Responsible for developing the interconnection between sales, marketing and service to provide a customer-centric and unified experience that maintains and grows the customer base. Integrate internal processes and handoff points among the three functions.
Oversee activities, processes and procedures that improve the Account Management function to be more efficient, while helping to reduce complaints and service issues with customers and improving on-time delivery.
Provide legal, tax and sales support in conjunction with Advanced Markets team to field partners supporting sales of Ameritas life, wealth management and retirement income planning products to affluent individuals and business owners.
In this role, the selected candidate will present the Company's products through on-line and/or on-site demonstrations and have the knowledge to answer questions about the demonstrated product and support services.
Administers policies for promoting organizational products and services or addressing client issues or concerns; establishes revenue and retention goals for members of the account management team and tracks performance.