Manage and develop important agency relationships with guidance from senior colleagues.

Develop and implement a relationship management plan for existing accounts to identify and build relationships with relevant decision-makers and influencers within the organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified agency segments to ensure their needs are met.

Use personal expertise to identify the complex standard solutions offered by the organization that meet the agency's needs, together with quantities and product configurations. Present these to the agency with a clear rationale and explanation of the solution alignment with the agency's objectives.

Set clear objectives for each call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the agency; and ask targeted questions to assess interest and identify areas needing further clarification.

Assist with the development of internal communications and work collaboratively with colleagues to build strong external relationships and meet agency needs.

Identify potential accounts by obtaining information, referrals, and recommendations from existing accounts and other contacts and/or through participation at events.

Enter client information that has been gathered through research and/or through direct agency contact into the CRM system, to ensure that the organization has quality data to enable effective retention and business development activities.

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Other duties as assigned.