Customer Service Account Manager

iA Financial Group (Industrial Alliance) • Tampa, FL

3d • Hybrid

About The Position

Customer Service Account Manager 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. What you’ll accomplish with us As a Customer Service Account Manager, you’ll be at the core of our mission. Here are the main 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 What could accelerate your success in this role We’re looking for someone who: Is known for their strong customer service and relationship‑building skills Stands out for their communication abilities and attention to detail Demonstrates strong problem‑solving, research, and critical‑thinking skills Is recognized for their ability to stay organized, prioritize tasks, and perform well under pressure Has 2–4 years of experience in customer service and/or sales (automotive industry experience is a plus) Has a HS Diploma or GED (required) Brings experience with Salesforce (a plus) Shows adaptability, a positive attitude, and a willingness to learn Has strong computer skills and the ability to learn new software quickly This role requires an intermediate level of English proficiency, as it involves communicating with clients and internal stakeholders on a daily basis. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces Competitive 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, and much more Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! 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. Company iA American Warranty, L.P. Posting End Date 2026-04-24 About us iA American Warranty LP, American Amicable Group of Companies, iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth management groups in North America. In the last few years, iA American has been thoughtfully built by iA Financial Group through the acquisition of several US based entities. Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, in-house administration, life insurance, progressive special markets, and more! iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor! Our Commitment to Diversity and Inclusion Our differences make us unique, and even stronger. That’s why, at iA Financial Group, we are committed to supporting and celebrating diversity. We are continually building a team that is as diverse as the people and communities we serve. By combining our different ways of seeing and experiencing the world, we will always be stronger than the sum of our parts! To learn more click here. Can’t find an opening that suits you? We’d still love to meet you, please click here to introduce yourself. iA American has been thoughtfully built by iA Financial Group through the acquisition of Innovative Aftermarket Systems (IAS), SouthwestRe, and Dealers Assurance Company (DAC). Our US headquarters is in Austin, TX. Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, and in-house administration. American Amicable traces its roots back to 1910 and is a progressive special markets insurer. Based in Waco, TX, the Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation. • 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 Our differences make us unique, and even stronger. That’s why, at iA Financial Group, we are committed to supporting and celebrating diversity. We are continually building a team that is as diverse as the people and communities we serve. By combining our different ways of seeing and experiencing the world, we will always be stronger than the sum of our parts! To learn more click here. iA Financial Group is the strength of a company with a human side, with its over 9,000 employees. Together, we have earned the trust of more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. We’re invested in you. To learn more about opportunities, visit: iA Financial Group Careers

Requirements

• Is known for their strong customer service and relationship‑building skills
• Stands out for their communication abilities and attention to detail
• Demonstrates strong problem‑solving, research, and critical‑thinking skills
• Is recognized for their ability to stay organized, prioritize tasks, and perform well under pressure
• Has 2–4 years of experience in customer service and/or sales (automotive industry experience is a plus)
• Has a HS Diploma or GED (required)
• Brings experience with Salesforce (a plus)
• Shows adaptability, a positive attitude, and a willingness to learn
• Has strong computer skills and the ability to learn new software quickly
• This role requires an intermediate level of English proficiency, as it involves communicating with clients and internal stakeholders on a daily basis.

Nice To Haves

• Brings experience with Salesforce (a plus)

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees