Assists with the account work for a large team of Sales Professionals by supporting transactions for complex or high-yield accounts.
Communicates frequently with agents, brokers, account representatives, and internal stakeholders, independently drafting and sending correspondences.
Maintains the account management system and software, ensuring all posted information is accurate and timely and is accountable for the overall functionality and performance of the system for team use.
Completes all filings and documentation necessary for account work and compliance purposes, coordinating with internal and external stakeholders.
Independently coordinates and organizes large ad-hoc or recurring events, including managing communications, creating the agenda, logistics, and managing a budget.
Drafts and reviews presentations or deliverables for account work to ensure content is accurate and addresses all necessary topics.
Conducts and collects satisfaction surveys for all existing team accounts and develops reports to relay results to the Sales Professionals.
Responsible for accounting matters, reconciles Accounts Receivable with accounting differences, and follows up on all accounting-related gaps or issues until resolved.