Lead Account Manager Job Description

Lead Account Manager Job Description

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Lead account manager provides support for derivatives valuations, implementation of derivatives and hedging strategies, and derivatives risk measures within insurance, asset management and wealth management product offerings.

Lead Account Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Negotiates with Key Accounts the product listing of the Janssen products and makes sure that products maintain listed and on stock
Works with the Regional Sales Managers (RSM) and Branch Managers to properly assign Account Managers to manage the pipelines of each Account Executive (AE)
Monitors the individual pipelines of each AM to ensure there is proper follow-up on all loans
Monitor each AMs pipeline to ensure there is a proper balance between the talent, knowledge and skills of the AM to the size of the pipeline they are being asked to work
Trains each AM on the use of the LOS (Destiny) to optimize their ability to manage their assigned pipelines
Assigns service level standards (SLAs) so that each AM knows when activities must be performed and communicates those SLAs to the RSMs and Branch Manager so they know how to properly communicate expectations to their broker customers
Performs regular audits of each AMs pipeline to ensure quality standards are being met--we are always returning phone calls when we say we will, that we’re entering clear notes in Destiny on communication with the broker and that follow-up dates are not being missed
Performs regular audits of each AMs outstanding appraisal ordering and receipt to ensure there are no gaps in our follow-up to obtain appraisals on each loan file
Pulls Flood Certs and follows through with brokers on flood hazard
Locks reconciliation, SSA Vendor, CPL/Title Approvals, CLA’s

Lead Account Manager Qualifications

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

Licensing or Certifications for Lead Account Manager

List any licenses or certifications required by the position: PMP, CCNA

Education for Lead Account Manager

Typically a job would require a certain level of education.

Employers hiring for the lead account manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Business, Engineering, Marketing, Industrial, Chemistry, Biology, Technical, Management, MBA

Skills for Lead Account Manager

Desired skills for lead account manager include:

Support policies and methods of support delivery
Product offerings
Coverages
Industry operations to effectively manage
Insurance markets
Insurance products and usages
Maintain
Rating procedures
Service offerings to pursue rounding out and cross solve opportunities
Software applications and technologies within automation

Desired experience for lead account manager includes:

Follows-up on Docs Out and on PTF Broker Conditions
Orders desk reviews and updates FHA Connection
Completes employment and residence certifications and processor certifications
Responds to customer requests for miscellaneous documents
Handles AM Desk Coverage (Phone, Emails, Conditions, ETC)
Responsible for managing the workflow of the JAMs including timekeeping

Lead Account Manager Examples

1

Lead Account Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a lead 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 lead account manager
  • Owns key P&L items for account and determines spend to maximize ROI and sales
  • Reviews door profiles w/input from planner and the field
  • Negotiates overall demo (including freelance) investment with retailer and monitors productivity/effectiveness (e.g., hour utilization, open positions) monthly and communicates to field
  • Develops and implements the Key Account strategy together with all Janssen delegates visiting selected Key Accounts
  • Works closely with the Hospital Sales, Medical and Marketing Organizations and coordinates all Janssen activities within a Key Account
  • Negotiating and finalizing contracts for the entire Janssen product portfolio in hospitals, selected physician networks and elderly homes
  • Explores new opportunities of collaboration and partnership with non-prescribing key decision makers, such as hospital pharmacists, clinic and hospital management, including financial stakeholders
  • Lead, guide and develop the team of Key Account Managers in Switzerland as line leader
  • Identifies untapped potential amongst Key Accounts across our portfolio with special focus on the economic valuation of the products
  • Develops a comprehensive strategy to exploit the potential in selected Key Accounts, together with other involved functions within sales, stakeholder management, marketing and medical
Qualifications for lead account manager
  • Positive attitude and high confidence managing through times of change & economic diversity
  • A minimum of 2 years’ personnel management
  • Able to deconstruct a high-level idea into its functional components and identify currently supported and unsupported elements
  • Skilled at working in a cross-functional, fast-paced, and dynamic work environment
  • Experience implementing, championing, and leveraging Agile development methodologies to help teams reach new levels of success
  • Expertise in JIRA, Confluence, or comparable team collaboration applications
2

Lead Account Manager Job Description

Job Description Example
Our innovative and growing company is looking for a lead 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 lead account manager
  • Leads the SPP execution and coordination of all Janssen activities within a Key Account
  • Analyzes on a monthly basis the sales performance of Key Accounts and the overall team performance
  • Builds a long-term and sustainable business relationship with hospital pharmacists, hospital economists, hospital managers, clinical managers and hospital directors
  • Supports Key Accounts regarding packaging, storage issues, ordering and billing issues, safety of JC products
  • Leads price and rebate discussions
  • Organizes Hospital Advisory Boards when needed
  • Sets up and develops beneficial networks with organizations such as GSASA (“Schweizerischer Verein der Amts- und Spitalapotheker”) and other relevant associations
  • Gathers market feedback about products, pricing and activities and shares insights with the Brand Team and other internal stakeholders
  • Develops value adding projects and tools and implements these in Key Accounts
  • Participates in internal educational events and meetings in Key Accounts
Qualifications for lead account manager
  • Manage relationships with Medicaid and Department of Health Services leadership
  • Oversee major projects like TMSIS, HOPR, and Medicaid Expansion
  • Achieve and exceed contractual service levels
  • Manage overall account P&L and approve monthly/quarterly financials
  • Manage team of direct and indirect reports
  • Provides strong leadership to internal teams and sub-contractors
3

