Auto Account Manager

3 weeks ago


Jacksonville, United States Fortegra Full time

Our Account Managers are the liaisons between our clients and the rest of the organization, exclusively focused on the success and profitability of our partnerships, while ensuring the best experience for our clients and mutual customers. Account Managers accomplish this through delivering on their core objectives and responsibilities. In addition, they are responsible for ensuring the Sales team has the tools and resources needed to achieve current and future revenue targets.A successful Account Manager is:Empathetic- deeply understand the goals, drivers, and needs of others.Service-oriented- ready to go the extra mile for their clients.Strategic- doesn't get trapped in the weeds, understands the bigger picture.Proactive- does not wait to act but is in charge.Responsibilities3 years required experience in an Account Management, Client Success, or Relationship Management environmentExperience with Project Management platforms such as Monday.com, or similar preferredProject ManagementActs as primary account liaison-providing day-to-day service for existing and prospective partners managing day-to-day client communication and ongoing relationships as it relates to current, new, and upcoming opportunities ensuring prompt responses, reporting and communicationDevelop a thorough understanding of the clients' position in the market, their product/service, points of difference and competitive landscapeManage client input and feedback for all projects with detailed direction and timelinesEstablish and build strong working client relationships with business leaders at all levels to achieve long-term partnershipsResponsible for internal department communication and coordination between Sales, Underwriting, Marketing, Finance, Reinsurance, Legal, Compliance, Regulatory, Operations, Claims, IT, etc.Manages all aspects of the implementation/onboarding and partner agreement process for assigned accounts, coordinating, and completing tasks associated with program development, onboarding, and executionMaintains Customer Relationship Management (CRM) system, stage progression and reporting.Maintains knowledge of contractual obligations for partners, including financials, performance expectations, terms, reporting, licensing, insurance, and complianceProactively evaluates existing partner's sales and production performance and program profitability of assigned accounts to determine areas needing program or process improvement.Provide recommendations to management and partners, developing strategic plans to increase partner revenue through marketing, training, pricing, or new product offeringsReview sales support metrics, analytics, and dashboards to report on program performance and productivity of sales, including the various regions, stores, dealers, and sales associates of our partnersDedicates time to follow up with accounts and exchange resources, updates, and account activityAs necessary, visit clients, attend trade shows and other industry events to capitalize on networking and relationship-building opportunitiesOther duties or projects as assignedThe above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.QualificationsBachelor's degree or equivalent work experienceStrong analytical and problem-solving skillsExcellent listening skills and follows directionFocus and goal-oriented dispositionAttention to detailExcellent organizational skillsAdministrative, record-keeping, and clerical skillsAbility to work independently and manage personal time, keeping deliverables and deadlines top priorityExcellent interpersonal skillsAbility to work under pressure and switch tasks frequentlyProven ability to contribute in a fast-paced environment consistently and positivelyAbility to comprehend and apply new and/or changing conceptsProficient with Microsoft products (Outlook, Excel, Word, Power Point and Adobe)Ability to meet deadlines without compromising consistency in the processExperience dealing and handling sensitive informationProficiency with CRM applications and knowing the purpose of CRM in sales, such as HubSpotAdditional InformationFull benefit package including medical, dental, vision, life, company paid short/long term disability, 401(k), tuition assistance and more.


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