Account Manager Lead - Insurance
Account manager job at Alliant Technologies
Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
Reviews and summarizes marketing results and prepares proposals;
Finalizes proposals and presentations in coordination with Producer;
Binds insurance coverage and prepares binders and/or delegate certificates issuance;
Reviews policies for accuracy and review contracts;
Prepares summaries and/or schedules of coverage for clients;
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Provides technical guidance to staff assisting with client needs or procedural issues;
Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
Notifies producer of pertinent information related to client retention;
Meets with clients as needed or directed by Producer;
Provides mentoring to staff to support immediate supervisor;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent experience
Eight (8) or more years relevant experience Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite#LI-DM1
Territory Manager
Lubbock, TX jobs
Job Summary: We are seeking a dynamic and motivated Territory Manager to join our team. The ideal candidate will be responsible for driving sales of Continuous Positive Airway Pressure (CPAP) equipment and Continuous Glucose Monitoring (CGM) systems within their assigned territory. This role involves working closely with healthcare providers and clinical support staff, to promote CPAP and CGM solutions and ensure they are effectively integrated into patient care.
Key Responsibilities: Sales and business development. Develop and execute a strategic sales plan to achieve sales targets and expand market share for CPAP equipment and CGM systems within the assigned territory. Identify and engage potential new physician customers, industry stakeholders such as insurance carriers, and strategic alliances and advocates. Build and maintain strong relationships with existing clients to ensure high levels of satisfaction and repeat business.
Product Promotion and Education: Conduct product presentations and demonstrations to healthcare professionals, showcasing the benefits and features of CPAP equipment and CGM systems. Provide training and support to physicians and their staff on the use and benefits of CPAP equipment and CGM systems. Stay updated on industry trends, competitive products, and market conditions to effectively position our CPAP and CGM solutions and services.
Territory Management: Manage and prioritize a territory to maximize sales opportunities and customer engagement. Monitor sales performance and provide regular reports on progress, challenges, and market insights. Coordinate with the internal team to ensure timely and accurate order fulfillment and customer service.
Compliance and Documentation: Ensure all sales activities comply with company policies, industry regulations, and healthcare standards. Maintain accurate records of customer interactions, sales activities, and other relevant information in the company's CRM system.
Qualifications:
Bachelor's degree in Business, Marketing, Healthcare, or a related field, is preferred.
Proven experience in sales, preferably in the medical device or healthcare industry.
Strong understanding of CPAP equipment, Continuous Glucose Monitoring (CGM) systems, and related medical equipment is required.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and manage a sales territory effectively.
Proficiency in Microsoft Office Suite and CRM software.
Valid driver's license and willingness to travel within the assigned territory.
Manager, Strategic Growth - Specialties, Decorations, & Inclusions
Chicago, IL jobs
This role is critical for doubling specialties, a key strategic pillar for Barry Callebaut. The focus is on scaling up inclusions globally and regaining market share in choco decorations. This position coordinates cross-functional and cross-regional initiatives, ensuring timely project delivery and growth in volume and SCO for these categories. Key metrics include first commercialization date for footprint expansion, and volume/SCO growth.
Key Responsibilities
Inclusions global scale up: Align on growth and pricing strategy, act as sparring partner for CSD on footprint initiatives, ensure smooth commercialization of projects especially when export is involved, support GHI capabilities upgrades, assist with outsourcing projects, grow filled and baked inclusions at Global, Regional, local CPGs, chains and retail customers.
Choco decorations global scale up: Align on growth and pricing strategy, focusing on post-SKU rationalization portfolio adjustment & deployment, articulate footprint implications with CSD, ensure smooth commercialization of projects on global basis, support outsourcing projects, choco deco with relevant customer segments (to be aligned with regions), e.g. local CPGs, D&A, chains and retail customers.
Cross-functional project leadership from commercial perspective: Connect teams to implement global strategy for inclusions and choco decorations, building new processes to accelerate commercialization and then handing over to responsible functions. This involves problem-solving and change management across various functions.
Qualifications & Education
● Bachelor's Degree required. Master in Economics/Business/Food Engineering or equivalent preferred.
● English (full proficiency); Italian, Dutch a plus.
● Outstanding project and change management, strong commercial/marketing, value & solution selling, negotiation, familiarity with operations/CSD a plus, strong financial acumen and business planning.
● 8-10 years proven commercial/operational experience in a B2B environment with value in use / technical offering.
● Strong knowledge of Specialties portfolio (filled inclusions, baked inclusions, choco decorations) or ability to learn quickly.
● Comfortable with financial modeling, scenario planning, business case building, capex approval processes.
● Market, consumer, customer, retail insight and B2C experience in BAPA, Ice cream, Horeca, Dairy, Biscuits or proven commercial/sales experience with Global, Regional and national CPGs or Chains/Retail.
● Ability to travel up to 30% across regions (North America and Europe).
What you can expect from Barry Callebaut:
• Salary Range of $120,000 - $150,000, depending on factors such as experience and location, plus annual bonus and our comprehensive benefits package
• 12 paid holidays, plus your birthday off
• Environment that welcomes workplace flexibility
• An atmosphere where diversity is embraced, and inclusivity is second nature. We call it #OneBC! Just ask our champions with the Americas Women's Forum and the Racial Equality Forum!
• Ability to grow personally and professionally within an organization that values development and internal career growth
Be part of our mission in making sustainability the norm through Forever Chocolate with priorities centered around prospering farmers, zero child labor, carbon and forest positive, and creating 100% sustainable ingredients in all our products.
