Account Manager

Role Overview

• Provide excellent customer service, retention of existing accounts, and insurance sales.
• Sustain rapport with key accounts by making periodic visits – at a minimum once per quarter; exploring specific needs; anticipating new opportunities.
• Achieve marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing quality and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.
• Identify marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share.
• Accomplish organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Keep promotional materials ready by coordinating requirements with marketing department; inventorying stock; placing orders; verifying receipt.
• Plan meetings and attends trade shows.
• Protect organization's value by keeping information confidential.

Requirements

• Associate’s or Bachelor’s degree preferred
• 3-5 Years previous applicable experience
• Preferred prior work experience within senior living communities, sales, and life/health insurance
• Ability to obtain health and life insurance license
• Reliable transportation
• Ability to Lift Up to 50 Pounds
• Candidates must possess a valid driver's license and maintain a clean driving record
• Preferred skills
• experience using Salesforce and Microsoft Office applications including Excel, Word, and Outlook
• Problem solving skills
• strong analytical and critical thinking skills to identify problems and develop innovative solutions.
• Customer service
• responds promptly to requests for assistance and strives to continually improve service.
• Planning/organizing
• the ability to manage multiple tasks to ensure that assignments are completed in a timely and productive manner.
• Quality control/Attention to detail
• demonstrates accuracy and thoroughness; monitors own work to ensure quality and applies feedback to improve performance.
• Adaptability
• adapts to changes in the work environment and is able to deal with frequent change, delays, or unexpected events.
• Dependability
• consistently at work and on time, follows instructions, takes responsibility for own actions, responds to management direction.
• Efficiency
• the ability to visit required number of weekly visits in a timely manner without sacrificing quality.
• Teamwork
• Able to work in team environment.
• Communication
• Strong written and verbal communication skills.
• Education of Aria Care Partners’ mission & services to potential facilities.
• Currently possess a life/health insurance license or the ability to successfully complete the licensing course and exam.
• Territory management – the ability to plan weekly travel throughout the state to visit with nursing home staff and residents.
• Daily Travel with potential for 75% overnight stay.

Benefits

• PTO and Paid Holidays for FT Employees
• 401k Retirement Plan with Company Match
• Insurance programs including medical, dental, vision, company match for your HSA, FSA, company-paid EAP, and life and disability insurance, and more.