Insurance Account Manager Jobs in Santa Rosa, CA

Description

The Best Teams are Created and Maintained Here.

Job Summary

• The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations.

Duties and Responsibilities:

• Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio
• Develop accurate estimates and takeoffs for both new and existing clients as needed
• Deliver timely bid proposals and designs for enhancement projects.
• Generate referrals from existing client base and communicate leads to Business Developer
• Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact
• Conduct regular site walkthroughs with clients to ensure quality and service expectations are met
• Lead and facilitate the resolution of client concerns or issues
• Ensure timely account renewals within the assigned client portfolio
• Proactively assess and address site enhancement needs during visits
• Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations
• Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met
• Support hiring, training, and coaching of field crews for the assigned portfolio
• Promote and enforce safety policies and procedures
• Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services
• Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings
• Maintain proper account documentation and notes in the CRM system
• Monitor and maintain satisfactory accounts receivable levels
• Coordinate with the Branch Administrator to keep client records and contact information current
• Perform additional duties as assigned by the Branch Manager

Education and Experience:

• Associate’s or Bachelor’s degree in a business-related field, or equivalent experience in a customer-focused service industry
• Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace.
• Strong written and verbal communication skills.
• Demonstrated leadership and coaching abilities
• Ability to foster collaboration and teamwork

Physical Demands/Requirements:

• Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools
• Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time
• Customarily and regularly spends more than half of the time working away from BrightView’s places of business, walking job sites, selling and obtaining orders or contracts for BrightView’s services
• Ability to travel by car, train, and plane
• Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours
• Ability to maintain, in your possession at all times, required medications to address any known allergic reactions should they occur

Work Environment:

• Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week
• Field-based position, a combination of office and customer-facing

Compensation Pay Range:

$70,304-85,000

BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process.

It’s Not Just a Team. It’s One BrightView.