Territory Manager
Tyler, TX jobs
Job Summary: We are seeking a dynamic and motivated Territory Manager to join our team. The ideal candidate will be responsible for driving sales of Continuous Positive Airway Pressure (CPAP) equipment and Continuous Glucose Monitoring (CGM) systems within their assigned territory. This role involves working closely with healthcare providers and clinical support staff, to promote CPAP and CGM solutions and ensure they are effectively integrated into patient care.
Key Responsibilities: Sales and business development. Develop and execute a strategic sales plan to achieve sales targets and expand market share for CPAP equipment and CGM systems within the assigned territory. Identify and engage potential new physician customers, industry stakeholders such as insurance carriers, and strategic alliances and advocates. Build and maintain strong relationships with existing clients to ensure high levels of satisfaction and repeat business.
Product Promotion and Education: Conduct product presentations and demonstrations to healthcare professionals, showcasing the benefits and features of CPAP equipment and CGM systems. Provide training and support to physicians and their staff on the use and benefits of CPAP equipment and CGM systems. Stay updated on industry trends, competitive products, and market conditions to effectively position our CPAP and CGM solutions and services.
Territory Management: Manage and prioritize a territory to maximize sales opportunities and customer engagement. Monitor sales performance and provide regular reports on progress, challenges, and market insights. Coordinate with the internal team to ensure timely and accurate order fulfillment and customer service.
Compliance and Documentation: Ensure all sales activities comply with company policies, industry regulations, and healthcare standards. Maintain accurate records of customer interactions, sales activities, and other relevant information in the company's CRM system.
Qualifications:
Bachelor's degree in Business, Marketing, Healthcare, or a related field, is preferred.
Proven experience in sales, preferably in the medical device or healthcare industry.
Strong understanding of CPAP equipment, Continuous Glucose Monitoring (CGM) systems, and related medical equipment is required.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and manage a sales territory effectively.
Proficiency in Microsoft Office Suite and CRM software.
Valid driver's license and willingness to travel within the assigned territory.
Territory Manager
Beaumont, TX jobs
Job Summary: We are seeking a dynamic and motivated Territory Manager to join our team. The ideal candidate will be responsible for driving sales of Continuous Positive Airway Pressure (CPAP) equipment and Continuous Glucose Monitoring (CGM) systems within their assigned territory. This role involves working closely with healthcare providers and clinical support staff, to promote CPAP and CGM solutions and ensure they are effectively integrated into patient care.
Key Responsibilities: Sales and business development. Develop and execute a strategic sales plan to achieve sales targets and expand market share for CPAP equipment and CGM systems within the assigned territory. Identify and engage potential new physician customers, industry stakeholders such as insurance carriers, and strategic alliances and advocates. Build and maintain strong relationships with existing clients to ensure high levels of satisfaction and repeat business.
Product Promotion and Education: Conduct product presentations and demonstrations to healthcare professionals, showcasing the benefits and features of CPAP equipment and CGM systems. Provide training and support to physicians and their staff on the use and benefits of CPAP equipment and CGM systems. Stay updated on industry trends, competitive products, and market conditions to effectively position our CPAP and CGM solutions and services.
Territory Management: Manage and prioritize a territory to maximize sales opportunities and customer engagement. Monitor sales performance and provide regular reports on progress, challenges, and market insights. Coordinate with the internal team to ensure timely and accurate order fulfillment and customer service.
Compliance and Documentation: Ensure all sales activities comply with company policies, industry regulations, and healthcare standards. Maintain accurate records of customer interactions, sales activities, and other relevant information in the company's CRM system.
Qualifications:
Bachelor's degree in Business, Marketing, Healthcare, or a related field, is preferred.
Proven experience in sales, preferably in the medical device or healthcare industry.
Strong understanding of CPAP equipment, Continuous Glucose Monitoring (CGM) systems, and related medical equipment is required.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and manage a sales territory effectively.
Proficiency in Microsoft Office Suite and CRM software.
Valid driver's license and willingness to travel within the assigned territory.
Territory Manager
Austin, TX jobs
Job Summary: We are seeking a dynamic and motivated Territory Manager to join our team. The ideal candidate will be responsible for driving sales of Continuous Positive Airway Pressure (CPAP) equipment and Continuous Glucose Monitoring (CGM) systems within their assigned territory. This role involves working closely with healthcare providers and clinical support staff, to promote CPAP and CGM solutions and ensure they are effectively integrated into patient care.
Key Responsibilities: Sales and business development. Develop and execute a strategic sales plan to achieve sales targets and expand market share for CPAP equipment and CGM systems within the assigned territory. Identify and engage potential new physician customers, industry stakeholders such as insurance carriers, and strategic alliances and advocates. Build and maintain strong relationships with existing clients to ensure high levels of satisfaction and repeat business.
Product Promotion and Education: Conduct product presentations and demonstrations to healthcare professionals, showcasing the benefits and features of CPAP equipment and CGM systems. Provide training and support to physicians and their staff on the use and benefits of CPAP equipment and CGM systems. Stay updated on industry trends, competitive products, and market conditions to effectively position our CPAP and CGM solutions and services.
Territory Management: Manage and prioritize a territory to maximize sales opportunities and customer engagement. Monitor sales performance and provide regular reports on progress, challenges, and market insights. Coordinate with the internal team to ensure timely and accurate order fulfillment and customer service.
Compliance and Documentation: Ensure all sales activities comply with company policies, industry regulations, and healthcare standards. Maintain accurate records of customer interactions, sales activities, and other relevant information in the company's CRM system.
Qualifications:
Bachelor's degree in Business, Marketing, Healthcare, or a related field, is preferred.
Proven experience in sales, preferably in the medical device or healthcare industry.
Strong understanding of CPAP equipment, Continuous Glucose Monitoring (CGM) systems, and related medical equipment is required.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and manage a sales territory effectively.
