Technical Account Manager

4 weeks ago

San Diego, California, United States Generali Global Assistance | Travel Insurance Full time
Job Summary

The Technical Account Manager serves as the primary interface between CSA Travel Protection and Vacation Rental Software Companies, managing the affairs of the partners to mutual benefit. This role requires occasional travel up to 25% and reports into the Senior Vice President, Travel Insurance Sales.

Key Responsibilities
  • Assist National Sales Manager in maintaining and developing existing and new relationships with Vacation Rental Software accounts
  • Work with software companies to effectively market CSA product offerings to partners
  • Collaborate with National Account Executives to sign new partners with CSA
  • Maintain knowledge about assigned accounts and ensure accurate client information across the company
  • Help manage the online presentation of insurance within the VR software companies' platform, booking engine, and websites
  • Maintain services and cultivate client relationships, working to expand new relationships within existing clients
  • Track account interaction in CSA's CRM system
  • Provide a single point of contact for account personnel, taking ownership of any account issues quickly
  • Conduct in-person visits to assigned accounts as required
  • Assist National Account Executive with implementing new account acquisitions
  • Understand existing and potential markets and customers in-depth
  • Build and maintain relationships with partners
  • Draft and sign new software partner agreements
  • Influence client decisions through open dialogue and tailored trainings
  • Analyze account sales results, detect trends, and track results, communicating reports and developing plans with National Sales Manager
  • Work to increase CSA Travel Protection's market share within the territory's existing account base
  • Effectively challenge clients to think strategically about solutions for their business challenges, resulting in additional product and services
  • Sales calls on the phone and in-person will be required
  • Obtain knowledge of competitors' services and products, countering with enhanced offerings, processes, or expert advice
  • Ensure the achievement of revenue target goals through meeting account conversion, product sales, account retention, new ideas for improvement, etc.
Requirements
  • Minimum 3 years of proven sales and/or account management experience in products and services required
  • Experience in the Vacation Rental Industry is desired
  • Experience with API's and XML interfaces between systems preferred
  • Proven track record of client advocacy and upselling existing customer/client accounts
  • Insurance industry experience preferred
  • Strong written and verbal communication skills
  • Excellent computer skills, including fluency in the Microsoft Office suite
  • Fluency in Microsoft Dynamics a plus
  • Strong business acumen, with the ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interpret product information and identify additional opportunities for client revenue within existing accounts
  • Ability to effectively communicate information and respond to questions from groups of managers, clients, and additional parties as needed
  • Capable of working efficiently both independently and within a team environment with changing priorities
  • Ability to develop and maintain positive, constructive working relationships with others
  • Technical quality assurance skills a plus
Education/Certifications
  • High School Diploma or Equivalent (GED) required
  • Bachelor's degree in business management or related field is preferred

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