Client relationship manager full time jobs - 94 jobs
Account Services Project Manager
Cleverley + Associates 3.7
Worthington, OH
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow.
Position:
Account Services Project Manager - Full Time
Travel Requirements:
Hybrid, in Worthington, Ohio, office 4 days per week
Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success.
Responsibilities:
Manage and improve our CRM (customer relationshipmanagement) software
Communicate project status/updates with clients in a timely and accurate manner
Track and record status of engagements with clients as well as internal initiatives
Leverage business knowledge to determine project requirements, resolve issues and identify new solutions
Document and improve processes and procedures
Develop and monitor internal production resource allocation
Client account maintenance
Sales support
CMS Price Transparency support
Additional responsibilities could be added
Required Qualifications:
Previous experience with a customer relationship or project management software
Excellent communication skills (written and verbal) and organizational skills
Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively
Exercises critical thinking skills
Possesses strong problem solving, analytical, and leadership skills
Interested in procedures and documentation
Attentive to detail
Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required
Ability to prioritize and work efficiently on multiple projects in a high-stress environment
Ability to meet tight deadlines while producing high quality results
Ability to review and discuss a concern wholistically, in a team environment
Ability to be flexible and adaptable to client and other team members' needs
Ability to learn in a fast-paced environment
Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise
Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner
Ability to effectively present product information and respond to questions from customers
Interest in hospital finance and business relationships
Background in Sales, Communications, or Health Information Management (not required)
About:
Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry.
We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable.
We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off.
Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status.
Candidates for this position must be employable in the United States without sponsorship.
Sensitive Data Access:
The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties.
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
$54k-86k yearly est. 2d ago
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Account Manager
Multivista 3.4
Westerville, OH
Account Manager - Build Relationships. Drive Growth. Make an Impact.
Compensation: $65,000.00 to $70,000.00 1st year. (Base plus Commission)
Employment Type: Full-Time | Salary + Benefits
About the Opportunity
We're looking for a driven Account Manager who thrives in a sales environment and loves turning conversations into long-term partnerships. In this role, you'll manage and grow existing accounts while hunting for new opportunities that help fuel our company's continued expansion.
If you're the type of person who enjoys connecting with people, uncovering needs, and delivering real solutions that make a difference - this is the place to do it.
What You'll Be Doing
Own your accounts: Build, maintain, and grow relationships with existing clients to ensure they see lasting value from our services.
Drive new business: Conduct outbound outreach, research leads, and connect with decision-makers to generate qualified appointments for our outside sales team.
Stay organized and proactive: Use Salesforce and other CRM tools to track pipelines, follow up consistently, and move opportunities forward.
Collaborate and communicate: Partner with internal teams using Microsoft Teams and Outlook to deliver an exceptional client experience.
Expand your reach: Leverage LinkedIn to identify and engage with industry professionals, prospects, and decision-makers.
Consistently achieve a goal of 3-5 qualified appointments per week while deepening relationships with current clients.
Who You Are
You have 3+ years of experience in sales, account management, or business development.
You're passionate about growing business - both from new prospects and within existing accounts.
You're confident on the phone, comfortable with outreach, and skilled at uncovering client needs.
You're motivated by results and enjoy hitting (and exceeding) goals.
You're organized, tech-savvy, and fluent with Outlook, Salesforce, Teams, and LinkedIn.
You can work on-site at our Westerville office.
What's In It for You
Base Salary: $40,000-45,000 /year + commission and structured bonuses ($20,000 - $25,000/year).
Clear growth path into senior sales and account leadership roles.
Comprehensive training and ongoing professional development.
Access to a strong in-house lead program (McGraw-Hill).
Health and Dental benefits for full-time employees.
About Multivista
Multivista, part of Hexagon, is the global leader in full-service visual construction documentation - with more than 4 billion square feet captured across $400 billion in construction projects. Our cutting-edge platform links inspection-grade photos and videos directly to architectural plans, giving clients unmatched project visibility and confidence.
Join us and be part of a team that's redefining how the construction industry sees progress.
$65k-70k yearly 3d ago
Class A CDL-Midwest Regional Dry Van -Home Weekly - $1200 Weekly!
Amwap Services LLC
Springfield, OH
About the job Class A CDL-Midwest Regional Dry Van -Home Weekly - $1200 Weekly! Please read entire Ad 3 Months Class A 53 Tractor Trailer/ Flatbed Experience within past 3 years Required (Not Counting school) No Sap Drivers Hair Follicle Drug Screening Clean CDL = No Incidents or Accidents within past year!
Midwest Regional Dry Van
Home Weekly
$1200 Weekly Average
: Join a specialized fleet designed with drivers in mind. With weekly 34-hour resets and regionalized freight tailored to your needs, we balance the weekly home time you want with the miles to keep you moving.
Regionalized Freight: Freight for our Regional Fleet is focused in specific regions, allowing for consistent home time and manageable routes that meet your needs.
Average Weekly Miles: Drivers typically run 2,000 miles per week depending on Hours of Service (HOS) and availability.
