Position Title: Associate Client Account Manager
Department: Account Management
Reports To: Senior Vice President, Client Success
Job Type: Full-time, Salary + Incentive
FLSA Status: Exempt
Overview: The role of the Associate Account Manager owns the retention and revenue growth for a portfolio of existing clients. This role will manage the renewal lifecycle, will monetize accounts through increased adoption, will create leverage through upgrades/enhancements/add-ons, will drive line-of-business expansion and will surface and partner to close product line cross-sell opportunities Success is measured through 100%+ net revenue retention from long-term contract renewals, increased ARR across your client portfolio and > $2M cross-sale ARR bookings for a portfolio of 50-100 small to mid-market insurance carriers.
Essential Job Functions & Responsibilities:
- Understand current revenue generation and what is expected in the foreseeable future
- Understand potential revenue upside including potential for optimizing product usage, expansion growth through lines-of-business or affiliated companies, or cross-selling products and services
- Understand the contractual terms and strengthen them by securing 3+ year exclusive agreements with favorable pricing
- Manage key sponsor relationships including executive sponsor(s) [CEO, CFO, CTO, CIO, CCO], business sponsor, technical sponsor, and treasury sponsor to facilitate strategic agreements and periodic references
- Manage strategic initiatives with client to ensure that revenue generating priorities and mutually beneficial outcomes are at the top of the list
- Manage product adoption to demonstrate the value of our partnership and help facilitate strategic decisions about where further investment will be worthwhile
- Manage account health to ensure that clients are having a productive partnership journey, consistently positive customer experience, and that no revenue obstacles exist
- Leverage virtual executive business reviews (EBRs) to align with sponsors regarding the current and future state of our partnership, positioning One Inc clearly as their most valuable partner that is saving them money or providing a positive experience for their customers/insureds
- Leverage Professional Services implementation projects to negotiate for something of equal or greater value including an increase in committed transactions, contract extensions, strategic initiative prioritization, cross-sell introductions
Skills & Qualifications:
- Excellent relationship management and communications skills across a large base of clients, including presentations and storytelling.
- Very strong written skills and ability to manage a large amount of written communications
- Ability to connect with clients through strategic campaigns and email programs related to sales, revenue growth and client renewals
- Strong grasp of analytics, data-driven decisions, and usage/adoption metrics.
- Team player; works collaboratively with all departments to achieve desired results.
- Ability to understand business strategies and translate those to functional and technical stakeholders.
- Working knowledge of insurance industry and/or payment processing standards and trends.
- Working knowledge of SaaS technology and/or experience representing software products and services.
- Limited travel onsite to customer locations, conferences, or company events.
Experience & Education:
- Bachelors Degree in Business or equivalent experience.
- Minimum 3 years’ experience in Account Management, Client Success or other relevant support position(s).
- In-depth understanding of Billing, Policy, and /or Claims within the insurance industry.
- Experience working in fast paced, rapid growth companies or departments.
Desired Traits:
- Growth Mindset, Problem Solver, Demonstrates Ethical Behavior, Leverages Resources, Strong Drive, True Team Player, Supportive & Adaptable to Change, Multi-Tasker, Commitment to Personal & Professional Development.
Physical Demands:
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Environment:
Standard work-from-home office setting; exposure to computer screens.
Physical:
Requires repetitive motion. Substantial movements/motions of the wrists hands, and/or fingers. Sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including use of a computer keyboard, mouse, scanner and other tools as needed.
Vision:
See in the normal vision range with or without correction; vision sufficient to read computer screens and printed documents.
Hearing:
Ability to hear in the normal audio range with or without corrections.
Company Profile: One Inc provides insurers with the capability to give their customers what they expect: choice, control, convenience, and continuity. That’s the strength derived from the Power of One™ - a cohesive and seamless experience for both inbound and outbound digital insurance payments.
The One Inc Digital Payments Platform combines multi-channel digital communications with electronic payment processing and disbursement, creating a frictionless premiums and claims payments experience. As one of the fastest growing digital payments platforms in the insurance industry, One Inc manages billions of dollars per year in premiums and claims payments.
Headquartered in Folsom, CA—One Inc offers a competitive salary, and benefits including medical, dental, and vision insurance, 401(k) plan, a commitment to a solid work/life balance, and a policy of promoting from within whenever possible.
One Inc is an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.