Account Manager

POSITION SUMMARY 

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

JOB DUTIES AND RESPONSIBILITIES: 

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: 

• 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. Education and Experience:

WORKING CONDITIONS 

General office working conditions  

PHYSICAL DEMANDS  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function.   

While performing the duties of this job, the employee will be required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs, balance; stoop, kneel, crouch or crawl; talk or hear. The employee must occasionally lift and or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust to focus.  Frequent travel is required, often up to several hours of driving per day.  Ability to travel to, attend, and conduct sales presentations.  Manual dexterity is required to use desktop computer and peripherals.  Exposure to variable weather conditions is likely.  

WORK ENVIRONMENT 

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of his job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   

The noise level in the work environment is usually moderate. 

TRAVEL 

Minimal to no travel.

SAFETY HAZARD OF THE JOB  

Minimal Hazards 

BENEFITS

Medical, dental, vision

Retirement

PTO

Hybrid-eligible