• Meet or exceed weekly, monthly and annual sales and service goals. 
• Develop plans, with management, to achieve these goals and objectives. 
• Develop new customers to meet sales goals.
• Make regular, planned sales calls to all customers and utilize the assistance of factor representatives to make field calls in order to leverage the company's sales and/or service efforts.
• Maintain knowledge of the company's selling system principles. 
• Ensure all paperwork is accurate and complete.
• Develop and maintain positive customer relationships. 
• Serve customer needs at all times in a way that ends in a satisfied customer and a sale for the company.
• Assist in the collection of accounts receivable for accounts that require a weekly change and/or are delinquent according to company credit terms.
• Develop new ideas that will help improve company image, sales and operations.
• Communicate to store and divisional general manager's information observed and gathered in the field regarding customer service and support level, new or existing customers, competitors and wholesale marketing programs.

• Sales Goal Achievement (Hard Skills)
• Strategic Planning (Hard Skills)
• Customer Development (Hard Skills)
• Effective Communication (Soft Skills)
• Knowledge of Sales Systems (Hard Skills)
• Accurate Documentation (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Innovative Thinking (Soft Skills)

Job Summary:

• Work with clients and producers to gather all information for new business quoting.
• Work Expirations and work open activities
• Update accord applications in TAM
• Update or create supplemental applications
• Pull Loss runs and prepare Proposals
• Prepare Loss Summaries
• Request and Process endorsements
• Request and Process policies
• Request and Process Audits
• Complete Payroll Spreadsheets
• Collect Aged Receivables
• Process Payments and issue Certificates
• Turn in reported claims to carrier or broker
• Attach all documentation to client in TAM
• Handle all customer and broker phone calls, faxes, emails, etc.

Skills on Resume: 

• Client Management (Soft Skills)
• Attention to Detail (Hard Skills)
• Technical Proficiency (Hard Skills)
• Organizational Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Analytical Skills (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Administrative Skills (Hard Skills)

Job Summary:

• Works with client and producer to confirm insurance applications and coverage needs are accurate before submitting it for marketing and proposals.
• Negotiates and secures, in a timely manner, the most appropriate carrier coverage based upon client needs for new and renewal.
• Efficiently, accurately, and consistently prepares proposals for producers using a developed template, which includes carrier bid lists.
• Confirms proper preparation of all terms and conditions of the insurance policies.
• Maintains partnership with the producer by keeping them informed of pertinent information regarding accounts
• Provides support and assistance for the development of new business.
• Documents and communicates with producer exclusions and differences between policies when comparing various quotes for new or renewal business.
• Submits bind order to the carrier once specific insurance is confirmed by the producer.
• Requests the binder and invoice to present to the client.
• Communicate to the producer all upcoming renewals (in the next 90 days) based on the insured’s anniversary date.

Skills on Resume: 

• Insurance Application Review (Hard Skills)
• Carrier Negotiation (Hard Skills)
• Proposal Preparation (Hard Skills)
• Policy Terms and Conditions Management (Hard Skills)
• Client and Producer Communication (Soft Skills)
• Business Development Support (Soft Skills)
• Policy Comparison and Documentation (Hard Skills)
• Order Submission and Renewal Management (Hard Skills)

Job Summary:

• Managing accounts, identifying opportunities to cross-sell and offering new coverage
• Delivering exceptional client service resulting in a high level of retention
• Mentor peers and support the professional growth of the team
• Submitting underwriting information, follow up to ensure timely action can be taken on quotes and existing policies
• Building and maintaining strong client relationships through timely communication via phone, letter, email and in-person
• Providing support to clients through the claims process
• Collecting premiums on outstanding accounts receivables
• Confirms updated Certificates of Insurance are delivered to clients list once insurance is signed and bond.
• Keeps up to date on industry knowledge and developing trends to assist in providing comprehensive coverage.
• Manages accounts on a day-to-day basis. 

Skills on Resume: 

• Account Management (Hard Skills)
• Client Service Excellence (Soft Skills)
• Mentoring and Team Support (Soft Skills)
• Underwriting and Policy Management (Hard Skills)
• Relationship Building (Soft Skills)
• Claims Support (Soft Skills)
• Premium Collection (Hard Skills)
• Industry Knowledge (Hard Skills)

Job Summary:

• Leverage existing relationships in the FSI vertical to build the vertical and to hunt for new business opportunities within targeted Fortune 1000 accounts.
• Initiate/Manage sales strategy and Account Pursuit Plans for penetrating and closing net new opportunities in enterprise FSI accounts.
• Manages sales cycles from VP-level champions/sponsors to C-level executives.
• Develop, initiate and execute a detailed quarterly strategy plan for targeted accounts in the FSI vertical.
• Provide weekly opportunity status updates and an accurate forecast to management and capture relevant information in Salesforce.
• Consistently exceed quarterly and annual revenue targets.
• Collaborate and integrate with Channel Partners and the Interos Alliances team to drive net pipeline growth and accelerate deal velocity.
• Remains highly knowledgeable as an SME in the financial services sector.
• Answering questions, resolving problems, and ensuring timely interaction with clients, agencies, and internal personnel.
• Updates and loads any lien holder information on property records into the appropriate system.

