Account Manager

Job Locations US-OR-Portland

Overview

Be the operational point person at the center of a growing company. Your logistical expertise will be key to both improving customer satisfaction and driving profitability.

 

As an Account Manager at Precoa, you’ll be involved in all aspects of our business model as you support our partners and external sales teams. You will onboard new clients, assess the quality of processes, and recommend improvements that balance the client’s needs with company initiatives and resources. You’ll also work closely with field management to provide quarterly regional business reviews and to help execute successful marketing events.

 

About Precoa: Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for ten consecutive years, and we support our external and internal partners with these core values in mind. Headquartered in Portland, OR since its founding in 2004, Precoa employs over 288 employees, plus a network of more than 600 independent preneed agents, all passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most. 

Responsibilities

  • Manage assigned accounts to meet and exceed client expectations
  • Establish and maintain customer relationships
  • Update and maintain Customer Relationship Management (CRM) system to ensure client accounts are set up properly
  • Conduct quarterly calls to assess regional and account health with respective field managers
  • Prepare custom analysis and detailed reporting for sales management and client accounts
  • Monitor marketing resources and make recommendations according to account performance
  • Support Field Managers in planning and execution of various operational lead sources and programs (Direct Mail, digital ad campaigns, community outreach events)
  • Manage implementation of lead-gen prototyping at an account level
  • Provide customer service support for escalated client account and sales management issues
  • Oversee insurance carrier transitions and new account onboarding

Qualifications

  • Proficiency in various programs (i.e, Microsoft Office, Google Drive, Zoom)
  • Comfortable learning new platforms/programs 
  • Strong prioritization and time management skills
  • Able to analyze and problem solve efficiently and effectively using data from reporting
  • Ability to build rapport quickly/strong relational skills
  • Exceptional written and verbal communication
  • Strong attention to detail with tremendous accuracy

 

Education and/or Experience: 

  • Undergraduate degree preferred (BA/BS in Business Management preferred)
  • 1-3 years of relevant work experience

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