Account Manager

KI FINANCE INC

Account Manager

Raleigh, NC
Full Time
Paid
  • Responsibilities

    Are you ready to join an established commercial finance company seeking to hire a wholesale Account Manager to join our team. Ideal candidate will have key customer account management skills in the wholesale equipment stocking finance industry. For more information on KI Finance, please visit our Website:

    www.KIFINANCE.com

    The Wholesale Account Manager is responsible for day-to-day account management for clients with complex coverage needs including systems assistance, invoicing, and providing high customer service satisfaction. The ideal Wholesale Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration, stocking audits, and remediation.

    Benefits/Perks

    Work-from-home flexibility (50/50)

    Insurance "Dental, health and vision"

    401k (Match up to %6)

    Bonuses

    Fitness Reimbursement

    In office training

    Key Responsibilities

    Building and maintaining long-term relationships with clients/dealers in assigned region

    Consultant and Business Partner: Functions as a consultant and business partner to assigned client region, work closely with analysts, and provide best in class customer service

    Designs and executes improvements for process and procedures so that established goals are met

    Acts as escalation point person overseeing complex client/dealer issues, coordinating internal stakeholders and swiftly bringing issues to resolution

    Communication: Actively and consistently communicates with clients and internal teams

    Evaluate and understand customer needs and requirements

    Own and drive the entire cycle from on-boarding to close for new customer expansions

    Work collaboratively with people at all levels and across functions and cultures

    Provide ongoing support to assigned clients by responding to inquiries and requests, proactively identifying and resolving issues, and leading regular program reviews

    Education, Experience, & Other Requirements

    A bachelor's degree with preference to business management/ finance or related field

    2+ years of customer service experience in a business services or similar environment, or an equivalent combination of education and work experience

    Relationship management experience preferred

    Strong interpersonal skills, including the ability to work as part of a team, and lead cross-functional team efforts

    Excellent communication (written, verbal, non-verbal) and active listening skills.

    Strong organizational skills, and superior attention to detail

    Travel requirement up to 20% within assigned region

    Proficient in technology including Microsoft Office, CRM's and the ability to multi-task

    Skilled at conflict resolution to satisfy customer needs/wants

    Ability to follow through all tasks assigned and notifying involved parties

    Ability to manage multiple tasks and achieve deadlines under pressure

    Hybrid office environment

    Flexible work from home options available.