renewal playbooks.

Key Performance Indicators

  • Renewal rate and expansion rate within assigned portfolio.

  • Time-to-value at onboarding; NPS/CSAT for assigned subscribers.

  • Accuracy of entitlements vs. actual usage.

  • Dispute cycle time; recovery realization.

  • CRM data-quality and documentation completeness.

Qualifications

  • Five or more years in market-data account management, subscriber services, or commercial licensing roles.

  • Strong working knowledge of exchange and SIP licensing, usage reporting, and industry norms.

  • Demonstrated customer-facing capability and executive communication skills.

  • Bachelor's degree required; specialized market-data or licensing training a plus.

Skills and Competencies

  • Consultative account management; structured discovery and requirements gathering.

  • Policy interpretation and audit-ready documentation.

  • Negotiation and dispute resolution.

  • Analytical fluency: Excel/Sheets, BI tools, CRM reporting.

  • Clear written and verbal communication.

Tools and Systems

  • CRM (Salesforce, HubSpot), CS platforms (Gainsight), CLM (Ironclad, DocuSign CLM), knowledge bases (Confluence, Notion), BI (Power BI, Tableau), ticketing/project tools (Jira, Asana).

Location Requirement

This position requires regular, in-person physical presence at DataCT's principal offices in New York City. DataCT's core staff, CT Plan stakeholders, SIP Processors, auditors, and principal service providers are concentrated in the New York metropolitan area, and on-site collaboration is essential to the Administrator function.

Compensation and Benefits

  • Base Salary Range - $122,000-143,000 (commensurate with experience, qualifications, skills, education, internal equity, and market data).

  • Eligible for performance-based incentives consistent with the role level.

  • Compensation is set in accordance with the DataCT Resourcing Experience and Expertise Classification Framework.

  • Full benefits package including medical, dental, vision, 401(k) with employer match, life insurance, disability coverage, and paid time off.

Reporting Structure

Reports to: Head of Licensing & Relationship Management

About DataCT

DataCT LLC is a Delaware limited liability company headquartered in New York, New York, formed as a single-purpose, independent, member-owned entity to serve as the Administrator of the U.S. Consolidated Tape Plan (the CT Plan). DataCT LLC is responsible for the unified administration of Tapes A, B, and C under the CT Plan, acting on behalf of CT Plan LLC under the Administrator mandate. DataCT is currently engaged under an Interim Services Agreement and is transitioning to the definitive Administrator Services Agreement with CT Plan LLC. The organization is building toward a full operating state of approximately 25 employees and is expected to be fully operational by April 2027.

Equal Opportunity

DataCT LLC is an Equal Opportunity Employer. DataCT is committed to building a diverse and inclusive workforce and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, marital or familial status, citizenship or immigration status, or any other characteristic protected by applicable federal, state, or local law.

DataCT LLC is committed to building a diverse, accountable, and independent organization in service of the CT Plan, its Operating Committee, and the broader U.S. market-data community. The Licensing and Account Manager is a key contributor to that mission.


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