Average Weekly Pay: $1200 gross per week.
Average Length of Haul: 300 miles.
Freight Type: 100% no-touch freight, with 50-60% drop & hook and 40-50% live unload.
Equipment and Support:
Drive in 2021 or newer Freightliner Cascadias or Kenworths.
Get 24/7 access to operations supportno matter the time or day.
Vacation Package:
1 year = 1 week
3 years = 2 weeks
7 years = 3 weeks
15 years = 4 weeks
Pay and Bonuses:
Detention Pay: $12.50 per hour after the second hour.
Layover/Breakdown Pay: $100 per day.
Performance Bonus: Earn up to an additional 3 CPM based on safety, mileage, and productivity, starting the first of the month following your hire date. Must be an active OTR driver at the time of bonus payout to qualify.
Please apply with updated resume showing all 53 Tractor Trailer experience or
Text what city youre in and how much 53 TT experience to Benny ************ (TEXT ONLY)
3 Months Class A 53 Tractor Trailer/ Flatbed Experience within past 3 years Required (Not Counting school)
No Sap Drivers
Hair Follicle Drug Screening
Clean CDL = No Incidents or Accidents within past year!
Job Type: Full-time
Pay: $1,200.00 - $1,300.00 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid orientation
Paid time off
Paid training
Passenger ride along program
Pet rider program
Referral program
Vision insurance
Supplemental Pay:
Detention pay
Layover pay
Signing bonus
Trucking Driver Type:
Company driver
Solo driver
$1.2k-1.3k weekly 2d ago
Client Manager - Security
Security Director In San Diego, California
Columbus, OH
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
ClientManager - Security
Full Time
$50,000 - $65,000 / Year
Apply today and secure a career that's committed to you!
Allied Universal is hiring a ClientManager. As a ClientManager, you will build long term meaningful clientrelationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain clientrelationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2026-1514185
$69k-111k yearly est. Auto-Apply 8d ago
Enterprise Client Partner
Pearson 4.7
Columbus, OH
**Global Client Partner (Strategic Accounts)** Pearson, the global learning leader, is seeking a senior Client Partner role to serve as the managing director for key strategic client partnerships. Client Partners are growth leaders who own Pearson's most influential enterprise relationships end-to-end. In this role, you'll set a multi-year account strategy, deepen executive trust, and expand 360° partnerships by activating Pearson's complete portfolio -from AI-powered learning to enterprise talent solutions like certifications, assessments, learning content and professional training.
You'll operate as a senior adviser to our client's global C-suite, leading cross-functional, cross-geography teams to deliver measurable business outcomes while accelerating revenue, impact, and long-term value.
Pearson embraces a geographically distributed working model. This role will be based in the US to facilitate frequent in-person engagement with Global Accounts.
**Key Responsibilities**
Strategic Account Leadership & Revenue Acceleration
+ Own global account strategy, aligning Pearson's solutions with client business and talent transformation agendas.
+ Lead and close multi-million-dollar, multi-stakeholder transformation deals across learning, skilling, and talent development.
+ Maximize expansion across Pearson's solutions portfolio-including AI-powered learning experiences, digital credentials, assessments, employability solutions, and workforce analytics.
+ Build robust, insight-led territory and account plans with disciplined forecasting.
Executive Engagement & Advisory
+ Serve as a trusted advisor to our clients' C-Level and VP+ level roles (CHRO, CLO, CIO, COO and more) and business unit leaders.
+ Articulate the impact of AI, skills intelligence, and emerging technologies on talent, productivity, and organizational capability.
+ Shape top-to-top relationships and serve as the escalation point for senior executives.
AI-, Data-, and Insights-Led Solutioning
+ Apply AI tools to design solutions that address workforce transformation, re-skilling, and productivity uplift.
+ Guide clients on responsible use of AI in learning, credentialing, and talent mobility.
+ Leverage market signals, labor trends, and emerging technology insights to influence client roadmaps.
Leading Across a Matrixed Ecosystem
+ Lead a global virtual account team across solutioning, product, delivery, customer success, R&D, and marketing.
+ Partner with hyperscalers, global SIs, and EdTech ecosystem partners where appropriate to co-sell, co-create, and expand impact.
+ Engage Client and Pearson teams to streamline solution design and delivery.
+ Market Awareness & Thought Leadership
+ Represent Pearson at global industry events and executive roundtables.
+ Track AI, LLMs, agentic technologies, XR/VR learning, and emerging learning tech trends to maintain a competitive edge.
+ Provide structured market feedback to product and strategy teams.
**Qualifications**
+ 12+ years in enterprise software, AI/ML, HR tech, EdTech, or consulting-led transformation sales or partnerships.
+ Proven record of closing multi-million dollar, multi-year enterprise deals.
+ Expertise in AI applications for learning, skills, talent, and workforce transformation.
+ Experience leading matrixed teams across functions and geographies.
+ Strong command of account planning, forecasting, origination, negotiation, and executive storytelling.
+ Entrepreneurial, customer-centric, and highly collaborative.
Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows:
The minimum full-time salary range is between $160,000 to $200,000.
This position is eligible to participate in a sales incentive plan, and information on benefits offered is here.
_Applications will be accepted through January 23, 2026. This window may be extended depending on business needs._
**\#LI-LB1**
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************.
**Job:** Sales
**Job Family:** GO\_TO\_MARKET
**Organization:** Enterprise Learning & Skills
**Schedule:** FULL\_TIME
**Workplace Type:**
**Req ID:** 22114
\#location
$160k-200k yearly 8d ago
Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies
Black & Veatch 4.1
Columbus, OH
**Client Advisory Partner - Water/Wastewater Utilities - East Region** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference.
**Company :** Black & Veatch Corporation
**Req Id :** 110217
**Opportunity Type :** Staff
**Relocation eligible :** No
**Full time/Part time :** Full-Time
**Project Only Hire :** No
**Visa Sponsorship Available:** Yes
**Why Black And Veatch**
Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1.
Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use.
**The Opportunity**
As the **Client Advisory Partner of Water/Wastewater Utilities** ,you will have the opportunity to:
+ Work with CAMs, Client Segment Leaders, and Enterprise Evolution on Strategic account management, clarity on playbook and client zippering to avoid redundancy and friction with CAMS & Client Segment Leads
+ Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs
+ Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our clients' needs/planned growth areas
**Key Responsibilities**
+ Lead IA client engagement activities from opportunity creation to business capture
+ Generate and qualify business leads in the region
+ Co-develop client strategy working with CAM (segmentation, prioritization, identify key accounts, sales/GTM strategy)
+ Co-develop marketing strategy in collaboration with Strategic Growth (thought leadership, industry exp, etc.)
+ Accountable for client satisfaction Manage profit and loss for the region
+ Monitor industry trends to ensure competitive positioning in the market
+ Provide region Account/Client Strategy and oversight
+ Identify Strategic, Target and Opportunistic Accounts for the region
+ Be the voice of the Account/Client within IA
+ Conduct Account/Client Satisfaction Surveys for IA engagements
+ Implement strategies that enable the IA to obtain new business sales
+ Coordinate with other Market Sectors in pursuit of new business sales for the benefit of the entire company
+ Develop and implement the strategic go-to-market framework
+ Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts/Clients
+ Lead and guide Strategic Account Team
+ Lead the "Zippering" process for IA professionals and their counterparts inside the Account/Client organization, creating opportunities for sales and operations contacts within the Account/Client's organization
**Management Responsibilities**
**Minimum Qualifications**
+ Bachelor's degree or relevant work experience
+ Has successfully managed multiple engagements simultaneously
+ Contributor or leader to acquire new engagements
+ 12-15+ years in a business/consulting environment
+ All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.
**Preferred Qualifications**
+ Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt)
+ Strategic development/implementation
**Certifications**
Certifications related to area of expertise, where applicable preferred.
**Work Environment/Physical Demands**
+ Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments.
+ Travel up to 50%
**Competencies**
Action oriented
Customer focus
Interpersonal savvy
**Salary Plan**
CST: Consulting
**Job Grade**
019
Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned.
Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy.
Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program.
To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time.
A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program.
We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership.
By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients.
BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law.
For our EEO Policy Statement, please click.
**Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs.
**Job Segment:** Wastewater, Water Treatment, Architecture, Engineer, Engineering
$120k-164k yearly est. 60d+ ago
Mid-Market Client Partner
Franklincovey 4.3
Columbus, OH
**"We enable greatness in people and organizations everywhere.** " FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Mid-Market Client Partner
**Payroll Title:** Client Partner - Major Market
**Division & Department:** Enterprise Client Success
**Status:** Full-Time Exempt
**Reports to:** Managing Director, Major Accounts
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is an OTE of 120-155k* split 60/40 between base/commission.
**Job Summary**
As the Major Market Account Manager, you will focus on cultivating, nurturing, and expanding relationships with our existing clients, specifically with organizations that employ between 500 and 5,000 individuals. Your primary goal will be to drive revenue growth by identifying and pursuing opportunities for upselling and cross-selling our products and services, as well as overseeing and closing contract renewals to ensure long-term client satisfaction. The ideal candidate will have a strong understanding of Major Market level client needs and a proven track record of managing complex accounts.
**Essential Job Functions**
+ **ClientRelationshipManagement:** Build and maintain strong, long-lasting relationships with key stakeholders within assigned Major Market accounts to foster trust and loyalty.
+ **Business Growth:** Identify and pursue opportunities for expanding the book of business within existing accounts, focusing on upselling and cross-selling initiatives.
+ **Strategic Planning:** Collaborate with clients to understand their business objectives and challenges and develop tailored strategies that align our solutions with their needs.
+ **Account Monitoring:** Regularly assess account performance, tracking key metrics and customer feedback to ensure satisfaction and drive retention.
+ **Cross-Functional Collaboration:** Work closely with internal teams, including sales, marketing, and product development, to ensure alignment on client needs and deliverables.
