About the role
JOB DESCRIPTION
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Help your clients evaluate new products and services through a consultative selling process
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Prepare reports on account status
- Collaborate with Account Executives to identify and grow opportunities within territory
- Act as Solution Consultant for new clients during the sales process
- Assist with challenging client requests or issue escalations as needed
- Stay abreast of Industry trends.
- Collaborate with cross functional teams as required
About Vertafore
We believe insurance is about relationships. And technology should only make them stronger.
We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today.
Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born of human-centric purpose, we empower our customers with the technology to garner trust.
Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating.
Quite simply...we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.
Vertafore. Powering your possible.
Similar Jobs
About the role
JOB DESCRIPTION
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Help your clients evaluate new products and services through a consultative selling process
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Prepare reports on account status
- Collaborate with Account Executives to identify and grow opportunities within territory
- Act as Solution Consultant for new clients during the sales process
- Assist with challenging client requests or issue escalations as needed
- Stay abreast of Industry trends.
- Collaborate with cross functional teams as required
About Vertafore
We believe insurance is about relationships. And technology should only make them stronger.
We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today.
Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born of human-centric purpose, we empower our customers with the technology to garner trust.
Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating.
Quite simply...we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.
Vertafore. Powering your possible.