TEK Analytics · 21 hours ago
Account Manager - Personal Lines
Jersey City, NJ, United States
Full-time
Hybrid
Senior Level
5+ years expTEK Analytics is a leading data analytics partner in the insurance industry, and they are seeking an Account Manager for Personal Lines. The role involves enhancing the customer experience by managing contracts, supporting sales initiatives, and developing operational efficiencies within the sales team.
AnalyticsConsultingInformation ServicesInformation Technology
Responsibilities
Handling of contract and related form requests on behalf of the team as required. This will typically include licensing for relationships between an insurer and their producers (MGA’s, brokers, etc.), test agreements, trial licenses, NDA’s, Master Services Agreements, Vendor affiliation and others
Accelerate the customer contracting process, in coordination with sales, product, and legal – including new contracts, amendments, pilots, etc
Ability to work across multiple parts of the organization to address customer questions or issues
Generate professional customer proposals designed to articulate custom, compelling value propositions
Support AE’s as needed on customer calls or visits to gauge satisfaction in usage of products and to understand new opportunities for growth
Resolve customer inquiries related to billing and invoicing, contracts, setup etc
Oversee, manage, and resolve customer inquiries related to billing and invoicing, contracts, setup etc., either directly or through influencing of internal parties
Post contract processing for booking of deal, notifications to product and sales teams, etc
Periodic reviews of volume commitment-based contracts to ensure usage is on track for attaining volume commitments, and manage the overage process once volumes are attained and monthly billing should occur through end of contract term
Partner with product and sales to evaluate customer usage reports designed to evaluate customer satisfaction and selling renewal strategies
Seek out and share opportunities to develop new or improved sales operational efficiencies and/or best practices
Liaise with marketing and account executive teams to strategize and execute on account-based nurture campaigns
Leverage internal and external sources of information to identify triggers for customer cross-sell / up-sell opportunities
Help inform and execute on large, growth-targeted customer renewal strategies
Lead tactical sales opportunities as required
Support sales leadership pipeline management through salesforce.com reporting
Qualification
Required
5 or more years' experience and successful track record in a consultative, team-based sales and/or service environment, exceeding external and internal customer expectations
Bachelors Degree or equivalent from a four-year college or university or equivalent work experience
Exceptionally detail oriented with the ability to work effectively under pressure and multi-task to meet established deadlines and standard response times with clients
Ability to effectively analyze and solve complex problems by balancing detailed questions with creative solutions
Ability to handle multiple complex tasks or projects, prioritize and organize and take lead as necessary
Exceptional communication skills – verbal, writing and listening – and the ability to communicate simple and complex ideas
Strong interpersonal skills and demonstrated ability to build and maintain relationships
Proficiency in MS Office and Salesforce.com
Ability to travel as needed in the US (<10% of time)
Preferred
Solid understanding of the P&C industry a plus – Personal and Commercial lines underwriting, product development, or marketing experience an even bigger plus
Business Case development a plus
Benefits
Health Insurance
A Retirement Plan
Disability benefits
A Paid Time Off program
Company
TEK Analytics
Tek Analytics is a technology services firm that offers cloud transformation, analytics, planning, and business planning services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bharat Sunkari
Principal Architect & CEO
Company data provided by crunchbase