Account Manager

3 weeks ago

Phoenix, United States Veritas Global Protection Services, INC Full time

Job Title: Account Manager

Location: Phoenix, AZ (Remote/Headquarters)

Reports To: VP of Client Relations

Job Summary: The Account Manager at Veritas Global Protection is the linchpin of our client experience, serving as the enthusiastic and proactive primary point of contact (POC) for all agent representatives and the dealers they represent. This role is pivotal not only in creating seamless onboarding experiences and expertly handling account needs, but also in being the "farmer" of the account. This means focusing on organically growing and nurturing our relationships with clients, continually fostering and developing these partnerships for long-term success.


As the face of Veritas to our clients, the Account Manager will forge strong, trust-based relationships with agencies, staying keenly aware of account production and collaborating closely with Risk/Underwriting to proactively address and resolve any account issues. They will also coordinate with the claims escalation team to provide swift resolutions, ensuring our clients' peace of mind.


By championing client satisfaction and proactively addressing their needs, the Account Manager will be instrumental in driving Veritas Global Protection’s success and growth.



Client Engagement and Relationship Building:

Serve as the primary point of contact for all agent representatives and the dealers they represent, fostering strong and lasting relationships.

Regularly engage with clients to understand their needs, proactively addressing concerns and identifying opportunities for additional sales.

Ensure that our clients receive clear, concise, and compelling communication, keeping them informed and engaged.


Sales and Account Expansion:

Identify and present opportunities for additional product offerings and new product launches to existing clients, highlighting the potential benefits and driving revenue growth.

Develop and implement strategies to re-engage inactive or low-performing accounts, revitalizing their business with Veritas Global Protection.


Onboarding and Support:

Assist with agent and dealer onboarding, ensuring a seamless transition through the enrollment process and conduct initial due diligence to ensure the account is set up for success.

Provide comprehensive training and support to new clients, ensuring they are fully equipped to succeed with our products and services.


Account Management:

Monitor account performance, maintaining awareness of monthly production and addressing past-due accounts promptly.

Work closely with Risk/Underwriting to implement account remediation strategies when necessary, ensuring client satisfaction and retention.

Conduct regular account reviews with clients, providing detailed reports and insights to help them optimize their performance.


Communication and Collaboration:

  • Act as the primary liaison for any claim situations being handled by the escalations team, ensuring timely and effective resolution.
  • Maintain constant communication with the assigned Business Development Manager (BDM), coordinating on large projects and ensuring a unified approach.


Marketing and Resources:

  • Serve as the point of contact for agents requesting digital pitch kits/eKits, ensuring timely distribution and effective utilization.
  • Stay updated with the latest product information and industry trends, providing clients with accurate and relevant insights to support their business growth.


Qualifications:

3+ years in account management, customer service, or a similar role.

Proficiency in using Monday.com or similar project management tools.

Knowledge of risk management and underwriting processes is a plus.

Proficiency in Microsoft Office products.



Personal Attributes:

Communication: Clear and effective in verbal and written interactions.

Empathy: Understanding and sharing client feelings.

Problem-Solving: Analytical and quick to resolve issues.

Organization: Manages multiple accounts and tasks efficiently.

Proactivity: Anticipates and addresses client needs.

Relationship-Building: Develops strong, lasting client relationships.

Adaptability: Handles changes and challenges smoothly.

Attention to Detail: Ensures accuracy in all tasks.

Time Management: Prioritizes tasks and meets deadlines.

Resilience: Remains calm under pressure and recovers from setbacks.

Customer-Focused: Committed to exceptional service and client satisfaction.

Team Player: Works well with colleagues across departments.

Ethical: Maintains high standards of integrity.

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