This role is responsible for handling first-party property claims of moderate severity, which involves investigating, evaluating, estimating damages, and negotiating settlements for personal or business claims. The representative must ensure optimal claim resolution while maintaining compliance with all internal and external quality standards and state regulations throughout the claim life cycle.

Inside Sales Representatives are the primary sales force responsible for generating sales within the established service area by prospecting, qualifying leads, and responding to customer requests via phone and email. They must complete sales quotas for recurring services, maintain accurate records in the CRM, and provide excellent customer service to both new and existing clients.

The role involves identifying, negotiating, and closing significant deals within a defined territory by engaging with C-level executives and senior leaders of major global brands. Success requires utilizing superior salesmanship to develop opportunities, understand client needs, and build positive relationships with multiple stakeholders.

The Senior Client Services Executive I is responsible for co-developing long-term account strategies for assigned clients, identifying and communicating expansion opportunities for strategic business plans. This role also focuses on client retention, achieving corporate goals related to client satisfaction, and resolving customer issues concerning contracts and reporting.