Client Advisor

  • ClassificationSales/business development
  • Salary$50,000 ~ $55,000
  • Work typeFull-time
  • LocationAlberta, Canada
  • Posted on30 Oct 2017
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Client Advisor

It is the Client Advisor’s duty to conserve and increase revenue, to develop their territory actively, and to sell and service their assigned Territory. Participants are responsible for new sales of Keal Software and Professional Services to existing Customers, and the preservation of recurring revenues.


Primary responsibilities include:


Managing Assigned Clients, Conserve and Increase Revenue

    • Provide advice that will help our clients achieve their unique business objectives
    • Make recommendations on products and services to help meet brokers unique business objectives
    • Inform clients of new and / or enhanced integrations and solutions
    • Perform client touch points as required
    • Travel to events and customer sites as needed
    • Assist other Client Advisors as needed


    • Offer consulting services to clients on work processes, best practices etc.
    • Provide written report to clients outlining summary of analysis and recommendations



    • Train our clients on all solution modules
    • Maintain a generic approach and methodology to initiating and conducting training sessions
    • Participate and provide input and support in ‘train the trainer’ sessions
    • Conduct product demonstrations for existing clients
    • Give input to management on client feedback related to training issues and needs



    • Enter and keep Brokers Information up to date in Sales Force
    • Enter in a timely manner visit reports in Sales Force
    • Keep pipeline information up to date in Sales Force
    • Actively participate to weekly team meeting
    • Participate and collaborate to weekly and monthly review with management.


Additional responsibilities may include:


Products Support

    • Test and verify customer requirements
    • Test and verify product requirements
    • Participate in Focus groups on the new releases and the development of some enhancements
    • Participate in the Product Management meetings as required
    • Communicate with clients when needed to fully understand their correction and enhancement requests.


Special Projects

    • Product functionalities analysis or comparison
    • Team lead or implementation of Keal solutions for new clients
    • Other projects as defined


Assist with Client Support

    • Support/collaborate in implementation projects for new clients
    • Other projects as defined


Job Performance Requirements:

    • College Degree or equivalent
    • At least 5 years’ experience in an insurance or broker management systems environment
    • Bilingual (English and French) is an asset
    • Motivated, high energy, and a team player that interfaces well at all levels within the organization
    • Strong technical aptitude and able to demonstrate products
    • Proven, superior customer service skills
    • Excellent written and verbal communication skills, self motivated, goal oriented
    • Ability to execute on multiple priorities to be successful in this fast paced environment
    • Small company, teaming background (wearing different hats)
    • Own a valid driver’s license
    • Willing to travel outside the province



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