• Manage large books of business for commercial lines insurance clients • Drive customer retention and market additional lines of coverage to grow business and properly insure risks • Evaluate carrier relationships, commercial insurance products, and market placement • Provide quality and timely service to customers and clients • Research, provide recommendations and implement ReSource Pro solutions for clients • Work in a variety of Agency Management Systems to complete tasks • Lead day-to-day customer interactions • Use your subject matter expertise to consult with customers and advise colleagues • Gather information about client needs and insurance solutions • Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

• Manage a portfolio of named Enterprise customers, with clear segmentation and account plans focused on adoption and value • Build strong relationships across the account, from power users to senior decision makers • Assist in maintaining accurate account plans and customer engagement history in the CRM to ensure visibility and coordination across teams • Keep track of customers’ expansion strategy, and projects portfolio incl. customer tenders, awarded projects, etc. • Drive customer adoption plans that increase MAU across projects, teams, and region • Identify workflow opportunities that expand Revizto's footprint, such as new use cases, new disciplines, or new business units • Monitor usage and engagement signals, identify risk early, and run re-engagement actions to prevent drop off • Coordinate enablement, training, and change management approaches tailored to different user groups • Build and maintain executive sponsorship to support standardisation of Revizto as part of the customer's operating model • Lead structured Executive QBRs and value reviews, using usage insights and outcomes to demonstrate ROI and efficiency gains • Translate product adoption into business impact narratives that resonate with senior leadership • Partner with the Enterprise Sales Executive on renewal and expansion strategy, including account planning, stakeholder mapping, and timing • Surface expansion opportunities based on usage patterns and business needs, and coordinate the internal team to support successful execution • Anticipate risks early and drive mitigation plans to protect retention and customer satisfaction • Use usage insights and account data to identify risk, prioritise actions, and support renewal readiness • Work closely with Enterprise Industry Consultants on onboarding, adoption acceleration, and customer enablement • Provide structured feedback from the field to Product, Marketing, and Revenue Operations to improve playbooks, messaging, and customer outcomes

• Develop comprehensive Account plans with trackable metrics and KPIs. • Creating and monitoring targets for the national sales department. • Building a trusting and professional relationship with clients. • Meeting with clients and account managers. • Ensuring that all accounts are looked after and maintained. • Supervising and managing regional salespeople in your department. • Following up on complaints and queries on behalf of clients. • Promoting new services and products to clients in your department. • Reporting to senior management on the status of your accounts. • Taking a leading role in presentations and proposals for national accounts. • Monitoring and identifying market trends, competitors, and new sales leads.

• Develop comprehensive Account plans with trackable metrics and KPIs. • Creating and monitoring targets for the national sales department. • Building a trusting and professional relationship with clients. • Meeting with clients and account managers. • Ensuring that all accounts are looked after and maintained. • Supervising and managing regional salespeople in your department. • Following up on complaints and queries on behalf of clients. • Promoting new services and products to clients in your department. • Reporting to senior management on the status of your accounts. • Taking a leading role in presentations and proposals for national accounts. • Monitoring and identifying market trends, competitive advantages, etc.