Account Management Support Specialist

Trucordia 💼🏢🤝

Benefits

2w PTO

Job Description

This individual will help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling. The role requires a candidate with strong project management, customer service, and upselling skills. This ideal candidate is a process driven individual with the ability to proactively turn a customer’s need into an actionable solution. They understand and can educate customers and other team members regarding the legal and business foundations for products their customers may purchase, including nuances between different warranty terms and conditions, and different language and procedures within the products designed to meet the clients’ objectives, This individual also is a great communicator who is capable of connecting with customers to ensure that their needs are met. Account Management for Midsize Builders Responsibilities include management of midsize builder accounts, including onboarding, renewals, upselling, and retention. Responsible for enrollment maintenance, account updates, documentation and technology use, and special project support.

About Trucordia

Trucordia is built on wildly successful businesses to create the next great insurance brokerage, offering people, tools and solutions.

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