Senior Enterprise IT Sales Account Manager managing enterprise - level customers in Cyber Security, Cloud, and Infrastructure services. Supporting high - value IT projects in a trusted advisor role.
About the role
- Account Manager responsible for client relationships at Pan-American Life Insurance Group. Leading account objectives and ensuring customer satisfaction with insurance services and products.
Responsibilities
- Build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction
- Be responsible for achieving assigned account objectives
- Represent the entire range of company products and services to assigned customers
- Lead the customer account planning cycle and ensure assigned customers’ needs and expectations are met by the company
- Serve as the primary contact for agents and sales representatives once the sale of a new account is completed
- Be responsible for the set-up and implementation of new accounts
- Meet deadlines, produce a quality work product in a fast-paced environment, and provide positive team participation and support
- Provide insurance-related tasks in servicing and obtaining accounts
- Answer client calls concerning all service issues and product queries quickly, efficiently, and accurately
- Create policy books and information
- Process new business, renewals, policy changes, and cancellations
- Prepare new and renewal client submissions and proposals
- Prepare, file, and retrieve sales-related documents, such as contracts
- Ensure accuracy prior to submittal on new or renewal business
- Assist in the maintenance and input of account information of the sales database
- Prepare and authorize ID cards and other fulfillment materials
- Process policy change requests
- Provide weekly enrollment results, after-sales support to retain customers, and set new hire campaign strategy
- Prepare post enrollment summary reports
- Communicate with agents and sales reps to gather necessary supporting documentation for new and existing groups, and report account status
- Check policies against Proposal/Application for accuracy and complete checklist, updating as needed by making any necessary changes
- Serve as back-up to Senior Account Managers
- Attend meetings, calls, and demos for the Account Management Team
- Liaise with internal teams and team members to ensure proper pre- and post-sales/account service
- Perform other duties as required and/or assigned
Requirements
- 2 years of insurance, customer service, or comparable experience
- Bachelor’s degree preferred
- Competent and proficient understanding of the Microsoft Office suite
- Knowledge of business English, proper spelling, grammar, and punctuation
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
- Excellent customer service philosophy
- Excellent problem-solving skills
- Excellent project management and time management skills
- Excellent skills in reliability, initiative, and stress tolerance
- Strong presentation skills
- Strong attention to detail and ability to self-check work
- Task oriented, excellent organizational skills, and ability to prioritize workload
- Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
- Ability to effectively communicate orally or in written form with executives, management, sales, and operations staff
- Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
- Ability to operate a keyboard if required to perform the essential functions of the job
- Ability to perform in a professional appearance and manner
- Ability to read and interpret a document if required to perform the essential functions of the job
- Ability to travel if required to perform the essential functions of the job
- Ability to work under stressful conditions and competing deadlines
Benefits
- Comprehensive Compensation Packages (base & bonus)
- A Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples.
- New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.
- Hybrid Work Opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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