• Own a portfolio of existing enterprise accounts. • Drive expansion and renewal revenue. • Lead QBRs and value realization sessions. • Identify growth opportunities aligned with customer goals. • Manage renewals, pricing adjustments, and contract expansions. • Partner closely with internal teams. • Monitor account health and mitigate churn risk. • Maintain accurate expansion and renewal forecasts. • Act as the internal voice of the customer. • Ensure compliance with security and company policies.

• Manage a book of personal lines clients (home, auto, umbrella, etc.) • Handle policy servicing including endorsements, renewals, certificates, and billing inquiries • Communicate with carriers to market, quote, and bind coverage • Provide clear, timely, and professional client support via phone and email • Identify coverage gaps and cross-sell opportunities in a consultative manner • Maintain accurate documentation and follow agency workflows • Collaborate closely with producers and internal team members

• Handle direct sales process • Responsible for sales expansion and customer retention • Inform clients about new products and services • Organize visits to clients

• Responsible for the HealthSystems portfolio in Hospital & Ambulatory Patient Monitoring (H&AM) • Building and strengthening customer relationships in coordination with other roles/functions (regular customer interaction) • Proactively identifying new business opportunities and qualifying them in coordination with the Key Account Manager and District Leader • Accurately maintaining the funnel in the customer relationship management tool (SFDC) • Preparing customer-focused proposals (configuration and pricing) involving the Customer Service Specialist and, if necessary, other specialists • Presenting proposals and conducting negotiations (jointly within the team) • Renewing and expanding existing customer relationships with the aim of concluding long-term (framework) agreements • Organizing product demonstrations and reference visits • Regularly monitoring competitors and industry changes and providing effective feedback to the Business Unit and Healthcare Informatics, covering equipment/products, software, customer service and other services and solutions • Additionally responsible (area-specific) for: Order intake & sales of equipment/products, software and customer service • Order intake & sales of solutions • Data quality in SFDC & forecast accuracy • Customer satisfaction (NPS) – response rate & score • Share of Wallet (SoW) • Price realization for equipment/products and customer service