Andesa Services is a growing organization with over 30 years’ experience providing technology solutions and business services to partners in the insurance industry; including several Fortune 500 companies.
We are seeking an energetic, outgoing, engaging, forward-thinking individual to be an Account Manager for our COLI/BOLI policy administration business. Andesa’s cores values focus on creating lasting partnerships with our clients. We are looking for an individual that has the skill and knowledge to be a trusted advisor with key stakeholders and sponsors.
The position’s primary responsibilities are as follows:
- Account management responsibilities include understanding client’s business strategy, insurance products and IT strategies to be primary advocate for Andesa tool set and solutions
- Confirm client satisfaction with Andesa’s tool set and solutions by establishing productive and creative professional relationships with key contacts/personnel
- Identify opportunities, organize and lead periodical account reviews, effectively communicate with all Andesa internal departments to resolve client issues
- Identify and grow opportunities within assigned clients and collaborate with sales team to ensure growth attainment for expansion outside of client’s primary department
- Build and maintain strong, long-lasting client relationships
- Develop a trusted advisor relationship with key client stakeholders and executive sponsors
- Ensure the timely and successful delivery of Andesa solutions according to client needs and objectives
- Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
- Forecast and track key account metrics
- Creation and maintenance of a strategic account plan for each assigned client
- Assist with high-severity request or issue escalations as needed
- Maintain and promote company values and culture
- Provide support to a client’s product requirements, maintain knowledge of new and existing products, as well as report competitor activities and systems
Candidates must be able to display the following essential skills:
- Understand life and annuity insurance policy concepts and administrative requirements as a result of experiences within a life insurance/brokerage organization
- Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including Executive and C-level
- Ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging relationships; Perform with a client-service mindset
- Strong values, highest degree of personal integrity
- Self-motivated, but also a team player
- Excellent listening, negotiation and presentative skills; detail-oriented, ability to multi-task and prioritize
- Possess decision-making, problem-resolution and creative-thinking skills
- Excellent communication, presentation and interpersonal skills; both written and oral
The successful candidate should have a Bachelor’s Degree, Master’s Degree preferred. He/she will have at least six (6) years’ professional work experience and at least three (3) years’ business analysis, technical project management or similar experience in the life insurance industry.