Skills on Resume: 

• Strategic Account Management (Hard Skills)
• Sales Leadership (Soft Skills)
• Forecasting and Reporting (Hard Skills)
• Revenue Growth (Hard Skills)
• Partner Collaboration (Soft Skills)
• Financial Services Expertise (Hard Skills)
• Client Relationship Management (Soft Skills)
• Detail-Oriented Administration (Hard Skills)

Job Summary:

• Promote products in a manner consistent with the ethical standards of the company and ensure to meet any other local codes of conduct with regards to pharmaceutical products or medical devices.
• Establish and enhance the reputation of the Client as a scientific pharmaceutical organization and partner of choice for optometrists and any other associated healthcare professionals who have a role in treating relevant diseases.
• Increase awareness of promoted products with designated healthcare professionals, and increase their knowledge of the product properties and application in the treatment of relevant diseases, by regularly contacting and personally visiting them.
• Building good relationships with designated businesses (for example - optician owners/optoms and practice managers and practice staff).
• Achieve sales targets by developing, implementing, and monitoring account plans.
• Identify any gaps in the marketplace and in customer accounts and help develop the customer account and establish themselves as the number one business partner.
• Feedback on success and recommend to the internal marketing/leadership team a roadmap for ongoing sales success.
• Maintaining a flexible attitude to the opportunities identified by the company based on the growing ophthalmic product portfolio.
• Downloads all necessary renewal and supplementary documents.
• Obtains current list of businesses needing updated Certificates of Insurance.

Skills on Resume: 

• Ethical Sales Practices (Hard Skills)
• Reputation Management (Soft Skills)
• Product Awareness and Education (Hard Skills)
• Relationship Building (Soft Skills)
• Sales Target Achievement (Hard Skills)
• Market and Account Analysis (Hard Skills)
• Feedback and Strategic Recommendations (Soft Skills)
• Adaptability and Documentation (Soft Skills)

Job Summary:

• Provide day-to-day service to clients for a generalist book of business
• Accounts include manufacturing, retail, construction, and food service
• Utilizing the Applied TAM system
• Focusing on providing outstanding customer service, marketing accounts, etc.
• Working with a floater CSR 
• Process certificates, endorsements, claims to report, etc.
• Manages an assigned book of business
• Solidify relationships with existing clientele and drive account retention
• Build relationships with clients, carrier reps, and underwriters

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Customer Service Excellence (Soft Skills)
• Account Management (Hard Skills)
• Industry Knowledge (Hard Skills)
• System Proficiency (Hard Skills)
• Marketing and Sales Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Process Management (Hard Skills)

Job Summary: 

• Secure both renewal and expansion opportunities each quarter in order to meet/exceed quarterly goals
• Establish key success criteria with customers during implementation
• Manage and maintain relationships with 50-60 customers which include key champions and executive stakeholders throughout the organization
• Consult customers to achieve desired business outcomes
• Generate internal referrals and understand growth potential at the account level
• Manages difficult or emotional customer situations, meets commitments
• Respond promptly to customer needs, solicits customer feedback to improve service.
• Articulates thoughts and ideas clearly, concisely, and persuasively, adjusting to differing audiences within a customer engagement.
• Through a constant presence, becomes aware of changes in a customer's organization and adjusts approach accordingly.
• Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance
• Strategic planning with customers

Skills on Resume: 

• Renewal and Expansion Management (Hard Skills)  
• Success Criteria Establishment (Hard Skills)  
• Relationship Management (Soft Skills)  
• Consultative Selling (Soft Skills)  
• Internal Referral Generation (Soft Skills)  
• Customer Service (Soft Skills)  
• Effective Communication (Soft Skills)  
• Industry Knowledge (Hard Skills)  

Job Summary: 

• Develop sales/business plans to achieve quarterly sales/goals
• Implement account strategy, including managing relationships with important decision-makers
• Give value propositions to IT management and VP and C-level business management
• Recognize customer business problems and influence resources to address opportunities
• Identifying and qualifying new opportunities using the telephone, onsite and web demonstrations to improve market coverage, increase market share, and grow revenue
• Implement sales/marketing tactics and programs to meet assigned territory goals
• Guide communication between Ping Identity and customers and develop a team selling approach with pre-sales technical specialists and the customer support organization
• Help with partner recruitment, training and ongoing support
• Achieves sales goals, initiates new contacts, maintains customer satisfaction
• Maintains records and promptly submits information, overcomes objections with persuasion and persistence.

Skills on Resume:

• Sales Planning (Hard Skills)  
• Account Management (Soft Skills)  
• Value Proposition Development (Hard Skills)  
• Problem Recognition (Soft Skills)  
• Opportunity Identification (Hard Skills)  
• Sales Tactics Implementation (Hard Skills)  
• Team Collaboration (Soft Skills)  
• Record Keeping (Hard Skills)