Account Manager responsible for managing renewals and expansions with Mid - Market customers at Loopio. Building relationships and driving customer success within a fast - growing company.
About the role
- Account Coordinator assisting commercial property and casualty clients in Financial Institutions. Responsible for client communications, policy distribution and billing oversight.
Responsibilities
- Prepare and review client communications and deliverables.
- Manage certificate of insurance process, if necessary.
- Prepare, review, and distribute policies, endorsements and invoices.
- Monitor and resolve billing discrepancies and perform reconciliations.
- Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
- Execute consistent and accurate database and document management processes and workflows.
- Coordinate and own the renewal process workflow for successful, timely execution.
- Assist in the preparation and distribution of client deliverables.
- Perform other duties and special projects as assigned.
Requirements
- Minimum of 1 year of brokerage experience is required.
- Minimum of 2 years in a comparable and/or relevant work environment is required.
- Solid communication skills: writing and presentation preparation.
- Excellent telephone and email etiquette for a customer service environment.
- Intermediate knowledge and use of standard features Microsoft Office.
- Ability to be resourceful, take initiative, and work to solve problems.
- Works well with others in a fast paced environment and is responsive to co-workers and colleagues. Must also work independently.
- Adaptability and flexibility to respond to client and team needs.
- Strong time management skills.
- Ability to learn and adopt technology systems and software applications.
- Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
- Ability to review internal/external deliverables to ensure accuracy.
- Project maintenance skills.
Benefits
- Bonuses
- Restricted stock units
- Discretionary awards
- Full range of medical benefits
- Financial benefits
- Various paid time off benefits such as vacation, sick time, and parental leave
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Key Account Manager managing Drugstore accounts for Perrigo. Responsible for developing strategies and leading customer projects to drive profitability.
Sales Associate Account Manager providing support to PinnacleCare's sales team with relationship management and account functions. Engaging in sales activities and developing proposals to assist membership onboarding and renewals.
Key Account Representative responsible for promoting products to specialty healthcare providers in assigned territory. Engage with healthcare providers to enhance product visibility and influence treatment decisions.
Key Account Manager responsible for managing pulp & paper customer accounts in Greater Vancouver. Combine technical expertise with account management to drive business results and strengthen relationships.
Account Manager for Solenis handling food hygiene solutions across Belgium. Building client relationships and providing sustainable hygiene solutions for the food industry.
Senior Manager driving strategic partnerships for global payments platform. Collaborating with key stakeholders to create impactful commercial and product integrations.
Sales Account Manager responsible for managing sales growth in assigned accounts. Driving commercial strategies and building customer relationships for Coca - Cola Consolidated.
Value Account Manager managing sales for accounts at Coca - Cola Consolidated. Responsible for growth in assigned portfolio and collaboration with various roles.
Manage Community Account Sales for Comcast, leading a team to ensure marketing program success. Develop property relationships and monitor objectives and results.