Commercial Account Manager
Pella DFW & West Texas
Commercial Account Manager
The Commercial Account Manager is responsible for building the Pella brand within the commercial industry as their premier choice for window and door solutions. Achieve individual sales goals through a confident presentation of unique perspectives on how their customers can grow their business using Pella product offerings. Provide profitable market solutions, technical expertise, and partnership by understanding customer needs and developing business-partner relationships with architects, builders, contractors, and commercial organizations. Proactively originates new customer relationships through networking, referrals and face-to-face meetings. Help customers grow their business and offer a single point of contact for their ongoing needs. Continually strives for 100% "Very Satisfied" customers, growth as measured by market share/net sales and profitability. The Commercial Account Manager's (SC) primary duty is outside sales, i.e., sales made on-site at the customer's business in the SC's assigned market. The SC is required to:
- Spend over 50% of their time each workweek outside at customer locations making sales.
- Independently sets their own work hours.
Responsibilities/Accountabilities:
- Achieving individual sales and customer satisfaction goals and objectives.
- Networking, lead and referral generation.
- Actively represent Pella at architecture firms, design firms, and professional group's invitations to discuss and/or present Pella products, commercial association meetings and/or builder home shows.
- Making sales to new customers/clients while building sales volume with existing customers.
- Responding to client concerns and coordinating resources to resolve customer issues while striving for first-time resolution.
- Maintaining exceptional level of expertise of products/services relating to Pella's customers.
- Striving to close the sale during all customer interactions.
- Striving to position Pella products for specification in architect plans based on their influenced confidence in Pella product solutions.
- Engaging customers in consultative sales interaction, recommending the products and total solution that satisfy the needs of the customer.
- Ensuring quotes and orders are accurate following company sales process.
- Advise customers on manufacturer installation guidelines and field measure openings to ensure accuracy of product applications.
- Helping customers with specific product orders through leveraging other Pella team members.
- Thanking clients and encourage a continuing business partnership by acting as their central point of contact with Pella.
- Building customer relationships through follow up with existing and potential clients using a consultative sales process; i.e. sends professional thank-you notes to customers as a proactive measure of customer management.
- Collaborating with Service/Operations teams to ensure successful after sales service requirements and installations.
- Interacting with Account Receivable department to address any potential billing/payment issues of customer.
- Strong CRM systems tools capabilities leveraged to manage all customer interactions and proactively communicate to customers.
- Working variable, non-traditional hours making themselves available for customers during evenings and weekends.
Skills/Knowledge:
- Able to develop partnerships with other businesses that serve the same customers
- Provide superb customer service and generate referrals from one customer to others
- Creates a sense of trust and reliability with customers
- Skilled at relating to a variety of customers- balances poise and integrity with a service mentality
- Works collaboratively with Pella team members and customers
- Enjoys working in fast-paced environment with a high sense of urgency
- Strong problem-solving skills
- Energized by meeting and engaging new people, skilled networker
- Demonstrates confidence balanced with humility
- Tenacious, able to persevere through sales challenges and setbacks
- Demonstrates a strong work ethic, flexible about hours, responsive to customer needs, willing to be available
- Excellent influencer- can sell something new, shift paradigms, conveys the value proposition
- Seeks out internal experts and utilizes their knowledge
- Able to accurately read, interpret and take-off blueprints and engineering drawings
- Adaptable to changing processes and priorities
- Works well without close supervision but always keeps their manager informed
- Focused on details and follow through
Proficiency with Microsoft Office and smart devices, and ability to learn internal software programs and applications.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; or two to four years related experience, including commercial sales and technical product expertise, or equivalent combination of education and experience/expertise. Individual's motor vehicle record must also comply with company requirements. Must have the ability to manage multiple-tasks in an environment of constant interruptions and be able to prioritize responsibilities. Language and Communication Skills Ability to read and analyze documents related to contracts and work documents. Ability to write reports and business correspondence. Ability to verbally present information and respond to questions from customers, managers, and the general public. Professional Skills Must present a clean and neat physical appearance and strictly abide by company dress code serving as a role model for other employees, customer and visitors. Reasoning Abilities Ability to solve practical and arithmetic problems and deal with a variety of concrete variables in situations where only limited standardization exists. Physical Demands While performing the duties of this job, the employee is regularly required to drive an automobile, stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds using proper lifting techniques. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. The noise level in the work environment varies between low to moderate in administrative offices and moderate to high on constructions sites. Travel The vast majority of travel will be local. Must be able to drive to showrooms, job sites and customer/contractor locations and required company functions at various locations.
