Account Manager

2 months ago


Montréal QC, Canada Vertafore Full time

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. Whether you’re interested in engineering or development, marketing or sales, or something else - if this sounds like you, then we’d love to hear from you

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

ACCOUNT MANAGER I Job Family: Sales
Job Profile: Account Manager I
Business Title: Account Manager I
Workday Job Code: 10003
Updated: 10/17/2024
Annualized Base Pay: $70,000 (CAD)
Annualized Bonus Target: $25,000 (CAD)
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:

- Build a strong presence in the insurance broker community in the designated

territory.
- Increase the number of Vertafore customers by selling to non-Vertafore

Brokerage.
- Use the Vertafore Value Selling System.
- Serve as the lead point of contact for all customer account management

matters.
- Build and maintain strong, long-lasting client relationships.
- Help your clients evaluate new products and services through a consultative

selling process.
- Develop trusted advisor relationships with key accounts, customer stakeholders

and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer

needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and

external stakeholders
- Develop new business with existing clients and/or identify areas of improvement

to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual

forecasts)
- Prepare reports on account status
- Act as a Solution Consultant for new clients during the sales process
- Assist with challenging client requests or issue escalations as needed
- Stay abreast of Industry trends.
- Collaborate with cross-functional teams as required

Qualifications:

- Bilingual (French & English) is an asset.
- B2B experience, preferably in the insurance business.
- Proven work experience as an Account Manager, Key Account Manager, Sales

Account Manager, Junior Account Manager or relevant role
- Demonstrable ability to communicate, present and influence key stakeholders at

all levels of an organization
- Solid experience with CRM software (e.g., Salesforce, CRM) and MS Office

(particularly MS Excel)
- Experience delivering client-focused solutions to customer needs
- Proven ability to juggle multiple account management projects at a time, while

maintaining sharp attention to detail
- Excellent listening, negotiation, and presentation abilities
- Strong verbal and written communication skills
- Ability to travel regularly
- Insurance industry knowledge is an asset.

Additional Requirements and Details:

- Travel required up to 50% of the time.
- Ability to work remote with a stable internet connection.
- Located and working from an office location (when required).
- Occasional lifting and/or moving up to 10 pounds.
- Frequent repetitive hand and arm movements are required to operate a

computer.
- Specific vision abilities required by this job include close vision (working on a

computer, etc.).
- Frequent sitting and/or standing.
- A valid Driver's License

**Why Vertafore is the place for you**: *Canada Only
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition

**Why Vertafore is the place for you**: *US Only
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options:

- Health Care FSA
- Dental & Vision FSA
- Dependent Care FSA
- Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)

The above statements are intended to describe the general nature and level of work being performed b


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