The Account Manager position is to provide comprehensive support to several agencies and their sub‐ agents, and services. Liaise with cross‐functional internal teams to ensure the timely and successful delivery of service and facilitate sales efforts. The Account Manager is the lead point of contact for agents and is to support their staff in day to day operations. This position is to deliver personalized service and ensure responsiveness for agents to feel confident, engaged and motivated to help drive sales and service satisfaction. JOB DUTIES AND RESPONSIBILITIES: **Relationship and Performance Management** - Develop relationships with all levels of clients and achieve positive reviews about - Work with insurance agents throughout LATAM and internal operations teams to understand and fulfill clients’ - Serve as the main point of contact for all matters related to the - Ensure consistent engagement with accounts (calls, in‐person visits, webinars, ). - Respond to inquiries from clients and agents and provide updates in a timely - Resolve complaints and follow through to appropriate - Act as issue escalation point and proactively recommended solutions to challenging client situations. - Facilitate Agent’s Sales efforts by providing reports and information with regards to our product offering, services, tools and company information in - Promote products through sales presentations, explain product characteristics, added benefits and - Gather and communicate feedback from and to - Monitor agency performance, anticipate changes and - Coordinate agents seminar and visits, provide in person trainings and webinars on products, resources and company - Respond to inquiries regarding process, services and - Track sales incentives and Revenue Generation - Support agents sales efforts in closing new business to achieve growth and sales - Generate quotes for individual and affinity - Collaborate with Sales to expand customer base and generate new - Keep track of agency sales and prepare reports on account - Execute call plans to follow up on pending cases to help increase closing - Collaborate with sales team to identify grow opportunities and support sales - Help forecast and track key account metrics, trends, and communicate - Generate reports related to agents portfolio, profitability and - Supports renewal process to achieve high retention rate. - Manage sales leads of prospective agents and Support Capabilities - Provide recommendations on procedures to improve - Participate in projects, initiatives and perform other duties as - Process collateral material request and coordinate - Supports Agents in closing new business and renewals through weekly review of reports to help grow and maintain business portfolio. - Works closely with Sales, Marketing and Operations providing systematic follow‐up and feedback to improve our service and - Maintain performance, collaborate with other departments to meet corporate - Oversee agent contract registration process and portal - Assist with commission inquiries and review commission DESIRED MINIMUM QUALIFICATIONS: **Skills** - Excellent interpersonal - Analytical and interpretive - Excellent oral and written communication, including presentation - Strong organizational skills, with attention to - Proven ability to manage multiple projects at a - Team oriented and collaborative with ability to work - High adaptability to change and - Fluent in Spanish and English (written and spoken). Portuguese is a - Ability to multi‐task, work under high paste environment and define - Self‐motivated and able to thrive in a results‐driven Education and Experience: - Bachelor’s degree (B.A. or S) or Associate degree from an accredited institution, preferable in business, marketing or related fields. - Experience in Customer Service and/or healthcare, health - Knowledge of travel and life insurance industry. - Proven account management or other relevant Necessary Knowledge: - Excellent computer skills with proficiency in Microsoft Word, Excel, PowerPoint and