Private Client Relationship Manager responsible for managing high net worth personal lines insurance accounts. Ensuring client satisfaction and identifying cross - selling and up - selling opportunities within the brokerage.
About the role
- Account Manager for Withings Health Solutions managing revenue targets and client relationships. Upgrading existing partnerships in the digital health sector with a focus on long-term growth.
Responsibilities
- Own the Revenue target of your territory and be responsible for its performances.
- Serve as the strategic point of contact for clients, building and nurturing long-term relationships.
- Help to fine-tune the account management processes and strategies for maintaining and expanding customer relationships.
- Achieve sales targets through renewals, upselling, and exploration of new business opportunities within existing accounts.
- Lead negotiations for contract renewals and upselling opportunities
- Work closely with other departments, such as Sales, Product, Operations, Customer Support etc. to ensure that customer feedback influences business strategies and that we deliver an outstanding experience to our customers
- Report on account statuses, forecasting, and the identification of growth opportunities.
- Potential for travel for in person client connections and conferences throughout the year.
Requirements
- Ability to cultivate sales opportunities within existing customer relationships, with a focus on sustainable, long-term account growth.
- Strong negotiation, communication, and presentation skills, capable of building rapport and trust with clients.
- A passion for data with a keen aptitude for analyzing account metrics to identify trends, forecast outcomes, and drive strategic decisions. Be a part of using data analytics tools and translating numbers into actionable business strategies.
- Demonstrable experience with Salesforce CRM (or similar) to manage customer interactions, track sales processes, and maintain client information.
- An understanding of integration based solutions
- At least 2 years of experience in a sales or upselling account management role.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Free Food & Snacks
- Fitness Club Reimbursement
- Healthcare & Dependent Care FSA
- Commuter FSA
- Bike-to-work benefit
- Beta Testing of our products
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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