Account Advisor Cover Letter

I submit this application to express my sincere interest in the account advisor position.

In the previous role, I was responsible for business outlook for the assigned accounts, develop and execute recovery plans in circumstances of any gaps to achieve the quota.

Please consider my experience and qualifications for this position:

• RSA Portal Changes
• Accountable for identifying client issues, proposing solutions and escalating to the appropriate person to the point of resolution
• Securing at least 1 net new term agreement per quarter
• Conduct Daily Reviews at least once per quarter to help the team to better engage clients to deliver value
• Document and share client successes to better the knowledge base of the team as a whole (chatter, confluence, Daily Review, Pod Meeting, email to account manager)
• Manage a book of clients and renew the revenue monthly
• Build and strengthen relationships, develop a sense of trust and reliance with restaurant owners
• Reply to restaurant inquiries and requests or route them to Restaurant Care with in one business day

I would like to submit my application for the account advisor opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for pre-sales technical expertise and guidance on product decorating solutions, including both equipment and consumables products to new and existing accounts.

Please consider my qualifications and experience:

• Access Customers’ needs and advise on various options through to eventual orders and sale of goods
• Contract management responsibility for 1 major account with around 6000 connections and 70 smaller accounts covering approximately 1000 connections
• Carry out Bulk Changes, as requested by major customer
• Process terminal sales and upgrades
• Manage re-pricing of merchants to profitable level where applicable
• Respond to client requests and inquiries across a number of channels in a prompt and professional manner and ensure timely and accurate completion and/or submission of client requests in accordance with carrier guidelines
• Analyze, counsel and recommend coverages, identify and fill coverage gaps, identify cross sell opportunities
• Provide quotations and market proposals to explain and select coverages based on a thorough discovery and needs analysis and prepare applications and submit in accordance with carrier guidelines and timelines

Please consider me for the account advisor opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for and present reports and analysis to T1 Service Desk Lead showing BOM’s, RCA and other related.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Obtain claims information in an empathetic and timely manner
• Utilize the broker management system in an accurate and timely manner to enter and maintain all prospect & client account information and ensure accounts receivables are always collected and current
• Establish & maintain strong, productive and ongoing referral relationships both internally & externally with all clients, centers of influence and carrier partners
• Attend and participate in all mandatory training for compliance, service, product, systems & processes to ensure all regulatory requirements are met and complies with all best practices, professional standards, internal policies, and procedures
• Fill all annual insurance licensing requirements and obtain courses and track all necessary hours to keep licenses current and in good standing at all times
• Set & strive to reach high standards for goals that result in top quality results
• Exercise sound judgement, strategic thinking, be solution driven and possess strong problem solving skills