Account Manager

| Austin
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Account Manager for the leader in insurance payments

 

ePayPolicy is the nation’s leading provider of payment processing exclusively for the insurance industry. Our company was founded in 2014 by industry veterans with one goal in mind: Use tech to improve how insurance professionals accept payments. The team here is a vibrant, creative group that doesn’t shy away from challenges, continues to hit ambitious goals, and loves doing what we do.


 

Job description

Account Managers are responsible for growing our company’s bottom line by identifying areas of opportunity within an account and helping clients use our platform more holistically. Ultimately, this will help our clients take less paper payments and more electronic payments. 

 

Account Managers leverage data to create a cadence for proactive reach out and touch points throughout the customer life cycle. They track progress and account growth using our CRM and analytics dashboards. 

 

During calls, Account Managers guide clients through an agenda that identifies the under-utilzed features. From there, the Account Manager will demonstrate different elements of the platform and urge clients to take action implementing features.

 

Responsibilities and Duties

  • Proactively contact customers and have meaningful conversations to increase product usage

  • Utilize the company’s CRM and other project management tools to work efficiently and track progress

  • Leverage all available data on customer payment processing to prioritize customers touch points and create growth plans for agencies

  • Identify upsell opportunities and sell the value of under-utilized features 

  • Increase the volume of payments being taken within assigned accounts

 

You may be a good fit if

  • You have experience working at a fast paced SaaS company

  • You’re able to navigate and control conversations

  • You’ve been an account manager and enjoy helping clients adopt new services

  • You're flexible, resourceful, and thrive while working autonomously

  • You're able to think on your feet and solve problems

  • You can prioritize tasks and incoming requests accordingly

  • You love being customer-facing, talking with customers, and you seek to understand how we can improve and over-deliver on expectations

  • You're often the first to volunteer, take initiative to think about the next project, and you have a real passion for service

  • You're able to pick up new concepts quickly and teach others

  • You thrive working in a team environment 

  • You enjoy juggling multiple projects at once and use consistent organizational techniques to ensure not a moment is wasted

  • Familiarity with the insurance or payments industry is a plus

  • You’re a good teammate and always do what is in best interest of your team 

  • You have a growth mindset and love getting feedback so you can improve

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavascriptLanguages
    • SqlLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • Twitter BootstrapLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • CanvaDesign
    • TrelloManagement
    • SlackManagement
    • WordpressCMS
    • HubSpotCRM
    • PipedriveCRM
    • MailChimpEmail
    • SendGridEmail

Location

The office sits in the beautiful hills overlooking Lake Austin. There are plenty of Austin's finest food and fitness options just minutes away!

An Insider's view of ePayPolicy

What’s the vibe like in the office?

The vibe here is extremely friendly and laid-back, while still promoting getting things done. Everyone gets along well, and plays off each others strengths.

Tyler

Application Developer

What's the biggest problem your team is solving?

Since we have such strong client acquisition from trade shows and inbound leads, we're working on maximizing our outbound floor plan to make it as strong as possible.

Keith

Team Lead

How has your career grown since starting at the company?

My three years here has been ridiculously awesome. I started in Customer Support part-time, and today I am involved in just about every area of the business.

Nathan

Team Lead

What unique initiatives do you have that encourage innovation?

We have a saying at ePayPolicy that goes like this. "The best idea wins. So who has it?" We encourage everyone to question why we do things the way we do and offer other solutions. We believe a collaborative environment brings out all of our best ideas.

Todd Sorrel

Co-founder

How do you collaborate with other teams in the company?

I collaborate with the marketing team, mostly. When they get inbound leads they send those my way, so our work really goes hand in hand.

Morgan

Inbound Product Specialist

What are ePayPolicy Perks + Benefits

ePayPolicy Benefits Overview

ePayPolicy offers up to 100% healthcare contributions, and unlimited paid time off. Happy hours and quarterly company sponsored events are always a blast!

Culture
Volunteer in local community
ePayPolicy volunteers at Austin Mobile Loafes & Fishes. Mobile Loaves & Fishes provides food & clothing & promotes dignity for our ... prepared feeding program to the homeless and working poor.
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
Performance Bonus
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
Happy hours are hosted On occasion .
Parking
Professional Development Benefits
Promote from within
Online course subscriptions available
More Jobs at ePayPolicy3 open jobs
All Jobs
Dev + Engineer
Sales
Sales
new
Austin
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView ePayPolicy's full profileSee more ePayPolicy jobs