• Maximize the breadth and depth of relationships by working closely with clients • Manage and oversee revenue targets, including budgets, forecasts, and product utilization review for the assigned book of business • Responsible for client renewals and retention • Successfully lead contract negotiations and manage the complete life cycle to renew client agreements • Proactively identify and mitigate risks such as volume decreases, service gaps, and changes in client relationships • Drive revenue growth through existing product optimization • Successfully uncover and qualify opportunities for growth • Conduct and lead all client business reviews and account plans • Ensure industry leading quality service delivery and client satisfaction;

• Identify, manage, and execute new business and upsell opportunities within network accounts • Plan and execute formal activities with retailers and distributors • Identify key influencers and establish relationships to grow ARR • Manage Executive relationships within assigned account base • Influence and execute an account success plan with stakeholders • Maintain understanding of customer-centric selling and tools for opportunities • Collaborate with sales engineering, retail success, services & operations, and renewal managers • Stay updated with industry trends and competitive landscape

• Conduct daily outbound calls to businesses across different U.S.-based industries • Introduce Boogie’s remote staffing and business support solutions to potential clients • Qualify leads by identifying company needs, operational pain points, and decision-making timelines • Book qualified discovery calls with management or close potential clients directly when applicable • Follow up consistently with leads, prospects, and decision-makers through phone, email, or messaging • Maintain accurate CRM records, sales notes, lead status updates, and follow-up activity • Collaborate with recruitment and operations teams to understand client needs and support successful placements • Contribute feedback to improve outreach scripts, sales processes, and lead generation strategies • Meet weekly outreach, appointment-setting, and sales performance KPIs • Support sales efforts across industries such as home improvement, construction, real estate, law firms, healthcare, insurance, travel agencies, e-commerce, marketing agencies, and service-based businesses

• Connect with potential customers by handling inbound inquiries via phone, email, and text to understand their needs and recommend tailored insurance solutions • Consistently meet or exceed sales targets by building strong customer relationships and applying effective, consultative sales techniques • Clearly communicate the value and benefits of Kin’s insurance products while addressing customer questions with confidence • Leverage company-provided qualified leads and execute consistent follow-up to move customers through the sales funnel to close • Partner cross-functionally with underwriters and customer service representatives to ensure a smooth experience from initial inquiry through policy issuance • Simplify complex insurance concepts and guide customers toward coverage that best protects their most important assets