Account Manager

Description

POSITION PURPOSE:

The Account Manager is the first and most important point of contact for our top Master Agents and their sub-agents. They must always be aware and informed of every single situation pertaining to them in order to resolve all inquiries with a sense of urgency finding the root of the problem by looking at the “big picture” and not just only at a particular case. The most important quality of the Account Manager is proactivity, making sure that we are thinking ahead of what the agents might need and thinking outside the box to find solutions that are favorable to the company without compromising the service of excellence that we provide our agents. One of the main function of the Account Manager is to serve as the communication interface between Operations and the Sales team to understand and meet the client’s and company demands.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Develops a strong business relationship with our agents gaining their trust.
• Establishes productive and professional relationships with key personnel in assigned agencies.
• Provides an excellent client service.
• Supports Agents in closing new business and renewals through weekly review of status reports to help grow and maintain business portfolio.
• Works closely with Sales, Marketing and Operations teams by providing feedback to improve our services and processes.
• Coordinates agent’s seminars and visits to our Miami office.
• Supports Sales Directors in the coordination of market seminars
• Provides training to the agents about our products and services.
• Provides Agent Portal trainings. 
• Support with the live chat tool, BDCallback inbox.
• Able to analyze and resolve commission inquiries.
• Facilitate different types of reports to our agents in order to help them follow up on new business, renewals etc.
• System improvements.
• Creates guidelines and new processes when needed.                                                                                                  Problem Solving

 • Works closely with Agents to identify service improvement opportunities and communicate resolutions.

• Collaborates with operations staff to resolve problems and develop service enhancements.

• Proactively assesses, clarifies, and validates customer needs on an ongoing basis.

• Leads solution development efforts that best address customer needs.

Qualifications

DESIRED MINIMUM QUALIFICATIONS:

 • Excellent Analytical skills

• Good oral and written communication skills

• Detail oriented

• Independent and self-motivated

• Adaptability to change

• Works under pressure

• Team player

• Positive and professional attitude

• Leadership skills to take ownership of a problem and help to create a solution

• Basic project management skills

• Fluent in Spanish and English (written and spoken)

• Ability to multi-task and define priorities.

• Good presentations skills, to a small or large audience.

Education and Experience:  

• Graduate degree from an accredited institution, preferable in business or related.

• 3 years’ experience in Account Management or related field dealing with very demanding clients in different countries.

 • International Health Insurance experience is a plus.

 Necessary Knowledge:

• Excellent computer skills with proficiency in Microsoft Word, Excel, PowerPoint and Outlook.