Account Manager

Who we are

Clients drop by to pay premiums, ask about a claim or just say hello. Coastview Underwriters is a family-owned agency with 34 people in a storefront on Main Street. January renewals keep everyone busy for a few weeks.

Position summary

We're looking for an Account Manager to join our team in Los Angeles. This is not a new-logo role. You will own around 60 accounts and be measured on retention and expansion. This is an in-person role at our Los Angeles location.

Responsibilities

• Negotiate price increases and contract terms at renewal.
• Manage a portfolio of 50 to 80 existing accounts with combined annual revenue around $3M.
• Maintain accurate account plans, contacts and opportunity stages in Salesforce.
• Report monthly on retention, churn risk and open pipeline.
• Prepare quotes and pricing proposals in Salesforce CPQ.

About you

• 3+ years in account management, sales or another client-facing commercial role.
• Organized, with a system for tracking dozens of open items across accounts.
• Bachelor's degree in business or a related field, or equivalent experience.

Preferred

• Second language.
• Salesforce CPQ experience.

Why work with us

$85,000 to $97,000/year

• Medical, dental and vision insurance.
• 401(k) with a 100% match up to 5%.
• Paid holidays.
• Vision insurance.
• Dental insurance.
• Flexible schedule.

Coastview Underwriters provides equal employment opportunities to all employees and applicants.

No agencies or third-party recruiters, please.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Coastview Underwriters Inc..