Client Renewal & Growth Advisor

Jobtailor; North Carolina; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor, based in the United States, seeks a Renewal Support Specialist to assist Sales Representatives in renewals and identify opportunities to expand coverage. You will generate quotes, negotiate with underwriters, and follow up with producers to move Renewal/Add Issue processes forward.

Ideal candidates have 3–5 years in sales, strong communication, and solid analytical skills. Proficiency in MS Office, Salesforce, CPS, and Panorama is preferred for this role.

Qualifications

• 3-5 years industry experience in a sales environment.
• BA or BS Degree preferred or equivalent work experience.
• Excellent communication skills.
• Strong consultative, negotiation, persuasion and influencing skills – sales orientation.
• Ability to build and maintain collaborative working relationships at all levels.
• Strong attention to detail; planning and organizational skills.
• Strong mathematical aptitude/analytical skills.
• Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama.

Responsibilities

• Assume overall responsibility for assisting Sales Representatives in the renewal process.
• Recognize opportunities to add additional lines of coverage to existing business.
• Generate plan options and quotes for additional lines of coverage.
• Proactively mine for Add Issue opportunities.
• Handle incoming renewal requests.
• Provide renewal rate relief through negotiations with underwriting.
• Follow up with producers and assistants regarding Renewal/Add Issue status.
• Serve as Subject Matter Expert on various Guardian systems.

Skills

Sales support

Negotiation

Analytical skills

Relationship building

Excellent communication

Organizational skills

Education

BA/BS degree or equivalent

Tools

Microsoft Access

Excel

Word

PowerPoint

Salesforce

CPS

Panorama

Job description

Jobtailor, based in the United States, seeks a Renewal Support Specialist to assist Sales Representatives in renewals and identify opportunities to expand coverage. You will generate quotes, negotiate with underwriters, and follow up with producers to move Renewal/Add Issue processes forward.

Ideal candidates have 3–5 years in sales, strong communication, and solid analytical skills. Proficiency in MS Office, Salesforce, CPS, and Panorama is preferred for this role.