Customer Service Account Manager

iA Financial Group (Industrial Alliance)Tampa, FL
Hybrid

About The Position

Build the future with us Are you driven by delivering exceptional client experiences and supporting long‑term customer relationships? Are you eager to contribute to a company whose mission is to empower its clients and help them feel confident and secure about their future? As a Customer Service Account Manager, you will play a key role in supporting our auto dealership partners through high‑quality service, retention strategies, product expertise, and proactive account management. This position is a great opportunity to showcase your customer service, sales, and relationship‑building skills while growing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

  • Strong customer service and relationship‑building skills
  • Strong communication abilities and attention to detail
  • Strong problem‑solving, research, and critical‑thinking skills
  • Ability to stay organized, prioritize tasks, and perform well under pressure
  • 2–4 years of experience in customer service and/or sales
  • HS Diploma or GED (required)
  • Intermediate level of English proficiency
  • Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Nice To Haves

  • Automotive industry experience is a plus
  • Experience with Salesforce (a plus)
  • Adaptability, a positive attitude, and a willingness to learn
  • Strong computer skills and the ability to learn new software quickly

Responsibilities

  • Ensure an excellent customer experience and high levels of client satisfaction
  • Support client retention through proactive communication and relationship management
  • Identify opportunities to inform clients about additional services and anticipate future needs
  • Upsell additional products such as letters, coupon books, referrals, 700 Credit, and more
  • Convert pilot stores into full‑service accounts
  • Organize documents, maintain accurate client communication, and ensure timely follow‑up
  • Train clients on the application and serve as a subject matter expert
  • Assist with low‑level technical support issues and troubleshoot product‑related questions

Benefits

  • Flexible group insurance
  • Competitive pension plan
  • Stock purchase plan
  • Vacation and wellness/personal development days
  • Telemedicine
  • Employee and family assistance program
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products
  • Medical, Dental, and Vision Insurance
  • Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
  • Company-Paid Health Advocate Benefit
  • Wellness Allowance
  • Generous Paid Time Off Plan and Holidays
  • 401(k) With Company Match
  • Competitive Bonus Program
  • Employee Assistance Program
  • Employee Discount Program
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