Proficiency in Microsoft Office Suite and CRM software.
Valid driver's license and willingness to travel within the assigned territory.
Territory Manager
Houston, TX jobs
Job Summary: We are seeking a dynamic and motivated Territory Manager to join our team. The ideal candidate will be responsible for driving sales of Continuous Positive Airway Pressure (CPAP) equipment and Continuous Glucose Monitoring (CGM) systems within their assigned territory. This role involves working closely with healthcare providers and clinical support staff, to promote CPAP and CGM solutions and ensure they are effectively integrated into patient care.
Key Responsibilities: Sales and business development. Develop and execute a strategic sales plan to achieve sales targets and expand market share for CPAP equipment and CGM systems within the assigned territory. Identify and engage potential new physician customers, industry stakeholders such as insurance carriers, and strategic alliances and advocates. Build and maintain strong relationships with existing clients to ensure high levels of satisfaction and repeat business.
Product Promotion and Education: Conduct product presentations and demonstrations to healthcare professionals, showcasing the benefits and features of CPAP equipment and CGM systems. Provide training and support to physicians and their staff on the use and benefits of CPAP equipment and CGM systems. Stay updated on industry trends, competitive products, and market conditions to effectively position our CPAP and CGM solutions and services.
Territory Management: Manage and prioritize a territory to maximize sales opportunities and customer engagement. Monitor sales performance and provide regular reports on progress, challenges, and market insights. Coordinate with the internal team to ensure timely and accurate order fulfillment and customer service.
Compliance and Documentation: Ensure all sales activities comply with company policies, industry regulations, and healthcare standards. Maintain accurate records of customer interactions, sales activities, and other relevant information in the company's CRM system.
Qualifications:
Bachelor's degree in Business, Marketing, Healthcare, or a related field, is preferred.
Proven experience in sales, preferably in the medical device or healthcare industry.
Strong understanding of CPAP equipment, Continuous Glucose Monitoring (CGM) systems, and related medical equipment is required.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and manage a sales territory effectively.
Proficiency in Microsoft Office Suite and CRM software.
Valid driver's license and willingness to travel within the assigned territory.
Regional Sales Manager/ Field Sales
Henderson, NV jobs
Global Industrial
For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America.
We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America.
Key Responsibilities
Strategic Planning
Effective management of multiple sales reps to develop and maintain a tactical account territory sales plan.
Assist in developing strategic sales plans with sales reps for optimum results, e.g. setting goals and objectives.
Continuous analysis of sales activities to make suggestions for improvement and identify missed opportunities to assist sales reps in obtaining outlined goals and objectives, e.g. monitor witness calls to insure GEC business practices are being followed.
Prioritize tasks, utilize your time effectively and efficiently, and take full advantage of available resources.
Collaborate with the Sales Executives to implement training and incentive programs.
Assist in the development of strategy and be responsible for implementing and translating that strategy into tangible actions for the team.
Routine field engagements to evaluate sales competency and assist in securing strategic relationships
Identify and collaborate with CSM on account positioning and assignments, territory strategy and TTM (Time-Territory Management)
Team development
Establish and maintain a positive team atmosphere.
Coach, motivate and inspire the team to achieve and exceed sales targets.
Develop rapport with reps to gain their trust and confidence.
Develop performance objectives with the sales reps, clearly articulating responsibilities and expectations.
Encourage staff to suggest ways to improve services. Listen to their ideas and acknowledge their points of view.
Promote professional development amongst sales reps by encouraging training and other resources to enhance skills.
Create an atmosphere that allows sales reps to discuss issues and find solutions together
Leadership
Provide strong leadership to staff by creating a positive work environment
Communicate company vision and overall sales objectives to reps and how they personally contribute to the company's success.
Manage employees with a sense of integrity, creativity, fairness and assertiveness.
Be an available resource to your team to assist in resolving issues finding alternative solutions.
Performance management
Set clear, daily goals that provide team members with actionable core business performance standards & expectations
Manage individual subordinates' performance based on agreed set of objective by providing timely performance feedback and coaching as necessary.
Partner with sales reps to ensure shared accountability on all quality, quantity, and timeliness standards.
Product Knowledge
Understanding of Global Equipment Company's Industry and products.
Knowledgeable of GEC's market strategy, competitive landscape, unique value proposition, how we compete and win in the market, and our financial metrics.
Keep current with the competitor activities and industry changes that affect product sales information.
Understand how to improve sales team's ability to spot emerging customer opportunities.
Competencies and skills
Minimum 2 to 4 years sales supervisory experience.
Experience supervising 10+ employees in a Business to Business Sales environment. Field sales/remote sales management preferred.
Must understand basic math to include calculation of percentages, profit margins, gross profit vs. net income, etc.
Disciplined self-starter with strong work ethic
Strong organizational, administrative and time management skills
Demonstrated success in achieving and exceeding sales goals and quotas.
Excellent oral/written communication, presentation, negotiation, organizational skills.
Proficient in Microsoft Excel, Word and Access.
EEO/AA Statement
Global Industrial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Outside Sales Account Manager
San Diego, CA jobs
Immediate Opening - Outside Account Manager
(San Diego County)
Earnings: $90,000 - $140,000
Are you a networking expert who enjoys meeting new people and forming lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team!
What You'll Be Doing
Your car is your office (Monday through Friday, 8:00 AM - 5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County.
Build relationships with real estate professionals.
Promote our top-tier inspection and disclosure services.
Drive sales and grow your territory through consistent follow-up and office visits.
Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs
Collaborate with a strong support team using a proven sales strategy.
Stay organized while handling multiple priorities like a pro.
