Associate Account Manager

Responsibilities

• Maintains and grows revenue base through upsells, account retention and specifically improving financial gains at renewal
• Coordinates the accounts management with a focus on choosing the right solutions, balancing the needs of the client and with that of the business
• Administers renewal proposals, including reviewing financial data, and delivers recommendations that are win-win-win
• Acts as the primary point of contact, liaises between the customer and internal teams to ensure exceptional customer experience
• Through effective collaboration, coordinates the account service and successfully develop effective partnerships with external stakeholders
• Resolves customer concerns timely and brings suggested solutions to leadership including identifying opportunities to expand/enhance services/processes to benefit all stakeholders

Requirements

• 0+ with Bachelor's degree
• Strong business math and analytical skills with the ability to position financial outcomes that contribute to revenue goals across assigned portfolio
• Solid consultative selling and negotiation skills
• Strong time management skills and able to manage overlapping projects under tight deadlines
• Ability to track and meet specific deliverables within an environment of tight deadlines
• Excellent communication skills, both written and verbal
• Ability to effectively communicate with others, of all levels in the organization, in a collaborative environment
• Strong problem-solving skills with ability to work cross-functionally to resolve issues and generate results
• Outstanding attention to detail and strong organizational skills
• 10% travel including overnight, use of personal car and ability to sustain expenses
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams) and CRM (Salesforce)
• Licenses
• Must have or achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements within 90 Days Required
• Base Pay Information
• Pay Grade 18. $56,900 - $119,200
• Additional Information:
• Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes: Competitive base and incentive pay
• 401(k) with robust matching and non-matching contributions
• Rich medical & pharmacy benefits
• 100% employer-paid dental and vision benefits
• Holistic wellbeing program with deep financial incentives
• Generous paid time off plus 12 paid holidays and your birthday off
• Culture of growth and learning: career development; tuition reimbursement; recognition program
• Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
• Social responsibility and volunteer opportunities
• Employee discount program
• Fair Chance Ordinances and Criminal Background Considerations
• #LI-Remote

Additional Information

This job assumes overall responsibility for managing accounts with the objective of ensuring revenue goals are achieved. Manages the renewal and upsell opportunity through its lifecycle with an eye on balancing the needs of the customer with that of the organization. Oversees assigned accounts proactively, while at the same time managing day-to-day service requirements. Leans on their interpersonal skills to develop relationships with customers and brokers that result in better outcomes for all stakeholders.

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