Account Manager responsible for managing daily client service needs in Property & Casualty brokerage. Handling renewals, claims management, and communication with clients and producers.
About the role
- Territory Manager establishing client relationships and managing project responsibilities at Allegion. Working with healthcare, retail, government, and commercial clients in the DC Metro area.
Responsibilities
- Meets regularly with assigned client accounts, by phone or in person.
- Ensures that clients are consistently satisfied with the organization's product and services and resolves escalated issues.
- Evaluates the client's needs and proposes potential solutions.
- Serves as a single point of contact for the client and may coordinate the work of client service teams.
- Identifies and escalates cross-selling or upselling opportunities.
- May provide client training or basic support.
- Develop relationships with key decision makers for opportunities to provide our product line in Healthcare, Retail, Government & Commercial properties.
- Develop relationships with property managers, hospitals, contractors, glaziers, hardware suppliers and owners.
- Review all relevant plans, specifications and details and/or job site conditions to formulate competitive quotations for customers that are both accurate to manage risk and ensure target margins for the London branch while ensuring your monthly/quarterly/yearly revenue goals are met.
- Work in custom bid module in Salesforce to generate quotes and utilize SF to manage customer base.
- Work closely with branch personnel to schedule equipment delivery and installation.
- Work with our credit department to secure terms and ensure timely payment after job completion.
- Stay involved with customer satisfaction issues after the sale and installation.
- Timely and accurate weekly reports and participation in weekly digital calls.
- Pre-sell our products to architects through planning stage documents.
- Call on Architects & Specification Writers to educate them on our product
- Maintain full knowledge of current ANSI standards and AAADM certification requirements.
- Perform other assignments in support of the sales operations as requested by Regional Sales & Operations Manager.
Requirements
- High school Diploma (Bachelor's degree preferred)
- 6+ years project management or similar experience
- Excellent collaboration and relationship rapport building skills are required
- Excellent communication and presentation skills (both oral and written) are a must
- Strong work ethic is a must
- Candidate must live in market (Washington DC Metro)
- Experience working with government customers/projects, including ability to navigate through documentation, approvals, etc., is preferred
Benefits
- Health, dental and vision insurance coverage, helping you “be safe, be healthy”.
- A commitment to your future with a 401K plan, offering a 6% company match and no vesting period
- Tuition Reimbursement
- Unlimited PTO
- Employee Discounts through Perks at Work
- Community involvement and opportunities to give back so you can “serve others, not yourself”
- Opportunities to leverage your unique strengths through CliftonStrengths testing and coaching
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