Account Manager
Fortegra · Jacksonville, FL · 2 wk ago
On-siteBusiness DevelopmentFull-time
About the role
We are seeking a highly motivated and customer-focused Account Manager to serve as the primary liaison between clients and internal departments throughout the implementation and ongoing management of warranty and protection product programs.
Responsibilities
- Acts as primary account liaison-providing day-to-day service for existing and prospective partners managing day-to-day client communication and ongoing relationships as it relates to current, new, and upcoming opportunities ensuring prompt responses, reporting and communication.
- Develop a thorough understanding of the clients’ position in the market, their product/service, points of difference and competitive landscape.
- Manage client input and feedback for all projects with detailed direction and timelines.
- Establish and build strong working client relationships with business leaders at all levels to achieve long-term partnerships.
- Responsible for internal department communication and coordination between Sales, Underwriting, Marketing, Finance, Reinsurance, Legal, Compliance, Regulatory, Operations, Claims, IT, etc.
- Manages all aspects of the implementation/onboarding and partner agreement process for assigned accounts, coordinating, and completing tasks associated with program development, onboarding, and execution.
- Maintains Customer Relationship Management (CRM) system, stage progression and reporting.
- Maintains knowledge of contractual obligations for partners, including financials, performance expectations, terms, reporting, licensing, insurance, and compliance.
- Proactively evaluates existing partner’s sales and production performance and program profitability of assigned accounts to determine areas needing program or process improvement.
- Provide recommendations to management and partners, developing strategic plans to increase partner revenue through marketing, training, pricing, or new product offerings.
- Review sales support metrics, analytics, and dashboards to report on program performance and productivity of sales, including the various regions, stores, dealers, and sales associates of our partners.
- Dedicates time to follow up with accounts and exchange resources, updates, and account activity.
- As necessary, visit clients, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
Requirements
- Minimum Qualifications: Bachelor’s Degree or 10+ years of equivalent work experience.
- Experience managing client onboarding or implementation projects.
- Knowledge of warranty administration, claims processes, compliance requirements, and product development.
- Familiarity with CRM and project management tools.
- Experience working in a cross-functional corporate environment.