Strategic Account Consultant
Core
Drive growth and retention of existing accounts through consultative sales, upselling products and services, and developing strategic business plans for large groups.
Role type
Strategic Account Consultant (Sales)
Builds
Retention and growth targets for existing client accounts
Domain
Commercial insurance / Healthcare
Deliverable
client delivery
Required skills
consultative sales approach, relationship building, strategic business planning, broker/agency education, industry knowledge (local/state/federal), product knowledge
Preferred skills
office tools proficiency, cloud-based software, social media, collaboration tools, commercial insurance experience, client-facing experience
Technologies
office tools, cloud-based software, social media, collaboration tools
Responsibilities
Achieve retention and growth targets via advanced sales execution, cultivate trust-based relationships with key decision makers, act as primary customer contact, coordinate with internal partners to exceed client expectations, conduct broker/agency education, develop strategic business plans for clients
Seniority
Individual Contributor, 4+ years experience