+ **Reporting and Analysis:** Prepare and present detailed reports on account performance, pipeline growth, and industry trends to both internal stakeholders and clients.
+ **Problem Resolution:** Address client concerns promptly and effectively, ensuring timely solutions and a high level of client satisfaction.
**Basic Qualifications**
+ Bachelor's or advanced degree in Business Administration, Marketing, or a related field.
+ 3+ years of experience in account management, sales, or business development.
**Preferred Skills & Experience**
+ 3+ years of experience in a Major Market environment.
+ Proven track record of successfully managing and growing client accounts, with demonstrated ability to meet or exceed revenue targets.
+ Strong understanding of Major Market client needs and market trends within relevant industries.
+ Excellent communication, negotiation, and interpersonal skills.
+ Ability to work independently and collaboratively in a fast-paced environment.
+ Proficiency in CRM software and Microsoft Office Suite.
+ Strong analytical and problem-solving skills, with a results-oriented mindset.
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit ********************************** for details.
*Actual offer may be outside of this prediction and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit ************************************************************
FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit ************************************************************* for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
Direct Reasonable Accommodation requests to accommodations@franklincovey.com.
For our Privacy Policy, please visit **************************************
\#LI-Remote
\#LI-AT1
$108k-172k yearly est. 8d ago
Senior Client Executive
Xerox 4.3
Columbus, OH
**General Information** Press space or enter keys to toggle section visibility Country United States Department IT_SERVICES_(SALES) Date Tuesday, April 1, 2025 Working time Full-time Ref# 20036558 Job Level Individual Contributor Job Type Experienced Job Field IT_SERVICES_(SALES)
Seniority Level
Mid-Senior Level
Currency
USD - United States - US
Annual Base Salary Minimum
72,480
Annual Base Salary Maximum
99,973
The salary range above represents the low and high end in the local currency of Xerox's salary range for this position and is reflected in an annualized amount. Actual salaries will vary based on factors including, but not limited to, geographic location, market competition, and/or the successful applicant's education, experience, knowledge, skills, and abilities. The range listed is just one component of Xerox's total compensation package for employees. Employees are also afforded a comprehensive suite of benefits, to view those details please visit Xerox Careers for your applicable country. If you are not reviewing this job posting on Xerox Careers (***************************************** , we cannot guarantee the validity of this posting. For a list of our current internal postings, please visit Xerox Careers (***************************************** .
**Sales:** Your actual On Target Earnings (OTE), which is inclusive of base salary and incentive compensation, will depend on factors such as your skills, qualifications, experience, and work location.
**Description & Requirements**
Press space or enter keys to toggle section visibility
**About Xerox Holdings Corporation**
For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients. At Xerox, we make work, work. Learn more about us at ************* .
Our most successful CE's have consultative selling experience that has transformed the way business operates. In your experience, you've balanced delivering on short-term goals, while creating sustainable value for customers and demand for the future. At the end of the day, our clients need to know that with their significant investment, everything is going to work as promised. We solve technical and business problems to ensure success for both Xerox ITS and our clients. We provide both technical sales consulting and support with one goal: Peace of mind.
**Responsibilities**
+ Responsible for engaging and establishing clients on a daily basis by outbound calls
+ Create long-term relationships with clients with onsite visits as needed.
+ Collaborate with the Senior Sales Director to develop a sale strategy and set aggressive goals.
+ Work with dedicated Sales Support teams to resolve any client service issues, returns, and collections.
+ Help design and deliver high-end solutions to your clients with our in-house Advanced Solutions Group.
+ Build upon a general knowledge of IT software, hardware, and managed services that you pass on to potential clients.
+ Ensure Xerox ITS clients receive a high level of satisfaction.
+ Branding Xerox ITS as a top provider of IT Solutions.
**Requirements**
+ 5+ years of experience working at VAR/Reseller.
+ High School Diploma required; college degree preferred.
+ Ability to multitask in a fast-moving environment.
+ Diligent work ethic.
+ Excellent analytical, organizational, and problem-solving skills.
+ Excellent interpersonal and communication skills.
+ Strong attention to detail.
+ Entrepreneurial spirit.
+ Ability to maintain a good network with Tier 1 Manufacturers.
\#LI-DH1
\#LI-REMOTE
Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. Learn more at ************* and explore our commitment to diversity and inclusion: https://*************/en-us/jobs/diversity People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to **********************************. Be sure to include your name, the job you are interested in, and the accommodation you are seeking.
$85k-130k yearly est. 60d+ ago
Client Manager
Event Risk Inc.
Delaware, OH
Job Description
ClientManager
Department:
Marketing
Reports To:
Director of Marketing & Data Analytics
FLSA Class:
Exempt ($85,000 annually + Bonus Potential)
Hours:
Full-Time
About
Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets.
Position Summary
The ClientManager will be responsible for managingclientrelationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance.
Essential Duties
Develop and maintain strong relationships with clients to ensure satisfaction and retention.
Identify new business opportunities and drive growth through strategic sales initiatives.
Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions.
Collaborate with internal teams to deliver tailored solutions for client needs.
