Account Manager

TWIA Insurance Agency; Summerville (SC); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Benefits

Career growth

Hybrid schedule

Job summary

TWIA Insurance Agency seeks an Account Manager to be the primary contact for clients, focusing on long-term relationships, needs understanding, and coordinating with internal teams to deliver products and services.

The ideal candidate is organized, detail-oriented, and passionate about delivering exceptional customer service while identifying opportunities to expand client partnerships with a proactive, collaborative approach.

Qualifications

• Degree in Business, Marketing, Communications preferred but not required.
• Experience in account management, customer success, sales, or similar role.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM platforms and Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Manage and maintain relationships with assigned client accounts.
• Act as the primary contact for client inquiries and requests.
• Coordinate with internal teams to ensure projects are completed on time.
• Monitor customer satisfaction and address concerns proactively.
• Identify opportunities for upselling and cross-selling services.
• Prepare reports, account updates, and performance reviews.
• Build long-term partnerships based on trust and effective communication.

Skills

Communication

Organization

Time management

CRM proficiency

Microsoft Office

Education

Business/Marketing/Communications degree

Tools

CRM platforms

Microsoft Office

Job description

We are seeking a motivated Account Manager to serve as the primary point of contact for our clients. In this role, you will be responsible for maintaining long-term relationships, understanding client needs, coordinating with internal teams, and ensuring the successful delivery of products and services.

The ideal candidate is organized, detail-oriented, and passionate about providing exceptional customer service while identifying opportunities to expand client partnerships.

Key Responsibilities

• Manage and maintain relationships with assigned client accounts.
• Act as the primary contact for client inquiries and requests.
• Coordinate with internal teams to ensure projects are completed on time.
• Monitor customer satisfaction and proactively address concerns.
• Identify opportunities for upselling and cross-selling services.
• Prepare reports, account updates, and performance reviews.
• Build long-term partnerships based on trust and effective communication.

Qualifications

• Degree in Business, Marketing, Communications preferred but not required.
• Previous experience in account management, customer success, sales, or a similar role.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM platforms and Microsoft Office (Outlook, Word, Excel)

What We Offer

• Competitive salary and benefits.
• Opportunities for professional growth and career development.
• Collaborative and supportive work environment.
• Hybrid work schedule may be considered based on training completion, performance, management approval and departmental business needs