Account Manager, Consumer Warranty

Fortegra•Jacksonville, FL

About The Position

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: 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. Empathetic – deeply understand the goals, drivers, and needs of others.

Requirements

Bachelor’s Degree or equivalent work experience
2 – 5 years experience in an Account Management, Client Success, or Relationship Management environment
Project Management experience
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
Experience dealing and handling sensitive information
Proficiency with CRM applications and knowing the purpose of CRM in sales, such as HubSpot

Nice To Haves

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

Responsibilities

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-term 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
Other duties or projects as assigned