Personal Account Manager Job Description
Personal Account Manager Duties & Responsibilities
To write an effective personal account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included personal account manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Personal Account Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Personal Account Manager
List any licenses or certifications required by the position: SOP
Education for Personal Account Manager
Typically a job would require a certain level of education.
Employers hiring for the personal account manager job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Business, Business/Administration, Education, Acting, Finance, Technical, Chemistry, Associates, Management, Marketing
Skills for Personal Account Manager
Desired skills for personal account manager include:
Desired experience for personal account manager includes:
Personal Account Manager Examples
Personal Account Manager Job Description
- Drive business sales volume, and business and personal solutions, through opportunity spotting to enhance revenue opportunities
- Generate referrals and sales results while ensuring superior client care
- Build internal and external networks and implement an effective prospecting strategy to capitalize on business opportunities and attract new business
- Lead in risk management and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
- Deliver financial advice that is value added and apply a continuous improvement approach to achieving superior Client First experience
- Visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permitted
- Support and prospect clients in the Muskoka District and surrounding markets (Parry Sound, Gravenhurst, Bracebridge and Huntsville)
- Monitors open items and downloads generated reports
- Primary client contact for day-to-day client questions regarding policy changes, billing questions, coverage questions, claim or loss situations, summaries and rewrites
- Remarkets current clients and quotes new business opportunities from Producers or referrals
- Generates interest in additional lines of coverage and cross serving opportunities
- Generates prospective customers & develops new business through sales leads, and prospecting
- Maintain accuracy of product/customer forecasts and remedy variances as requested
- Actively manage all territory new business opportunities within Salesforce.com
- Lead the sales and market development activities to promote growth of the business for assigned accounts and territories
- Manage the entire sales process from prospecting to closing
Personal Account Manager Job Description
- Develop and implement aggressive sales plans at the territory and account level
- Effectively communicate with internal R&D, Marketing, and Operations group
- Create and implement account plans that are well aligned with the business strategy
- Comply with administrative requirements (call reports, forecasting, expense reports)
- Develop and manage annual territory budget
- Ensure regular branch activities are consistently followed to ensure effective client contact is maintained to develop relationships and identify client needs, to probe/listen for new growth opportunities
- Implements the market strategy and tactics for Vietnam and Myanmar
- Expand the market coverage for Vietnam and Myanmar
- Develops and closes opportunities based on market strategy and customer knowledge including product and solutions
- Review and analyze personal accounts for coverage, limits, , and make appropriate recommendations to clients
- Diploma/Degree in related field
- Mutual Funds License or equivalent course completion
- PFP / CFP an asset
- Prepare all transactions for assigned accounts, applications, invoices, forms
- Prepare on-line quotations, complete new business applications and upload to system, reviewing for accuracy
- Maintain positive and effective relationships with clients and insurance company staff
Personal Account Manager Job Description
- Check policies/endorsements/audit for accuracy
- Coordinate premium and/or fee collection with Producer and/or accounting and prepare finance agreements
- You will have good PC knowledge, be customer focused and have excellent written and verbal communication skills
- You must also have a solid understanding of Microsoft Office and strong internet skills
- Identify and win new business opportunity through the customer’s organization
- Prepare, implement and execute Strategic Account plans at both Group and Account level and update on a quarterly basis
- Prepare and Present Quarter, half year and annual business plans to the sales management, manage the L/E and Pipeline
- Promote and engage the Sales Specialists for particular solutions
- Manage sales to increase revenue and gross profit for HP products for a Global Account across the Countries at Worldwide level
- Previous experience managing Enterprise Global accounts at Worldwide Level
- Must hold a current Property & Casualty insurance license or obtain within 6 months
- Advanced professional designation or courses being taken toward a designation (PRMA)
- High School diploma or equivalent required, though college degree preferred
- Massachusetts Property and Casualty License is required and must be obtained within 6 months of starting the position if the license is not already held prior to hire
- Candidates must have 3 - 5 years of customer service experience, preferably in an insurance agency or insurance company environment
- Proven track record in sales or account management in retail or B2B
Personal Account Manager Job Description
- Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
- Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
- Present all products and offers to decision makers, delivering value consulting to the business partner community with professionalism
- Handle incoming/outgoing client query calls efficiently priority mail (non-renewals/registered letters)
- May include collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date
- Servicing Personal Insurance accounts selling
- Servicing Personal Insurance accounts generating new business
- Market renewal business when appropriate and provide high degree of customer service
- Explains coverage and exclusions to clients
- Have the ability to work autonomously maintaining and enhancing the relationship with customers in the UK and Ireland personal care industries
- Fluent in English and Portuguese, Spanish is a plus
- Minimum 2 - 3 years’ experience in the insurance industry, preferably within Personal Lines
- Bachelor’s, in Chemistry, Biology or Business
- Master’s or higher degree in Chemistry, Biology or Business
- 2-5 years of experience in Personal and Commercial Lines preferred
- RIBO Licensed Preferred or willingness to obtain
Personal Account Manager Job Description
- You will introduce new concepts and products into the market where you will develop and implement business and customer plans for the region
- Formulate and implement near and long term strategies to achieve aggressive revenue and profitability targets
- Manage the preparation, organization, presentation and follow up of seminars, training and exhibitions
- Collate on-going market intelligence
- Partner with the Technical Support Team to service key accounts and to prospect new accounts
- Present technical information to the customers and articulate their unmet technical needs and lead to the development of solutions
- Ensure and maintain business compliance with local laws and regulations and operate within Ethics and HS&E
- Marketing/Placement of insurance coverage, both new and renewal
- Service client accounts - including endorsements, phone calls, emails, billing issues
- Prepare proposals for client meetings
- Account sales and account management calling on national retailers
- Account management experience and a passion for the Health and Beauty sector required
- Strong proven track record of budget/quota delivery
- Experience being an active and high performing member of a team
- Proven ability to positively influence buyers and management level decision makers to achieve customer business volume plan
- Ability to provide insights to POS trends within account base