Assistant Account Manager

Ethos Risk Services; Texas; Remote; USD 50,000 - 65,000; Full time

Job summary

A leading insurance claims investigation company is seeking a full-time Assistant Account Manager - Investigations (REMOTE). This role supports Account Managers in sales and client relationship management, thriving in a collaborative environment. Ideal candidates are proactive and results-driven, eager to grow into an Account Manager role.

Qualifications

• Minimum of 1 year of sales or operations experience in the insurance industry.
• Experience in B2B / B2C Sales with outbound / inbound phone sales preferred.

Responsibilities

• Assist in prospecting, outreach, and appointment setting.
• Serve as the primary point of contact for clients.
• Attend industry conferences and assist with onboarding new accounts.

Skills

Communication

Problem Solving

Teamwork

Education

Bachelor's degree in Business

Bachelor's degree in Insurance

Bachelor's degree in Marketing

Tools

Microsoft Office Suite

Salesforce

Job description

Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision-making for our clients. We are at the forefront of innovation in our space, and our success is driven by a dynamic team passionate about delivering exceptional services to our customers.

JOB SUMMARY :

As our Ethos sales team continues to expand, we are seeking a full-time Assistant Account Manager - Investigations (REMOTE) to support our Account Managers in sales, prospecting, and client relationship management. This role thrives in a collaborative team environment and plays a key part in driving overall sales success. The ideal candidate is a proactive, results-driven professional with a strong interest in building a client-facing sales career and growing into an Account Manager role.

RESPONSIBILITIES :

• Client Growth and Engagement : Assist in prospecting, outreach, and appointment setting by calling on delinquent assigners to generate new sales opportunities. Identify and help resolve client concerns as needed.
• Account Support and Optimization : Serve as the primary point of contact for clients and prospects when an Account Manager is unavailable. Help convert client case orders and support cross-selling efforts to enhance case outcomes.
• Client Meetings & Onboarding : Attend industry conferences, assisting with booth setup and breakdown. Participate in virtual and in-person prospect meetings alongside Account Managers and assist in creating action plans for onboarding new accounts.
• Documentation Management : Assist in preparing RFPs and ensuring client instructions are accurately maintained in Sightline. Ensure accurate and up-to-date client information in our CRM system.

QUALIFICATIONS :

Education : Bachelor's degree in Business, Insurance, Marketing, or related field (preferred)

Experience : Minimum of 1 year of sales or operations experience in the insurance industry or in B2B / B2C Sales with outbound / inbound phone sales experience (preferred)

Skills :

• Strong verbal and written communication skills with the ability to influence and build relationships.
• Works well in a team environment, bringing creative problem-solving to a fast-paced workflow.
• Proficient in Microsoft Office Suite and Salesforce (preferred).

Good Standing at Ethos : To qualify for a role transfer or promotion to a new position, you must be in good standing with Ethos (e.g., meeting performance expectations, adhering to company policies, and have a positive track record within your current role).

Ethos Risk Services is an equal opportunity employer that does not discriminate on the basis of religious creed, sex, national origin, race, veteran status, disability, age, marital status, color or sexual orientation or any other characteristic.