Demo

Account Manager

Katapult Network
Minneapolis, MN Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/7/2025

We are currently recruiting a business professional to join a growing company as an Account Manager . This person will have a blended role of account management and sales support on a newly created personal lines account team.

Responsibilities of the Account Manager :

  • Resolve complex customer service problems directly and act as day-to-day contact for assigned clients
  • Take lead on designated renewals : prepare, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present to lead agent
  • Compose business correspondence for supervisors, managers and professionals
  • Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods
  • Generate client interest in additional lines of coverage and cross serving opportunities
  • Process, prepare, and submit applications for coverage to insurance carriers
  • Determine charges for services requested, collect deposits or payments, and / or arrange for billing
  • Conduct client meetings as needed and support client service team members
  • Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts

Transferable Skills Needed of the Account Manager :

  • Communication - express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization
  • Organizing and Planning - develop specific goals and benchmarks to prioritize, organize and accomplish your work in a timely manner
  • Positive attitude - interface with peers and clients in a pleasant and cooperative manner with an outstanding approach to customer service
  • Adaptable / flexible - comfortable working in a rapidly changing and fast-paced environment
  • Relationship building - establish and maintain interpersonal relationships by developing a constructive and cooperative working rapport
  • Requirements for the Account Manager :

  • Bachelor's degree
  • Katapult Network is an equal opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.

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