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Sales Account Manager

The Account Manager serves as the primary interface between CSA Travel Protection and the client, managing the affairs of the accounts to mutual benefit. The Account Manager is responsible for the retention and growth for existing mid and large sized national clients. This position reports into the National Sales Manager. The Account Manager will work closely with the Customer Service, Claims, Accounting and the Reconciliation teams. The position requires occasional travel up to 10-20%.


In addition to a competitive salary, CSA offers a complete benefits package which includes: medical, dental and vision insurance; prescription drug coverage; 401(k) plan with company matching; disability benefits; confidential employee assistance programs; pre-tax accounts for health and dependent care reimbursement; and company-paid life insurance. Customer Service Representatives also enjoy a defined career path with promotional opportunities; a casual work environment; paid company holidays; 24 hours paid sick time; and 14 days of paid vacation annually.


  • Bachelor's degree in business management or related field required;
  • Minimum of two years in a professional environment required;
  • Account Management, Sales, or Customer Service experience required;
  • Experience in Travel Insurance industry preferred;
  • A track record of selling service lines to customers preferred.


  • Strong written and verbal communication skills;
  • Excellent computer skills including fluency in the Microsoft Office suite;
  • Fluency in Microsoft Dynamics a plus;
  • Strong business acumen, with the ability to define problems, collect data, establish facts, and draw valid conclusions;
  • Ability to interpret product information and identify additional opportunities for client revenue within existing accounts;
  • Ability to effectively communicate information and respond to questions from groups of managers, clients, and additional parties as needed;
  • Capable of working efficiently both independently and within a team environment with changing priorities;
  • Ability to develop and maintain positive, constructive working relationships with others.


Account Management

  • Develops an annual business plan for each account that can exceed retention targets and client service agreements.
  • Establishes a renewal strategy for all assigned accounts and ensures its flow and commw1ication to all external and internal parties.
  • Prepares proposals for renewals and for RFP's.
  • Coordinates the use of other company resources (e.g. operations, organization tean1, compliance) to provide value added services to accounts.
  • Responsible for maintaining knowledge about all assigned accounts and ensuring that organization wide client information is accurate.

Sales Development

  • Cultivates the client relationship and works to expand new relationships within existing clients.
  • Influences client purchasing decisions by open dialogue and convincing presentations tailored to the needs of the client and their current business environment.
  • Obtains knowledge of competitor's services/products and counters with enhanced products, processes or expert advice.
  • Effectively challenges the client to think strategically about solutions for their business challenges that result in additional product and services.
  • Sales calls on the phone and in-person and occasional telemarketing efforts will be required.
  • Train assigned account base in sales techniques and product knowledge - both in person and via webinars. Assist Business Partners with technological support.


Travel insurance is a $2B industry in the United States and that figure continues to rise as more and more travelers become aware of the valuable benefits a travel insurance plan can provide for unexpected mishaps that can occur during a trip.

A member of the worldwide Generali Global Assistance Group, CSA Travel Protection is dedicated to providing affordable travel insurance and emergency assistance services to protect travelers' valuable investments and provide the peace of mind they deserve while traveling. Since its inception in 1991, CSA has developed a reputation for standing behind its customers and evolving products and services to meet their needs. Through superior customer service, extensive experience and industry-leading innovation, we're with our traveling customers every step of the way, whenever and wherever they need us.

*CSA Travel Protection is an Equal Opportunity Employer. M/F/D/V encouraged to apply. Employment contingent upon successful completion of background investigation. No recruiters or agencies without a previously signed contract. Relocation costs not covered by employer. Must be eligible to work in this country.

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