Prepare and present proposals, reports, and performance metrics to leadership.
Support marketing and outreach efforts to expand brand presence in the security industry.
Qualifications
High school diploma or GED required; a degree in a related field is preferred.
Proven experience in security sales and business development.
Proficiency in CRM platforms such as Salesforce and HubSpot.
Strong communication, negotiation, and relationship-building skills.
Ability to work independently and in a hybrid environment.
Excellent organizational and time-management skills.
Preferred Skills
Knowledge of security industry trends and best practices.
Experience with proposal development and contract negotiation.
Familiarity with data analysis and reporting tools.
Benefits
Competitive salary.
Comprehensive health, dental, vision and voluntary life insurance (after 30 days).
401(k) retirement plan with employer contribution (after 1 year).
Generous PTO and holiday schedule (after 90 days).
Opportunity for professional development and skill enhancement.
$85k yearly 6d ago
Peak Title Agency Relationship Manager
Sb Financial Group, Inc. 4.0
Columbus, OH
Peak Title Agency has an immediate opening for a Full Time RelationshipManager in our Columbus, Ohio office. This is a sales position expected to generate new business and assist with closings/service clients. Successful candidates will demonstrate a willingness and ability to establish a professional working rapport with employees and client representatives, as well as the ability to develop new relationships with real estate developers, builders, lawyers, agents, and lenders in the Central Ohio region. Sales and title insurance experience is required. Candidates must be able to successfully obtain and maintain a title insurance marketing license from the state of Ohio within 90 days of hire. Pay includes a base salary plus commission.
Peak Title offers a generous benefits package, which includes competitive compensation, paid holidays, paid vacation and personal time, medical/dental/vision insurance, company-paid life/AD&D/short-term disability/long-term disability insurance, 401(k) retirement plan with company match, community volunteer opportunities, and more!
Apply today and see why Peak Title is a great place to work!
Equal Opportunity Employer
$71k-106k yearly est. Auto-Apply 60d+ ago
Relationship Manager
Foxen
Columbus, OH
Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents.
Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us.
Role Overview:
As a RelationshipManager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth.
What You'll Do:
* Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships.
* Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services.
* Leverage consultative sales techniques to position relevant solutions that meet client needs.
* Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services.
* Develop account plans and retention strategies to minimize churn and maximize client lifetime value.
* Conduct Strategic Business Reviews with key stakeholders.
* Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team.
* Manage customer input and feedback for all escalations with detailed direction and timelines.
* As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
Skills and Qualifications:
* Bachelor's degree or equivalent experience is required.
* 5-7 years of Account Management or sales experience preferred.
* Demonstrated problem solving skills for negotiation and collaboration.
* Proven ability to increase revenue through cross-selling.
* Positive attitude with a willingness to quickly learn and adapt to new systems.
* Proven success in delivering on customer SLAs, building high performing teams, and creating clientrelationships.
What We Offer:
As a RelationshipManager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of RelationshipManagement.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$65k-97k yearly est. 60d+ ago
Relationship Manager
Foxen Administration
Columbus, OH
Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents.
Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us.
Role Overview:
As a RelationshipManager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth.What You'll Do:
Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships.
Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services.
Leverage consultative sales techniques to position relevant solutions that meet client needs.
Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services.
Develop account plans and retention strategies to minimize churn and maximize client lifetime value.
Conduct Strategic Business Reviews with key stakeholders.
Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team.
Manage customer input and feedback for all escalations with detailed direction and timelines.
As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
Skills and Qualifications:
Bachelor's degree or equivalent experience is required.
5-7 years of Account Management or sales experience preferred.
Demonstrated problem solving skills for negotiation and collaboration.
Proven ability to increase revenue through cross-selling.
Positive attitude with a willingness to quickly learn and adapt to new systems.
Proven success in delivering on customer SLAs, building high performing teams, and creating clientrelationships.
What We Offer:
As a RelationshipManager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of RelationshipManagement.
$65k-97k yearly est. Auto-Apply 60d+ ago
RN Client Success Manager
Thekey LLC
Upper Arlington, OH
For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.
Essential Duties and Responsibilities:
* Understanding the new client including proactively identifying areas of interest, reaching out immediately after the client has been assigned to you and calendaring a first meeting and, having a collaborative relationship with clients and family members.
* Conducting in- person nursing initial and reassessments and quality assurance visits that include but are not limited to a view of Home safety assessments, the client's daily routines, the client's preferences and needs converting them into active service with a Care Plan tailored to their unique needs. The assessment includes the informal and formal support systems and caregiving needs.
* Ensuring caregivers meet state requirements, are adequately trained to perform their responsibilities and receive RN instruction and/or supervision as required.
* Continuously ensuring a good experience for our clients by building rapport to create engagement and being highly visible to the client and the client's support systems.
* After receiving the assignment, ensuring that ClearCare is up to date with all relevant information.
* Making regular home visits, reassessments as needed and when there is a change of condition, provide updates to the care plan and communication to the team. This will include recommendation of the ideal caregiver for the client needs and noting specialized training of caregivers as needed, quality assurance visits and regular review of care notes.
