Insurance Account Manager Jobs in Westerly, RI (NOW HIRING)

We are seeking an Account Manager/Customer Success Manager with 0 -2 years of experience to join our team. Looking to kick start your career in customer success to help current clients and help grow revenue, join our team!

Develops relationships with smaller to mid-sized clients in order to increase revenue. To empower customers to achieve their goals through smart utilization of our software, which in turn ensures loyalty and a high rate of retention and expansion. In addition to developing relationships with clients and becoming a trusted advisor, the CRM is responsible for upselling and contract renewals for a strategic segment of our customers. Must have a strong understanding of customers business objectives and the ability to identify and articulate how our solution supports achievement of the customers' strategic business goals. Manages the customer experience across their segment of customers meeting agreed retention and usage targets. Pursues relationships with current accounts and seeks business expansion opportunities with current clients. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. Performance measured by customer satisfaction and retention. Hybrid in Groton, CT or Atlanta, GA

DUTIES & RESPONSIBILITIES:

• Develop and maintain strong client relationship throughout the customer lifecycle
• Strive for excellent customer service and delivery, ensuring any concerns/complaints are dealt with and responded to promptly Lessons learned are identified and shared with the relevant teams
• Engage with customer to promote software adoption and onboarding strategies
• Provides renewal sales quotes and responds to requests for proposals
• Manage book of business

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Experience:

• Requires 0 to 2 years of related experience
• Bachelors degree or equivalent customer facing experience
• Must have excellent analytical and problem-solving skills
• Must have the ability to work independently and handle multiple priorities and deadlines simultaneously
• Proficient in Office 365 - Microsoft Word, Excel, PowerPoint, Outlook
• Demonstrate ability to learn and understand basic office software applications
• Salesforce experience is a plus

Other Skills:

• Excellent verbal and written communication, organization and follow up skills
• Excellent relationship building skills and ability to work both individually and as a member of a team are necessary
• Ability to work effectively within a fast-paced, deadline-driven environment
• Strong client focus with exceptional collaborative and influencing skills

Compensation range: $25 - $26.75/ hourly

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive's cloud-based software and services to address their most pressing challenges - from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough - so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.

At Momentive Software, we're a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you're looking for a place where your work matters and your ideas are valued, you'll find it here.

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.