Sales Account Specialist I

Purpose:

The purpose of this position is two-fold. The first purpose is to work closely with the Regional Field Sales Team by driving profitable growth, providing comprehensive new account onboarding support, performing initial prospect qualification activities, and driving business transformation initiatives. Assist company retention efforts by managing and facilitating book moves, mergers, and acquisitions across the American Modern organization. Project management activities to support field sales initiatives (e.g., targeted blitz's, marketing campaigns, account clean up, etc.).

The second purpose of this role is to manage owned accounts in the "unassigned" category towards profitable growth with the goal of moving the account to the Regional Field Sales Team. Along with the Unassigned accounts, this position will also monitor "runoff" accounts for profit management.

Roles & Responsibilities

• Contributor to company retention efforts by managing and facilitating book moves, mergers, and acquisitions across the American Modern organization.
• Project management activities to support regional initiatives (e.g., targeted blitz's, marketing campaign support, account clean up, process improvement initiatives, etc.).
• Providing oversight and account management activities for "owned" accounts, responding to inquiries, developing business case for additional product/state authorities, terminating accounts where appropriate.
  • Maintain required agent contact based on account segmentation methodology.
• Provide comprehensive new account onboarding support.

• Works closely with account owners to reinforce mutual commitments and deliver expected results.
• Travel and participate in periodic visits to key accounts, regional meetings and onboarding new key accounts.
• Develops partner relationships with new and existing key accounts.
• Proactively work with owned accounts selling American Modern's products and services to increase profitable growth.
• Driving business transformation in support of Yellowstone, Project Watch, and other organization initiatives.
• Perform initial prospect qualification activities and take appropriate action or recommend for new set up.

Perform other ancillary duties such as:

• Manage user access to prevent multiple users logging in on the same ID.
• System Error Recovery notifications - Facilitate notification to the Sales team so they communicate to their respective accounts as they deem appropriate.
• Weather Moratorium - Facilitate notification to the Sales team so they communicate to their respective accounts as they deem appropriate.
• As time permits, facilitate address changes for commission return mail for active accounts.
• Agent reporting for agents without access to the reporting portal.

Required Technical Skills

Advanced knowledge of MS Office Suite of products, with a specific focus on Excel skills, and other computer applications, including SharePoint. Knowledge and increasing skill level of corporate reporting tools, such as Cognos, and Microsoft Power BI, staying up to date with technological advancements. Ability to effectively utilize Microsoft Dynamics CRM.

Required Competencies

Business Acumen

Drive For Results

Customer Focus

Product Expertise

Decision Quality

Communicates Proficiently

Ensures Accountability

Collaborates

Education, Certifications & Designations:

Required: Bachelor's Degree or equivalent experience

We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:

• Two options for your health insurance plan (PPO or High Deductible)
• Prescription drug coverage (included in your health insurance plan)
• Vision and dental insurance plans
• Short and Long Term Disability coverage
• Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children)
• Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)

In addition to the above insurance offerings, our employees also enjoy:

• A robust 401k plan with up to a 5% employer match
• A retirement savings plan that is 100% company funded
• Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
• Eligibility to receive a yearly bonus as a Munich Re employee
• A variety of health and wellness programs provided at no cost
• A hybrid environment that gives you a choice in where and how you get work done
• A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop
• An on-site complimentary workout facility as well as walking trails on campus grounds
• On-site wellness center complete with nurse practitioner
• Financial assistance for adoptions and infertility treatment
• Paid time off for eligible family care needs
• Tuition assistance and educational achievement bonuses
• Free parking
• A corporate matching gifts program that further enhances your charitable donation
• Paid time off to volunteer in your community

At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.

We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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