* Reviewing of the client rates as the care progresses
* Ensuring that all state regulations are considered and compliance with visits and documentation is met.
* Looking for cross-referral opportunities and other means of increasing business from existing clients.
* Providing extra support for new client cases, including home visits during the first caregiver schedule and within the first two weeks of service, to ensure complete client satisfaction.
* Communicating effectively with team members to ensure the best possible match of caregivers to client needs, the accuracy of client billing, long- term care insurance communication or education
* Supporting ongoing client retention through hands-on attention, client appreciation initiatives and relationships with the clients and their families.
* Implementing TheKey operating model and following all company guidelines and applicable state regulations.
* Exercising and applying home care knowledge, business goals and care management goals that meets state home care regulations.
* On call and after hours support as needed
* Additional duties as assigned.
Required Skills, Education and Certifications:
* Current Registered Nurse license in the state of employment; continued employment is contingent upon maintaining active license in good standing; BSN preferred
* 5 years' experience in health care, elder care, social work or related industry preferred
* Excellent customer service and conflict resolution skills
* Computer proficiency and ability to document timely and accurately notes in system related to client visits
* Current driver's license and proof of insurance
Physical Requirements:
* Ability to travel approximately up to 30% of the time
* Ability to lift and carry up to 15-20 pounds
* Ability to sit, stand and walk for prolonged period of time throughout the work day
* Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.
Benefits for full time employees
* Medical/Dental/Vision Insurance
* TouchCare VirtualCare
* Life Insurance
* Health Savings Account
* Flexible Spending Account
* 401(k) Matching
* Employee Assistance Program
* PTO Plan for Non-Exempt Employees
* Flexible PTO Plan for Exempt Employees
* Holidays and Floating Holidays
* Pet Insurance
TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.
California Residents Only:
In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.
#LI-TK
$58k-90k yearly est. Auto-Apply 60d+ ago
RN Client Success Manager
Thekey of New York
Upper Arlington, OH
For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.
Essential Duties and Responsibilities:
Understanding the new client including proactively identifying areas of interest, reaching out immediately after the client has been assigned to you and calendaring a first meeting and, having a collaborative relationship with clients and family members.
Conducting in- person nursing initial and reassessments and quality assurance visits that include but are not limited to a view of Home safety assessments, the client's daily routines, the client's preferences and needs converting them into active service with a Care Plan tailored to their unique needs. The assessment includes the informal and formal support systems and caregiving needs.
Ensuring caregivers meet state requirements, are adequately trained to perform their responsibilities and receive RN instruction and/or supervision as required.
Continuously ensuring a good experience for our clients by building rapport to create engagement and being highly visible to the client and the client's support systems.
After receiving the assignment, ensuring that ClearCare is up to date with all relevant information.
Making regular home visits, reassessments as needed and when there is a change of condition, provide updates to the care plan and communication to the team. This will include recommendation of the ideal caregiver for the client needs and noting specialized training of caregivers as needed, quality assurance visits and regular review of care notes.
Reviewing of the client rates as the care progresses
Ensuring that all state regulations are considered and compliance with visits and documentation is met.
Looking for cross-referral opportunities and other means of increasing business from existing clients.
Providing extra support for new client cases, including home visits during the first caregiver schedule and within the first two weeks of service, to ensure complete client satisfaction.
Communicating effectively with team members to ensure the best possible match of caregivers to client needs, the accuracy of client billing, long- term care insurance communication or education
Supporting ongoing client retention through hands-on attention, client appreciation initiatives and relationships with the clients and their families.
Implementing TheKey operating model and following all company guidelines and applicable state regulations.
Exercising and applying home care knowledge, business goals and care management goals that meets state home care regulations.
On call and after hours support as needed
Additional duties as assigned.
Required Skills, Education and Certifications:
Current Registered Nurse license in the state of employment; continued employment is contingent upon maintaining active license in good standing; BSN preferred
5 years' experience in health care, elder care, social work or related industry preferred
Excellent customer service and conflict resolution skills
Computer proficiency and ability to document timely and accurately notes in system related to client visits
Current driver's license and proof of insurance
Physical Requirements:
Ability to travel approximately up to 30% of the time
Ability to lift and carry up to 15-20 pounds
Ability to sit, stand and walk for prolonged period of time throughout the work day
Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.
Benefits for full time employees
Medical/Dental/Vision Insurance
TouchCare VirtualCare
Life Insurance
Health Savings Account
Flexible Spending Account
401(k) Matching
Employee Assistance Program
PTO Plan for Non-Exempt Employees
Flexible PTO Plan for Exempt Employees
Holidays and Floating Holidays
Pet Insurance
TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.
California Residents Only:
In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.
#LI-TK
JobID: 210702748 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $85,500.00-$150,000.00 Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!
As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization.
