Job title: (Account Associate) Assistant Account Manager - Remote
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Assistant
Location: Fairview Park, OH
Job published: 03/14/2025
Job ID: 131472

Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Assistant Account Manager to join their team.

Benefits

  • Competitive salary: $63-64k
  • Comprehensive benefits package
  • Professional development opportunities and training.
  • Supportive and inclusive work environment.

Qualifications

  • Active P&C License
  • Proven experience in account management, preferably in a small business or B2B context.
  • Proficiency in CRM software and Microsoft Office Suite.
  • Adaptability and willingness to learn in a fast-paced environment.

Responsibilities

  • Build and maintain strong relationships with a portfolio of small business clients. Serve as the primary point of contact, addressing their inquiries, concerns, and needs promptly and effectively.
  • Collaborate with clients to understand their business objectives, challenges, and opportunities. Conduct thorough needs assessments to recommend appropriate products, services, or solutions that align with their goals.
  • Work closely with internal teams to develop customized proposals, quotes, and packages that meet the specific requirements of each client. Coordinate the implementation of solutions and ensure seamless delivery.
  • Identify opportunities for account expansion and upselling. Present additional products or services that can add value to the client's business, driving revenue growth for both the client and the company.
  • Provide clients with training and guidance on utilizing our products and services effectively. Ensure clients are well-equipped to maximize the benefits of their partnership with our company.
  • Address any challenges or concerns raised by clients promptly and professionally. Collaborate with internal teams to resolve issues and provide timely updates to clients.
  • Monitor key performance metrics and indicators for each client's account. Regularly review progress against established goals and develop strategies to enhance client success.
  • Stay informed about industry trends, competitors, and market developments that could impact our clients. Use this information to provide clients with valuable insights and recommendations.
  • Maintain accurate and up-to-date client records, interactions, and account details in our CRM system.

 

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