Account Manager - Connector

Position Summary:

The Account Manager role is a client-facing position with a strong emphasis on customer satisfaction and stewardship. This position will build lasting relationships with retail agents and RT Binding through the delivery of exceptional customer service.

Essential Functions:

Relationships:

• Be the primary contact person for existing clients
• Maintain and enhance the relationship between The Connector and current retail agents
• Proactively assess, clarify and validate retail agents’ needs on an ongoing basis, as well as RT Specialty’s
• Handle client complaints and act as the primary escalation point for any issues that arise from existing retail clients and RT
• Works cross functionally with product, support and technology teams, providing first-hand, experience-based market intelligence on customer requirements, product performance, and other key factors, and providing voice of customer feedback

Communications & Education:

• Develop and maintain a thorough knowledge of the platform and product offerings
• Create and execute education and training programs to improve awareness of The Connector for both RT offices and retail agents
• Ensure retail agents have complete and up to date information, including new products, platform enhancements, training materials and periodic strategy updates
• Communicate any client concerns or issues to leadership and recommend and assist in executing solutions
• Perform demos of the Connector as needed
• Provide periodic reports and forecasts as needed
• Assist with onboarding of Connector clients 

Education/Experience/Skills:

• Account Manager experience
• A minimum of five (5) years of insurance industry experience.
• Experience with SalesForce CRM
• Willing to travel as needed 
• Understanding customer needs
• Presentation skills
• Understanding of technology as it applies to the insurance industry
• Highly self-motivated and able to manage day to day tasks 
• Ability to prioritize and manage multiple tasks and projects effectively
• Able to work in a dynamic, fast-moving company environment
• Excellent communication skills
• Confident and dynamic personality
• Team player and with a problem-solving aptitude

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