Customer success manager jobs in Alabama - 560 jobs

LOOKING FOR A COMPANY WITH A GREAT CULTURE AND A RICH HISTORY OF SUCCESS? OUTSIDE SALES-BIRMINGHAM,AL! Our company culture is friendly, fun with healthy competition and rewards. At Applied Industrial Technologies, we offer integrity, inclusion, and career advancement. Individual contribution and ideas are encouraged and welcomed. At Applied Maintenance Supplies and Solutions (MSS)/a division of Applied Industrial, the Account Manager/Outside Sales role has an immediate impact on our customers, on our company performance, and on personal earnings. This is a fantastic opportunity for a strong outside sales representative who thrives in consultative sales and has some knowledge of industrial products. Responsibilities: Reporting directly to the District Sales Manager, you will be responsible for building a territory and growing earnings by developing repeat business relationships in existing accounts and opening new business. Use our handheld technology to manager customer's inventory and sell new products. You will also be responsible for calling on engineers, maintenance, purchasing and others using your consultative selling approach to learn about your customers' applications and needs. Maintain our current customers while prospecting new opportunities. Prepare quotations and proposals, follow up and negotiate terms, and close transactions. Product demonstration sessions for customers, survey market and competitive conditions. Complete reports regarding itineraries, expenses, sales calls, leads and other related reports. Why join us? There is a reason we have been named a Best Workplace 20 times. Applied has earned the Outstanding Employer Support award from the US Navy and we are a GSA approved vendor. You'll receive rewards and resources to fulfill you both professionally and personally. In addition to competitive pay including bonus opportunities, and all the benefits you would expect from an industry leader (401K, insurance, time off, employee assistance, etc.) you will also enjoy: A LASTING CAREER - Career paths are available in sales, operations, or management throughout the country. Solid existing account base! Professional development, training and tuition reimbursement. Great work / life balance. Position Requirements: Minimum, 1 year business to business sales experience, route sales and or developing new business and managing a territory. Industrial/MRO experience/background is a plus! Valid driver's license and satisfactory driving record are essential. Basic word, excel, and computer skills, SAP a plus! High school diploma or equivalency. This position is not eligible for relocation benefits and is expected to be performed on site. Candidates must be authorized to work in the US. We are not able to offer sponsorship of work visas for this position. Preferred: Hands-on product demonstrations for customers and prospects; mechanical aptitude. Self-starter and self-motivated. Relationship-building skills at all levels with customers and prospect organizations. Good communication and organizational skills. Individual contributors with fresh ideas and passion for excellence are encouraged and rewarded! Apply now for immediate consideration! #LI-RB1 Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.

The Cornerstone Account Manager is responsible for fostering the overall relationship between Cornerstone and a book of our clients. By maintaining a strong relationship with our clients, the Account Manager ensures high levels of client satisfaction and leverages their deep understanding of our client's business needs to ensure they are receiving the most value from our technology - identifying new areas and applications for our technology and services. The Account Manager will drive adoption, ensure healthy usage levels, identify growth opportunities, and demonstrate sustainable value from the customer's Cornerstone solution that leads to renewals and continuing relations. The successful candidate will work closely with the Sales leadership, Customer Excellence, and Customer Engagement teams as well as Customer Support to ensure successful delivery of solutions and will be the key business contact for the client. Key skills for this position include excellent discovery, sales, communication, and account management skills. **In this role you will...** + Have responsibility for an assigned book of accounts within which you will be responsible for finding and developing opportunities to: + Expand the use of Cornerstone's solutions within new areas of the business + Expand the breadth of Cornerstone's footprint to include additional products and capabilities + Create a talent management strategy for/with your customers + Identify services opportunities as needed + Drive renewals for your assigned book of accounts + Drive customer satisfaction and referenceability + Actively take ownership of the client accounts to ensure there is a clear communication plan in place with the key people in the account, and that you have a full understanding of the business needs across the organization. Driving and growing relationships both horizontally and vertically within the account. + Develop and oversee strategies to expand the use of CSOD software solutions