Lead Account Manager Job Description

Job Description Example
Our growing company is looking to fill the role of lead account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead account manager
  • Attends key customers to congresses and organize value adding hospital workshops
  • Continues own learning and development to apply internal guidelines
  • Executes specific company projects in alignment with supervisor
  • Leads the team of Key Account Managers in Switzerland to create a high engagement and high performance culture through continuous feedback, appraisal and coaching
  • Directly manage and attain sales objectives for the key accounts and geography assigned including indirect business
  • Recognize and build relationships with Key Opinion Leaders within customers assigned and excellent working relationship to achieve established business goals in the private sector
  • Anticipate and diagnose trends and challenges facing health Private sector and create and implement strategy and operational plans to win
  • Prepares various types of bonds, including but not limited to bid, contract, miscellaneous and court bonds
  • Prepares consents of surety, riders, bond-ability letters and other documents requested by clients
  • Prepares indemnity agreements and bond applications
Qualifications for lead account manager
  • Negotiate subcontractor agreements and statements-of-work (SOW)
  • Develops full calendar of tailored activities for retailer and retailer.com, leveraging overall brand category and marketing objectives and ensuring correct coordination and resource allocation between B&M and .com
  • Negotiates seasonal stock & sales plans with input from Account & Sales Planning
  • Extensive business acumen and financial ability (i.e., P&L management, business drivers, building new channels/growth, savvy with standard business analyses) and analytical thinking Financial acumen
  • Strong project management capabilities with extreme attention to detail
  • Extensive domestic travel required within US
4

Lead Account Manager Job Description

Job Description Example
Our company is looking for a lead 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 lead account manager
  • Generates bond reports from SurePath as needed by clients
  • Handles countersignature requirements
  • Coordinates receipt of underwriting information as requested by surety
  • Confirms that bonds are issued in compliance with surety lines of authority
  • Assists in obtaining surety approval of bonds outside of / in excess of surety lines of authority
  • Supports Producer in developing new surety business opportunities for existing clients and prospects
  • Deep understanding of retailer and local market nuances to help set overall account strategy, in conjunction with ED, that guides category priorities, marketing campaigns, assortment, merchandising, promos/GWP/sets/holiday, events and all other parts of the business
  • Develop full calendar of tailored activities for retailer and retailer.com, leveraging overall brand category and marketing objectives and ensuring correct coordination and resource allocation between B&M and .com
  • Negotiate seasonal stock & sales plans in partnership with the Account Planner and with input from the ED
  • Work closely with Trade Marketing and Account & Sales Planning to decide on marketing, assortment, stock levels, GWP, sampling, sets, exclusives and gifts tailored to retailers’ customers
Qualifications for lead account manager
  • Highly agile (mental, results, learning, change and people agility leadership agility)
  • Entrepreneurial, customer-centric and sales execution focused
  • Passionate networker, stakeholder manager and communicator (int/ext)
  • Significant travel flexibility
  • Fluent in English, French and German, depending on the region
  • Preferably economic or scientific background
5

Lead Account Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of lead account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead account manager
  • Ensure strong visual presence in store, in local market and on retailer.com (e.g., outposts, out-of-home ads, merchandising)
  • Own key P&L items for account and determines spend to maximize ROI and sales in conjunction with ED
  • With finance and ED, reviews Account P&Ls monthly/quarterly (prepared by finance) to understand effect of past resource allocations and to analyze outliers and apply learnings to other doors
  • Recommends overall demo (including freelance) investment to ED and monitors productivity/effectiveness monthly (e.g., hour utilization, open positions) and communicates to field
  • Negotiate seasonal stock & sales plans in partnership the Account Planner and with input from the ED
  • Developing an extensive understanding of stakeholder operating model, organizational structure, patient population/flow and staff engagement model
  • Performing field-based educational activities with respect to systematic detection and treatment of osteoporosis post fracture in conjunction with alliance partner and Fracture Liaison Service (FLS) activities
  • Understanding key drivers of Regional Health Ecosystem surrounding patients, and influencing the development and implementation of solutions to improve patient outcomes
  • Understand, articulate and communicate future unallocated service capacity of the RRV and Specialist Plant fleet and proactively sell this to internal and external markets
  • Be accountable for the correct level of sustainable sales of BB RRV and specialist Plant fleet
Qualifications for lead account manager
  • A demonstrated track record of success in Pharma marketing (at least 6 years)
  • Minimum 5 years related experience preferably in Beauty or Consumer Packaged Goods and/or Retail
  • 3 plus of Business Development experience
  • Bachelor’s degree required with a preference for scientific, engineering or business discipline
  • Membership and active participation with DHS professional organizations is desired
  • Current Secret or higher security clearance is desired

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