• Own key partner relationships • Serve as the primary point of contact for strategic CRO partners, bringing high availability, responsiveness, and a genuine commitment to the relationship. • Build broad, multi-threaded relationships across the partner organization, educating stakeholders on our solution and keeping our value top of mind. • Monitor partnership health through performance metrics and proactively identify and address areas for improvement. • Drive opportunities from start to finish • Project manage all opportunities coming through a partner - taking each one from initial proposal through scoping, requirements gathering, and contracting. • Keep deals moving by staying organized, anticipating blockers, and knowing when to escalate. • Collaborate with Customer Success to ensure successful execution of partner-led opportunities. • Collaborate cross-functionally • Work closely with Sales, Customer Success, Operations, and Product to leverage their functional expertise when required • Act as a connector between external partners and internal teams, translating partner needs into actionable tasks. • Build and improve the partnerships function • Identify opportunities to streamline workflows and processes - then define and execute on those improvements. • Help shape the partnership team's long-term strategy and future priorities as we grow.

• Provide prompt, accurate, and friendly customer service to our existing clients. • Respond to underwriting requests. • Answer agency inbound calls. • Add additional lines of insurance at customer request. • Identify gaps in coverage and offer products to properly protect customers. • Assist in contacting customers to get signature documents returned. • Attach documents. • Assist with general customer questions. • Assist in answering phones. • Assist agent and sales associates complete tasks as directed.

• Be part of our great team • Handle phone interactions with customers and prospects • Engage in front line sales and service of insurance and financial services • Participate in training and development programs

• Leverage and expand an existing book of business to drive revenue growth. • Prospect aggressively through cold calling, networking, and relationship-building to secure new accounts. • Deliver consultative sales presentations and recommend customized telecom solutions. • Manage and grow existing customer relationships, increasing overall account value. • Exceed monthly and quarterly sales quotas through consistent pipeline development. • Stay current on telecom industry trends, carrier offerings, and competitive solutions. • Maintain accurate sales forecasts and pipeline activity reports.