Veritas Global Protection Services, INC · 1 day ago
Account Manager
United States
Full-time
Remote
Mid Level
$65K/yr - $65K/yr
3+ years expVeritas Global Protection Services, Inc is seeking an Account Manager who will serve as the primary point of contact for clients and agents, focusing on relationship building and account expansion. This role involves onboarding new clients, managing account performance, and collaborating with internal teams to ensure client satisfaction and drive revenue growth.
Auto InsuranceFinancial ServicesInsurance
Responsibilities
Serve as the primary point of contact for all agent representatives and the dealers they represent, fostering strong and lasting relationships
Regularly engage with clients to understand their needs, proactively addressing concerns and identifying opportunities for additional sales
Ensure that our clients receive clear, concise, and compelling communication, keeping them informed and engaged
Identify and present opportunities for additional product offerings and new product launches to existing clients, highlighting the potential benefits and driving revenue growth
Develop and implement strategies to re-engage inactive or low-performing accounts, revitalizing their business with Veritas Global Protection
Assist with agent and dealer onboarding, ensuring a seamless transition through the enrollment process and conduct initial due diligence to ensure the account is set up for success
Provide comprehensive training and support to new clients, ensuring they are fully equipped to succeed with our products and services
Monitor account performance, maintaining awareness of monthly production and addressing past-due accounts promptly
Work closely with Risk/Underwriting to implement account remediation strategies when necessary, ensuring client satisfaction and retention
Conduct regular account reviews with clients, providing detailed reports and insights to help them optimize their performance
Act as the primary liaison for any claim situations being handled by the escalations team, ensuring timely and effective resolution
Maintain constant communication with the assigned Business Development Manager (BDM), coordinating on large projects and ensuring a unified approach
Serve as the point of contact for agents requesting digital pitch kits/eKits, ensuring timely distribution and effective utilization
Stay updated with the latest product information and industry trends, providing clients with accurate and relevant insights to support their business growth
Qualification
Required
3+ years in account management, customer service, or a similar role
Proficiency in using Monday.com or similar project management tools
Proficiency in Microsoft Office products
Communication: Clear and effective in verbal and written interactions
Empathy: Understanding and sharing client feelings
Problem-Solving: Analytical and quick to resolve issues
Organization: Manages multiple accounts and tasks efficiently
Proactivity: Anticipates and addresses client needs
Relationship-Building: Develops strong, lasting client relationships
Adaptability: Handles changes and challenges smoothly
Attention to Detail: Ensures accuracy in all tasks
Time Management: Prioritizes tasks and meets deadlines
Resilience: Remains calm under pressure and recovers from setbacks
Customer-Focused: Committed to exceptional service and client satisfaction
Team Player: Works well with colleagues across departments
Ethical: Maintains high standards of integrity
Preferred
Knowledge of risk management and underwriting processes is a plus
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Veritas Global Protection Services, INC
Veritas Global Protection is an international company that offers vehicle service contracts, extended warranties, and other F&I products to dealers across the United States and the world.
51-200 employees
Funding
Current Stage
Growth StageRecent News
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