Account Manager

Vertafore; Montreal (administrative region); Hybrid; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Medical plans

Vision plans

Dental plans

Pension plan

Parental leave

Employee assistance

Job summary

Vertafore is seeking an Account Manager to serve as the main contact for assigned client accounts, building strong, consultative relationships with enterprise clients across Canada. You will work with executives and stakeholders to ensure on-time delivery and alignment with business goals.

Responsibilities include developing trusted advisor relationships, forecasting sales, and collaborating with Account Executives to uncover growth opportunities.

Qualifications

• Bilingual in French and English is required.
• B2B enterprise experience is required.
• Proven Account Manager experience.
• Ability to communicate, present and influence stakeholders at all levels.
• CRM experience with Salesforce and MS Excel.
• Experience delivering client-focused solutions to customer needs.
• Ability to juggle multiple accounts with strong attention to detail.
• Willingness to travel regularly; insurance knowledge is a plus.

Responsibilities

• Serve as the lead point of contact for all customer account management matters.
• Build and maintain strong, long-lasting client relationships.
• Help clients evaluate new products through consultative selling.
• Develop trusted advisor relationships with key accounts and executive sponsors.
• Ensure timely and successful delivery of solutions according to customer needs and objectives.
• Communicate progress of initiatives to stakeholders.
• Develop new business with existing clients and identify growth opportunities.
• Forecast and track key account metrics and prepare status reports.
• Collaborate with Account Executives to grow opportunities within territory.
• Act as Solution Consultant for new clients during the sales process.
• Assist with client requests and escalations as needed.
• Stay abreast of industry trends and coordinate with cross-functional teams.

Skills

Bilingual French/English

Enterprise account management

Stakeholder communication

CRM experience (Salesforce)

MS Excel proficiency

Multi-account management

Negotiation and presentation

Travel readiness

Insurance industry knowledge

Tools

Salesforce

MS Excel

Job description

$110,000 - $120,000 On Target Earnings

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Job Description

Core Requirements and Responsibilities

• Serve as the lead point of contact for all customer account management matters
• Build and maintain strong, long-lasting client relationships
• Help your clients evaluate new products and services through a consultative selling process
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
• Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
• Prepare reports on account status
• Collaborate with Account Executives to identify and grow opportunities within territory
• Act as Solution Consultant for new clients during the sales process
• Assist with challenging client requests or issue escalations as needed
• Stay abreast of Industry trends.
• Collaborate with cross functional teams as required

Qualifications

• Bilingual (French & English)
• B2B experience, preferably at the enterprise level.
• Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization
• Solid experience with CRM software (e.g., Salesforce, CRM) and MS Office (particularly MS Excel)
• Experience delivering client-focused solutions to customer needs
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
• Excellent listening, negotiation, and presentation abilities
• Strong verbal and written communication skills
• Ability to travel regularly
• Insurance industry knowledge is an asset.

Additional Requirements And Details

• Travel required up to 50% of the time.
• Ability to work remote with a stable internet connection on an as needed basis
• Located and working from an office location (when required)
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

Benefits for Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Benefits for US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

PS and CX Bonus Plans

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

VIP Incentive Plan

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission Plans

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.