Related skills
account management excel pricing brokerage linkedin📋 Description
- Build and manage a high-performing broker portfolio via targeted outreach.
- Own day-to-day broker account management; support pricing and closing new business.
- Serve as primary contact for partner brokers; provide proactive support to win/retain customers.
- Support pricing and contracting; help brokers structure deals and gather customer data.
- Build relationships with internal and external stakeholders for a smooth quote-to-contract process.
- Identify new opportunities within assigned accounts; analyze trends and growth potential.
🎯 Requirements
- Bachelor's degree in Communications, Sales, Marketing, Business Administration, or related field (or equivalent).
- 1+ year in Sales Support, Account Management Support, or similar role.
- Highly organized, detail-oriented, and self-motivated with strong admin skills.
- Excellent verbal and written communication; interact with brokers and internal teams.
- Strong relationship-building abilities; foster trust and partnerships.
- Proficiency in Microsoft Office Suite, especially Excel.
🎁 Benefits
- Hybrid work model: in-office Mon-Wed, remote Thu-Fri.
- Strong work-life balance with flexible scheduling.
- Career growth opportunities within Account Management.
- Occasional travel to strengthen partner relationships.
- Inclusive culture and supportive team environment.
- Professional development opportunities.
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