Relationship Manager
1 month ago
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 myCOImyCOI 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 SummaryAs 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
- 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
- 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
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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