Account Manager

• Provide prompt, accurate and courteous service to clients, producers and company personnel
• Handle tasks associated with obtaining, maintaining, expanding and servicing existing accounts according to agency procedures and carrier guidelines
• Manage mid-size to large commercial construction lines accounts
• Work with the Account Executive and/or Department Lead on client servicing, guidance and training
• Prepare company submissions for new and renewal business, market accounts, and prepare proposals
• Prepare change requests and review audits and policies for accuracy
• Set up and prepare new account files in Applied EPIC
• Invoice agency bill transactions within 48 hours and collect premiums
• Notify producers of unpaid audits and request appropriate action
• Review renewals with producers at least 120 days before expiration and determine marketing strategies
• Prepare and process cancellations and follow up on cancellation notices
• Respond to carrier memos and process necessary updates
• Process client requests, including ID cards, evidence of property, certificates of insurance, and binders
• Review and deliver policies and related documents to insureds
• Evaluate exposure, negotiate and interpret coverage, and review coverage with clients
• Evaluate and recommend additional coverage based on client needs
• Keep producers informed of important account activities
• Review aged receivable, renewal/expiration, and suspense reports
• Maintain detailed documentation of client activity and correspondence in EPIC
• Use the EPIC suspense system to follow up on outstanding items
• Prioritize workload and reduce backlog
• Participate in special projects and other duties
• Keep current on rates, forms and coverage changes through bulletins, trade publications and seminars
• Respond to phone calls and emails within 24 hours
• Process client requests within 24 hours

Commercial Lines Account Manager

• Manage annual planning timelines and ensure client deliverables, including Benefit Guides, are prepared on time
• Lead, document, and complete renewal implementation calls and paperwork with clients
• Hold carriers accountable for accuracy, timelines, and service expectations
• Produce accurate and timely materials and audit work to minimize errors
• Maintain client information in the agency management system
• Use resources and carrier partners to advocate for clients, solve problems, support client experience, and contribute to retention
• Maintain knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes
• Assist clients and teammates with administration, billing, claims, and problem-solving questions
• Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrollment
• Ensure accuracy of plan rules, rates, updates, electronic file feeds, and integrations
• Counsel clients on compliance deadlines for Form 5500, COBRA rate updates, ACA reporting, Annual Wrap Documents, Annual Notices, Medicare Part D credibility notices, and CMS Disclosure Emails
• Keep abreast of new products and legislative changes
• Perform other duties as requested by management

Employee Health & Benefits Account Manager

• Generate outbound calls and field incoming calls
• Adhere to company policies, procedures, and client-specific requirements
• Uphold company information security and privacy responsibilities
• Accurately document accounts
• Negotiate payment arrangements and follow up as needed
• Obtain necessary estate information and follow up with attorneys or personal representatives regarding claim filing
• Serve as a key point of contact in resolving accounts for deceased individuals
• Work sensitively with estates, attorneys, and family representatives

Account Representative

• Identify and engage new dealership partners to expand the network, drive growth, and strengthen market presence in automotive finance
• Provide service and consultative support to dealer partners through on-site visits
• Analyze market trends and competitive insights to identify opportunities and guide business decisions
• Enhance brand visibility and reputation through targeted outreach, effective communication, and consistent representation
• Visit dealerships daily and own the assigned territory

Bilingual Dealership Account Manager

• Identify and engage new dealership partners to expand the network, drive growth, and strengthen market presence in automotive finance
• Provide service and consultative support to dealer partners through on-site visits
• Analyze market trends and competitive insights to identify opportunities and guide strategic business decisions
• Enhance brand visibility and reputation through targeted outreach, effective communication, and consistent representation of company values and offerings
• Visit dealerships daily as a field-based representative
• Manage and own the assigned territory

• Sell products, systems, and services within a designated market/division in line with division strategy
• Achieve qualitative and quantitative sales targets for order growth, revenues, profitability, market share, and customer satisfaction
• Identify and develop new sales opportunities
• Drive new market opportunities and build relationships with local channel partners
• Communicate delivery times, payments, and general terms and conditions to customers
• Conduct marketing activities and communicate the value proposition to customers
• Train channel partners on products and processes
• Conduct regular in-person visits to support channel partners’ businesses
• Manage administrative procedures in sales processes and support cash collection and project management activities as needed
• Analyze territorial sales potential and develop sales strategies using regional commercial operation resources
• Develop and maintain customer satisfaction through high-quality interactions with customer management
• Build long-term strategic alliances with account portfolios
• Promote service offerings, identify and escalate commercial service needs, and drive customer NPS
• Provide management with ongoing competitive information, including pricing, policy changes, product development, and marketing strategies

