Develops relationships with larger and more complex clients to increase revenue.
Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Maintains a cadence of communicating with customers to ensure client satisfaction and promote ongoing contract renewal. Advises internal teams on product and service improvements/suggestions based on client feedback. Provides sales quotes and responds to requests for proposals.
| Job Title | Job Description | |
|---|---|---|
| 1 | Lawyer IV | The Lawyer IV provides advanced and independent legal advice to an organization, prepares resolutions, reports, guidelines and participates in major legal actions. Examines contracts involving leases, licenses, purchases, sales, insurance, etc. and reviews various agreements, documents. Being a Lawyer IV requires a Juris Doctor degree from an accredited law school and may require admittance to a state bar. Works closely with other departments to foresee and protect company against legal risks. In addition, Lawyer IV typically reports to a manager or head of a unit/department. Being a Lawyer IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as a Lawyer IV typically requires 7+ years of related experience. |
| 2 | Insurance Underwriter IV | The Insurance Underwriter IV utilizes underwriting guidelines, rules, standards, and levels of authority to accept, reject, or mitigate risk for applications and determine appropriate premiums, limits, and coverages. Reviews and analyzes risk characteristics on insurance applications, renewals, and change requests. Being an Insurance Underwriter IV ensures that underwriting activities comply with all industry and governmental regulations. Calculates renewal rates. In addition, Insurance Underwriter IV may coordinate with field agents to collect or clarify information or decisions. Typically requires a bachelor's degree or equivalent. Typically reports to a supervisor or manager. Being an Insurance Underwriter IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as an Insurance Underwriter IV typically requires 7+ years of related experience. |
| 3 | Account Representative | The Account Representative pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with smaller to mid-sized clients in order to increase revenue. Being an Account Representative may support higher-level account managers working with larger accounts. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Account Representative typically requires 0-2 years of related experience. |
| 4 | Key Account Relationship Manager | The Key Account Relationship Manager typically work with national accounts and other strategically important clients. Develops relationships with the largest and most complex clients in order to increase revenue. Being a Key Account Relationship Manager has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. Pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. In addition, Key Account Relationship Manager visits client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being a Key Account Relationship Manager works autonomously. Goals are generally communicated in "solution" or project goal terms. May provide a leadership role for the work group through knowledge in the area of specialization. Works on advanced, complex technical projects or business issues requiring state of the art technical or industry knowledge. Working as a Key Account Relationship Manager typically requires 10+ years of related experience. |
| 5 | Account Representative, Sr. | The Account Representative, Sr. pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with mid-sized clients in order to increase revenue. Being an Account Representative, Sr. may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative, Sr. provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative, Sr. occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as an Account Representative, Sr. typically requires 2-4 years of related experience. |
| Skills | Proficiency Level |
|---|---|
| Products And Services | Level 3 |
| Self-Motivation | Level 4 |
| Initiative | Level 4 |