Account Support Representative

Nation Safe Drivers; Boca Raton (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading company in the insurance industry is seeking an Account Support Representative to enhance their sales operations in Boca Raton, FL. The role involves managing customer accounts, supporting sales executives, and using BI tools like Salesforce. Ideal candidates will have a strong background in customer service and sales, alongside excellent organizational skills.

Benefits

Medical insurance

Vision insurance

401(k)

Tuition assistance

Disability insurance

Paid maternity leave

Paid paternity leave

Qualifications

• 5+ years of experience as an account specialist or customer success.
• Proven track record in building strong customer relationships.
• Ability to follow up and meet deadlines.

Responsibilities

• Assist sales team in preparing proposals and managing documentation.
• Communicate with clients to provide support and resolve issues.
• Prepare and maintain sales activity reports.

Skills

Customer relationship management

Salesforce

Business Intelligence tools

Multi-tasking

Attention to detail

Education

Associate’s degree in business or marketing

Bachelor’s Degree preferred

Tools

Microsoft Power BI

Job description

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The Account Support Representative will play a critical role in supporting the Sales Executive and their assigned book of business. Working as part of a dedicated team, the Account Specialist ensures that the Sales Executive can focus on driving and closing new business opportunities. This role will be responsible for managing administrative tasks such as documentation, order processing, and customer support. Additionally, the Account Specialist will build and maintain strong relationships with both customers and internal departments at NSD, ensuring seamless collaboration across teams. They will work to ensure the timely onboarding of new customers, while driving value and revenue generation. The Account Specialist will also be required to effectively use Salesforce and Business Intelligence (BI) tools, such as Microsoft Power BI, to manage account data, track opportunities, and monitor performance.

Duties and Responsibilities:

• Assist the sales team in preparing and presenting proposals to clients.
• Coordinate and organize sales meetings, including scheduling and logistics.
• Communicate with clients to provide support, answer questions, and resolve issues.
• Create and distribute sales materials, such as presentations, brochures, and reports.
• Build effective relationships across departments at NSD to ensure timely delivery of products and services. Monitor and report on sales activity, customer feedback, and market trends.
• Provide administrative and logistical support to the sales team as needed.
• Understand client needs and provide solutions.
• Preparing sales documentation and contracts.
• Account Management in SFDC: ensure data accuracy for the Sales Executive & other stakeholders.
• Travel: Be prepared to travel up to 25% of the time to meet with customers, attend trade shows, and participate in events as required to support the sales team.

Preferred Qualifications

• Required associate’s degree in business or marketing, or a related field, Bachelor’s Degree preferred.
• Minimum of five years of experience in as account specialist or customer success, or a similar role, preferably within the automotive, insurance or related industries.
• Proven track record of building and maintaining strong customer relationships.
• Utilize Salesforce and Business Intelligence tools like Microsoft Power BI to track and manage client accounts, log activities, update opportunities, and ensure data accuracy for the Sales Executive and other stakeholders.
• Ability to multi-task, follow up, and meet deadlines.
• Strong attention to detail.

Hours Required: Monday to Friday 8:30AM to 5:30PM as well as occasional nights/weekends for travel to client location and conferences.

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is frequently required to talk or hear, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and required to stand; walk; climb stairs. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by the job include close vision and the ability to adjust focus.
• Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The usual environment is in a business office with a noise level in the work environment that is usually moderate, although the environment includes airport travel on commercial airlines and visiting clients in their environments which may differ substantially from client to client.

This job description reflects management's assignment of essential functions and may be subject to change at any time due to reasonable accommodation or other reasons

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Sales, and Customer Service

• Industries

  Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Disability insurance

Paid maternity leave

Paid paternity leave

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