Job Responsibilities
* Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses
* Understand clientrelationship with JPM including global relationships and client's relationships with other asset managers and consultants
* Proactively identify client experience improvements and efficiencies and driving the plan to implement changes
* Participate in client meetings and events as appropriate (including due diligence meetings)
* Plan and organize internal business meetings and manage follow-up/action items
* Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting
Required qualifications, capabilities, and skills
* Undergraduate degree required
* Previous experience at an asset management firm; background in client service and/or institutional client base
* Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning.
* Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
* Ability to work independently and manage multiple projects across business areas to achieve results
* Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills
* Strong critical thinking skills - i.e. ability to analyze, synthesize and interpret data, etc.
Preferred qualifications, capabilities, and skills
* Series 7 and Series 63
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
ClientRelationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong clientrelationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
This active posting is for a ClientRelationship Consultant role: ClientRelationship Consultant 1, ClientRelationship Consultant 2, ClientRelationship Consultant 3, and ClientRelationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.
We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices.
We have a part time opening at our Worthington Hills Office.
ClientRelationship Consultant 1
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Basic knowledge of applicable bank and branch policies, procedures and support systems
* Proven customer service and interpersonal skills
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
ClientRelationship Consultant 2
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Proven customer service and interpersonal skills
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
ClientRelationship Consultant 3
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
ClientRelationship Consultant 4
Basic Qualifications
* High school diploma or equivalent
* Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Advanced knowledge of applicable bank and branch policies, procedures and support systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-20 hourly 16d ago
Senior Oncology Account Manager - Columbus, OH
Revolution Medicines 4.6
Columbus, OH
Territory Geography: Columbus/Canton
Revolution Medicines is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit frontier targets in RAS-addicted cancers. The company's R&D pipeline comprises RAS(ON) Inhibitors designed to suppress diverse oncogenic variants of RAS proteins, and RAS Companion Inhibitors for use in combination treatment strategies. As a new member of the Revolution Medicines team, you will join other outstanding Revolutionaries in a tireless commitment to patients with cancers harboring mutations in the RAS signaling pathway.
The Opportunity:
The Senior Oncology Account Manager is responsible for the direct promotion of Revolution Medicines' products and for building strong professional relationships with key customers and stakeholders, including private practices, medical group practices, hospitals/academic medical centers, and office ancillary staff involved in the care of cancer patients. The Senior Oncology Account Manager will act as both a clinical and business leader who exemplifies the values of Revolution Medicines by providing approved disease and product information, as well as resources, to key decision-makers and stakeholders within their assigned territory. This position reports directly to the Area Business Director.
Primary responsibilities of the Sr. Oncology Account Manager are summarized below.
Effectively markets Revolution Medicines' product portfolio in the designated territory.
Responsible for exceeding assigned performance goals for the territory by effectively positioning the benefits and use of RevMed's products for appropriate patients.
Exhibits effective time management by directing efforts towards engagements that drive brand value and prioritizing activities that positively impact patients.
Partners with key internal stakeholders to remove barriers to care, ensuring every eligible patient receives timely access to RevMed products.
Demonstrates the ability to flex between virtual and in-person engagements and develop business plan considering account communication preferences.
Ability to analyze key market data points and action insights into effective business planning and implements these plans by engaging key targets via call optimization and resource utilization.
Develops deep, sustained customer relationships across assigned accounts and proactively challenges customers through innovative, value-driven solutions.
Represent RevMed's brands in a professional, compliant, ethical, and effective manner.
Exhibits a thorough understanding of disease states, Revolution Medicine's products, and relevant competitor offerings and effectively articulates value across all communication channels (i.e. digital, live, etc.).
Possess comprehensive understanding of the reimbursement process and fulfillment pathways for oral oncolytics.
Demonstrates highly effective territory management and superior selling competencies.
Illustrates the ability to creatively gain “access” to customers in the modern landscape.
Drives team effectiveness and accomplishment of shared goals by leveraging and sharing expertise and information.
Effective management of territory resources and budget.
Complies with all laws, regulations and policies that govern the conduct of Revolution Medicines staff.
Visibly embodies corporate Core Values while cultivating an energized team culture focused on patient impact.
Required Skills, Experience, and Education:
MA/MS/BA/BS degree and 20 years of biopharma industry experience.
15+ years prior experience in oncology product sales.
Proven track record of product launch success in the oncology therapeutic space.
Oral Oncolytic product launch experience.
Experience launching oncology products with companion diagnostics.
Proven performer in highly competitive marketplaces.
Proven performer in solo-representative selling environments.
Demonstrated success operating in small/midsize biotechnology environments.
Ability to meet territorial travel requirements.
Ability to travel to meetings/training/programs, as necessary.
Proven effectiveness in highly collaborative & cross-functional working environments.
Valid driver's license.
Must permanently reside in the territory for which they are accountable.
~50% travel required.
Preferred Skills:
Experience in the GI and/or NSCLC oncology space.
Advanced degree (MBA, PharmD, PhD).
Strong organization, planning, project management, technical and analytical skills.
Other relevant experience (e.g., sales operations, market research, market access, etc.)
Ability to work independently to execute strategic and tactical plans under tight timelines.
Delivers compelling presentations to individuals and groups, adapting messaging to maximize audience engagement.
