• Manage key client relationships. • Collaborate with cross-functional teams to drive efficiency, compliance, and overall financial performance. • Oversee and optimize the revenue cycle process for clients. • Work with clients to identify opportunities to streamline operations, improve billing accuracy, and increase revenue collection. • Ensure compliance with industry regulations and client-specific policies. • Monitor, analyze, and report on key performance indicators related to the revenue cycle. • Develop and deliver client-specific reports providing insights on revenue trends and operational performance. • Investigate and resolve escalated billing or collection issues promptly.

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