Trucordia

Account Management Support Specialist

Trucordia

full-time

Posted on:

Location Type: Remote

Location: Remote • Virginia • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling.
  • Responsible for end-to-end management of midsize builder accounts, including onboarding, renewals, upselling, and retention, typically generating $10K–$50K annually or enrolling fewer than five homes per year.
  • Ensures all account enrollments are current by resolving outstanding items and reconciling data with customer closing reports.
  • Manages and implements account changes such as pricing, product updates, and renewals, coordinating with customers, CRM systems, and internal teams.
  • Uses various technologies to compile and deliver essential client documentation like validation forms, enrollment forms, and reports.
  • Provides administrative support for initiatives like reactivating dormant accounts and conducting audits.
  • Stays informed on industry and company changes, communicates updates to clients, and advocates for customer needs within PWSC.
  • Meets or exceeds KPIs related to upselling, retention, growth, onboarding efficiency, and daily operational tasks.

Requirements

  • Excellent collaboration and project management skills
  • Excellent written and oral communication skills
  • Advanced organization and customer service skills
  • Proven sales and account management/retention experience
  • Proficiency with Microsoft Office Suite and CRM systems (Microsoft Dynamics experience is a plus)
  • Ability to manage time effectively and allocate the right resources to competing priorities
  • Currently holds or is willing to obtain property and casualty insurance licensing
  • Willingness to travel (<15%)
  • Willingness to work Eastern Standard Hours (9:00am-5:00pm)
  • Prior experience with a home builder, warranty company, or insurance company is a plus
  • Familiarity with the Challenger or Sandler sales methodology is a plus
Benefits
  • Medical, Dental, Vision
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementsalescustomer serviceproject managementdata reconciliationupsellingonboardingretentionKPI managementdocumentation
Soft skills
collaborationcommunicationorganizationtime managementresource allocation
Certifications
property and casualty insurance licensing
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