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crm salesforce excel powerpoint word
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📋 Description

  • Own the relationship for a portfolio of live accounts
  • Meet regularly to understand priorities and plans
  • Build relationships across multiple levels
  • Prioritize and oversee issues through resolution
  • Log every touchpoint in the CRM
  • Drive adoption and usage of itel solutions

🎯 Requirements

  • Five+ years in account management, customer success, or sales
  • Property & casualty insurance experience, claims or building materials
  • Track record of growing usage or revenue in an existing book
  • Strong written and verbal communication
  • Ability to manage competing priorities
  • Proficiency with Excel, Word, PowerPoint, and a CRM (Salesforce preferred)

🎁 Benefits

  • Remote-friendly culture with fast-moving environment
  • Inclusive, supportive culture
  • Opportunities for career growth and development
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