Sales Account Manager
- Monday–Friday schedule (no weekends!)
- Paid Holidays + PTO + Paid Volunteer Time
- 401(k) with a company-match--100% vested from initial contribution!
- Medical, Dental, Vision, Pet Insurance & more
- Commission + Bonus opportunities
- Generates leads from inbound inquiries (e.g. phone, email, web, and chat inquiries) and proactively via business referrals (e.g. partner, existing clients)
- Qualifies leads by determining the needs of the potential client and if they are a good fit for the company’s services
- Completes discovery meetings and presents proposal & program via phone/webinar; handles objections and gains commitment
- Coordinates and conducts implementation sessions for new accounts and educational refreshers for existing clients via webinar or conference call, partnering with Account Executives as needed
- Sets up and maintains accounts with accurate instructions, contacts, billing information, etc
- Follows up to address question/objections, win new accounts, complete post sell steps and drive additional revenue
- Cultivates close relationships with assigned clients and functions as the “go to” person for account activity
- Develops and executes outreach strategies to support the company’s retention efforts for clients within their assigned territory, including but not limited to providing ongoing training and educational sessions (via phone, web), stewardship meetings, and ongoing account management
- Meets or exceeds designated goals and key performance indicators (e.g. outbound phone calls and appointments) to support the Company’s objectives
- Other duties as assigned
- Must possess excellent customer service skills.
- Must have the ability to establish relationships across diverse perspectives. Manage different points of view and find common ground.
- Knowledge of sales processes, strategies and tactics.
- Can speak influentially.
- Gather and analyze data to anticipate potential issues/obstacles. Recommend and provide creative solutions. Recommend process improvements after examining “the way it’s always been done.”
- Proficient in Customer Relationship Management (CRM) and Microsoft Office applications.
- Strong knowledge of the principles, terminology, and practices of Workers’ Compensation claims and risk management.
- High level of ethics, professionalism, and confidence.
- Strong analytical skills and attention to detail.
- Excellent presentation, written, and communication skills.
- High level of interpersonal skills to handle sensitive, confidential situations and documentation.
- Must be able to multitask, prioritize and meet deadlines with short notice.
- Accountable and punctual.
- Flexible and adaptable to change.
- Problem solving and critical thinking skills.
- Self-motivated individual and entrepreneurial.
- Build and maintain professional relationships.
- The ability to work and comply with all EEOC rules collaboratively, respectfully and to accept constructive criticism from management with dignity and respect.
- Successfully pass background check.
- 5+ years of demonstrated successful client service experience.
- Bachelor’s Degree is preferred; however, relevant work experience will be considered.
- Knowledge of the workers’ compensation industry strongly preferred.
- Travel may be required up to 5% of the time for onsite client visits. Individual is required to sit for an extended period of time, stand, walk, talk and hear, use hands and fingers, handle or feel and reach with hands and arms. May also occasionally need to lift or move 0-15 pounds.
- Specific vision skills for computer usage and written document reading.
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