for learning, performance, talent management, talent acquisition and content within the customers' business or subsidiaries. + Develop a cadence of customer interaction to assess customer needs, determine system requirement, solution utilization and ensure overall account health. + Lead discovery and solution workshops; deliver technical presentations to position CSOD solutions to customers and prospective customers. + Partner with clients to build strategic plans for talent management, and develop, present, or respond to proposals for specific customer requirements and customization of software solutions. + Guide and advise customers on how they can benefit from the use of new software solutions and services. + Manage and actively take ownership of enterprise client accounts to ensure there is a clear communication plan in place with the key stakeholders; drive and grow relationships both horizontally and vertically within the account. + Map and build account plans, manage forecasts for opportunities identified and for annual renewal pipeline. + Meet with business stakeholders to address business opportunities, issues and questions balancing customer needs and CSOD's business needs. + Coordinate with and provide direction to various members of cross-functional teams to ensure focus and delivery of services and solutions. + Uncover opportunities for increased customer base growth and potential adoption of other services. + Build knowledge of customer business needs and recommend software offerings aligned to business needs for the customer's long-term success and further adoption of CSOD services as appropriate. + Access, analyze, present customer reports to draw conclusions and provide recommendations **You've got what it takes if you have...** + 5+ years of Account Management experience + Experience in an account management capacity and are looking for an opportunity to take each assigned account to the next level. + The ability to show us strong communication and relationship building skills, and that you have the ability to work independently within each account as well as knowing when to bring in team members for support (whether that is a more senior Manager/ Executive, a member of the overlay or support teams, or a pre-sales resource, product management or other). + An understanding of account management and software sales, ideally on the applications side, and you will be able to develop an understanding of our software solutions quickly. + Previous experience of developing opportunities and a passion for fostering customer satisfaction and helping them reach their goals + Proven ability to deliver a high degree of customer satisfaction to a base of clients through effective reactive and proactive engagement, as well as consulting guidance and recommendation for added solutions and services. Highly committed individual with a background in account management + Strong, influential team player capable of building good relationships across all functions + Passionate about the needs of the customer with a strong interest in helping customers succeed; yet being balanced to protect Cornerstone's interests + Flexibility, integrity and creative problem-solving skills + Excellent oral and written communication skills in English as well as other required language as per job opening(s). With the proven ability to effectively present and communicate in an articulate and confident manner to all levels of an organization, including senior management levels + Strong discovery skills + The ability to take a consultative approach to both prescript and recommend a talent management strategy to your clients + Excellent follow-up skills with great attention to detail + The ability to manage several priorities and work well under pressure + Proven ability to collaborate and build strong relationships with customers especially at the Executive level and into new departments + Proven ability to align across Cornerstone's corporate functions + Some travel will be required depending on assigned book of accounts + Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment + The ability to listen to the customer, understand what they need, find solutions that will help them and to drive long term relationships with the customer and Cornerstone, is critical. + Consideration for privacy and security obligations **Extra Dose of Awesomeness if you have...** + An understanding of learning, performance and talent solutions, and familiarity with the industry. Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at ****************

