• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality • Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant • Assist with general office tasks and administration • Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders • Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows • Maintain accurate and up-to-date data in agency systems • Ensure timely completion of tasks and activities • Keep the account team informed of workload status and any issues • Provide proactive and responsive service • Ensure productivity and quality standards are met • Participate in team building and promote a positive work environment • Seek and adopt best practices • Stay updated on company policies and procedures • Enhance technical skills and industry knowledge • Foster positive relationships with colleagues and leadership • Demonstrate integrity and leadership

• Identify, prospect, and develop new business opportunities within assigned territories and target accounts. • Manage the entire sales cycle from initial outreach through contract negotiation and closing. • Build and maintain a strong pipeline through outbound prospecting, networking, industry events, and strategic outreach. • Conduct consultative sales conversations with senior stakeholders and executive-level decision-makers. • Understand customer business challenges and align solutions to their strategic objectives. • Collaborate closely with marketing, partner teams, and internal stakeholders to maximize revenue opportunities. • Develop and execute territory and account plans to achieve and exceed sales targets. • Maintain accurate sales forecasts and CRM records. • Stay informed about industry trends, market developments, and competitive activity. • Drive long-term account growth through relationship building and expansion opportunities.

• Conduct outbound calls to qualified customers and prospects using predictive dialer systems • Establish rapport quickly and professionally while clearly explaining the purpose of the call • Complete customer qualification and insurance review assessments • Confirm key policy details including provider, premium amount, cover level, and policy term • Gather relevant customer information such as age, smoking status, and other qualifying factors • Identify life events or changes in circumstances that may create insurance review opportunities • Ask effective questions to uncover customer needs and potential protection gaps • Handle objections professionally while maintaining a positive customer experience • Complete data protection, compliance, and address verification checks • Transfer qualified customers to licensed advisers for further consultation • Maintain accurate and detailed records within the CRM system • Consistently achieve daily, weekly, and monthly performance targets • Deliver high-quality opportunities to the adviser team • Contribute to a collaborative, performance-driven remote sales environment

• Proactively engage with business owners & restauranteurs within Restaurant Depot, initiating face to face conversations to identify their needs and offer tailored solutions. • Drive sales growth by leveraging deep product knowledge to educate potential customers on POS systems and online ordering platforms, converting leads into loyal clients through personalized consultative selling strategies. • Install Clover systems at Client locations and provide hands on training to ensure smooth integration and optimal use. • Exemplify Fiserv core values by upholding the highest ethical standards and fostering genuine connections with clients and colleagues alike. • This role requires travel within the Chicago, IL area, collaborating with Restaurant Depot Locations to introduce Clover to restaurant owners.