Account Manager

Canada·MontréalFull Timemid

SalesAccount Manager

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Quick Summary

Key Responsibilities

Essential job functions included but are not limited to the following: Serve as the lead point of contact for all customer account management matters Build and maintain strong,

Requirements Summary

Essential job functions included but are not limited to the following: Serve as the lead point of contact for all customer account management matters Build and maintain strong,

Technical Tools

SalesAccount Manager

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Responsibilities

~1 min read

Essential job functions included but are not limited to the following:

→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
→Collaborate with Account Executives to identify and grow opportunities within territory
→Act as 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