About AssuranceAssurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.
Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.
At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!
About the PositionAs an Account Manager on the Finance team, you are responsible for executing the onboarding and setup of new partners, managing daily questions, and performing bi-weekly partner touch base meetings using proprietary CRM platform. You will also work with analytics to pull all volume requests and forecasts and provide monthly platform and account reviews with partners.Responsibilities
- Build relationships with all partners to be a trusted advisor, in order to be leveraged as an expert in the PF space
- Provide excellent customer service for all direct partners
- Be the eyes and ears of personal finance to understand current market conditions and partners business
- Understand customer needs and balance with internal opportunities in order to grow sales with existing inventory while providing insights into new product/partner opportunities
Qualifications
- Min. of 2 years of Account Management experience, preferably in Finance.
- Excellent CRM and Excel aptitude.
- Bachelor's degree in related field.
- Eager to learn and master systems/tech tools.
- Strong attention to detail.
- Strong written and verbal communication skills.