Relationship Manager

1 month ago


Marquand, Missouri, United States myCOI Full time
Job Title: Relationship Manager

Are you a seasoned professional with a passion for building strong relationships and driving business growth? Do you have a knack for understanding client needs and delivering tailored solutions? We're seeking a skilled Relationship Manager to join our team at myCOI, a leading provider of innovative SaaS solutions for tracking, processing, and managing certificates of insurance.

About myCOI

myCOI is a fast-growing, fully remote company headquartered in Indianapolis. We're dedicated to erasing the worry of insurance claims through our cutting-edge technology and exceptional customer service. Our purpose-driven team is passionate about delivering value to our clients and driving industry innovation.

Job Summary

As a Relationship Manager at myCOI, you'll be responsible for managing and nurturing relationships with our existing client base, ensuring their satisfaction, and driving additional sales through add-on solutions. You'll work closely with assigned customers to understand their needs, provide valuable updates, and present myCOI solutions to enhance their operational efficiency.

Key Responsibilities
  • Establish strong rapport with assigned clients and maintain regular communication
  • Utilize a scheduled checklist to cover key items during client interactions
  • Proactively seek training on myCOI products, services, pricing models, and contracts
  • Identify client issues, develop follow-up plans, and ensure timely resolution
  • Assess client adoption of products and services and address any concerns or obstacles
  • Develop and manage add-on sales pipeline, meeting assigned quotas
  • Collaborate with internal departments to ensure client needs are met
  • Maintain thorough documentation of client interactions in myCOI's CRM program
Requirements
  • Previous experience working remotely
  • Previous experience in a quota carrying enterprise sales account management or similar position with demonstrated success
  • 4+ years Commercial Insurance Risk Management, Commercial Insurance Brokerage, Commercial Insurance Consulting or Commercial Insurance Advisory experience
  • Knowledge of commercial insurance and business contracts language to help clients understand their exposure to mitigate risk
  • Knowledge of one or more of the following industries is required: insurance brokerage, construction, commercial real estate and/or commercial property management
What We Offer
  • Competitive compensation package
  • Great work-life balance, amazing company culture, and comprehensive benefits (including 401k w/match, Pet Insurance & Paternity Coverage)
  • Opportunities for professional growth and learning
  • A supportive and innovative work environment
Location

100% Remote within Central or East Coast time zones within the United States. We are only able to consider U.S. based candidates at this time.


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