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Account Manager

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Description

Account Manager

Unlock your career potential

You’re known as a natural connector, bridge-builder and analytical expert.

Your communication and multi-tasking skills are top-notch, and you thrive when managing multiple projects at once because you get to connect with a wide variety of people. While you may not have all of the answers, you pride yourself on knowing who to ask because you’ve built solid relationships.

Are you ready to join a tight-knit and caring team who is dedicated to supporting one another and driving the growth of our purpose driven company?

What you’ll do (and why you’ll love doing it)

An Account Manager role at Precoa is not just a job; it’s a journey into the heart of our business model, shaping success with every interaction. As a crucial link between our Field Sales and Home Office, your impact will include everything from new client onboarding to regional business reviews, lead source support and coordinating customer reporting. You’ll put your detail-oriented analytical prowess and time management expertise to great use as you navigate client needs and find ways to support them. With the ability to participate in semi-regular domestic travel, you’ll grow in your knowledge of local and regional markets. The sky's the limit to increase your professional skills in cross-functional collaboration, communication, and operational excellence. 

You’ll collaborate daily with Regional Managers, Regional Directors and Operations Management, and frequently with all internal Precoa departments, insurance providers and corporate partners. This means you will maximize your network and career growth opportunities! 

What we offer you as part of #PrecoaLife

  • Hybrid working environment - ability to work partly remotely

  • Competitive exempt salary based on experience

  • 18 days PTO and 2 paid weeks parental leave

  • Health, Dental, and Vision benefits

  • 401k, with a 2% company match and $10,000 Life Insurance Policy 

Skills you may have to make you a success!

  • Undergraduate degree preferred (BA/BS in Business Management preferred)

  • 1-3 years relevant work experience 

  • Interest and ability to manage a semi-regular schedule of domestic travel (approximately 3-4 weeks per year, about 3-5 days every quarter)

  • Proficient technology skills (Google Drive, Office, Word, Excel, Outlook) with the ability and interest to master programs quickly

About Precoa

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️.

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 12 consecutive years, and we support our external and internal partners with these core values in mind. 

Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.

Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.