Account Manager, Auto

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.

Minimum Qualifications

Bachelor’s Degree or equivalent work experience

At least 3-years’ experience in an Account Management, Client Success, or Relationship Management environment

Primary Job Functions

Acts 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 communication

Develop a thorough understanding of the clients’ position in the market, their product/service, points of difference and competitive landscape

Manage client input and feedback for all projects with detailed direction and timelines

Establish and build strong working client relationships with business leaders at all levels to achieve long-terms partnerships

Responsible 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 execution

Maintains 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 compliance

Proactively 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 offerings

Review 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 partners

Dedicates time to follow up with accounts and exchange resources, updates, and account activity

As necessary, visit clients, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities

Skills & Competencies Required

Strong analytical and problem-solving skills

Excellent listening skills and follows direction

Focus and goal-oriented disposition

Attention to detail

Excellent organizational skills

Administrative, record-keeping, and clerical skills

Ability to work independently and manage personal time, keeping deliverables and deadlines top priority

Excellent interpersonal skills

Ability to work under pressure and switch tasks frequently

Proven ability to contribute in a fast-paced environment consistently and positively

Ability to comprehend and apply new and/or changing concepts

Proficient with Microsoft products (Outlook, Excel, Word, Power Point and Adobe)

Ability to meet deadlines without compromising consistency in the process

Proficiency with CRM applications and knowing the purpose of CRM in sales, such as HubSpot preferred

Experience with Project Management platforms such as Monday.com, or similar preferred

Benefits
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more

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