Account Manager providing customer service and retention of accounts in senior living communities. Focus on insurance sales while traveling throughout assigned territory.
Responsibilities
Provide excellent customer service, retention of existing accounts, and insurance sales.
Sustains rapport with key accounts by making periodic visits – at a minimum once per quarter; exploring specific needs; anticipating new opportunities.
Achieves marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing quality and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change.
Identifies marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Keeps promotional materials ready by coordinating requirements with marketing department; inventorying stock; placing orders; verifying receipt.
Plans meetings and attends trade shows.
Protects organization's value by keeping information confidential.
Requirements
Associate’s or Bachelor’s degree preferred
3-5 Years previous applicable experience
Preferred prior work experience within senior living communities, sales, and life/health insurance
Ability to obtain health and life insurance license
Reliable transportation
Ability to Lift Up to 50 Pounds
Candidates must possess a valid driver's license and maintain a clean driving record.
Preferred skills - experience using Salesforce and Microsoft Office applications including Excel, Word, and Outlook.
Problem solving skills - strong analytical and critical thinking skills to identify problems and develop innovative solutions.
Customer service - responds promptly to requests for assistance and strives to continually improve service.
Planning/organizing - the ability to manage multiple tasks to ensure that assignments are completed in a timely and productive manner.
Quality control/Attention to detail - demonstrates accuracy and thoroughness; monitors own work to ensure quality and applies feedback to improve performance.
Adaptability - adapts to changes in the work environment and is able to deal with frequent change, delays, or unexpected events.
Dependability - consistently at work and on time, follows instructions, takes responsibility for own actions, responds to management direction.
Efficiency - the ability to visit required number of weekly visits in a timely manner without sacrificing quality.
Teamwork - Able to work in team environment.
Communication - Strong written and verbal communication skills.
Education of Aria Care Partners’ mission & services to potential facilities.
Currently possess a life/health insurance license or the ability to successfully complete the licensing course and exam.
Territory management – the ability to plan weekly travel throughout the state to visit with nursing home staff and residents.
Daily Travel with potential for 75% overnight stay.
Benefits
PTO and Paid Holidays for FT Employees
401k Retirement Plan with Company Match
Insurance programs including medical, dental, vision, company match for your HSA, FSA, company-paid EAP, and life and disability insurance, and more.
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