Account Representative

BEST DOCTORS INSURANCE SERVICES LLC; Town of Florida (NY); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

BEST DOCTORS INSURANCE SERVICES LLC is seeking an Account Manager in a full-time role focused on building strong relationships with Master Agents and sub-agents. You will resolve inquiries quickly, coordinate seminars, and bridge Operations with Sales to meet client and company demands.

The role requires 3+ years in account management, fluency in Spanish and English, and a graduate degree in business or related field.

Formación

• Graduate degree from an accredited institution, preferably in business or related.
• 3+ years’ experience in Account Management or related field dealing with demanding clients in different countries.
• International Health Insurance experience is a plus.
• Fluent in Spanish and English (written and spoken).
• Excellent analytical skills and attention to detail.
• Strong communication, presentation, and multitasking abilities.

Responsabilidades

• Develop a strong business relationship with our agents, gaining their trust.
• Establish productive and professional relationships with key personnel in assigned agencies.
• Provide excellent client service and support agents in closing new business and renewals.
• Coordinate agents’ seminars and visits to our Miami office.
• Provide training to the agents about our products and services; support live chat and BD Callback inbox.

Conocimientos

Client relationship management

Fluent Spanish

Fluent English

Proactive problem solving

Leadership

Multitasking

Presentation skills

Educación

Graduate degree in business or related

Herramientas

Microsoft Word

Excel

PowerPoint

Outlook

Descripción del empleo

Job Location: Ontario, Canada - Ontario, Canada, FL 33126
Position Type: Full Time

Position Purpose

The Account Manager is the first and most important point of contact for our top Master Agents and their sub-agents. They must always be aware and informed of every single situation pertaining to them to resolve all inquiries with a sense of urgency, finding the root cause of the problem by looking at the “big picture” and not just only at a particular case. The most important quality of the Account Manager is proactivity, making sure that we are thinking ahead of what the agents might need and thinking outside the box to find solutions that are favorable to the company without compromising the service of excellence that we provide our agents. One of the main functions of the Account Manager is to serve as the communication interface between Operations and the Sales team to understand and meet the clients and company demands.

Essential Job Duties and Responsibilities

• Develop a strong business relationship with our agents, gaining their trust.
• Establish productive and professional relationships with key personnel in assigned agencies.
• Provide excellent client service.
• Support Agents in closing new business and renewals through weekly review of status reports to help grow and maintain business portfolio.
• Work closely with Sales, Marketing and Operations teams by providing feedback to improve our services and processes.
• Coordinate agents’ seminars and visits to our Miami office.
• Support Sales Directors in the coordination of market seminars.
• Provide training to the agents about our products and services.
• Provide Agent Portal training.
• Support with the live chat tool, BD Callback inbox.
• Analyze and resolve commission inquiries.
• Facilitate different types of reports for our agents to help them follow up on new business and renewals.
• Implement system improvements.
• Create guidelines and new processes when needed.
• Support in the implementation and testing of special projects as needed.

Problem Solving

• Work closely with Agents to identify service improvement opportunities and communicate resolutions.
• Collaborate with operations staff to resolve problems and develop service enhancements.
• Proactively assess, clarify, and validate customer needs on an ongoing basis.

Qualifications – Desired Minimum Qualifications

• Excellent analytical skills.
• Good oral and written communication skills.
• Detail oriented.
• Independent and self-motivated.
• Adaptability to change.
• Works under pressure.
• Team player.
• Positive and professional attitude.
• Leadership skills to take ownership of a problem and help to create a solution.
• Basic project management skills.
• Fluent in Spanish and English (written and spoken).
• Ability to multi-task and define priorities.
• Good presentation skills, to a small or large audience.
• Excellent computer skills with proficiency in Microsoft Word, Excel, PowerPoint and Outlook.

Education and Experience

Graduate degree from an accredited institution, preferably in business or related.
3+ years’ experience in Account Management or related field dealing with very demanding clients in different countries.
International Health Insurance experience is a plus.