Account Representative, Sr. jobs in Galveston, TX

Account Representative, Sr. develops relationships with mid-sized clients to increase revenue. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Being an Account Representative, Sr. drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Additionally, Account Representative, Sr. maintains a cadence of communicating with customers to ensure client satisfaction and promote ongoing contract renewal. Advises internal teams on product and service improvements/suggestions based on client feedback. Provides sales quotes and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a manager. The Account Representative, Sr. occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be an Account Representative, Sr. typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)

A
Account Representative
  • American National Family of Companies
  • Galveston, TX FULL_TIME
  • Job Posting

    The Account Representative will be responsible for providing qualified plan administration to fee for service clients.


    What you will do:

    • Prepare qualified plan documents and amendments in accordance with intent of plan sponsor, as well as any related participant communication and disclosures. Document must be in compliance with Internal Revenue Code and Regulations
    • Responsible for inputting plan data into the Relius Administration system, which includes the interpretation of the plan document.
    • Responsible for setting up website access, which includes setting up the plan for the Plan Sponsor Web’s Data Validation Center
    • Under supervision, prepare valuation reports (including determination of employee eligibility, reconciliation of salary deferral contributions, calculation/allocations of pro-rata employer contributions/forfeitures) for plans requiring minimal testing and /or staying within a “safe harbor” framework.
    • Under supervision, responsible for the completion of the annual governmental filing as required by the Internal Revenue Service and Department of Labor
    • Under supervision, responsible for communication with plan sponsors and/or agents concerning understanding of plan document provisions, administration of the plan and the Internal Revenue Service and Department of Labor regulations as they relate to the operation of the plan.
    • Responsible for maintaining current knowledge of pension administration software which includes following department procedures.
    • Responsible for assisting with department projects as assigned.

    QUALIFICATIONS:

    • Up to two years of qualified plan administration experience (or equivalent experience)
    • Must complete the American Society of Pension Professionals and Actuaries (ASPPA) IRP and RPF within three years of employment.
    • Strong aptitude for customer service
    • Must have excellent verbal and written communication skills.
    • Sound mathematical background and computer skills
    • Ability to problem solve.
    • Ability to analyze data and make decisions.

    American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.


    American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.


    Hiring Practices

    The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.


    American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team.


    American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.


    Nearest Major Market: Galveston
    Nearest Secondary Market: Houston
    Job Segment: Sales Rep, Customer Service Representative, Testing, Social Media, Banking, Sales, Customer Service, Technology, Marketing, Finance

  • 1 Month Ago

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Agency Account Representative
  • Texas Farm Bureau
  • Angleton, TX FULL_TIME
  • We are seeking energetic self-starters who are interested in a rewarding insurance sales career. This role requires high achievers with a positive and professional attitude, excellent communication sk...
  • 7 Days Ago

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Sr. Patient Account Specialist - Revenue Cycle PB Billing & Denials
  • Revenue Cycle PB Billing & Denials - UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Minimum Qualifications Minimum Qualifications: Associate degree or equivalent. Minimum of three years patient accounts experience. Minimum of two years Epic Revenue Cycle experience Job Description Th...
  • 27 Days Ago

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Account Representative - State Farm Agent Team Member
  • Tyler Landry - State Farm Agent
  • League, TX FULL_TIME
  • Benefits: Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance As an Agent Team Member, you will receive... Ho...
  • 18 Days Ago

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Insurance Account Representative - State Farm Agent Team Member
  • Johnny White - State Farm Agent
  • League, TX FULL_TIME
  • Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Johnny White - State Farm Agent. As a member of our agency team, you have a...
  • 2 Days Ago

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Insurance Account Representative - State Farm Agent Team Member
  • Ken Ross - State Farm Agent
  • La Marque, TX FULL_TIME
  • Benefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview I am a local State Farm Insurance Agent loo...
  • 9 Days Ago

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0 Account Representative, Sr. jobs found in Galveston, TX area

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Commercial Lines Account Manager
  • Foundation Risk Partners
  • Pasadena, TX
  • Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Com...
  • 4/24/2024 12:00:00 AM

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Entry Level Account Manager
  • Valyrian Enterprises, inc
  • Pasadena, TX
  • Our team is a professional marketing and sales firm that has developed a powerful, personal approach to connecting brand...
  • 4/24/2024 12:00:00 AM

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Outside Sales Account Executive
  • Total Pay Solutions
  • League City, TX
  • Job Description Job Description We are seeking an Outside Sales Account Executive to join our team! You will resolve cus...
  • 4/23/2024 12:00:00 AM

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Account Manager
  • Powell Industries
  • South Houston, TX
  • Nextron, a division of Powell is actively searching for a Regional Sales Executive responsible for promoting Nextron div...
  • 4/22/2024 12:00:00 AM

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Commercial Lines Account Manager
  • Ellard Insurance Agency Llc.
  • Deer Park, TX
  • Responsibilities: Manage a portfolio of commercial lines accounts and serve as the main point of contact for clients Pro...
  • 4/21/2024 12:00:00 AM

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Commercial Lines Account Manager
  • Ellard Insurance Agency, LLC.
  • Deer Park, TX
  • Responsibilities: - Manage a portfolio of commercial lines accounts and serve as the main point of contact for clients -...
  • 4/21/2024 12:00:00 AM

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Manager of Operations/Sales Account Executive
  • Friendly Faces Senior Care
  • League City, TX
  • Job description Manager of Operations/Senior Sales Executive NOT ACCEPTING APPLICATIONS IN PERSON. PLEASE APPLY ONLINE; ...
  • 4/20/2024 12:00:00 AM

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Account Manager
  • Bount & Dean Agency (BLN-HT)
  • Pearland, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/20/2024 12:00:00 AM

The city of Galveston is situated on Galveston Island, a barrier island off the Texas Gulf coast near the mainland coast. Made up of mostly sand-sized particles and smaller amounts of finer mud sediments and larger gravel-sized sediments, the island is unstable, affected by water and weather, and can shift its boundaries through erosion. The city is about 45 miles (72 km) southeast of downtown Houston. The island is oriented generally northeast-southwest, with the Gulf of Mexico on the east and south, West Bay on the west, and Galveston Bay on the north. The island's main access point from the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Representative, Sr. jobs
$76,236 to $108,975
Galveston, Texas area prices
were up 1.2% from a year ago

Account Representative, Sr. in Tulsa, OK
Many organizations prefer to attach a client to an account manager on a permanent basis, except if the client specifically requests for another manager, or the account manager leaves the employment of the organization.
November 12, 2019
Account Representative, Sr. in El Paso, TX
7+ years experience in Customer Success and/or Account Management.
October 28, 2019
Account Representative, Sr. in Columbus, GA
The primary responsibilities of account managers are to foster client relationships; work with sales and marketing teams to prepare presentations and sales pitches; design marketing strategies and media proposals; handle client communications and write client reports; and communicate client agendas to other staff members.
October 06, 2019