Job Description: Account Manager


JOB DESCRIPTION

Summary

The Account Manager is a vital member of our team, responsible for maintaining and growing client relationships. This role involves understanding client needs, providing solutions, and ensuring client satisfaction, ultimately contributing to the success and growth of our business.

Essential Functions
• Client Relationship Management: Build and maintain positive and long-lasting relationships with clients, serving as their primary point of contact.
• Client Needs Analysis: Understand and assess client needs and objectives to provide tailored solutions and recommendations.
• Account Development: Identify opportunities for upselling and cross-selling additional products or services to existing clients.
• Client Support: Address client inquiries, concerns, and issues promptly and professionally.
• Client Feedback: Gather and act upon client feedback to continually improve our products and services.
• Contract Management: Manage client contracts, renewals, and negotiations.
• Reporting: Generate and provide regular reports to clients on the performance and value delivered.
• Collaboration: Work closely with internal teams to ensure the fulfillment of client needs and objectives.
• Client Retention: Implement strategies to retain and increase client satisfaction and loyalty.
• Issue Resolution: Address and resolve any issues or challenges that may arise during the client engagement.
• Client Education: Provide training and support to clients on our products or services.
 
Required Education and Experience
• Bachelor’s Degree from accredited University
• Exceptional communication, negotiation, and interpersonal skills.
• Strong problem-solving abilities and a customer-focused mindset.
• Proficiency with client relationship management software and Microsoft Office Suite.
• Effective time management and organization skills.
• Ability to work independently and as part of a team

Preferred Education and Experience
• Bachelor's degree in Business, Sales, Marketing, or a related field preferred.
• 5+ years of experience in client relationship management or account management roles.

Work Environment
• This job operates in a professional office environment. Flex-schedule opportunities are available for this role. This role routinely uses standard office equipment such as computers, telephones, photocopiers, filing cabinets and fax machines.

Physical Demands
• Ability to work in an office environment, sitting at a desk or workstation for extended periods of time.
• Use of a computer, keyboard, and other standard office equipment.
• Occasional lifting of materials or objects up to [weight limit, e.g., 25 pounds] may be required.
• Mobility within the office for meetings, interactions, and accessing office facilities.
• Ability to communicate verbally and in writing, including via phone and electronic means.

Position Type/Expected Hours of Work
• This is a full-time position. Days and hours of work will be based around the business need and be determined by your divisional leadership. Typical management roles require 45-50 working hours per week. Occasional on-call nights and weekends may be necessary.
• Leadership team member expectations are that a majority of the work week be spent in office.

Travel
• Travel for benefits fairs required. Majority of travel will take place between September and November.

Work Authorization
• Please note that a criminal background investigation is conducted on every Legal Access Plans employee.
• All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

AAP/EEO
• Legal Access Plans is an equal opportunity employer.

Other Duties
• The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.