Account Management Secrets

Episode 40: Account Management in a Commoditized World

Jun 6, 2025
Todd O'Donnell, who transitioned from tech sales at IBM and Oracle to lead one of Canada’s top insurance agencies, shares invaluable insights. He emphasizes treating account management like a business, focusing on building referral-driven relationships. Todd discusses the importance of trust in hiring, using Sandler sales training for effective communication, and developing a supportive coaching culture. Learn how he creates a unique client experience and fosters team growth without micromanagement, proving that accountability and consistency drive success.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
ANECDOTE

Early Career Grit Shapes Success

  • Todd O'Donnell developed resilience through blitz day cold calling at Oracle and door knocking in insurance.
  • These tough early experiences made prospecting and acquiring clients in his own insurance business easier.
ADVICE

Avoid Micromanagement in Leadership

  • Avoid micromanaging your team; provide resources, training, and trust professionals to do their work.
  • Empower account managers to work independently while supporting them with tools and coaching.
INSIGHT

Referral Networks Beat Price Wars

  • Account managers blend client servicing with relationship building with referral networks.
  • Referrals remove price as the main decision factor and fuel sustainable growth in commoditized industries.
Get the Snipd Podcast app to discover more snips from this episode
Get the app