Client Account Manager (Remote)

Founded as a farmers' mutual in 1936, the company is now one of the larger mutual insurers in Canada.

The position

The Client Account Manager (Remote) manages a book of existing customers, renews their contracts and grows revenue through upsell and cross-sell.

Responsibilities

• Resolve billing disputes with finance and keep the customer updated until closed.
• Identify upsell and cross-sell opportunities and work them through to close.
• Maintain accurate account plans, contacts and opportunity stages in Salesforce.
• Escalate service issues internally and follow them to resolution.
• Renew annual contracts on time, starting the conversation at least 90 days ahead.

Qualifications

• Solid Excel skills for pricing and account analysis (VLOOKUP, pivot tables)
• Clear written and verbal communication.
• Organized, with a system for tracking dozens of open items across accounts.
• Bachelor's degree in business or a related field, or equivalent experience.
• Proficient in Salesforce or a comparable CRM.
• Willing to travel up to 25%.

Nice to have

• Salesforce CPQ experience.
• Training in a sales methodology such as Sandler or Challenger.
• Familiarity with Gainsight or ChurnZero.

Benefits

• Health spending account.
• Group RRSP with employer matching.
• Paid vacation.
• Paid sick days.
• Tuition reimbursement.
• Employee and family assistance program.
• Life insurance.

Applicants must be legally entitled to work in Canada.

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

Start: Flexible.

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