Senior Account Manager at TD Insurance delivering legendary client experiences for high net worth clients. Focusing on tailored insurance plans and collaboration with financial advisors.
About the role
- Grow your assigned vertical and support existing clients by building relationships with end users and top decision-makers
- Engage with executive leaders to discuss business-relevant solutions and effectively communicate the product benefits and advantages relative to competitor offerings
- Develop and execute strategic account plans in collaboration with client success team members
- Become a subject matter expert in your prospect's industry through research, consult with clients to understand their relationship development strategies, and identify areas where Leadership Connect can help
- Provide appropriate solutions for every customer, highlighting Leadership Connects' ability to add speed, efficiency, and accuracy to their work, ultimately boosting revenue growth, customer acquisition, and profitability
- Lead the renewal and retention efforts for your clients, identifying and articulating the value we provide and the problems solved through embedding product solutions into a client's workflow
Requirements
- Results-driven and competitive, with a track record of actively seeking out and engaging customers, achieving renewals, cross-sells, upsells, and exceeding quotas
- Strong sales and account management experience
- Success in leading in-person meetings with senior executives
- Intellectual curiosity and a desire to understand how our clients develop relationships for influence and business development
- Excellent written and verbal communication skills
- Proficiency with CRM systems, preferably Salesforce
- Superior time management and organizational skills to handle a large number of client relationships
- A team player mindset, willing to contribute and support both clients and the company wherever necessary
- Thrive in a fast-paced environment where you can actively contribute to the development and implementation of new processes
Benefits
- Awesome medical insurance plan
- Dental Insurance
- Life & Disability insurance
- Flexible spending accounts
- Unlimited PTO!
- Eleven Paid Holidays
- $3,000 Employee Referral Program
- Employer contribution to 401(k) plan
- Rewards and recognition programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
RR
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