Associate Account Manager

Summary

This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements. Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).

WHY Jewelers Mutual:

We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

Essential Duties and Responsibilities include, but are not limited to, the following:

• Manage existing small agency partnerships for production, growth, and profitability
• Maintain and respond to communication via email or phone with current and prospective insurance agents
• Serve as the partner’s client support by guiding them to success in their program, troubleshooting and resolving all questions or concerns with urgency
• Execute onboarding, including system setup and training of a new partner on systems, processes, and promotional techniques
• Identify and execute on additional opportunities for training, engagement, and growth based on the unique needs of each partner using JM's account management practices
• Utilize Salesforce at organizational direction to build strong, accountable engagement tracking
• Maintain timely partner checkpoints to ensure ongoing compliance with brand standards, regulatory requirements, and partner contracts
• Coordinate marketing materials and any technical requirements cross-functionally in support of the relationship

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

• HS diploma or GED required; advanced degree preferred
• 1-2 years of customer facing experience preferred
• Must have experience with the MS Office Suite
• Strong communication skills at all levels including the ability to inform, educate, negotiate, and persuade
• A team-player who is energetic, flexible, collaborative, proactive
• Ability to translate results to presentations that tell a story with appropriate calls-to-action
• Keen eye for new opportunities to diversify distribution channels at the partner level
• Strong relationship builder
• Ability to measure incremental success toward overarching goals
• Must be comfortable with managing healthy conflict
• Take initiative without being prompted
• Ability to effectively manage competing priorities and/or multiple time-sensitive projects

Certificates, Licenses, Registrations

None

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.