Job Description

Job Summary:The Account Manager serves as the primary interface between CSA Travel Protection and the client, managing the affairs of the accounts to mutual benefit. The Account Manager is responsible for the retention and growth for existing mid and large sized national clients. This position reports into the National Sales Manager. The Account Manager will work closely with the Customer Service, Claims, Accounting and the Reconciliation teams. The position requires occasional travel up to 10-20%. PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Develops an annual business plan for each account that can exceed retention targets and client service agreements

• Establishes a renewal strategy for all assigned accounts and ensures its flow and communication to all external and internal parties

• Prepares proposals for renewals and for RFP's

• Coordinates the use of other company resources (e.g. operations, organization tean1, compliance) to provide value added services to accounts

• Responsible for maintaining knowledge about all assigned accounts and ensuring that organization wide client information is accurate

• Cultivates the client relationship and works to expand new relationships within existing clients

• Influences client purchasing decisions by open dialogue and convincing presentations tailored to the needs of the client and their current business environment

• Obtains knowledge of competitor's services/products and counters with enhanced products, processes or expert advice

• Effectively challenges the client to think strategically about solutions for their business challenges that result in additional product and services

• Sales calls on the phone and in-person and occasional telemarketing efforts will be required

• Train assigned account base in sales techniques and product knowledge - both in person and via webinars. Assist Business Partners with technological support

REQUIRED / DESIRED KNOWLEDGE, EXPERIENCES AND SKILLS:

• Minimum of two years in a professional environment required
• Account Management, Sales, or Customer Service experience required
• Experience in Travel Insurance industry preferred
• A track record of selling service lines to customers preferred
• Strong written and verbal communication skills
• Excellent computer skills including fluency in the Microsoft Office suite
• Fluency in Microsoft Dynamics a plus
• Strong business acumen, with the ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to interpret product information and identify additional opportunities for client revenue within existing accounts
• Ability to effectively communicate information and respond to questions from groups of managers, clients, and additional parties as needed
• Capable of working efficiently both independently and within a team environment with changing priorities
• Ability to develop and maintain positive, constructive working relationships with others

EDUCATION/CERTIFICATIONS:

• Bachelor's degree in business management or related field required

PHYSICAL WORKING ENVIRONMENT:

While performing the duties of this job, the employee is required to stand; walk; sit for long periods of time; use of hands to grasp, handle, or feel; reach with hands and arms; finger dexterity; talk; hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.

Generali Global Assistance is an Equal Opportunity Employer M/F/Disability/Veteran

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