Top 121937 Client Manager Insurance Company Jobs

Customer Engagement Manager
Accounting Seed Inc. —Remote
- $90,000 - $110,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Accounting
- Health insurance
- Dental insurance
Quick Apply
13d
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Sales Account Executive / Insurance Producer - Kingston, NY
ULSTER INSURANCE SERVICES INC —Kingston, NY
- $45,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Branch Operations Manager-Charleston, SC
Raymond James Financial, Inc. —Columbia, SC
- Full-time
- Up to 50% travel
- Research
- Mid-level
- Paid holidays
- Health insurance
Business Development Manager
Bachmann Industries, Inc. —New Gloucester, ME
- $95,000 - $105,000 a year
- Full-time
- 8 years
- Travel
- In-person
- Health insurance
- Dental insurance
Quick Apply
Personal Insurance Account Manager
Bearing Insurance Group, LLC —Fredericksburg, VA
- $40,000 - $55,000 a year
- Mid-level
- High school diploma or GED
- Analysis skills
- Wellness program
- Health savings account
Quick Apply
Audit Manager
Haynie & Company —Littleton, CO
- $110,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Bachelor's degree
- Paid parental leave
- Health savings account
Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
- Sales
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Business Development Manager - Commercial HVAC & Plumbing Sales (Cleveland, Akron, Canton, Ohio)
Enervise —Cleveland, OH
- $60,000 - $90,000 a year
- Full-time
- Background check
- Customer service
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Trucking Account Manager
Oak Harbor Freight Lines —Mount Vernon, WA
- $82,000 - $95,000 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Senior Tax Manager
Confidential —Bristol County, MA
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Account Manager- Trench Safety
Vandalia Rental —Vandalia, OH
- $75,000 - $100,000 a year
- Clean driving record
- 5 years
- Bachelor of Science
- Paid holidays
- Health insurance
Quick Apply
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Benefit Success Manager
ClaimLinx —Cincinnati, OH
- $45,000 - $47,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Senior Account Executive
Preferred Electric —Bloomingdale, IL
- $140,000 - $210,000 a year
- Email
- Background check
- 7 years
- Construction site
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - Sarasota, FL
Florida Financial Advisors —Sarasota, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply

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Customer Engagement Manager

Accounting Seed Inc. -
Remote

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Job Details

Full-time
$90,000 - $110,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer records maintenance
Managing customer accounts
Customer communication
Teamwork
Customer relationship building
Interpersonal skills
Account maintenance
Accounting software
Account development
Managing clients in a customer support role
Salesforce Cloud
Bachelor's degree
Accounting
Sales management systems proficiency
Customer support
Customer information system software
Account management experience
Accounting
Customer data entry

Full Job Description

Customer Engagement Manager

Accounting Seed is an accounting software company selling a leading-edge application on the Salesforce.com platform. We are the fusion of two disciplines: Information Technology and Accounting.

We are currently seeking a customer-centric, highly motivated individual to join Accounting Seed as a Customer Engagement Manager (CEM). As a CEM, you are responsible for cultivating and maintaining strong relationships with customers, informing the customer base of new features, encouraging migration to the latest release, monitoring health indicators, conducting road map discussions, and providing feedback to product. The CEM works collaboratively with multiple internal teams -- Sales, Alliances, Support, and Product Development. Teamwork and communication are essential.

In this role, being proactive and responsive is critical--you need exceptional communication skills and a passion for helping customers to be successful. To succeed in this role, you need a creative and entrepreneurial mindset, along with the ability to adapt to meet our customers’ diverse needs. Our solution targets the SMB market, and you will interact with a range of personas—from the Owner/Founder to the CFO, to the Salesforce Administrator and multiple accounting user roles. You will track your customer touchpoints via a CS platform.

What You'll Do:

Engage, advise, and inform based on an understanding of both accounting and the Accounting Seed solution.
Serve as a primary point of contact to find answers and resolve issues for customers.
Introduce the Accounting Seed platform to new users by highlighting the UI and features—provide a hands-on walk-through
Introduce new users to our enablement resources, ensuring strong adoption and ongoing engagement throughout the customer journey.
Deepen relationships with Accounting Seed clients via proactive outreach, health checks, process reviews, release currency and product discussions.
Monitor customer activity via Health Indicators to ensure they utilize user licenses, leverage Accounting Seed functionality, and adopt new enhancements.
Perform NPS survey and periodic process reviews that confirm satisfaction, resolve issues with the help of the Product and Support teams, provide updates on new functionality, and expand usage.
Develop and update tools, processes, and best practices to ensure customers realize the greatest possible value from Accounting Seed.
Become an expert in the resources available to our customers and share as appropriate.
Facilitate and nurture vertical community groups and support the launch of Accounting Seed's community forums, driving active participation and engagement across the customer base.
Work with the Sales, Partner, Support, and Product teams to share customer insights that inform additional product and sales opportunities.
Positively impact customer retention and renewal.
Drive expansion revenue through increased product adoption and increased usage.

SKILLS AND REQUIREMENTS:

Bachelor's degree-degree in accounting preferred
5+ years of experience in a customer-facing role, such as Customer Success, Customer Support or Account Management
Experience in customer service/support for a software product or technology tool
2+ years accounting knowledge/education/experience
2+ years Salesforce experience
Possess exceptional client management and communications skills
Organized with the ability to manage a large client portfolio
Proven ability to maintain highly valuable and outcome-focused relationships with a diverse customer account base
Outstanding multi-tasking management skills across a varied set of responsibilities
Confident, high energy, self-motivated and a collaborative team player
Ability to build credibility and trust by understanding and addressing customer requirements. Documentation and follow-up skills are mandatory.
Understand that data is critical and updates account details, documents communications, constantly maintains our SF CRM
Curious and conversational

Accounting Seed is an equal opportunity employer. All employment is decided based on qualifications, merit, and business needs.

Job Type: Full-time

Pay: $90,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Education:

Bachelor's (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

Client Manager Insurance Company jobs

Customer Engagement Manager

Registered Client Administrative Manager

Sales Account Executive / Insurance Producer - Kingston, NY

Branch Operations Manager-Charleston, SC

Business Development Manager

Personal Insurance Account Manager

Audit Manager

Commercial Lines Account Manager

Business Development Manager - Commercial HVAC & Plumbing Sales (Cleveland, Akron, Canton, Ohio)

Trucking Account Manager

Wealth Advisor - Madison

Financial Advisor - Melbourne, FL

Senior Tax Manager

Financial Advisor - Pittsburgh, PA

Registered Client Administrative Manager

Account Manager- Trench Safety

Registered Wealth Management Advisor

Benefit Success Manager

Senior Account Executive

Financial Advisor - Sarasota, FL

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