Close new B2B accounts, personally onboard clients, manage account performance, and grow revenue through reloads, upselling, cross-selling, referrals, and improved retention. Conduct virtual discovery meetings, demos, screenshare training, follow-ups, and account optimization. Maintain accurate CRM records, monitor client behavior, address churn risks, forecast revenue, and report weekly account growth.

Prospect and qualify insurance agents, agencies, and other lead buyers through outbound calls, inbound follow-up, email, SMS, and virtual meetings. Schedule and confirm qualified meetings for Account Executives, maintain accurate CRM records, build targeted prospect lists, meet activity and conversion targets, and provide market feedback to sales and marketing leadership. The role requires high-volume phone outreach, strong communication, coachability, resilience, and comfort learning CRM, dialing, and email tools.