Job Description

Our Account Managers are the liaisons between our clients and the rest of the organization, exclusively focused on the success and profitability of our partnerships, while ensuring the best experience for our clients and mutual customers. Account Managers accomplish this through delivering on their core objectives and responsibilities. In addition, they are responsible for ensuring the Sales team has the tools and resources needed to achieve current and future revenue targets.

A successful Account Manager is:

• Empathetic – deeply understand the goals, drivers, and needs of others.
• Service-oriented – ready to go the extra mile for their clients.
• Strategic – doesn't get trapped in the weeds, understands the bigger picture.
• Proactive – does not wait to act but is in charge.

Minimum Qualifications:

• Bachelor’s Degree or equivalent work experience
• At least 3-years’ experience in an Account Management, Client Success, or Relationship Management environment

Primary Job Functions:

• 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

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform

Skills & Competencies Required:

• Strong analytical and problem-solving skills
• Excellent listening skills and follows direction
• Focus and goal-oriented disposition
• Attention to detail
• Excellent organizational skills
• Administrative, record-keeping, and clerical skills
• Ability to work independently and manage personal time, keeping deliverables and deadlines top priority
• Excellent interpersonal skills
• Ability to work under pressure and switch tasks frequently
• Proven ability to contribute in a fast-paced environment consistently and positively
• Ability to comprehend and apply new and/or changing concepts
• Proficient with Microsoft products (Outlook, Excel, Word, Power Point and Adobe)
• Ability to meet deadlines without compromising consistency in the process
• Proficiency with CRM applications and knowing the purpose of CRM in sales, such as HubSpot preferred
• Experience with Project Management platforms such as Monday.com, or similar preferred

Additional Information:

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more

Fortegra is not accepting unsolicited resumes from search firms for this position.

Job Posting Disclaimer:

Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.