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Account Manager

4 months ago

Raleigh, United States KI FINANCE INC Full time
Job DescriptionJob DescriptionAre you ready to join an established commercial finance company seeking to hire a wholesale Account Manager to join our team. Ideal candidate will have key customer account management skills in the wholesale equipment stocking finance industry. For more information on KI Finance, please visit our Website:

 www.KIFINANCE.com

The Wholesale Account Manager is responsible for day-to-day account management for clients with complex coverage needs including systems assistance, invoicing, and providing high customer service satisfaction. The ideal Wholesale Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration, stocking audits, and remediation.

Benefits/Perks
  • Work-from-home flexibility (50/50)
  • Insurance "Dental, health and vision"
  • 401k (Match up to %6)
  • Bonuses
  • Fitness Reimbursement
  • In office training

Key Responsibilities

  • Building and maintaining long-term relationships with clients/dealers in assigned region
  • Consultant and Business Partner: Functions as a consultant and business partner to assigned client region, work closely with analysts, and provide best in class customer service
  • Designs and executes improvements for process and procedures so that established goals are met
  • Acts as escalation point person overseeing complex client/dealer issues, coordinating internal stakeholders and swiftly bringing issues to resolution
  • Communication: Actively and consistently communicates with clients and internal teams
  • Evaluate and understand customer needs and requirements
  • Own and drive the entire cycle from on-boarding to close for new customer expansions
  • Work collaboratively with people at all levels and across functions and cultures
  • Provide ongoing support to assigned clients by responding to inquiries and requests, proactively identifying and resolving issues, and leading regular program reviews
Education, Experience, & Other Requirements

  • A bachelor's degree with preference to business management/ finance or related field
  • 2+ years of customer service experience in a business services or similar environment, or an equivalent combination of education and work experience
  • Relationship management experience preferred
  • Strong interpersonal skills, including the ability to work as part of a team, and lead cross-functional team efforts
  • Excellent communication (written, verbal, non-verbal) and active listening skills.
  • Strong organizational skills, and superior attention to detail
  • Travel requirement up to 20% within assigned region
  • Proficient in technology including Microsoft Office, CRM's and the ability to multi-task
  • Skilled at conflict resolution to satisfy customer needs/wants
  • Ability to follow through all tasks assigned and notifying involved parties
  • Ability to manage multiple tasks and achieve deadlines under pressure
  • Hybrid office environment