Who We're Looking For
✅ Outgoing, driven, and not afraid to ask for the sale
✅ A self-starter who loves being on the road and owning their territory
✅ A natural communicator and confident presenter
✅ Experience in real estate (a huge plus!)
✅ Bilingual? Even better!
✅ Social media savvy - ready to record, post, and brand yourself daily
✅ Must have a valid CA driver's license and a reliable vehicle
Perks & Benefits
Company-issued iPad & iPhone
Car allowance + mileage & expense reimbursements
Medical, Dental & Vision coverage
Growth opportunities with a reputable, expanding company
Trainee Territory Manager
Nashville, TN jobs
Ritchie Bros. is transforming the global used equipment market-and we want you to be part of it. As a premier global asset management and disposition company, we help thousands of customers around the world buy and sell heavy equipment, trucks, and other assets every month through our onsite and online platforms. Our team is known for innovation, customer focus, and a work culture like no other. If you thrive in a fast-paced, entrepreneurial environment, this is the place to move, build, and grow your career.
The Opportunity
We're looking for a Trainee Territory Manager to join our growing sales organization in the Nashville, TN region. This opportunity is ideal for someone who loves learning, is energized by building relationships, and is excited about a long-term sales career managing a multi-million-dollar territory.
You'll enter an intensive 6-month hands-on training program, working closely with experienced Territory Managers and sales leaders. You'll learn our business, our customers, and the selling skills that make our team successful.
Upon successful completion of the program, you'll be positioned for a Territory Manager role, responsible for driving growth, building customer partnerships, and serving as a trusted advisor across a diverse customer base.
What You'll Learn & Do
Comprehensive training across the full sales cycle, including territory management, prospecting, and pipeline planning
Understanding of competitive landscapes and core selling skills
Conducting high-quality customer calls and building long-term client relationships
Identifying customer needs and delivering value-based solutions
Gaining commitment and closing deals with integrity
Exposure to operational processes such as deal management, auction operations, and customer support excellence
Development of strong equipment and market knowledge, including heavy equipment fundamentals, valuation, and industry trends
Hands-on experience with a wide range of machinery, including working outdoors in various weather conditions
What You Bring
0-2 years of experience in a structured sales role with a strong record of meeting or exceeding targets
High learning agility and genuine curiosity
Strong work ethic paired with a positive, fun attitude
Excellent communication and listening skills
Ability to make sound decisions quickly in a fast-paced environment
Natural relationship-building ability and authentic customer focus
Willingness to travel 2-3 days every other week within the territory
Proximity to the assigned territory
Ability to attend auctions and training several times per year
A valid, clean driver's license
Experience around heavy equipment is an asset
Competitive spirit-always with integrity
What We Offer
Our success is built on the dedication of our people. We're committed to helping you build a rewarding long-term career with continuous learning and advancement opportunities.
We offer:
Comprehensive medical and dental benefits
RRSP for Canada or 401(k) for US with company match
Employee Stock Purchase Program
Join a global team that's reshaping the used equipment industry. Apply today and start your journey toward becoming a trusted advisor and Territory Manager in Nashville, TN
Outside Sales Account Manager
Laguna Hills, CA jobs
Immediate Opening - Outside Account Manager
(Orange County)
Earnings: $90,000 - $140,000
Are you a networking pro who loves meeting new people and building lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team!
What You'll Be Doing
Your car is your office (Monday-Friday 8:00 AM-5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County.
Build relationships with real estate professionals.
Promote our top-tier inspection and disclosure services.
Drive sales and grow your territory through consistent follow-up and office visits.
Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs.
Collaborate with a strong support team using a proven sales strategy.
Stay organized while handling multiple priorities like a pro.
Who We're Looking For
✅ Outgoing, driven, and not afraid to ask for the sale
✅ A self-starter who loves being on the road and owning their territory
✅ A natural communicator and confident presenter
✅ Experience in real estate (a huge plus!)
✅ Bilingual? Even better!
✅ Social media savvy - ready to record, post, and brand yourself daily
✅ Must have a valid CA driver's license and a reliable vehicle
Perks & Benefits
Company-issued iPad & iPhone
Car allowance + mileage & expense reimbursements
Medical, Dental & Vision coverage
Growth opportunities with a reputable, expanding company
Franchise Business Development Project Manager
Lexington, KY jobs
It All Starts with Our People
As the leader in automotive preventive maintenance, Valvoline has a proven track record of growth. We continue to invest in our people, processes, and technology to strengthen our ability to efficiently deliver Quick, Easy, Trusted service across all our stores - every day. We're not just in the car business; we're in the people business. And we're looking for humble, hungry, and smart people to help us shape the future of mobility. If you're hungry to drive change and seek a dynamic, collaborative environment that fuels both personal and professional growth, you've found your place with us.
Our highest priority is creating a welcoming workplace with team members from a wide variety of diverse backgrounds and experiences.
The Opportunity
Valvoline has a rewarding opportunity as a Franchise Business Development Project Manager. In this role, you will develop and bring to fruition new franchised unit opportunities from site discovery and application to senior management reviews, approvals, and openings. This role is critical to the development of the new unit pipeline, the development agreement performance, and the reporting of same driving consistent and predictable store count growth. The role also leads and administers franchise bounty and finance programs, which fund the aggressive growth of franchisees.
How You'll Make a Difference
1. Franchise New Store Development & Site Approvals
· Develop and maintain structured franchise site approval process
Counsel franchisees in key factors that influence approval/rejection of sites by VRS. Items would include acceptable proforma cashflow, site design criteria, trade area characteristics
Lead New Unit Review and present to VRS Management. Represent franchisee by explaining rationale for site. Pointing out pros/cons of location to VRS Sr. Management and explaining projected total investment and financials of each site.
