客户经理
Account Executive
我们的工作影响数百万人的生活，你可以成为其中一员。
我们帮助客户抵御生活的不确定性。无论你在公司哪个部门工作，你都将帮助客户在最需要的时候获得保障和安心。
客户经理负责通过推广Portfolio产品来发展所负责的代理机构，同时维护公司的理念和原则。与整个组织的员工合作，以专业和热情确保所负责代理机构的成功，并作为所有与代理机构相关问题、事项和方向的参考点。
核心职责与要求：
• 在所有环境中成为产品知识和技术专家
• 与管理层和客户关系团队合作，持续开发流程以确保现有客户的增长和成功
• 立即采取行动满足客户需求
• 负责与其他同事协作解决现有客户的问题
• 管理现有所负责的代理机构
• 通过业务发展和客户关系团队正确分配工作
• 对实现年度生产预测目标负责
• 进行回溯/再保险和定制经销商演示
• 完成所有所负责代理机构业务的回溯/再保险审查
• 管理所负责代理机构经销商的付款趋势
• 管理现有经销商的流失情况
• 对保持费用在既定指南范围内负责
• 负责与会计部门合作处理与所负责代理机构相关的所有会计问题
• 负责与理赔部门合作处理与所负责代理机构相关的理赔问题
• 对变化承担责任，并以积极乐观的方式亲自管理变化
• 每年70-80%的时间出差（飞机、公路等）
• 其他指定的工作职责
教育与经验要求：
• 关注细节并注重客户服务的质量
• 有良好的组织能力，能够成功处理多项问题和需求
• 优秀的沟通能力，包括口头和书面表达
• 擅长建立关系和合作关系
• 具有强烈的紧迫感和成功的愿望
• 以诚信为驱动
教育与资格要求：
• 强大的计算机技能，包括熟练使用Microsoft Office和CRM软件
查看英文原文
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
The Account Executive is responsible for developing assigned agencies by promoting Portfolio products, while maintaining the company’s philosophies and principles. Works with our entire organizational staff to ensure the success of assigned agencies with professionalism and enthusiasm and being the point of reference for all concerns, issues, and direction for everything pertaining to assigned agencies.
Essential Job Duties & Responsibilities:
• To be a product knowledge and technology expert in ALL environments
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
Education & Experience Required:
• Attention to detail and quality of service clients.
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
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Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Originally posted on Himalayas