• Provide exceptional customer service by promptly responding to inbound calls and e-mails. • Aid in customer retention via multiple methods of contact and annual insurance policy reviews. • Proactively identify and process policy transactions and explain any resulting customer impact. • Assist with policy billing issues, including evaluating and making decisions regarding payment plan exceptions and any applicable fees, including initiating alternate payment arrangements. • Cross-sell additional insurance solutions as appropriate, as well as assist in policy rewrites/remarkets. • Process personal lines E&S policy renewals and collect payment for agency bill accounts. • Manage and utilize your time effectively to ensure the department meets required service levels for improved customer satisfaction results.

• Drive business growth at Fitch Learning as a dynamic sales professional who will develop strategic client relationships and lead complex sales cycles for our premier financial training solutions • Drive sales by embedding consultative selling and trusted advisor behaviors to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector • Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments • Partner with Marketing to develop collateral, using various marketing channels and promoting new product launches • Utilize Fitch Learning’s resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge

• Development of territory and account-specific sales plan. • Implementation/execution of sales plan to meet assigned sales quotas. • Adjustment to sales plan in accordance with changing company and customer needs. • Engage in accurate forecasting and sales pipeline management activities. • Proactive utilization and maintenance of CRM database. • Deliver technical/scientific seminars and presentations on Illumina products/solutions and their capabilities to customers. • Demonstrate role and relevance of Illumina’s product portfolio and provide consultation to customers on same. • Demonstrate command of scientific knowledge to engage in collaborative and consultative sales process. • Proactively monitor emerging market trends and customer needs in order to identify new opportunities to create value for our customers. • Effectively collaborate cross-functionally across company regardless of geographic location, in order to achieve goals and meet customer needs. • Successfully navigate and manage a multi-tiered sales process for capital equipment, consumables, and services. • Match customer business objectives to Illumina capabilities in order to deliver mutual value. • Effectively prospect for and generate new customer leads and business. • Actively manage existing accounts/customer relationships and continuously work to expand customer base. • Develop and maintain strong customer connections at various levels in the organization. • Proactively engage in ongoing learning of new applications and growth opportunities for Illumina technology, products and services. • Effectively handle interpersonal challenges and keep self/team focused on customer. • Demonstrate win-win approach in negotiations.

• Generate sales for Audio Visual systems through developing and maintaining client relationships and expanding the company's current client base. • Identify sales prospects within assigned territory and provide accurate forecasts and activity reports to management • Analyze cross-selling and up-selling opportunities ensuring that all company products and services have been thoroughly presented and the sales cycle successfully executed • Exhibit a consultative sales approach to determine a customer's visual collaboration needs. • Develop price quotations and bid responses that are complete accurate and profitable. • Prepare contracts and pricing strategies for targets accounts and submit all required documentation • Work with the installation team to ensure a smooth transition from sale to installation • Responsible for developing and executing quarterly sales plans to expand existing client base and generate new business to meet established quota • Attend and participate in weekly office sales meetings • Meet or exceed aggressive monthly GP quota • Design and implement focused prospecting tools such as webinars seminars and email campaigns to increase sales and expand our customer base in the designated territory • Establish professional relationships with manufacturer sales and sales engineering personnel. • Actively use internal databases to complete client contact information provide detailed notes and track pending activities • Follow up on leads within 24 hours of client inquiry • Represent company at technological briefings and trade shows as assigned • Participate in training and professional development activities as prescribed by management • Monitor non-installed product commissions on a weekly basis to ensure timely completion by the end of the month