Main Responsibilities and Required Skills for Account Associate
An Account Associate is a professional who provides sales, marketing, logistical, or financial support. They assist with the development of sales and marketing plans and establishing customer relationships and following up with customers. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Account Associates.
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Main Responsibilities of Account Associate
The following list describes the typical responsibilities of an Account Associate:
Achieve
Achieve all of the following KPI and efficiency metrics, including.
Achieve mutually agreed upon marketing goals.
Adhere to
Adhere to internal standards, policies and procedures.
Administer
Administer special projects assigned by the Global Account Director.
Analyze
Analyze client coverage, exposures and loss experience to determine risk requirements.
Analyze client coverages, exposures and loss experiences to determine risk requirements.
Analyze weekly performance by consignor and product categories.
Approve
Approve project scope, business rules, and overall project release.
Assist with / Assist in
Assist with complex sales cycles required in high margin IT solution sales.
Assist with the development of new business outside of existing customer base.
Assist in accounts receivables collection to HUB standards.
Assist in the monitoring and assessment of vendor performance.
Assist with managing correspondence and proposal activity.
Assist with measuring and reporting key performance indicators against service level agreements.
Assist with site inspection within the assigned building portfolio.
Attend
Attend in-branch visits, zoom meetings on a limited, specific basis.
Attend industry and trade show events for lead generation and prospecting.
Build
Build smart media lists that will make pitching a success.
Build solutions to proposals.
Calculate
Calculate adjustments and premiums on policies and other insurance documents.
Calculate and invoices transactions.
Check
Check accuracy of written communications to all internal and external clients.
Collaborate with
Collaborate cross-functionally to create new products or brands.
Collaborate with Finance to support consignor payables.
Collaborate with other cross functional teams to assist with account approval and maintenance.
Communicate with
Communicate daily with VP of Consignment on account activities and updates.
Communicate with clients for proposal or growth purposes.
Complete
Complete additional special projects as needed.
Complete other duties as assigned.
Conduct
Conduct business in a manner which promotes effective partnership in all activities.
Conduct plan / benefit reviews with new and existing clients.
Create
Create product PO / Tickets.
Develop
Develop and issues quotations and proposals, negotiates fees, terms and conditions as necessary.
Develop an increased knowledge of related insurance products and client needs.
Develop close working relationships with SGS affiliates to fully.
Develop competence in own area by performing routine work.
Develop reporting packages and user training to drive user adoption.
Develop sales and marketing plans with sales manager to ensure the achievement of targets.
Educate
Educate and provide guidance and direction regarding individual health and life solutions.
Ensure
Ensure client sign-off is obtained on business requirements (initial and ongoing change requests).
Establish
Establish customer relationships and follow up with customers, as needed.
Evaluate
Evaluate individual residents' existing and potential product needs and makes recommendations.
Execute
Execute sales and offers solutions to US-based customers for domestic.
File
File Management (soft and hard file set up).
File management to HUB standards (policy documents, summaries, correspondence, etc.).
Find
Find and track the coverage secured so we can share the great news with our clients.
Growth
Growth potential / Opportunity for advancement within my office.
Guide
Guide online visitors by responding to inbound chats and offline messages.
Help
Help other team members in the Transaction Services department.
Identify
Identify and report trends to TAM.
Identify errors that interfere with workflow and follows reporting procedures for same.
Input
Input data into computerized database.
Interact
Interact with all internal departments to assist as needed in providing business understanding.
Maintain
Maintain a quarterly sales quota.
Maintain a strong work ethic with a total commitment to success each and every day.
Maintain knowledge of the SGS Group network and services.
Maintain project plans and tracking logs as appropriate.
Maintain updated budget for customer reflecting actual costs & projections for the program year.
Make
Make it their business to stay informed of KPI results and takes appropriate action, if necessary.
Make presentations to various groups within the customer's.
Make them the guidelines for how you do your job.
Manage
Manage client expectation regarding the delivery of services.
Manage conflict resolution to ensure successful / productive project.
Manage conflict resolution to ensure successful / productive project to program operation.
Manage data entry and editing of product descriptions.
Manage reports that track sales / proposals / project activities.
Manage the change request process within the team.
Manage weekly performance and consignor reports.
Meet
Meet and exceeds sales goals in assigned territory and event activities.
Minimize
Minimize DSO to HUB standards.
Monitor
Monitor team tracking on customer projects.
Operate
Operate with in boundaries of authority.
Order
Order Kit and literature replenishment at accounts.
Perform
Perform other duties as assigned.
Prepare
Prepare and reconcile payout reports so that they are ready for submission.
Prepare and support large customer roll-outs including product transitions for assigned accounts.
Prepare client renewal packages, policies, submissions, binders and summaries in timely manner.
Prepare premium financing contracts and other monthly payment plan options.
Prepare reports as needed and / or handle general administrative duties as appropriate.
Prepare tender proposals and responses.
Process
Process driven and methodical lead source, expert objection handler and inquisitive questioner.
Provide
Provide assistance where required within team.
Provide data and reports to help the Sales team identify trends or opportunities.
Provide our internal and external clients with prompt, courteous and professional service.
Provide prompt, accurate, and friendly customer service.
Provide status reports to ensure senior level management visibility to program operation.
Provide suggestions for continuous improvements in workflows and procedures.
Report
Report on all major accounts in the assigned territory.
Request
Request, review, and submit work orders, bids, and proposals from vendors.
Respect
Respect and maintain order at workstation, adhering to clean desk policy and paperless environment.
Respond to
Respond to third party information requests.
Review
Review company bills with residents as needed and is proficient in company billing procedures.
Review policy wordings and other documentation for accuracy and completeness.
Review requirements and executes issuance of certificates of insurance.
Secure
Secure appropriate legal documents for client relationship, including.
Support
Support achievement of Team Key Performance Indicators (KPI's).
Support the growth of the team and the organization.
Support the Sales team in their day-to-day activities.
Support with idea generation and strategy development.
Understand
Understand our Operating Principles.
Understand the impact of service delivery on company performance.
Use
Use a customer-focused, needs-based review process to educate customers about insurance options.
Verify
Verify reasonability of data before client release.
Verify final invoice pricing and process payments in a timely manner.
Visit
Visit potential customers to prospect for new business.
Work with
Work collaboratively with the supply team to support buying initiatives.
Work in step with the Project Manager to ensure all onboardings are completed.
Work to fully qualify all opportunities for sales to accounts in assigned channels.
Work with the agent to establish and meet marketing goals.
Work with your team to execute the organization's sales strategies.
Write
Write clear, concise press releases that capture media attention.
Write impactful media pitches that quickly communicate why our clients are changing the world.
Most In-demand Hard Skills
The following list describes the most required technical skills of an Account Associate:
Retail Sales
Telemarketing
MS Excel
MS Word
Financial Products Play
Insurance
MS Powerpoint
Project Management
Most In-demand Soft Skills
The following list describes the most required soft skills of an Account Associate:
Written and oral communication skills
Organizational capacity
Detail-oriented
Multi-task
Interpersonal skills
Analytical ability
Time-management
Self-starter
Work in a team environment
Attention to detail
Problem-solving attitude
Self-motivated
Bilingualism
Get the best results in any environment
Go-getter attitude
Innovative mind
Leadership
Little details
Make presentations
Problem-solving master
Thrive on building relationships
Understand client needs and learn quickly
