Account Manager - Sales (Farmer)

Balance Claims; Indianapolis (IN); On-site; USD 65,000 - 85,000; Full time

Job summary

Balance Claims in Indianapolis is seeking a proactive Account Manager (Sales Farmer) to manage client relationships and growth for over 150 clients. This full-time role does not require cold calling and focuses on maximizing client value.

The ideal candidate should have industry knowledge, strong communication skills, and proficiency in Microsoft Office. Responsibilities include upselling, client engagement, and cross-functional collaboration to ensure client success.

Qualifications

• Experience in BPO/Third Party outsourcing sales or insurance restoration/roofing sales preferred.
• Proficient in Microsoft Office Suite with knowledge of property damage restoration tools preferred.
• Exceptional written and verbal communication skills.

Responsibilities

• Upsell additional services and integrate vendor partnerships.
• Conduct 35-40 client calls daily to support account engagement.
• Drive performance through key metrics like revenue and client satisfaction.

Skills

Industry Knowledge

Microsoft Office Suite

Communication

Organization & Analysis

Job description

Account Manager (Sales Farmer)

Balance Platforms, LLC is seeking a proactive Account Manager (Sales Farmer) to join our Indianapolis, IN headquarters. This full-time, W2 position offers a competitive base salary with an aggressive incentive and commission structure. Joining a well-established sales team, this role inherits an existing book of business valued at ~$1.5 million, managing client relationships and account growth for over 150 established clients nationwide. With no cold calling or new prospecting, the role is dedicated to maximizing client value and ensuring client satisfaction for contractors specializing in roofing, exterior reconstruction, and property damage restoration.

Responsibilities and Duties

• Account Growth & Service: Upsell additional services, integrate vendor partnerships, and monitor smooth usage of Balance services while serving as the first point of escalation for client concerns.
• Client Interaction: Conduct ~35-40 client calls daily to support and expand account engagement, maintain client health, and ensure retention.
• Cross-functional Collaboration: Partner closely with the AR/collections, production, and customer service departments to support client success and participate in occasional strategic cross-departmental meetings.
• KPI Management: Drive performance through key metrics, including revenue generation, call volume, and client satisfaction levels.
• Reporting & CRM: Maintain detailed account activities within the CRM and provide occasional reports, ensuring accurate client data management and high‑quality service delivery.

Qualifications and Skills

• Industry Knowledge: Experience in BPO/Third Party outsourcing sales or insurance restoration/roofing sales preferred.
• Skills: Proficient in Microsoft Office Suite; knowledge of property damage restoration industry tools and software a plus.
• Communication: Exceptional written and verbal communication skills; adept at handling client escalations and relationship‑building.
• Organization & Analysis: Strong time management, analytical abilities, and organizational skills.
• Bonus Qualifications: Familiarity with the Entrepreneurial Operating System (EOS) is beneficial.