Channel Account Manager

• Serve as the primary marketing relationship owner for an assigned portfolio of strategic suppliers.
• Lead strategic business discussions, annual planning sessions, Quarterly Business Reviews (QBRs), and ongoing business reviews.
• Develop integrated go-to-market recommendations aligned to supplier priorities and business objectives.
• Present marketing strategies, business recommendations, investment proposals, and performance updates to supplier leadership.
• Identify business opportunities, risks, and market trends and provide consultative recommendations.
• Coordinate annual marketing business plans and monitor supplier performance against business plans, forecasts, prior-year results, revenue objectives, and MDF utilization.
• Review campaign performance, business metrics, and marketing investments to identify optimization opportunities.
• Deliver executive-ready business updates and actionable recommendations.
• Coordinate Marketing Shared Service Organization, Finance, Supplier Management, Sales, and other cross-functional teams.
• Transition approved marketing plans to execution teams and oversee execution progress, risks, issues, and escalations.
• Manage supplier-funded marketing investments, including MDF, co-op funds, and strategic marketing budgets.
• Monitor budget utilization, funding availability, and investment effectiveness.
• Lead QBRs and executive business meetings; develop presentations, dashboards, and business summaries.
• Translate campaign metrics, business performance, and market trends into insights for planning and investment decisions.
• Foster cross-functional partnerships and improve planning processes, supplier engagement, reporting, and operational efficiency.
• Support Supplier Marketing transformation and operating model initiatives.

Marketing Account Lead

• Serve as the primary marketing relationship owner for an assigned portfolio of strategic suppliers.
• Lead strategic business discussions, annual planning sessions, Quarterly Business Reviews, and ongoing business reviews.
• Develop integrated go-to-market recommendations with Supplier Management, Sales, and internal marketing teams.
• Present marketing strategies, business recommendations, investment proposals, and performance updates to supplier leadership.
• Identify business opportunities, risks, and market trends and provide consultative recommendations.
• Coordinate annual marketing business plans around supplier goals, priorities, investments, and growth opportunities.
• Monitor supplier performance against business plans, forecasts, prior-year results, revenue objectives, and MDF utilization.
• Review campaign performance, business metrics, and marketing investments to identify optimization opportunities.
• Deliver executive-ready business updates translating campaign results into insights and recommendations.
• Coordinate Marketing Shared Service Organization, Finance, and Supplier Management stakeholders.
• Transition approved marketing plans to execution teams and oversee execution progress.
• Identify risks, resolve issues, and escalate concerns to ensure program delivery.
• Manage supplier-funded marketing investments, including MDF, co-op funds, and strategic marketing budgets.
• Monitor budget utilization, funding availability, and investment effectiveness.
• Lead executive business meetings and develop presentations, dashboards, and business summaries.
• Translate campaign metrics, business performance, and market trends into actionable planning and investment decisions.
• Foster partnerships across Sales, Supplier Management, Marketing Center of Excellence, Finance, Operations, and other teams.
• Improve planning processes, supplier engagement, business reporting, and operational efficiency.
• Share best practices, market intelligence, and innovative ideas to enhance supplier experiences and marketing effectiveness.
• Support initiatives advancing the Supplier Marketing transformation and operating model.

• Promote Copiktra and other approved drugs fairly and consistently with approved indications
• Educate health care providers on the on-label use of Copiktra using approved promotional materials
• Develop and execute territory business plans aligned with corporate strategic objectives
• Conduct monthly business reviews, analyze progress, identify opportunities and risks, and implement data-driven adjustments
• Achieve on-label sales growth and meet sales targets and performance metrics
• Monitor operating costs and manage the territory budget
• Identify key practice decision-makers
• Conduct promotional presentations, informational in-services, and educational programs
• Support commercial presence at appropriate medical congresses in the territory
• Engage Medical Science Liaisons and Medical Affairs contacts to address customer questions
• Collaborate with Market Development, Market Access, Medical Affairs, and Marketing teams
• Comply with Secura Bio policies and applicable laws
• Report to the VP, US Sales, Market Access and Operations

Key Account Manager

• Maintain an active book of business
• Grow existing customer relationships
• Prospect for new customers within the assigned territory
• Manage the full sales cycle from prospecting through qualification, opportunity creation, and closing
• Maintain records of outbound prospecting and sales activity in Salesforce
• Plan prospecting and lead and opportunity creation through campaigns
• Work with marketing and sales leadership to convey market insights and sales initiatives
• Develop and manage a pipeline of viable opportunities
• Follow up on leads and ensure closure
• Lead individual opportunities and coordinate subject matter specialists, engineers, and consultants for pre- and post-solution implementation
• Conduct discovery with prospective clients in fraud prevention, account recovery, financial crimes, credit decisions, and marketing

Account Manager jobs in Florida

Commercial Lines Account Manager

Employee Health & Benefits Account Manager

Account Representative

Bilingual Dealership Account Manager

Bilingual Dealership Account Manager

Channel Account Manager

Marketing Account Lead

Marketing Account Lead

Key Account Manager

Regional Account Manager