Account Manager - Customized Services Administrators, Inc.

Why work with us?

The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

Employees enjoy a plethora of benefits to include:

• A diverse, inclusive, professional work environment
• Flexible work schedules
• Company match on 401(k)
• Competitive Paid Time Off policy
• Generous Employer contribution for health, dental and vision insurance
• Company paid short term and long term disability insurance
• Paid Maternity and Paternity Leave
• Tuition reimbursement
• Company paid life insurance
• Employee Assistance program
• Wellness programs
• Fun employee and company events
• Discounts on travel insurance

Pay range: $70,000.00 - $80,000.00/YR

Who are we?

Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail and lodging partners. Learn more here.
• Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here.
• GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.
• Iris, Powered by Generali: identity and digital protection solution. Learn more here.
• Trip Mate: US travel insurance brand for tour operator, cruise and airline partners. Learn more here.

What you’ll be doing.

Job Summary:

The Account Manager serves as the primary interface between CSA Travel Protection and the partner, managing the affairs of the accounts to mutual benefit. The Account Manager is responsible for the retention and profitable growth for existing partners within their respective region. This position reports into the National Sales Manager, Retail and Custom Markets. Account Managers will work closely with the Customer Service, Claims, Accounting, Reconciliation teams and the National Account Executive. The position requires occasional travel approximately10-20% of work time, is based in our San Diego location, and reports to the Director of Travel Insurance Sales.

Principal Duties and Responsibilities:

Account Management

• Work closely with the National Account Executive to develop an annual territory business plan that can exceed retention targets and growth.

• Identify and grow clients within territory and collaborate with National Account Executives to ensure growth.

• Responsible for maintaining knowledge about assigned accounts and ensuring that client information is accurate across Company.

• Maintain services and cultivate the client relationship. Work to expand new relationships within existing clients.

• Train assigned account base in sales techniques and product knowledge – both in person and via webinars.

• Track account interaction in CSA’s CRM system.

• Provide single point of contact for account personnel, take ownership of any account issue quickly.

• In-person visits to assigned accounts as required.

• Takes lead with implementation of new account acquisitions.

• Partner with National Account Executive to develop and implement sales strategies to grow overall profitable sales within territory.

Sales Development

• Influence client purchasing decisions by open dialogue and training tailored to the needs of the client and their current business environment.

• Analyze account sales results, detect trends, and track results against account and LOB goals. Communicate report and develop plan with National Account Executive based on this analysis.

• Work to increase CSA Travel Protection’s market share within the territory’s existing account base.

• Effectively challenge the client to think strategically about solutions for their business challenges that result in additional products and services.

• Sales calls on the phone and in-person and occasional telemarketing efforts will be required.

• Obtain knowledge of competitor’s services/products and counters with enhanced products, processes, or expert advice.

• Ensure the achievement of revenue target goals through meeting account conversion, product sales, account retention, new ideas for improvement, etc.

• Establish a renewal strategy for all assigned accounts and ensure its flow and communication to all external and internal parties.

• Prepare proposals for renewals and for RFP’s.

• Responsible for maintaining knowledge about all assigned accounts and ensuring that organization wide client information is accurate.

• Maintain an up to date understanding of industry trends, activities, technical developments, and global events that affect markets.

Required / Desired Knowledge, Experiences and Skills:

• Minimum 2 years of proven sales and/or account management experience in products and services required.

• Proven track record of client advocacy and selling additional service lines to current customers.

• Excellent computer skills including fluency in the Microsoft Office suite and Salesforce.com.

Education/Certifications:

Requirements:

• High School Diploma or Equivalent (GED) required.

Preferred:

• Bachelor’s degree in business management or related field is preferred.

Travel Requirements:

• Up to 30%

Where you’ll be doing it.

This role can work remotely within the states listed below. Please note, we may only consider candidates who physically reside in one of these states.

AZ, CA, CO, CT, DC, DE, FL, ID, IL, KS, LA, MD, MI, MO, MN, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

When you’ll be doing it.

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need.

Apply today to begin your next chapter.

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.