Account Manager

Customers get quotes from several carriers at once, and we handle renewals and policy changes. Our claims team handles property and auto claims from first notice of loss through settlement.

We're looking for an Account Manager to join our team. This is a remote role. We want someone who knows their accounts well enough to spot a problem before the customer calls about it. Remote within the US. The team meets in Houston once a quarter, travel covered. You need a reliable internet connection and somewhere quiet to work.

Day to day

• Track competitor activity inside your accounts
• Negotiate price increases and contract terms at renewal
• Escalate service issues internally and follow them to resolution
• Report monthly on retention, churn risk and open pipeline
• Identify upsell and cross-sell opportunities and work them through to close
• Manage a portfolio of 50 to 80 existing accounts with combined annual revenue around $3M
• Forecast renewals and expansion revenue monthly
• Maintain accurate account plans, contacts and opportunity stages in Salesforce

Skills and experience

• 2+ years in account management, sales or another client-facing commercial role
• Proficient in Salesforce or a comparable CRM
• Valid driver's license
• Bachelor's degree in business or a related field, or equivalent experience
• Experience owning revenue targets for existing customers

What you get

Salary: $68,000 - $92,000 annually

• Health, dental and vision coverage starting on day one
• 401(k) with a 100% match up to 5%
• Three weeks of PTO to start
• $1,000 home office setup budget
• Referral program

Rodriguez Insurance Agency is an Equal Opportunity Employer, including disability and protected veteran status.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Rodriguez Insurance Agency.