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Strategic Account Manager

2 months ago

San Diego, California, United States Customized Services Administrators, Inc. Full time
Job Summary:

This position is responsible for driving the strategic development of commercial, product, and customer experience for key accounts. The position is accountable for the P&L performance of assigned accounts, developing sales and claims budgets, and managing all tactical initiatives. The role requires a minimum of 30% travel time and the ability to work in a virtual environment.

Key Responsibilities:
  • Budget and Expense Management: Track and manage budgets and expenses for assigned accounts.
  • Project Management: Manage multiple projects, prioritize work, and balance strategic and tactical issues.
  • Market Analysis: Analyze market trends and their impact on the portfolio, providing recommendations on product strategy.
  • Business Reviews: Develop and conduct monthly and quarterly business reviews with support from the Business Intelligence team.
  • Product Development: Collaborate with direct reinsurance, policy forms, and actuaries for product development and risk management.
  • International Deployments: Work with the international team on multinational deployments.
  • Internal Dashboards: Develop internal dashboards to track sales, internal cost allocations, and overall profitability.
  • Customer Complaints: Work with internal teams to resolve customer complaints.
  • Account Strategy Plans: Develop and maintain annual Account Strategy Plans.
  • Competitor Analysis: Obtain knowledge of competitor's services/products and counter with enhanced products, processes, or expert advice.
  • Renewal Strategies: Establish renewal strategies and ensure flow and communication to all external and internal parties.
  • Proposal Development: Prepare renewal proposals and RFPs.
Requirements:
  • Account Management Experience: 4-7 years of account management experience in products and services required; leisure travel market preferred.
  • Client Management: Proven client management and client advocacy experience required.
  • Presentation Skills: Proven success presenting and discussing solutions with C-level and other decision-makers required.
  • MBB or Big 4 Consulting Experience: MBB or Big 4 Consulting experience required.
Preferred Qualifications:
  • Commercial Policies: Knowledge of commercial policies preferred.
Education and Certifications:
  • High School Diploma or Equivalent: High School Diploma or Equivalent (GED) required.
  • Bachelor's Degree: Bachelor's Degree preferred.
  • Master's Degree: Master's Degree a plus.
Travel Requirements:
  • 30% Travel: 30% travel required.