Annuities Representative (New Business) jobs in Oklahoma City, OK

Description

Job Summary: The Client Success Representative is the front line for both client retention and satisfaction, delivering proactive customer service for all BIS products and services. Thriving in a collaborative environment, the Client Relations Representative will take ownership of client issues and handle through to completion, thus forming a trusted relationship with clients and colleagues. This role is relationship focused with intent to retain clients and their respective revenue, while also increasing the value of BIS offerings when mutually beneficial.

Essential Functions:

• Maintain a Client Centric approach to doing business
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
• Answer customers' questions about products, prices, availability, or credit terms.
• Quote prices, credit terms, or other bid specifications.
• Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
• Negotiate prices or terms of sales or service agreements.
• Maintain customer records, using automated systems.
• Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences when approved by management.
• Prepare sales contracts for orders obtained and submit orders for processing.
• Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations.
• Anticipate and act on client’s needs, strive to deliver resolution within same day
• Identify client champion and create an unbreakable bond
• Ensure clients achieve or exceed their goals while utilizing BIS products and services.
• Recognize what is in the best interest of the client and educate the client on what products and services are available.
• Establish that BIS is the client’s business partner, not just a content, capture and IT vendor.
• Compile historical information such as SLA history to be used for client review meetings.
• Generate and maintain a cadence of routine communication with clients to ensure they are completely satisfied with our services.
• Develop a method for relational selling
• Create a blueprint of our client’s organization structure and how they use BIS products and services (Corporate and Departmental Profiling) and record it in CRM
• Explore department processes and procedures and find opportunities for improvement using a professional business analysis approach.
• Assist client with budgeting effort for BIS related products and services
• Collaborate with Marketing to identify opportunities for campaigns and user-group meetings.
• Monitor the life cycle of various products to ensure clients are aware of the latest versions of products and educate them on the ramifications for not being proactive.
• Navigate new sales related functions whether that be independent or as a team effort.
• Know the resources available at BIS that best serve the client, recognize when those services require a billable event.
• Prior approval from your supervisor is required prior for any travel including but not limited to lunches, deliveries, onsite meetings, trade shows, or any industry events to capitalize on networking and relationship opportunities.
• Conduct quarterly business reviews
• Uphold a high degree of professionalism while delivering exceptional Customer Service
• Contribute to documentation and metrics reporting
• Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
• Prepare sales presentations or proposals to explain product specifications or applications.
• Demonstrate and explain the operation and use of products.
• Provide customers with ongoing technical support.
• Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
• Attend internal sales and trade meetings and read related publications to obtain information about market conditions, business trends, and industry developments.
• Complete expense reports, sales reports, or other paperwork on time as requested.
• Initiate sales campaigns and follow marketing plan guidelines to meet sales and production expectations.
• Recommend ways for customers to alter product usage to improve production.
• Complete product and development training as required.
• Demonstrate punctuality, maintain attendance reliability and dependability.
• Responsible for promoting, maintaining, and enforcing information security.

Additional Functions:

• Other duties as assigned by management
• Stay current with system information, changes, and updates
• May perform functions, such as Account executives

Knowledge, Skills and Abilities:

Knowledge

• English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
• Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Equipment - Working knowledge of fundamental operations of relevant software, hardware, and other equipment

Skills

Core Skills:

• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Appearance Dress business casual on a daily basis unless otherwise notified or pre-approved
• Communication Deliver instructions clearly and concisely, address client questions and issues and respond thoroughly to staff feedback.
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Customer Service de-escalate and troubleshoot advanced customer issues related to projects
• Grow and Learn Thirst to learn and grow, acquire new skills and certifications
• Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
• Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
• Speaking - Talking to others to convey information effectively.
• Writing - Communicating effectively in writing as appropriate for the needs of the audience.
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Social Skills

• Coordination - Adjusting actions in relation to others' actions.
• Instructing - Teaching others how to do something.
• Negotiation - Bringing others together and trying to reconcile differences.
• Persuasion - Persuading others to change their minds or behavior.
• Service Orientation - Actively looking for ways to help people.
• Social Perceptiveness - Aware of others' reactions and understanding why they react as they do.
• Inclusion Accepting and mindful differences among diverse groups

Abilities

• Be curious
• Inspire others
• Self-directed, self-evaluative
• Drive original thinking
• Challenge the status quo
• Comfortable in uncertainty
• Embrace differing points of view
• Continuously improve
• Look for ways to innovate raise the bar
• Willingness for continuous personal, professional improvement
• Follow step-by-step directions, repeat throughout project with accuracy and completeness
• Perform in an environment of continual change
• Independent thinker, present solutions to obstacles; identify efficiencies.
• Transparently communicate with co-workers, colleagues, and management.
• Learn new tasks; adaptability in changing from one task to another.
• Stress tolerance, keen attention to detail
• Effective interpersonal skills establishing and maintaining interpersonal relationship
• Willingness to ask questions.
• Maintain a positive attitude.
• Ability to learn new software applications, especially Grooper
• Understand and exercise the definition of urgency
• Investigate problems and identify the root cause in the event a resolution is not known
• Speak in a public forum to an audience of clients and/or prospects
• Multitask and prioritize work efforts and present ideas in user-friendly language

Qualifications

Requirements (Education, Experience):

• A High School Diploma or GED required
• 2 years of experience providing end-user management or support

Physical Requirements:

• Sitting for long periods of time
• Lifting up to 35 pounds
• Repetitive motion involving hands and fingers
• Working in the corporate office M-F from 8AM-5PM CST

Travel Requirements:

• Only when requested or approved by management

This job description is intended to convey information essential to understanding the scope of the job and is not intended to be an exclusive list of experience, skills, efforts, duties, or responsibilities.