Account Manager

About The Institutes

Located in beautiful Malvern Pennsylvania The Institutes are a not-for-profit comprised of diverse affiliates that educate elevate and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units people and organizations are empowered to help those in need with a focus on understanding predicting and preventing losses to create a more resilient world.

Additionally we understand the importance of work-life balancein 2025 named us a Top Workplace for the tenth year and USA Today named us a USA Top Workplace for the third year. We provide excellent benefits and a friendly team-focused work environment to drive employee engagement.

Account Manager

The Corporate Account Manager role requires a positive and proactive service mentality and serves as a central point of contact for assigned corporate clients and key projects. The roles primary focus is on overall growth of the Agent & Broker (A&B) Group and CEU through retention and growth of these assigned accounts. This includes collaborating with A&B business development team members as needed to understand and support assigned clients. The roles secondary focus is to work closely with A&B leadership to assist with assignments undertaken to enhance service provided to corporate clients and to address their evolving purchasing needs.

What Youll Do:

• Serves as the primary point of contact for assigned corporate clients addressing service needs and providing issue resolution while maintaining agreed-upon service level standards and ensuring an overall positive experience.
• Understands and supports corporate client strategies working in collaboration with A&B and CEU-focused marketing staff members to retain and expand client revenue.
• Understands assigned clients needs and delivers program/product recommendations referencing in-place offerings with guidance from the A&B leadership.
• Proactively manages Learning Management System (LMS) integrations with assigned clients.
• Understands the processes and systems utilized by the A&B Group (SIMMS APEX Omni Websites etc.) and works collaboratively with A&B leadership to update or improve processes and use of systems including transitions to new solutions as needed.
• Assists with the creation maintenance and implementation of customized client curriculums.
• Assists with A&B Groups Salesforce CRM account including workflow management account and opportunity documentation and efficiency of corporate client and key person communications.
• Provides supplemental support to Business Units for ongoing projects and initiatives as needed.
• Assists with event logistics for education fairs industry trade shows professional development presentations and other meetings and events.

What Were Looking For:

Required Competencies

Customer Focus: Must be customer service oriented and exhibit the best interest of customers as the main priority when delivering goods or services.

Detail-oriented: Pays close attention to all aspects of a project or responsibility understanding even little things can have an impact on the outcome of a project. Ensures work quality is to the highest standards.

Time management: Must be highly self-motivated and demonstrate a high sense of urgency and ability to effectively prioritize and execute tasks in a high-pressure deadline-driven environment. Must be detail-oriented and possess strong organizational and follow up skills.

Collaboration and teamwork: Ability to work in in a team-oriented collaborative environment across organizational boundaries in a constructive and collaborative manner. Exceptional interpersonal skills with a focus on rapport-building listening and questioning skills.

Creativity and innovation: Ability to think strategically and identify problems and logically generate ideas in approaching resolution.

Communication: Exceptional oral and written communication skills and ability to communicate throughout all levels of the organization both internally and externally. Ability to read understand and follow oral and written instructions. Ability to present information and respond to questions professionally and effectively conversationally and in written communications.

Education and Experience

• Undergraduate degree or comparable work experience.
• Two to three years experience in a team-based client-centric business environment (preferably remote or hybrid.)
• Must be proficient in Microsoft Office (Word Excel PowerPoint Outlook) and general office technology on an IBM (not a Mac) platform with proven ability to learn new systems.
• Understanding of proprietary databases content and learning management systems (preferred).
• Knowledge of The Institutes educational offerings business rules and practices (preferred).

The Best Part The Benefits!

To enforce the importance of work-life balance employees enjoy excellent benefits including:

• 401(k) plan with company contribution up to 16%
• Generous time off package that includes paid vacation personal sick and holidays
• Paid maternity and parental leave
• Tuition reimbursement
• Medical dental vision and prescription coverage
• On our Malvern campus: Free lunch every day when working on campus onsite fitness center and a beautiful 1.25-mile walking path!

Required Experience:

Manager