Account Manager developing revenue opportunities and managing relationships for WM Energy Services in Northeast US. Achieving sales goals for Oil, Gas, and Industrial customers in a hybrid role.
About the role
- Account Manager managing client relationships and consultative services for a global fintech leader. Leveraging technology and collaboration to exceed client expectations while maintaining satisfaction and retention.
Responsibilities
- Serve as the primary point of contact for clients, managing day-to-day communications and fostering strong, long-lasting relationships for assigned book of business
- Understand client needs and objectives, providing strategic recommendations and tailored data driven solutions
- Proactively communicate and coordinate annual enrollment support throughout the lifecycle of the client’s policy
- Maintain timely and accurate data for assigned customer activity in Agency Management System and related customer engagement software where applicable
- Maintain consistent and ongoing engagement throughout the customer lifecycle
- Implement and monitor data driven and customer tailored marketing or awareness campaigns
- Ensure customer engagements are valuable, drive industry or solution awareness and delivered timely to exceed client expectations
- Attain retention and growth targets for assigned customer block by leveraging proactive data driven customer engagement tools and awareness campaigns
- Contribute to the identification of new opportunities for client growth and expansion of services
- Share client engagement best practices with peers
- Stay updated with industry trends and best practices to provide clients with cutting-edge solutions and services
- Coordinate with internal teams, including Digital Marketing, Human Resources, Compliance and third-party partners
- Collaborate with the Digital Employee Benefits Team Leader to address any challenges and continuously improve service delivery
- Support cross-functional initiatives that enhance the overall digital strategy and contribute to client success
- Drive client adoption of self-service tools and enrollment capabilities
- Ensure clients receive exceptional value from Acrisure’s digital services, going above and beyond to exceed expectations
- Promote additional digital services and solutions that can further support client objectives and business growth
- Drive innovation within client accounts, introducing new ideas, tools and approaches that enhance the overall client relationship
- Met or exceed client retention and satisfaction metrics through a highly consultative and technology first approach
- Perform other tasks or projects as requested by service team or region leadership
Requirements
- Bachelor’s degree in business administration, or a related field experience preferred
- Hold applicable Health and Life Insurance state license
- Minimum of 2 years of experience in account management, or a related role and possess and has held a current license for over 1 year
- Proven experience in managing client relationships and achieving retention targets
- Experience in remarking clients across multiple carriers, delivering client proposals and providing consultation regarding solutions available
- Ability to account round and cross sell products to broaden the total client relationship
- Strong client management and relationship-building skills, with a client-focused approach
- Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively
- Experience in Applied EPIC or similar account management software
- Ability to multitask across multiple systems and workflows
- Ability to work collaboratively in a team environment and manage multiple projects simultaneously
- Creative problem-solving abilities and a passion for customer service.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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