Account Manager

About The Role

Are you the kind of person who loves building relationships, solving problems, and helping clients get the most out of technology? As an Account Manager, you'll serve as a trusted partner to a portfolio of Insurance Division clients, guiding them through everything from software implementations and user training to policy and claims support. With a blend of strategic consulting, customer advocacy, and project management, you'll help clients maximize the value of our products and services while driving successful outcomes, resolving challenges, and ensuring exceptional customer experience.

• Manage and execute initial product implementation for assigned clients, provide end-user training, and work with IT and Development to implement new product releases
• Advise clients concerning best practices within the application of Insurance Division products
• Fulfill client’s training needs and requests for marketing support
• Enter and log technical issues in yCRM and follow up to ensure issues are resolved effectively and efficiently
• Analyze product performance queries to ensure client data accuracy and optimal use of program features; recommend course of action when policy activity is below optimal standards
• Maintain system configuration to ensure accurate monthly billing for insurance products; document situations that affect standard monthly billing thus increasing client satisfaction
• Evaluate and identify additional product offerings or expanded system functionality that would benefit their portfolio of client accounts; consult with clients to determine what service or functionality should be added to their Insurance Division system configuration
• Share with clients any known changes in insurance industry best practices or standards
• Perform special projects and other duties as assigned

• Bachelor’s degree or equivalent experience in the property management industry
• Current state specific Property & Commercial Insurance License
• Proven account management, project management and customer relationship management skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite
• Independent sound decision making and problem‑solving skills
• Familiarity with web browsing, online applications, and computer navigation
• Proven ability to work independently and collaboratively
• Client‑centered commitment and focus
• Ability to meet critical deadlines and prioritize multiple tasks in a fast‑paced environment
• Proficient typing skills
• Two (2) years of account management experience in property management or other relevant industry, or two (2) years of experience as a business analyst

• Experience using a customer relationship management (CRM) database system
• Ability to think analytically and effectively communicate analysis to clients
• Familiarity with software interfaces and/or configuration of software interface

Annual Salary Range: $75,000-$81,900.

EOE/Race/Gender/Disability/Vets.