Assistant Account Manager Job Description

Assistant Account Manager Job Description

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Assistant account manager provides advice on human resources and payroll policies and procedures oversee the processing of transactions and reviews reports.

Assistant Account Manager Duties & Responsibilities

To write an effective assistant account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant account manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Performs assigned support activities to meet account production processing requirements
Processes client requests to research issues, resolve problems, provide information
Managing the key accounts
Helping with the organization of out trade marketing actions at the point of sale
Administrative Duties- Filing, shredding
Process account transfer forms (2A & LPR) and Image daily work
Verify endorsements completed by processors and non-download declaration pages by comparing forms to system
Obtain customer contact information and updates system of record
Identify client needs and transfers phone calls to appropriate business unit or claims department
Monitor and process inbound traffic at Customer Service Inbox and direct as appropriate

Assistant Account Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Assistant Account Manager

List any licenses or certifications required by the position: ID

Education for Assistant Account Manager

Typically a job would require a certain level of education.

Employers hiring for the assistant account manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Management, Business, Marketing, Business/Administration, Associates, Finance, Science, Hotel and Restaurant Management, Economics

Skills for Assistant Account Manager

Desired skills for assistant account manager include:

Business tax license
Microsoft Office Suite
OSHA safety regulations and chemical handling/storage procedures
Outlook
Payroll returns
Regulatory requirements of processing payroll accounting transactions
Secretary of State filing and State Board of Equalization
Word
Authorized company representatives
Company policies and procedures

Desired experience for assistant account manager includes:

Host regular pipeline meetings with Sales and Operations to assist in managing expectations
Understand the entire process of a transaction and beable to assist where necessary (including documentation)
You are a native speaker of German (or at least very high)
You have a high command of Spanish and English
You are outstanding in excel and well organized
A collaborative team player – concerned with the team success individual performance

Assistant Account Manager Examples

1

Assistant Account Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an assistant account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for assistant account manager
  • Develop work schedules, instructs and trains supervisors in the proper use of equipment, materials and chemicals
  • Handle customer complaints in a timely manner
  • Obtain loss runs, endorsements, billing, from carrier websites
  • Actively solicit and close sales through sourcing and developing new leads, cold calls and face-to-face meetings
  • Explore clients’ marketing needs and provide customer-focused solutions to meet their business goals
  • Managing your sales pipeline
  • Maintaining and growing your knowledge of your markets, clients and developments in the market sector
  • Support the development and cross promotion for our global portfolio by identifying other revenue streams
  • Facilitate the introduction of new merchandise into the partner product portfolio, coordinating with internal stakeholders on Master Data management, account segmentation and margins
  • University Degree –Business, Marketing, Commerce or similar
Qualifications for assistant account manager
  • Degree/ diploma in Hospitality or Tourism Management preferred
  • Minimum 3 years of relevant sales experience
  • Knowledge about local market
  • Goal getter, responsible and result-oriented
  • Proficiency in English and Chinese language is a must, including reading, speaking, and writing
  • Superior organization skills and excellent communication skills
2

Assistant Account Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of assistant account manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant account manager
  • Be versatile, proactive and use initiative when needed
  • Works as an International Key Account Manager on problems of moderate scope where the analysis of international key account data requires a review of a variety of factors using Root Cause Analysis
  • The development of the solution requires a multi-disciplinary approach and knowledge of basic international key account principles, -theories and -concepts
  • Formulates the solution for (technical) partial problems by combining previous experiences based upon technical analysis and international key account (feasibility) studies
  • May lead small international key account projects, managing a small number of people
  • Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy
  • Prepares documents and participate in pre-renewal meetings
  • Prepares underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information)
  • Manages account documentation (i.e., proposals, agreement letters, reinsurance contracts, collateral agreements, pricing doc, policy change, endorsements, cancellations)
  • Ensures accurate and timely servicing and billing of accounts
Qualifications for assistant account manager
  • Ensure all Credit Addendums, Drawdown requests, Approval Letters are completed accurately and meet or exceed SLAs where possible
  • Prior to submission of the Credit Addendum or Drawdown request ensure the risks & mitigants have been clearly outlined for the transaction, ensure Drawdown requests are within the authorization
  • Recommend improvements to the current process if efficiencies can be achieved
  • Support and contribute to the ongoing improvement of the customer experience through the proactive support of our partners, includes internal & external partners
  • As the "Deal Champion" ensure all customer requests (internal/external) are handled in a timely fashion
  • Assist TDEF Sales & CBCs through the deal process to ensure ease of use for the TDEF product
3