Highly proficient in Microsoft suite including Powerpoint, Excel, Word.
#LI-Remote #LI-VN1
The base pay salary range for this full-time position is listed below. Please note that base pay salary is one part of the overall total rewards program at RevMed, which includes competitive cash compensation, robust equity awards, strong benefits, and significant learning and development opportunities. In addition, some positions may include eligibility to earn commissions/bonus based on company and/or individual performance.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, field kit benefits, or any other form of compensation and field kit benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
Revolution Medicines is an equal opportunity employer and prohibits unlawful discrimination based on race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, disability, marital status, medical condition, and veteran status.
Revolution Medicines takes protection and security of personal data very seriously and respects your right to privacy while using our website and when contacting us by email or phone. We will only collect, process and use any personal data that you provide to us in accordance with our CCPA Notice and . For additional information, please contact privacy@revmed.com.
Base Pay Salary Range$150,000-$230,000 USD
$75k-108k yearly est. Auto-Apply 7d ago
Business Banking Relationship Manager II
Citizens 2.9
Columbus, OH
Citizens is actively expanding and investing in the Columbus market as part of a strategic growth initiative within our Business Banking segment. We're excited to build strong partnerships and deepen our presence in the region. To support this momentum, we're seeking top-tier talent who are passionate about driving success and making an impact in their local communities.
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll acquire and deepen clientrelationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management.
Primary responsibilities include
+ Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of ten million to fifty million in annual revenue.
+ Provide advisory led discussions to assess client needs and aspirations while positioning value added recommendations that drive customer delight and shareholder value.
+ Engage COI's and internal partners across the bank to uncover and deepen new business opportunities.
+ Operate within a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction.
+ Actively engage in significant community activity to expand potential customer base and exemplify our company credo and community commitments.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ 4+ years in upper Business Banking/Lower Middle Market experience
+ Completion of Commercial Credit Training
+ Meaningful experience with moderately complex portfolios, customers, and transactions.
+ Strong written and oral communication skills
+ Strong knowledge of sales force and various lending applications
+ Strong sense of customer service, satisfaction and retention.
+ Adept at needs identification, problem solving and the consultative sales approach.
+ Strong negotiation skills and the ability to overcome objections and adversity
+ Following of prospects, customers and COIs
+ Ability to self-generate and drive new business development
+ Action oriented and self-accountable to superior results
+ Strong understanding of risk and compliance
+ Meaningful Community involvement
+ Strong understanding of core products and services
+ Preferred undergraduate degree in business or finance
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: Monday - Friday
The salary range for this position is $150,000-185,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens4
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Chicago, Illinois;Pittsburgh, Pennsylvania; Auburn Hills, Michigan; Cincinnati, Ohio; Clayton, Missouri; Indianapolis, Indiana; Cleveland, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Summary:**
The Sr. RelationshipManager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).
**Job Description:**
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating clientrelationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.
**Responsibilities:**
+ Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
+ Acquires, deepens, and maintains profitable clientrelationships through sales, prospecting, and enhancing existing relationships
+ Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
+ Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates clientrelationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
+ Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
+ Coaches and mentors peers, while utilizing leadership skills
+ Adapts to changes in sales practices and broader market and industry conditions as needed
**Skills:**
+ ClientManagement
+ Client Solutions Advisory
+ Prospecting
+ Relationship Building
+ Risk Management
+ Financial Analysis
+ Leadership Development
+ Project Management
+ Referral Identification
+ Sales Performance Management
+ Business Development
+ Client Experience Branding
+ Continuous Improvement
+ Data and Trend Analysis
+ Pipeline Management
+ Intellectual Curiosity
**Required Qualifications:**
+ 10+ years' experience in broad based commercial lending/corporate finance/relationshipmanagement experience
+ Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
+ Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
+ Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
+ Strong corporate finance, capital markets and accounting acumen.
+ Financial modeling experience and the completion of a formal credit training preferred.
+ Outstanding oral and written communication skills.
+ Demonstrated leadership ability.
+ Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
+ Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date)
**Desired Skills:**
+ Undergraduate degree in related field or equivalent work experience. MBA desirable.
+ Existing knowledge of the market preferred.
+ Active member/participation in local community organizations.
+ Highly desirable to have active networking contacts and Centers of Influence established in market.
+ Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$79k-107k yearly est. 60d+ ago
Commercial P&C Insurance Senior Account Manager
Huntington 4.4
Columbus, OH
The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.
Duties and Responsibilities:
Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
Conduct regular exposure analysis and risk reviews with clients and prospects.
Lead the end-to-end marketing process for new and renewal business.
Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
Review and present carrier quotes, ensuring alignment with client needs and agency standards.
Prepare and deliver proposals, and policy documents within established timelines.
Maintain accurate client and policy data in agency systems.
Identify and pursue account rounding, cross-sell, and referral opportunities.
Support new business prospecting efforts and contribute to agency growth initiatives.
Basic Qualifications:
Bachelor's degree
Active Property & Casualty Insurance License
5+ years experience managing a P&C commercial book of business
Preferred Qualifications:
Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.