Knauf Insulation North America is the world's fastest-growing insulation manufacturer. We are wholly committed to the conservation of the environment while also sustainably developing and manufacturing a comprehensive line of acoustical fiberglass insulation for residential, commercial, industrial, marine, OEM and metal building applications, using post-consumer recycled materials. We welcome passionate and creative individuals who thrive in an entrepreneurial, collaborative and ever-changing environment. Our benefits go beyond just providing coverage. We're committed to the whole you - your health, wealth, peace of mind, self and community. Our benefits include: * Free on-site Health Care Facility * Medical, Dental, Vision - starting on day one! * Virtual Medical Services * Fertility and adoption benefits * 401(k) Retirement Plan (earn 100% matching on your first 6% contribution and fully vested day one) * Paid parental leave * Paid family leave * Company provided Salay Continuance (Short- term Disability) * Company paid life insurance * Paid Time Off (PTO) * Paid Holidays * Vacation * Tuition Reimbursement * Employee Assistance Program (EAP) * Plus, more! Growth opportunities are available! Apply online or contact us to hear why our employees appreciate being part of the Knauf family! About the Role: Join Knauf as the leader of our Customer Experience and Service Operations, where you'll shape how customers experience us from first order through ongoing partnership. You'll set the strategy and own the performance for order entry, order management, claims, and customer communications-using data to improve speed, quality, and consistency at scale. As a visible, hands-on leader, you'll mentor a high-performing team, streamline processes, and introduce smarter tools that make work easier for employees and customers alike. You'll partner closely with Sales, Supply Chain, Logistics, IT, Finance, and Manufacturing, and serve as a senior point of contact for strategic customers-bringing the voice of the customer into every decision. If you're energized by setting direction, delivering measurable results, and elevating the customer journey, this role offers the autonomy and impact you're looking for. Integrity, vision, professionalism, and passion are core to success here. Responsibilities Strategic Leadership * Set the strategic direction for Customer Service in alignment with Knauf's business objectives and growth plans. * Develop, improve, and implement service strategies, policies, procedures, and standards that elevate quality, productivity, and profitability. * Define and manage KPIs for order entry and management, response time, issue resolution, and customer satisfaction, link performance to financial outcomes. * Define what "best-in-class" looks like for Knauf through benchmarking and customer insights and hold the organization accountable for meeting those standards. * Lead customer-focused initiatives that increase satisfaction, loyalty, and retention while supporting commercial goals. Operational Excellence * Oversee end-to-end customer service operations, including order intake, order management, claims, and escalations; ensure standardized processes across businesses. * Own the end-to-end claims process (e.g., freight damage/shortage, pricing disputes, credit/debit memos): establish policies and SOPs, approval matrices, documentation standards, and SLAs to ensure timely, accurate resolution and cost recovery; partner with Quality, Logistics, Sales, and Finance on root-cause prevention. * Standardize order processes across businesses and implement continuous improvement to reduce errors and cycle times. * Implement and optimize digital tools (ERP/CRM/analytics/knowledge base/self-service) to enhance visibility, efficiency, and customer experience. * Handle complex and escalated customer service issues promptly and professionally. * Establish and maintain Freight and Fuel Policies and updates; ensure clear communication of brand identity and corporate position. * Serve as the senior Customer Service point of contact; maintain oversight of the phone system with effective tiered escalation and swift resolution. * Collaborate cross-functionally to improve forecast accuracy, on-time delivery, fill rates, inventory allocation, and invoice accuracy. * Ensure adherence to SOPs, SLAs, and compliance requirements; hold teams accountable for process compliance, quality, and continuous improvement. * Perform other duties as assigned. Performance Management and Analytics * Develop and track team and individual KPIs; coach for performance and implement corrective actions where needed. * Benchmark KPIs against best-in-class standards; hold individuals and teams accountable via dashboards, reviews, and corrective action plans to achieve targets. * Monitor service performance, customer satisfaction, claims and financial results; standardize reporting cadences and executive dashboards to drive decisions. Continuous Improvement * Lead and drive cross-functional continuous improvement initiatives by proactively identifying opportunities to streamline order management and customer service processes, minimizing errors and inefficiencies. * Champion process optimization efforts by deploying formal continuous improvement processes (ex. Lean Management) to identify root causes, address recurring issues and enhance operational performance. * Monitor, analyze, and act on customer feedback and performance metrics to implement targeted enhancements, elevate service quality, and foster a culture of innovation and accountability across the team. Team Leadership * Build, mentor, and retain a high-performing team of supervisors, claims managers, and customer service representatives. * Directly manage the Claims Manager and Supervisors, including coaching, workload prioritization, performance management, and career development aligned to SLAs and quality standards. * Set clear expectations and hold the team accountable