Role Description This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. Key responsibilities include: - Communicating with and visiting clients, family offices, and wealth advisors. - Responding to client questions and proactively contacting them for necessary follow-ups. - Providing comprehensive support to clients, ensuring a high level of customer service. - Being an integral part of a team that services client accounts, ensuring customer satisfaction throughout the process. This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment. Qualifications - Bachelor’s degree (B.A.) from four year college or university; or three years minimum related experience and/or training. - Property & Casualty license. - Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati, and Private Client Select. - A “people person” with superior client service orientation and attention to detail. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Strong organizational skills with the ability to manage multiple tasks and priorities. - Adaptability to a changing environment. - Excellent written and verbal communication skills. - Professional demeanor with a customer-focused attitude. - Ability to work independently in a fast-paced environment, as well as part of a team. Requirements - Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs. - Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available. - Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete. - Determine strategic placement of new clients through analysis of current insurance program. - Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome. - Drive renewal process by analysis of client’s insurance program and marketplace opportunities. - Respond promptly to incoming calls and e-mails. - Comply with company policies, practices, and procedures. - Attend meetings and prepare follow-up as needed. - Set goals, prioritize, and execute duties of the position. - Manage documents, files, and electronic information in an organized, efficient, and secure manner. - Perform quality and quantity duties as expected for position. - Complete company required training courses as assigned. Benefits - New York pay range: $90,000 — $110,000 USD.

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients • Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources • Document activity, notes, and prospect data in appropriate CBIZ systems • Develop and present recommendations to clients based upon consultative selling approach • Appropriately close for new business, documenting won and lost opportunities and reasons • Seamlessly transition sold clients to designated client service team • Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers • As appropriate, work with client service team to serve client and retain business • Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence • Identify, initiate, and support cross serving leads to other CBIZ business developers • Responsible for meeting annual sales goals if applicable to position

• Prospecting and building pipeline into enterprise accounts across ANZ, engaging VP-level and above stakeholders with sharp, targeted outreach that opens doors and starts real conversations • Managing a portfolio of 30 - 50 existing customers; owning renewals, identifying upsell opportunities and driving deeper product adoption to maximise retention and expansion revenue • Partnering with Enterprise Account Executives to qualify and progress opportunities - acting as the bridge between outbound prospecting and enterprise deal execution • Running customer QBRs and managing commercial escalations - building trusted relationships with your accounts and ensuring customers are getting genuine value from Matillion • Keeping Salesforce clean and current; tracking pipeline, activity and customer health with the rigour that good commercial execution demands

Role Description Dans le cadre de notre développement, nous recherchons des Télévendeurs, dotés d’une solide expérience commerciale et capables de performer en télétravail complet. Ce poste s’adresse à des personnes engagées, autonomes et désireuses d’intégrer une structure stable et ambitieuse. - Réaliser des appels sortants B2B et B2C pour présenter et vendre les services/produits de nos clients - Comprendre les attentes spécifiques de chaque prospect et adapter votre discours - Transformer les leads en clients à travers un argumentaire commercial maîtrisé - Assurer le suivi complet du cycle de vente jusqu’à la finalisation - Enrichir et maintenir à jour les bases de données dans le CRM - Participer à la formation continue et aux réunions de performance - Collaborer étroitement avec le Team Leader pour atteindre les objectifs d’équipe Qualifications - Vous justifiez d’une expérience d’au moins 3 ans en télévente, notamment dans les domaines B2B et B2C - Vous maîtrisez les techniques de vente par téléphone, la gestion des objections et la conclusion des ventes - Vous êtes familiarisé(e) avec les outils numériques (CRM, appels VoIP, email pro) - Vous êtes rigoureux(se), autonome et orienté(e) résultats - Vous recherchez un poste stable à distance avec un véritable plan de carrière - Vous disposez de votre propre matériel professionnel (PC, casque, bonne connexion internet) - Un excellent niveau de français, à l’écrit comme à l’oral, est indispensable Benefits - Contrat Freelance à temps plein - Salaire fixe attractif - Environnement professionnel stable, respectueux et structuré - Encadrement humain, formation continue, et possibilités d’évolution rapide Important Si vous ne parvenez pas à postuler via Join, merci d’envoyer directement votre candidature par email à : n.tajouri@herreraheadhunters.com