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Fortegra · 1 day ago

Account Manager, Consumer Warranty

Jacksonville, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Fortegra is seeking an Account Manager to serve as a liaison between clients and the organization, ensuring successful partnerships and client satisfaction. The role involves managing client relationships, coordinating internal communications, and evaluating partner performance to drive revenue growth.

Insurance

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

Other duties or projects as assigned

Qualification

Account ManagementCRM applicationsProject ManagementAnalytical skillsMicrosoft productsAdministrative skillsInterpersonal skillsOrganizational skillsAttention to detailProblem-solving skills

Required

Bachelor's Degree or equivalent work experience

2 – 5 years experience in an Account Management, Client Success, or Relationship Management environment

Project Management experience

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

Experience dealing and handling sensitive information

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

Benefits

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

Company

Fortegra

For more than 45 years, Fortegra and its subsidiaries have delivered risk management solutions that help people and businesses succeed in the face of uncertainty.

Founded in 1978

Jacksonville, Florida, US

501-1000 employees