· Provide pipeline knowledge to leadership for EBITDA planning and monthly updates.
· Role generates predictability in earnings
2. Manage and Facilitate Store Bounty and Franchise Lending Programs
· Determine bounty payment using historical POS data (acquisition) or projected oil changes (new construction). Make total bounty payout recommendation to Sr. Management for each new unit.
· Create amortization schedules and ensure bounty notes are fully executed prior to distribution. Provide notes to VRS Treasury to ensure proper accounting in loan ledger
· Disburse bounty payment to franchisee using VRS Payment Request System
· Manage bounty “true ups”. Make recommendation to leadership to resolve any under or over payments generated by actual store performance
· Oversee current Bank of America program. Determine which franchisees are qualified to use the program to fund new store development.
· Review all loan packages prior to submission to VRS Treasury/Cash Management. Represent franchisee by explaining rationale for recommendation to provide VRS 100% loan guarantee
3. New Franchisee Qualification and Onboarding
· Manage incoming business development leads
Prequalify new franchisee prospects
Prequalify VIOC/VIOCF quick lube acquisitions
Prequalify Express Care quick lube conversions
· Manage Discovery Days
Schedule internal participants
Schedule prospective franchisees
Manage/maintain presentation content from internal presenters
· Gaining financial approval of prospective franchisees
Review corporate/personal financial statements to determine prospect meets VRS minimum financial qualifications
Manage/maintain all forms required for new franchisee approvals (franchise application, personal financial statements)
· Train new franchisees on Business Development resources and support as part of New Franchisee Orientation program
4. Develop, Manage and Communicate Development Agreement Scorecard
INTERNAL
Track development timelines including construction/opening of new stores
EXTERNAL
Lead bi-annual Development Agreement scorecard reviews with franchise principals and VRS Sr. Management
5. Supervise and Facilitate Franchise Growth Ready Process and Transfers/Renewals
· Develop and manage a process that ensures only operational and financially qualified franchisees grow the VIOC brand
· Engage VVV Finance and Credit
Complete review of the franchise system's financials to determine growth-ready abilities
· Engage VRS franchise leadership and operations management
Solicit input and get consensus on growth-ready parameters
· Frequency of reviews
· Triggers for reviews (new development agreement, addition of new store, accounts receivable issues)
· Lead growth-ready reviews with franchisee principals and VRS internal team
Develop and manage tracking system to ensure consistency and timeliness
· Create and oversee process that ensures timely franchise agreement renewals
Solicit input from VRS Legal & Franchise Operations
Verify franchisee compliant with license agreement standards
Calculate renewal bounty payout per store and ensure all legal documentation properly executed prior to distribution
· Initiate VRS internal franchise transfer process to ensure proper documentation and accurate account settlement prior to termination of former franchisee
Outstanding accounts receivable
Unamortized new store bounty balances
What You'll Need to Succeed
Education: Bachelor's degree or relevant experience
Certification: Federal Trade Commission Registered Sales Agent
Experience: 5-8 years' experience working with a franchise or other entrepreneur-owned / controlled business
Knowledge/Skills:
Personal interaction skills
Must have the ability to manage significant amounts of detail, among a significant number of owners and stores
Position will manage levels from the president to functional management teams across the organization.
Incumbent will manage external customer contacts with senior officers of franchise systems that maintain a net worth in excess of $1 billion.
Incumbent will interact with independent quick lube owner/operators; franchise prospects well-versed in other retail & finance businesses, as well as private equity firms looking to potentially invest and/or diversify with the VIOC franchise platform.
Position will interact with bank representatives at levels from senior officers regarding loan program management to loan officers regarding individual franchise loan requests.
We Take Care of the WHOLE You
Health insurance plans (medical, dental, vision)
HSA and flexible spending accounts
401(k)
Incentive opportunity*
Life insurance
Short and long-term disability insurance
Paid vacation and holidays*
Employee Assistance Program
Valvoline Instant Oil Change discounts
Tuition reimbursement*
Adoption assistance*
*Terms and conditions apply, and benefits may differ depending on position.
Your Path to Valvoline
Valvoline provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Join us in revolutionizing the automotive aftermarket industry while enjoying competitive benefits, a supportive work culture, and opportunities for advancement. Apply now and become an integral part of our journey at Valvoline.
The Company endeavors to make its recruitment process accessible to any and all users. Reasonable accommodations will be provided upon request to applicants with disabilities to facilitate equal opportunity throughout the recruitment and selection process. Please contact Human Resources at 1.833.VVV.Report or email ***************** to make a request for reasonable accommodation during any aspect of the recruitment and selection process. The contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Sales Account Manager
River Grove, IL jobs
Location: On-site at The Bazaar Headquarters// Remote Work Optional depending on experience and job fit.
Job Type: Full-Time
Compensation: Total On Target Earnings is 105K.
75K base +1% of sales (uncapped commission)
About The Bazaar:
The Bazaar is a 65-year-old, family owned, leader in the closeout and off-price distribution industry, specializing in consumer-packaged goods (CPG). With a strong reputation for sourcing and distributing high-quality products at unbeatable prices, we serve a diverse range of retailers and businesses. Our team is dedicated to delivering exceptional value and fostering long-term partnerships in the marketplace.
Who this Job is perfect for:
A person with Experience and Passion for CPG distribution selling to retailers, E-com, and Wholesalers around the world.
A gritty and high energy salesperson who builds relationships very well.
Someone who thrives in a family business environment. This is not a corporate culture, we believe in quick decisions, hustle, and total honesty. You will be judged on your effort and performance daily!
You will spend a ton of time building meaningful relationships with your customers, this is a great job for someone who loves people.
