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Account Manager

CA-Remote
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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.

Job Description

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

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.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

 

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

Skills & Requirements Qualifications

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics.  Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance.  Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs.  Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

 

We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.

We want to make sure our recruiting process is accessible for everyone.  if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@vertafore.com

Just a note, this contact information is for accommodation requests only.