Pella DFW & West Texas- ...client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive... ...of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriersReceives quotes, reviews for...SuggestedContract workTemporary workInternshipLocal areaFlexible hours
- ...Commercial Account Manager Essential Duties & Responsibilities: Generate surveys and request renewal applications Prepare Loss Summaries Prepare Proposals for renewal terms Initiate Premium Finance Requests Issue Certificates of Insurance and Auto...SuggestedContract work
$70k - $90k
...Job Description Job Description Title : Senior Commercial Account Manager Salary: $70,000 -$90,000 plus comprehensive benefits package Location: Syracuse, NY Independent insurance agency is a seeking Senior Commercial Lines Account Manager to service and...SuggestedWork at office$70k - $80k
...Job Description Job Description Position: Insurance - Commercial Line Account Manager (Mid - Large Market Generalist) Location: North Dallas, TX Salary: $70,000-80,000 depending on experience, knowledge, and qualifications Position is in office, but will consider...SuggestedWork at officeLocal areaRemote work$200k
...construction, and non-profits. Middle market accounts are generally premiums in excess of $200... ...customer service to assigned commercial customers with a book consisting primarily... ...service deliverable standards, including managing policy reviews, certificate requests, and...SuggestedLocal area- ...Job Description Job Description Commercial Lines Account ManagerJob Summary:The Commercial Lines Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing...Local areaShift work
$79k - $158k
...information, visit corporate.carrier.com or follow on Carrier social media at @Carrier. About this role As the Commercial Service Account Manager you will be responsible for pursuing opportunities for service agreements, quick turn projects to keep our customers...Temporary workLocal areaImmediate start- ...Job Description Job Description Growing top level agency in the DFW Mid-Cities area is seeking a Commercial Lines Account Manager to join their team. Responsible for the day-to-day service of assigned accounts, processing of documents, and maintenance of...Work at office
- Are you an experienced Senior Commercial Lines Account Manager with strong Commercial P&C expertise looking to take your career to the next level? At Tower Street Insurance, we value teamwork, exceptional customer service, and deep industry knowledge — and we’re growing...Flexible hoursDay shift
- ...committed to doing what is best for our customers. Purpose To work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts to achieve Agency sales goals and service standards. Responsible for securing the retention...Hourly pay
- ...Executive Search is seeking a dedicated customer service professional in Dallas, Texas, committed to providing exceptional service to commercial customers, primarily in technology and entrepreneurial growth-oriented sectors. This hybrid role involves maintaining client...
- ...Commercial Lines Account Manager The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial...
- An award-winning insurance agency in Dallas is seeking a Senior Commercial Lines Account Manager to join their dynamic team. The ideal candidate will have over 5 years of account management experience in commercial lines and possess a valid Property & Casualty License....
- Growing independent insurance agency is seeking a Commercial Lines Account Manager in Upstate NY. Responsibilities: Respond to daily service needs of clients. Performs renewal reviews thoroughly and timely and makes coverage recommendations. Assures that all pertinent...Work at office
- Criterion Executive Search, Inc. seeks a Commercial Lines Account Manager to join its Dallas-area team. You will manage day-to-day service for assigned commercial accounts, process documents, and maintain client files with accuracy and courtesy. The role requires 3+ years...