Position Overview:
We are seeking a Account Manager to drive revenue growth, expand customer relationships, and manage key accounts in the closeout and off-price retail space. The ideal candidate will have a proven track record in sales, strong negotiation skills, and experience in CPG, distribution, or wholesale trade. This role requires a strategic thinker who can identify new opportunities, manage complex deals, and build lasting partnerships with retailers and suppliers.
Key Responsibilities:
In collaboration with leadership, develop and execute a strategic sales plan to expand market presence and revenue streams.
Manage and grow existing customer accounts by identifying, selling and building strong relationships across all departments in your assigned national accounts.
Actively seek new business opportunities at the national and regional levels.
Build and maintain strong relationships with key decision-makers (C-Level) at retail partners.
Negotiate pricing, terms, and contracts to maximize profitability.
Stay ahead of industry trends, market conditions, and competitor activities.
Collaborate with internal teams (procurement, logistics, and finance) to ensure seamless execution of deals.
Meet and exceed sales individual and team targets through proactive pipeline management and customer engagement.
Utilize CRM and ERP systems to track sales performance, customer interactions, and forecasts.
Qualifications & Skills:
Ideally you have 5-10 years of experience in sales, account management, or business development, preferably in CPG, wholesale, or closeout distribution.
Strong negotiation, communication, presentation and interpersonal skills.
Ability to manage complex sales cycles and close high-value deals.
Proven ability to meet or exceed sales targets and revenue goals.
Proficiency in CRM and ERP systems for tracking sales performance.
Excellent analytical and problem-solving skills (Big deal these days)
Detail-oriented and research-driven individual
Outstanding time management and organizational skills. Ability to prioritize daily work flow well.
Ability to travel as needed to meet with customers and attend industry events.
Why Join Us?
Competitive salary with performance-based incentives. No cap on earnings.
Opportunity to work with a Family-owned company in a fast-paced industry.
Collaborative team environment with opportunities for career growth.
Exposure to a diverse portfolio of products and customers.
You will build and run your own book of business. You will "eat what you kill", so to speak.
Outside Sales Account Manager
Birmingham, AL jobs
Outside Sales Account Manager - Commercial Plumbing - Wholesale Industrial Distribution
Birmingham AL region
Forge Strong Customer Connections: Develop and nurture robust relationships with both existing and potential customers by actively listening to their needs and providing customized solutions.
Develop Meaningful Relationships: Cultivate and maintain strong connections with key decision-makers at existing and potential customer accounts, understanding their business objectives and challenges.
Champion Our Product Line: Effectively promote and sell our comprehensive portfolio of commercial plumbing products.
Educate and Engage: Organize and lead technical training sessions, informative lunch-and-learns, and engaging business presentations for our customer base.
Drive the Sales Process: Manage the entire sales cycle efficiently, from initial inquiries and quotation generation through to successful delivery and diligent follow-up.
Collaborate for Success: Work closely with our internal teams, including inside sales, procurement, accounting, and product specialists, to ensure seamless order processing and exceptional customer satisfaction.
Deliver Outstanding Service: Proactively monitor sales order statuses and ensure timely and effective responses to all customer needs and requirements.
With a strong presence across the Southeast (NC, SC, FL, GA, TN, and AL), we specialize in providing high-quality industrial pipe, valves, and fittings (PVF) and commercial plumbing products. Join our team and experience unparalleled opportunities for personal and professional growth in a supportive and collaborative atmosphere.
We are more than just a distributor; we are a family-owned and operated company built on a foundation of strong values and a commitment to excellence. Since our establishment in 1980 in Greenville, SC, our mission to "Honoring God in All We Do" guides our every interaction, creating a workplace where every team member is valued and respected.
Outstanding pay and benefits provided - Base salary + monthly commissions + annual bonus, generous automobile allowance, PTO, Eastern Cares Mission Days, paid life insurance, paid short-term & long-term disability insurance, 401K plan with employer match, and excellent medical, dental, and vision insurance.
Experience & Qualifications
3+ years of PVF / Wholesale Industrial Supplies outside sales experience
Ability to travel to customer locations daily with occasional overnight stays
Good driving record
Account Executive
Santa Monica, CA jobs
Plug is the only wholesale platform built exclusively for used electric vehicles. Designed for dealers and commercial consignors, Plug combines EV-specific data, systems and expertise to bring clarity and confidence to the wholesale buying and selling process. With the addition of Trade Desk™, dealers can quickly receive cash offers or list EV trade-ins directly into the auction, removing friction and maximizing returns. By replacing outdated wholesale methods with tools tailored to EVs, Plug empowers dealers to make faster and more profitable decisions with a partner they can trust. For more information, visit *****************
The Opportunity
As an Account Executive at Plug, you will play a crucial role in expanding our reach and impact. Your primary goal will be to source potential new dealerships, onboard them to our internal platforms, and ensure their active engagement and transactions within Plug. This is a unique opportunity to be part of a company that's not just selling a product, but also driving a significant shift towards a sustainable future.
Key Responsibilities
Collaborate with leadership to identify and target potential dealerships as Plug customers, focusing on their EV buying and selling patterns. Ideal candidates will be comfortable owning all stages of the sales cycle, including general forecasting to help assess the sales pipeline regularly.
Conduct outreach to U.S. car dealerships interested in purchasing EVs, introducing them to Plug's auction services. Engage with decision-makers at car dealerships to understand and influence their vehicle buying and selling processes.
Leverage CRM tools, primarily Hubspot, to record and track key information about dealership contacts, potential opportunities and outreach.
Help executives develop Plug's differentiator, outlining the unique value and advanced technology that Plug offers to EV buyers and sellers, setting us apart from other auctions.
