Junior Account Manager

About the Role

Fortegra is seeking a motivated and customer-focused Junior Account Manager to act as the primary liaison between clients and internal departments for warranty and protection product programs. This role blends account management, project coordination, and customer relationship management to ensure successful program launches, exceptional client experiences, and partnership growth.

Key Responsibilities

• Serve as the primary account liaison, providing day-to-day service for existing and prospective partners.
• Manage day-to-day client communication and ongoing relationships for current, new, and upcoming opportunities, ensuring prompt responses, reporting, and communication.
• Develop a thorough understanding of clients' market position, products, points of difference, and competitive landscape.
• Manage client input and feedback for all projects with detailed direction and timelines.
• Establish and build strong working client relationships with business leaders at all levels.
• Facilitate internal department communication and coordination between Sales, Underwriting, Marketing, Finance, Reinsurance, Legal, Compliance, Regulatory, Operations, Claims, IT, etc.
• Manage all aspects of the implementation/onboarding and partner agreement process for assigned accounts.
• Coordinate and complete tasks associated with program development, onboarding, and execution.
• Maintain the Customer Relationship Management (CRM) system, including stage progression and reporting.
• Maintain knowledge of contractual obligations for partners, including financials, performance expectations, terms, reporting, licensing, insurance, and compliance.
• Proactively evaluate existing partner sales and production performance, and program profitability of assigned accounts to identify areas needing program or process improvement.
• Provide recommendations to management and partners, developing strategic plans to increase partner revenue through marketing, training, pricing, or new product offerings.
• Review sales support metrics, analytics, and dashboards to report on program performance and productivity.
• Follow up with accounts to exchange resources, updates, and account activity.
• Visit clients, attend trade shows, and other industry events as necessary to capitalize on networking and relationship-building opportunities.
• Perform other duties or projects as assigned.

Requirements & Tech Stack

• Bachelor’s Degree or 10+ years of equivalent work experience.
• Experience managing client onboarding or implementation projects.
• Knowledge of warranty administration, claims processes, compliance requirements, and product development.
• Familiarity with CRM and project management tools.
• Experience working in a cross-functional corporate environment.

Qualifications & Skills

• 5+ years of account management, client services, project management, or implementation experience.
• Experience within the warranty, service contract, vehicle protection, insurance, or related industry.
• Strong customer service and relationship management skills.
• Excellent organizational skills with the ability to manage multiple projects simultaneously.
• Strong analytical and problem-solving abilities.
• Exceptional written and verbal communication skills.