- Brown & Brown, Inc. is seeking a Senior Account Manager to handle day-to-day account management, policy/endorsement processing, invoicing, and certificates of insurance. You will also manage claims reporting, premium breakdowns, auto ID cards, policy changes, and coverage...
- The Senior Account Manager is responsible for day‑to‑day account management, including processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting, premium breakdowns, auto ID cards, policy changes, review of policy forms, coverage...Work at office
$28.85 - $40.87 per hour
Brown & Brown is seeking a Commercial Lines Account Manager to support producers and clients by servicing commercial insurance accounts, managing renewals, marketing coverage, and maintaining strong carrier relationships. Key Responsibilities: Service and retain assigned...Hourly payWork at office$90k - $110k
Job Summary Seeking a highly skilled and professional Senior Commercial Lines Account Manager to join a dynamic team. This role is pivotal in managing and servicing a diverse portfolio of commercial insurance accounts, ranging from small to large businesses. As a trusted...- IMA Financial Group, Inc. seeks a dedicated account manager for Mid-Market or Emerging accounts in Dallas. You will be the day-to-day contact, assist with renewals and onboarding, and partner with the Account Executive on client interactions. Responsibilities include reviewing...
$85k - $105k
...Job Description Job Description Senior Commercial Lines Account Manager – Mid-Market Accounts ( Syracuse, NY ) Salary: $85,000 – $105,000 base + full benefits Work Setting: Hybrid or In-Office (Syracuse, NY) Systems: EPIC, TAM, or AMS360 required A respected...Work at office- Dexter & Company is seeking a Commercial Lines Account Manager in Dallas to assist clients with service needs, handle changes to existing accounts, and coordinate with Producers on new and renewal commercial business. The role focuses on maintaining high service standards...
- Relation Insurance Inc. in Dallas, TX is seeking an Account Manager for Commercial Lines to manage client relationships, advise on coverage, risk management, and align programs with clients' long-term goals. The role requires a Property and Casualty license, strong analytical...
$70k - $80k
...Job Description Job Description Job Title: Commercial Lines Account Manager | Client Service Manager | CSR Salary: $70k- $80k base salary Location: Dallas, Texas | Hybrid (willing to consider fully remote for the right candidate) Job Overview: The Commercial...Work at officeRemote work- ...Job Description Job Description Job Summary: The Commercial Lines Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service and sales delivery standards, and performing essential functions to...
- Christeyns North America is seeking an Account Manager to become an expert in laundry technologies, drive sales, and deliver top-tier service to customers in the Dallas region. The role involves understanding customer operations, presenting solutions, and identifying growth...Night shift
- ...the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers. This position is ideal for the candidate... ...to our customers. Job Description A successful Account Manager - Business to Business will possess the following...Flexible hours
- ...insurance Job Title: Business Development Manager Position Overview: The... ...qualified prospects. Research target accounts and identify key decision-makers and influencers... ...HOA Boards and Community Managers Commercial Property Owners Municipal...Contract workFor contractorsSeasonal workWork at officeLocal area
- USI Insurance Services in Dallas, Texas, is seeking a candidate to manage 30 to 50 middle-market Commercial Lines insurance accounts. The role involves providing client support, marketing insurance renewals, and negotiating with carriers. The ideal candidate should have...
- ...of a mix of Mid-Market & Large/Complex accounts) and with direction from the Account Executive... ..., creates the marketing submission, and manages ongoing negotiations with... ...continually maintained and works with the Commercial Lines Leader regarding department strategies...Contract workTemporary workInternshipLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Commercial Account Manager. Be the first to apply!
- property manager commercial Dallas, TX
- commercial sales manager Dallas, TX
- commercial executive Dallas, TX
- commercial planning manager Dallas, TX
- assistant project manager - commercial construction Dallas, TX
- asset manager - commercial real estate Dallas, TX
- commercial business manager Dallas, TX
- commercial director Dallas, TX
- construction project manager commercial Dallas, TX
- commercial project manager Dallas, TX



