We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Account Managers answer client queries and identify new business opportunities among existing customers. More specifically, you will be working to make our clients happy and bringing solutions that make their jobs easier. This position may require occasional travel. If you are interested in working in a ever changing field, helping people work through very tough times, have a flair for client communication and understand consumer behavior, we’d like to meet you. Ideally, candidates for this role will be entrepreneurial, detail oriented, and willing to work hard during crunch time. Training will be provided, as well as any licensure courses and continuing education. We expect our team to be continuously learning. Ultimately, a successful Account Manager should collaborate with management to achieve goals while keeping our clients satisfied and engaged with our products and services in the long-run.
Responsibilities
- Serve as the point of contact for customer account management matters - Be customer service focused
- Build and maintain strong, long-lasting client relationships
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or new clients
- Prepare reports on account status
- Assist with challenging client requests or issue escalations as needed
- We are looking for entry level or experienced personnel - the opportunity can grow to meet your experience
- Communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
- Use of CRM software, Ben Admin platforms and MS Office (particularly MS Excel), as well as communication / media production software (social media, video, adobe suite).
Skills
- Detail oriented focus on client facing operations
- Delivering client-focused solutions to customer needs
- Ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
- Excellent listening, negotiation and presentation abilities
- Strong verbal and written communication skills
- BA/BS degree or relevant experience
- Desire to help people in their time of loss, and to help them prepare for the worst times of their lives. Be empathetic.
Salary listed will be base salary. Commissions would be paid on new opportunities.
Location will most likely be centered around Sonoma County, with one day or two days per week in Oakland.
MUST BE ABLE TO OBTAIN A CALIFORNIA INSURANCE LICENSE WITHIN 3 MONTHS OF HIRE
Job Type: Full-time
Pay: $4,000.00 - $5,500.00 per month
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
- Work from home
Experience level:
Schedule:
Supplemental pay types:
Travel requirement:
Education:
License/Certification:
- Accident & Health Insurance License (Required)
- Life Insurance License (Required)
Ability to Relocate:
- Oakland, CA 94612: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Oakland, CA 94612