• Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines. • Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate. • Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand. • Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries. • Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding. • Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI. • Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Belardi Wong is currently seeking an Account Director. This is an exciting opportunity for a marketing professional to leverage their expertise and skill set to take their career to the next level. This is a remote position within the continental United States. This individual is responsible for planning, production, and analytical support working with industry leading multi-channel retailers, digitally native brands, and wholesale brands. Responsibilities include: - Planning, preparation and presentation of mail plans, and recommendations for new and current accounts. - Develop and implement client strategy. - Focus on clients’ CRM and customer acquisition programs through direct mail and catalogs. - Recognize opportunities to cross-sell and upsell other Belardi Wong services and products. - Detailed analytical skills to report on campaign, seasonal, and annual success metrics. - Create PowerPoint decks to review results, plans, and strategy options with clients. - Maintain accuracy of reporting & integrity of customer service relationships with clients. - Stay abreast of industry trends and technology advancement in the industry. - Responsible for keeping client schedules and establishing meeting dates. - Work with Account Leads to review Account Status and ensure all deadlines are met. - Overall management and retention of client accounts. - Proactive problem resolution. - Participate in external and internal meetings as requested. - Perform other duties as assigned by management. - Onboard assigned clients onto Swift platform. - Manage production of clients’ Swift campaigns in Salesforce and with Swift vendors. - Work with clients on strategy and planning, including changes to circ based on available audience and model scores. - Report on Swift campaign results. - Ensure positive client experience. - Must be detail-oriented, well-organized, and happy to work in a fast-paced environment. Qualifications - Minimum 7+ years direct marketing experience required. - Bachelor's degree (B.A./B.S.) required. - Mailer, Co-op database, or agency experience preferred. - Advanced Excel and PowerPoint knowledge. - Knowledge of general industry procedures, practices, and terminology. - Knowledge of supervisory techniques to accomplish instruction, motivation, and training of personnel. - Skill in group facilitation and leadership. Benefits - Excellent benefits packages including 401k w/ company match. - Business casual dress. - Summer hours. - Coaching and mentorship programs. - Customized training & more! Company Description Belardi Wong is the industry’s leading privately held integrated marketing and creative solutions provider. Founded in 1997, the company operates offices across the U.S. Belardi Wong is currently celebrating 25+ years of growth and innovation. - Represents more than 300 premium retail brands and non-profit organizations including J. Crew, American Girl, Restoration Hardware, New Balance, Lucky Brand, Petco, Talbot’s, Blue Apron, New York University, NACCP, and Human Rights Watch. - Reputation of excellence and exceptional service. - Commitment to delivering unparalleled results for clients. - Workplace culture that supports open dialogue, teamwork, and trust. - Values honesty, integrity, quality, diversity, innovation, and learning. - Invests in clients and employees through education, training, and leadership.

• Work with a defined set of strategic enterprise accounts • Create momentum and win new logos • Develop and execute account plans • Lead structured discovery and qualification • Build credibility with stakeholders • Navigate long-cycle deals with clarity • Qualify and disqualify rigorously • Collaborate closely with Account Managers for strategic expansion

• Selling Interstim devices for specific therapies to physicians, institutions, payors, and other appropriate medical staff • Partnering with strategic implanting centers to develop the account/implanter practice • Providing product and therapy technical support and service • Including consultation of strategic management and analysis of trends • Utilization of appropriate Neuro business partners to present marketing and business plans to accounts for territory development and growth • Act as primary account/implanter relationship contact for assigned territory’s customer needs • Coordination of all support activities and development of sales partnerships with distribution alliances • Frequent required travel to customer clinics, hospitals and off-site meetings.