Account Manager

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.

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