What are the responsibilities and job description for the Account Manager position at Salazar Insurance Group / Colonial Life?
We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Account Managers answer client queries and identify new business opportunities among existing customers. In this role, you will liaise with cross-functional internal teams (including Customer Service and Product Development departments) to improve the entire customer experience. This position may require occasional travel. If you are familiar with account management software (CRM), have a flair for client communication and understand consumer behavior, we’d like to meet you. Ideally, candidates for this role will know how to meet ambitious individual and team-wide sales quotas. Ultimately, a successful Account Manager should collaborate with our sales team to achieve quotas while keeping our clients satisfied and engaged with our products and services in the long-run.
Responsibilities
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Negotiate contracts and close agreements to maximize profits
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Prepare reports on account status
- Collaborate with sales team to identify and grow opportunities within territory
- Assist with challenging client requests or issue escalations as needed
Skills
- Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
- Solid experience with CRM software (e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
- Experience delivering client-focused solutions to customer needs
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
- Excellent listening, negotiation and presentation abilities
- Strong verbal and written communication skills
- BA/BS degree in Business Administration, Sales or relevant field
Job Types: Full-time, Part-time, Contract
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
- Commission pay
- Yearly bonus
Education:
- High school or equivalent (Preferred)
Experience:
- B2B sales: 1 year (Preferred)
License/Certification:
- Driver's License (Preferred)
- Accident & Health Insurance License (Preferred)
Work Location: Hybrid remote in McAllen, TX 78501
Salary : $45,000 - $75,000