Efficiently register new customers and facilitate their initial purchases on the auction platform owning the on-boarding cycle from end-to-end.
Be a key stakeholder throughout the implementation stage, guiding new customers through their first transaction, and ensuring a smooth and successful experience.
Provide exceptional post-sales support to new customers, encouraging continuous utilization of our services. Continue regular outreach to ensure retention is top of mind for all customers as we continue to grow.
Qualifications
Comfortable working in a startup environment where expectations are high and the business model is in a near-constant state of transformation. Change, sometimes daily, is the norm.
Cooperative, team player mentality.
Two or more years of proven experience in sales or business development, preferably in the automotive or technology sectors. Auto dealership sales experience is a plus.
Strong communication and interpersonal skills, with an ability to engage effectively with various stakeholders, including business customers and senior executives.
Experience with sales tools, specifically Hubspot, and data-driven sales approaches.
Demonstrated ability to identify and develop new business opportunities.
Commitment to delivering high-quality customer service and support.
Ability to work collaboratively in a fast-paced and evolving startup environment.
Base Compensation: $65,000 - $70,000 USD
Commission: Uncapped. We believe high performers will earn well into the six (6) figures with no cap on earnings. Hard work should be rewarded.
This full-time position is based in Santa Monica, CA. We welcome candidates from all locations to apply, provided they are willing to relocate to Plug HQ for the role. Relocation assistance will not be provided for successful candidates.
Plug is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. And if you do, you suck.
Territory Sales Manager, C&I Sales (IL, NE and IA)
Chicago, IL jobs
Responsible for managing Commercial Industrial (C&I) and PEMB customer relationships, estimating, quoting, and sales activity within an assigned territory: (IL, NE and IA)
About Us: Headquartered in Vacaville, California, All Weather Insulated Panels (AWIP), has three state-of-the-art continuous-line manufacturing facilities including Vacaville, California, East Stroudsburg, Pennsylvania, and Little Rock, Arkansas. AWIP is an innovator in the design, construction, and advancement of insulated metal panels and is strategically positioned to meet the growing energy, environmental and economic challenges facing the North American building industry. AWIP provides its customers with a broad line of insulated wall and roof panels and a full range of complementary trims, accessories, and engineering services.
Essential Functions
Grow sales in assigned territory in accordance with assigned sales targets.
Maintain existing customer relationships and develop new customer relationships through face-to-face visits; customer service efforts; and phone and e-mail conversations.
Visit customer job sites to support sales and customer service activities.
Ensure excellence and professionalism in customer interactions.
Be a subject matter expert on all products that AWIP manufactures and distributes.
Prepare and deliver product presentations to contractors, architects, and engineers.
Read construction blueprints, drawings, plans, and specifications and prepare estimates.
Create detailed job site visit reports including pictures, descriptions of products being installed, and job site environment, and report current or possible future issues with the products.
Plan, prioritize, and organize travel to different areas of the assigned territory to facilitate sales and customer service.
Perform jobsite inspections and jobsite visits to support warranty and customer service requirements. Coordinate with AWIP field services to ensure accurate and complete repair and warranty service.
Prepare reports as directed by the National Sales Manager.
Perform other job duties as assigned.
Knowledge, Skills, and Abilities
Written & Verbal Communication Skills
Interpersonal Skills
Collaboration Skills
Negotiation & Persuasion Skills
Research, Strategy & Business Development Skills
Business Intelligence Skills
Education and Experience
Minimum of bachelor's degree or equivalent sales/industry experience.
5 years experience in direct sales of construction or architectural products.
Experience in reading construction drawings and specifications. Demonstrated aptitude will be considered in lieu of experience.
Computer proficiency including Microsoft Word, Excel, PowerPoint, Outlook.
Additional Qualifications
Must possess creditworthiness and a major credit card with a sufficient limit to maintain monthly travel expenses until reimbursed by the company.
Physical Requirements
Visual acuity and ability to discern color and texture.
Ability to use a computer, keyboard, and presentation media effectively.
Ability to stand, sit, walk, and reach with arms and hands.
Ability to lift approximately 25 pounds.
Ability to interact effectively with clients, vendors, employees, and other individuals.
Ability to function effectively with moderate to high levels of stress in a demanding and dynamic environment.
Employees must be able to concentrate for extended periods and consistently produce organized thoughts and execute sound judgment.
Frequent travel by automobile, airplane, and other modes of public transportation are required.
Working Environment
This position operates from both a professional office environment and a home office environment.
Meetings with customers will take place in offices, on construction job sites and in public environments such as coffee shops and restaurants.
Electronic communication will take place on a company-provided laptop via e-mail and other Internet forms of communication. Primary phone contact will be made by company-provided mobile phone.
While performing the duties of this job, the employee is regularly exposed to work near moving mechanical parts, dusty conditions, high-noise environments, chemicals used in the process, and extreme temperatures. The facility is an industrial manufacturing plant.
This position is designated safety sensitive.
Benefits of Working with Us:
We offer a professional but family-oriented culture. Our benefits package is comprehensive, including medical (80% of plan premiums covered) dental, and vision with no waiting period to enroll! 401k with up to 4% matching, life, and AD&D insurance, disability insurance, shopping discount program, employee assistance program, and Quarterly Bonus Program for all employees!
AWIP is a drug-free workplace. This is a safety-sensitive position.
Territory Sales Manager
Dallas, TX jobs
Are you a results-driven sales professional with a passion for building lasting relationships? Join our team at AWIP as a Territory Sales Manager and take charge of driving growth in the Commercial Industrial (C&I) market across the Dallas region.
Essential Functions
Grow sales in the assigned territory in accordance with assigned sales targets.
