
Business Development Professional
2 weeks ago
Account Growth Specialist
Riskonnect is seeking a seasoned professional to maintain a book of business and guarantee client satisfaction. The successful candidate will act as the owner of the overall account relationship with clients in an assigned portfolio, having general understanding of company practices and services.
The ideal candidate has presence and credibility in the insurance and business community, and within industry alignment and accounts. Focuses on client satisfaction, retention, and health.
Key Responsibilities:
- Ensures good customer health of client portfolio
- Execute ongoing adoption improvement plans across customers (Onboarding, Web training, Email Campaigns, etc)
- Manage client renewals
- Maintain regular contact with key decision makers and stakeholders and schedule stewardship meetings as appropriate
- Work across the firm to drive resolution of identified issues and escalate issues where appropriate
- Ensure customer's desired outcomes are well understood, documented, and monitored
- Collaborate with Success Consultant on day-to-day client requests, including attending status meetings and escalate service issues where appropriate
- Articulate client needs objectives and work across the firm to develop and propose solutions
- Recommend and coordinate cross-functional improvements to the Customer Lifecycle
- Execute corrective action plans for customers at risk (Stakeholder Interviews, Issue Tracking, etc)
- Track results from action plans and follow escalation procedures when appropriate
- Identify Upsell and Cross Sell Opportunities
- Map customer stakeholders & users to Customer Personas
- Partner with Account Executives during Quarterly Business Reviews to create client growth strategy
- Feature Request Management
- Maintain knowledge of company products/services and industry trends
- Travel to client sites as needed
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