Account Manager

Account Manager

The Account Manager position is to provide comprehensive support to several agencies and their sub-agents related to VUMI's products and services. The Account Manager is the lead point of contact for agents and is to support their staff in day-to-day operations. This position is to deliver personalized service and ensure responsiveness for agents to feel confident, engaged and motivated to help drive sales and service satisfaction.

Liaise with cross-functional internal teams to ensure the timely and successful delivery of service and facilitate sales efforts.

Duties And Responsibilities

The essential functions include, but are not limited to the following:

Relationship and Performance Management

• Develop relationships with all levels of clients and achieve positive reviews about service.
• Work with insurance agents throughout LATAM and internal operations teams to understand and fulfill clients' needs.
• Serve as the main point of contact for all matters related to the agents.
• Ensure consistent engagement with accounts (calls, in-person visits, webinars, etc.).
• Respond to inquiries from clients and agents and provide updates in a timely manner.
• Resolve complaints and follow through to appropriate solutions.
• Act as issue escalation point and proactively recommend solutions to challenging client situations.
• Facilitate Agent's Sales efforts by providing reports and information with regards to our product offering, services, tools and company information in general.
• Promote products through sales presentations, explain product characteristics, added benefits and pricing.
• Gather and communicate feedback from and to agents.
• Monitor agency performance, anticipate changes and improvements.
• Coordinate agent's seminar and visits, provide in person training and webinars on products, resources and company information.
• Respond to inquiries regarding process, services and products.
• Track sales incentives and contest.

Revenue Generation

• Support agents sales efforts in closing new business to achieve growth and sales targets.
• Generate quotes for individual and affinity groups.
• Collaborate with Sales to expand customer base and generate new business.
• Keep track of agency sales and prepare reports on account status.
• Execute call plans to follow up on pending cases to help increase closing ratio.
• Collaborate with sales team to identify grow opportunities and support sales strategies.
• Help forecast and track key account metrics, trends, and communicate progress.
• Generate reports related to agents portfolio, profitability and hierarchy.
• Support renewal process to achieve high retention rate.
• Manage sales leads of prospective agents and clients.

Support Capabilities

• Provide recommendations on procedures to improve efficiency.
• Participate in projects, initiatives and perform other duties as assigned.
• Process collateral material request and coordinate shipping.
• Supports Agents in closing new business and renewals through weekly review of status. reports to help grow and maintain business portfolio.
• Works closely with Sales, Marketing and Operations providing systematic follow-up and feedback to improve our service and processes.
• Maintain performance, collaborate with other departments to meet corporate objectives.
• Oversee agent contract registration process and portal training.
• Assist with commission inquiries and review commission payments.

Minimum Qualifications (Knowledge, Skills, And Abilities)

• Bachelor's degree (B.A. or B.S) or associate's degree from an accredited institution, preferably in business, marketing or related fields.
• Experience in Customer Service and/or healthcare, health insurance.
• Knowledge of travel and life insurance industry.
• Proven account management or other relevant experience.
• Excellent computer skills with proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
• Excellent interpersonal skills.
• Analytical and interpretive skills.
• Excellent oral and written communication, including presentation skills.
• Strong organizational skills, with attention to detail.
• Proven ability to manage multiple projects at a time.
• Team oriented and collaborative with ability to work independently.
• High adaptability to change and flexible.
• Fluent in Spanish and English (written and spoken). Portuguese is a plus.
• Ability to multi-task, work under high paste environment and define priorities.
• Self-motivated and able to thrive in a results-driven environment.

Benefits

Medical, dental, vision

Retirement

PTO

Hybrid-eligible