BASIC FUNCTION
Position Overview
The Renewal Specialist II is responsible for reconciling client renewal contract data, preparing proactive renewal quotes, and processing subsequent sales orders.
What you'll do at Insight
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Responsible for managing a book of business including selling and expanding maintenance renewals by conducting research, verifying maintenance renewal data, gather pricing information, generating renewal quotations including additional revenue opportunities before expiration
Work collaboratively with internal and external stakeholders including sales, vendor partners and clients to build relationships
Work in coordination with sales to proactively pursue maintenance renewals and develop new client leads
Provide accurate pricing guidance to internal and external stakeholders including sales representatives and clients
Database management: ensure integrity of data entered is accurate
Work collaboratively with internal resources to ensure purchase orders and invoices are entered correctly and processed in a timely manner
Reconcile contract information with internal and external stakeholders including clients, vendors, and members of the sales department
Provide accurate information to forecast renewal opportunities including providing status updates throughout the sales process using both internal and external tools, programs, and software
Receive and process client Purchase Orders to confirm eligibility of warranty products and accuracy of coverage status
Ensure onboarding of Clients when applicable.
Other reporting responsibilities as requested
Maintain key performance indicators (KPI) as assigned
What you'll need to join Insight
Two-year college degree and/or 2-3 years equivalent relevant business experience; and/or equivalent combination of education and experience acceptable
Relevant experience with customer account services, vendor, and client relationships, including maintenance support and/or contract renewals preferred
Relevant experience in the technology industry preferred
Must demonstrate the ability to work collaboratively with internal and external stakeholders including sales, vendor partners, and clients
Must demonstrate the ability to use effective communication skills to aid in forming relationships with clients, partners internal resources, and stakeholders
Must demonstrate the ability to utilize time management, problem-solving, and organizational skills to prioritize workloads
Must demonstrate the ability to read, analyze, and interpret general business and professional technical procedures, and regulations.
Must demonstrate the ability to produce accurate information
Must demonstrate the ability to effectively communicate with, present information to, and respond to questions from clients, groups of managers, and other teammates at Insight.
Requires the ability to work both independently and in a cross-functional team environment
Must demonstrate proficiency in MS Excel and MS applications
Proficiency in relevant customer relationship management (CRM) software a plus