to best-in-class service standards, KPIs, and compliant processes through regular coaching, feedback, and performance reviews. * Foster a culture of safety, accountability, customer-first thinking, and continuous improvement. * Develop and implement training programs to strengthen technical expertise, systems proficiency, call control, order management, and communication skills. * Ensure succession planning, workforce development, and talent retention to support growth and resilience. * Serve as the key backup to Customer Service Managers and Supervisors, providing day-to-day coverage for approvals, escalations, scheduling/workforce planning, and operational decision-making during absences or peak demand. * Drives the highest levels of employee retention and engagement to ensure a sustainable workforce. * Fosters a culture of innovation, collaboration, and accountability within the organization. * Instills an environment of inclusion, where all employees feel that they can contribute and impact the company in a positive manner. Customer Engagement and Commercial Partnership * Sponsor relationships for strategic customers, ensuring high-quality lifecycle support and proactive issue avoidance. * Partner with Sales and Commercial teams to support audits, training, planning, business reviews, product availability, etc.; balance customer satisfaction with business performance. * Drive initiatives that improve NPS/CSAT and enhance order management. Risk Management * Ensure adherence to policies, customer messaging, service guidelines, freight and fuel updates, availability, and compliance requirements Qualifications Education: * Bachelor's Degree in Business Administration or related field Experience: * Minimum 5 years of experience in Customer Service, Product Management, or a similar customer-facing leadership role; manufacturing background preferred Knowledge, Skills and Abilities: * Proficiency with Microsoft Office, ERP/MRP systems (SAP preferred), Salesforce, and Tableau. * Strong administrative, organizational, communication, and people-leadership skills. * Excellent mathematical, analytical, and problem-solving abilities; adept at objection handling and root-cause analysis. * Proven expertise in call control, order management, time management, and documentation. * Strategic thinker with demonstrated ability to set direction, execute, and deliver outcomes. * Strong understanding of sales principles, methods, and strategies; ability to balance customer needs with business goals. * Up-to-date awareness of industry trends and customer service best practices. * Exceptional verbal presentation, active listening, and written communication skills. * Highly motivated, hands-on, self-starter with strong attention to detail and follow-through. It is the policy of Knauf Insulation to provide equal employment opportunities to all qualified persons without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status or any other protected characteristic prohibited by applicable law.

Business Development Type: Full-time Department: Technology eClerx is expanding its team of client engagement managers (CEM) with a technology focus. The majority of eClerx clients are Fortune 1000 companies with more than 5 years of steady engagements. In order to provide the best support for these clients eClerx has both relationship managers who have an operational focus and those with a technology background. The current focus of the person will be in a relationship management or business development function. eClerx has a targeted set of products with which we have had success over our 20+ year history. Selling specifically technology into these large logos is a highly-visible focus at eClerx. The team is growing rapidly and has need of more talent and bigger and better ideas. Responsibilities * Be an escalation point for communication between clients and eClerx * Look for new opportunities to advance our clients' businesses and capabilities and carry a targeted annual quota * Work with all levels of clients from individual contributors to C-level management. * Technology know-how, management acumen, and the ability to seek out and realize new opportunities. * Interface with all functional areas from marketing to sales, product development, solution design, and delivery * Manage a large number of concurrent tasks, client relationships and oversee ongoing projects is required * Explain complex concepts in simple-to-understand terms to others. Eligibility Requirements * 5-15 years' experience in technology roles such as development or business analysis * 5+ years in a client-facing business development role is required * Knowledge of working in Manufacturing & Distribution or Hi-Tech industry domain is a pre-requisite * Demonstrable understanding of software development including the entire SDLC from conception to release and support; DevOps or CI/CD knowledge is a plus * Experience of selling Automation, AI and GenAI services is desirable * Knowledge of multi-tier and cloud-native architectures and associated platforms and technologies also a plus * Experience on selling large software projects is desirable, especially useful is experience in global projects with multiple teams (geographically and skillsets) * Previous experience