Assistant Account Manager Job Description

Job Description Example
Our innovative and growing company is looking for an assistant account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for assistant account manager
  • Quotes accounts by reviewing exposures and experience rating, updating account information, rates and adjusts the price, as requested
  • May complete renewals based on formal guidelines, commonly referred to as Letter of Authority
  • Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates)
  • Participates in projects/assignments as requested
  • Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations
  • Provide coverage when the Account Manager is out of the office
  • Provide as a liaison of Account Management team and Bill Review
  • Format, analyze, and prepare reports for delivery to the client by the Account Manager
  • With the direction and assistance of the Account Manager, format, write, and prepare high-impact PowerPoint presentations and materials to be used for meetings
  • Print and assemble documents for internal and external dissemination
Qualifications for assistant account manager
  • 3 years working experience in hotel industry with solid Room Sales experience
  • Good knowledge of Travel Trade and M.I.C.E segment
  • Demonstrate ability to contribute in teamwork environment
  • Direct account management experience is preferred but not required
  • Minimum 3 years of B2B/B2C sales/sponsorship sales experience
  • Focused and motivated to achieve personal/group sales targets
4

Assistant Account Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of assistant account manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant account manager
  • Communicate project and task status to all involved parties to assure optimal service delivery
  • Attend onsite client meetings
  • Train external partners on use of BunchNet applications
  • Update, organize and maintain client documents in PartnerNet and SharePoint
  • Coordinate MedNet access set up and changes for new and current users through Operations
  • Troubleshoot and facilitate resolution of bill review issues
  • Issues identification and resolution with documentation
  • Network internally and externally to ensure appropriate resources for department objectives
  • Utilize account knowledge to offer solutions/enhancements
  • Facilitate internal and external meetings
Qualifications for assistant account manager
  • Pro-active and energetic self-starter who is able to work well in a team environment on an individual basis
  • Flexibility in adapting to deadlines, changing schedules, priorities and unpredictable events in a fast paced environment
  • Ability to prioritise tasks and balance the immediate and long term needs
  • Passion for gaming, pop culture and the industry
  • Must be comfortable with internet based programs knowledge of Microsoft office products
  • Exceptional interpersonal communication skills to include phone and e-mail
5

Assistant Account Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of assistant account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for assistant account manager
  • The primary responsibility of this position is to plan and manage the sales direction of assigned customer programs
  • To develop annual account plans and strategies to drive category share increase and achieve the set target
  • To negotiate and conclude annual contract with the best possible terms
  • To conduct regular business review meeting with accounts
  • To Identify sales and merchandizing opportunities at the store level to ensure that the sales are maximized for company and customer
  • To develop a strategy for profitable sales growth , including sales support and promotional activities in the SH & National wide
  • To set up and maintain an effective database about each customer
  • Work with key distributors to ensure high customer service levels and order fulfilment at assigned accounts
  • Implement qualified in store presence for company’s products
  • Input and process customer orders
Qualifications for assistant account manager
  • Ability to handle several conflicting priorities, must be flexible and willing to assist and fill in as needed
  • Bachelor’s Degree or equivalent work history
  • Candidate must possess at least a Diploma/Bachelor Degree in Business/Marketing/Sales
  • Minimum 4 years related experience in the FMCG industry with proven track record and preferably in Key Account Management for Food Categories with minimum 2 year sales experience
  • Understand and able to apply shopper’s insight and category management to win in point-of-purchase and optimizing promotion sell-out
  • Experience in sales and promotion planning and contract negotiation

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