Maintain existing customer relationships and develop new customer relationships through face-to-face visits; customer service efforts, and phone and e-mail conversations.
Visit customer job sites to support sales and customer service activities.
Ensure excellence and professionalism in customer interactions.
Be a subject matter expert on all products that AWIP manufactures and distributes.
Prepare and deliver product presentations to contractors, architects, and engineers.
Read construction blueprints, drawings, plans, and specifications and prepare estimates.
Create detailed job site visit reports including pictures, descriptions of products being installed, and job site environment, and report current or possible future issues with the products.
Plan, prioritize, and organize travel to different areas of the assigned territory to facilitate sales and customer service.
Perform jobsite inspections and jobsite visits to support warranty and customer service requirements. Coordinate with AWIP field services to ensure accurate and complete repair and warranty service.
Prepare reports as directed by the National Sales Manager.
Perform other job duties as assigned.
Knowledge, Skills, and Abilities
Written & Verbal Communication Skills
Interpersonal Skills
Collaboration Skills
Negotiation & Persuasion Skills
Research, Strategy & Business Development Skills
Business Intelligence Skills
Education and Experience
Minimum of a bachelor's degree or equivalent sales/industry experience.
5 years of experience in direct sales of construction or architectural products.
Experience in reading construction drawings and specifications. Demonstrated aptitude will be considered in lieu of experience.
Computer proficiency, including Microsoft Word, Excel, PowerPoint, Outlook.
Additional Qualifications
Must possess creditworthiness and a major credit card with a sufficient limit to maintain monthly travel expenses until reimbursed by the company.
Physical Requirements
Visual acuity and ability to discern color and texture.
Ability to use a computer, keyboard, and presentation media effectively.
Ability to stand, sit, walk, and reach with arms and hands.
Ability to lift approximately 25 pounds.
Ability to interact effectively with clients, vendors, employees, and other individuals.
Ability to function effectively with moderate to high levels of stress in a demanding and dynamic environment.
Employees must be able to concentrate for extended periods and consistently produce organized thoughts and execute sound judgment.
Frequent travel by automobile, airplane, and other modes of public transportation are required.
Benefits of Working with Us:
We offer a professional but family-oriented culture. Our benefits package is comprehensive, including medical (80% of plan premiums covered) dental, and vision with no waiting period to enroll! 401k with up to 4% matching, life, and AD&D insurance, disability insurance, shopping discount program, employee assistance program, and Quarterly Bonus Program for all employees!
AWIP is a drug-free workplace. This is a safety-sensitive position.
Senior Sales Executive
Kirkland, WA jobs
International sales company seeking bold, self-motivated sales executives looking to shape, launch, and expand fast-growing markets. We have an exciting and creative sales methodology and seek hard-working, open-minded individuals. As a core member of our team, you'll drive business growth and influence new product initiatives. Our company offers ongoing training, a competitive salary, benefits, and commission.
Requirements:
· Minimum 7-10 years of successful sales experience.
· Bachelor's degree (a combination of experience may be considered in place of a degree).
· Experience building a database of customers and closing.
· Business-to-Business sales experience is highly sought after.
· Ability to work well across company lines and to report to a C-Level employee.
· Excellent experience in verbal and written communications, high-level phone sales with clients, computer, and scheduling.
· Must be comfortable generating new business over the phone.
· Ability to understand and be comfortable with short-term and long-term sales completion.
Desired Candidate Attributes:
· Effective communication skills.
· Adaptability and able to make quick transitions.
· Ability to problem solve and overcome obstacles.
· Positive attitude and motivated by challenges.
· Attention to detail and organized.
· Dependable and quick to support and assist others.
Responsibilities:
· Strategic market planning with the team.
o Maintain and create your own call schedule daily.
o Ability to stay on the phone negotiating high levels of business.
o CRM reporting and projection management.
· Effective reporting on current and future business.
· Receive and apply training to sales strategy and closing methodologies.
· Generating new business through cold calling and incoming leads.
Pay/Salary Range DOE: Starting at $100K including commission.
Sales Manager
Miami, FL jobs
Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion.
About the Role:
We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth.
You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels.
What You'll Do:
Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally.
Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning.
Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance.
Collaborate with operations and logistics to ensure timely and accurate order fulfillment.
Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs.
Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad.
Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities.
What We're Looking For:
5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods.
Proven track record of growing retail and distributor partnerships nationally or internationally.
Strong communication, relationship management, and presentation skills.
Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment.
Comfortable traveling domestically and internationally.
Passion for dance, footwear, or fashion is a plus
Why Fuego:
Shape the wholesale and distribution growth strategy of a growing global brand.
Work directly with leadership to expand Fuego's presence in premium markets.
Competitive compensation package and benefits with performance-based incentives.
Creative, collaborative, and entrepreneurial team culture.
Account Manager Lead
Account manager job at Alliant Technologies
Responsible for providing customer service and overall service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting of new business and other Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction;
* Supports Producer in developing new business opportunities for existing clients and prospects;
* Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
* Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
* Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
* Independently reviews policy and determines appropriate coverage; identifies possible deficiencies;
* Reviews and summarizes marketing results and prepares proposals;
* Finalizes proposals and presentations in coordination with Producer;
* Binds insurance coverage and prepares binders and/or delegate certificates issuance;
* Reviews policies for accuracy and review contracts;
* Prepares summaries and/or schedules of coverage for clients;
* Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
* Provides technical guidance to staff assisting with client needs or procedural issues;
* Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
* Notifies producer of pertinent information related to client retention;
* Meets with clients as needed or directed by Producer;
* Provides mentoring to staff to support immediate supervisor;
* Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
* Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Proficient in Microsoft Office Suite
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