What are the responsibilities and job description for the Account Manager position at Vertafore Career Center?
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
• Build a strong presence in the insurance broker community in the designated
territory.
• Increase the number of Vertafore customers by selling to non-Vertafore
Brokerage.
• Use the Vertafore Value Selling System.
• Serve as the lead point of contact for all customer account management
matters.
• Build and maintain strong, long-lasting client relationships.
• Help your clients evaluate new products and services through a consultative
selling process.
• 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
• Act as a Solution Consultant for new clients during the sales process
• Assist with challenging client requests or issue escalations as needed
• Stay abreast of Industry trends.
• Collaborate with cross-functional teams as required
Qualifications:
• B2B experience, preferably in the insurance business.
• 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
• Solid experience with CRM software (e.g., Salesforce, CRM) 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
• Ability to travel regularly
• Insurance industry knowledge is an asset
Additional Requirements and Details:
• Travel required up to 50% of the time.
• Ability to work remote with a stable internet connection.
• Located and working from an office location (when required).
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements are required to operate a
computer.
• Specific vision abilities required by this job include close vision (working on a
computer, etc.).
• Frequent sitting and/or standing.
• A valid Driver's License