working with IT Services providers, for a firm that implements projects for other firms, is a plus * Solution design skills, system architecture, a plus * A successful history of finding, selling and delivering opportunities to clients is needed * A collaborative, friendly, hard-working attitude also required * Ability to think outside the box always appreciated In the US, the target base salary for this role is 150-200K Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors What We Offer * Competitive salary and performance bonuses * Health, dental, and vision insurance * Flexible working hours * Career growth opportunities and ongoing training * Inclusive, supportive company culture How to Apply * Click "Apply Now" to submit your resume through our career site * Be sure to include any relevant experience that aligns with the role. * Qualified candidates will be contacted by a member of our recruitment team for next steps About eClerx eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results. The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA. For more information, visit ************** You can also find us on: **************************************** *************************************** ******************************** eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here

Customer Success Manager (AL, Decatur) AL, Decatur About the Role The Customer Success Manager (CSM) is responsible for building strong client partnerships and ensuring every customer experience exceptional service, engagement, and value. Acting as the face of Five Star across all business lines - Markets, Vending, Dining, and Refreshment Services - this role focuses on client retention, satisfaction, and organic growth through proactive relationship management and solution-driven collaboration with operational teams. Key Responsibilities + Develop and maintain long-term customer relationships through consistent communication and on-site visits. + Serve as the primary point of contact for all client needs and ensure issues are resolved quickly and professionally. + Partner with operations and regional leadership teams to ensure customer satisfaction, performance excellence, and service consistency. + Identify opportunities to expand relationships by introducing additional Five Star services and solutions. + Support sales and retention goals by assisting with new account development, same-store growth, and profitability initiatives. + Conduct regular client site visits to ensure company standards and contractual commitments are met. + Document all client interactions, feedback, and action items accurately and share updates with division management. + Represent Five Star at conferences, meetings, and events as needed, including occasional overnight travel. + Promote and uphold Five Star's values - Discipline, Leadership, Integrity, and Community - in every customer interaction. Qualifications + Bachelor's degree in business, Marketing, or a related field preferred; equivalent experience considered. + Minimum of 3 years of experience in customer success, account management, or sales, ideally within a service-oriented industry. + Proven track record of achieving client satisfaction, retention, and revenue growth goals. + Strong interpersonal, communication, and problem-solving skills with the ability to present to groups and leadership. + Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). + Ability to work independently, handle multiple priorities, and operate with a sense of urgency. + Willingness to travel regionally and stay overnight as required. What We Offer + Competitive base salary + Quarterly Retention Bonus: Up to $8,000 annually based on customer retention (96-100%) Incentives for Growth & Retention: + Pricing incentive up to 2.25% of unit revenue growth above CPI goals (uncapped potential) + Micro Market conversion bonuses ($200-$400 per installation) + RFP/Rebid commissions up to 2% on retained accounts + Water program and ATM installation incentives Vehicle Program: + Weekly allowance between $108-$132 based on MPG + Up to $3,200 annual vehicle maintenance reimbursement (to include insurance reimbursement) + Additional $0.10/mile reimbursement for business miles over 15,000 Other benefits: + Comprehensive health, dental, and vision insurance + 401(k) with company match, paid time off, and holidays + A collaborative, growth-driven culture that rewards initiative and results EEO Statement Five Star Breaktime Solutions is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage veterans and individuals with disabilities to apply. Location - AL, Decatur - AL

Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence - drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you'll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization - an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. **Position Summary** The Customer Success Account Manager is responsible for driving customer satisfaction, retention, and growth across assigned accounts. You will ensure seamless delivery of services, proactive account management, and measurable customer outcomes. You will also combine strong organizational skills with customer-facing experience, and a results-driven mindset. **This position is not available to residents of** **California** **.** **Responsibilities** **Customer Retention & Success** + Serve as the primary point of contact for assigned accounts, ensuring ongoing satisfaction and long-term retention. + Conduct regular **account reviews** to assess customer goals, usage, and outcomes, providing actionable recommendations. + Increase exam completion rates by monitoring learner progress, removing barriers, and providing engagement strategies. **Delivery Fulfillment** + **Facilitate service delivery** by coordinating instructor assignments, tracking of client expected training schedules, and ensuring all logistics are in place. + Manage preparation and distribution of training materials, ensuring accurate and timely delivery to customers. + Partner with internal operations, instructors, and vendors to guarantee a seamless customer experience. **Account Operations** + Oversee the **day-to-day management** of accounts, including processing orders, running reports, and maintaining accurate records in CRM systems. + Track customer utilization, training fulfillment, and certification outcomes to ensure contractual obligations are met. + Develop and deliver account-level reporting on performance, usage, and ROI. **Growth & Lead Generation** + Identify upsell and cross-sell opportunities through regular account engagement and success planning and engage sales partners to close. + Partner with Sales and Business Development to generate **qualified leads** and expand existing customer relationships. + Share customer insights and success stories to support marketing and sales initiatives. Perform miscellaneous duties as assigned **Behavioral Competencies** + Excellent written oral communication/presentation, and relationship-building skills + Strong project management and organizational skills, with the ability to juggle multiple priorities + Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen + High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics + Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business + Self-starter who provides creative and pragmatic solutions to business issues and problems + A positive, results-oriented attitude, with a sense of enthusiasm **Qualifications** + Experience in education, certification, training services, Cyber strongly preferred + Proficiency with CRM systems, reporting tools, and order processing workflows **Education and Work Experience** + Bachelor's degree in related field preferred, or equivalent work experience + 5+ years in Customer Success, Account Management, Training Delivery Coordination, or similar role **Physical and Mental Demands** + 25% travel required; this may increase where needed and may be required on short notice + Remain in a stationary position, often standing or sitting, for prolonged periods + Work extended hours when needed + Regular use of office equipment such as a computer/laptop and monitor computer screens **Equal Employment Opportunity Statement** All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. **Job Locations** _US-Remote_ **Posted Date** _3 months ago_ _(10/21/2025 8:14 AM)_ **_Job ID_** _2025-2190_ **_\# of Openings_** _2_ **_Category_** _Sales_

Purpose of the Position: The Customer Implementation Success Champion, serves as a recourse to ensure their assigned customers have a successful McLeod software go-live before moving to long-term support. A Champion joins the project team during the Implementation process to provide proactive support, adoption strategies, and mitigate risk for complete customer success. The Champion will be responsible for consolidating and sharing knowledge between the McLeod Implementation teams and the customer, which is an integral part of the customer's relationship with McLeod. Essential Duties and Responsibilities: Investigate technical issues while maintaining ownership of customer requests to provide exceptional service and superior support resolution as questions arise during implementation. Provide directions and reviews of software usage when shortcomings arise due to lack of customer comprehension or adoption. Engage directly with customers regularly to be a champion and advocate for the customers' successful utilization of the software. Maintain strong trusted relationship with customer stakeholders and key users throughout implementation while leading discussions to evaluate and provide critical updates to the implementation team, management, and key customer contacts of project. Complete remote review of customers business processes, document, and provide project gaps and risk to project team. Develop, implement, and monitor customer engagement and testing plan during implementation to mitigate change resistance and retain training. Conduct go-live readiness assessment, document and distribute to implementation project team. Keep abreast of current and past McLeod software versions, additional modules, and product offerings. Up to 15% travel is required. Competencies: Ability to learn internal software and systems. Strong change management abilities. Ability to manage several competing projects and priorities efficiently. Ability to work in a team environment with a positive attitude. Strong oral and written communication skills. High levels of patience. Desire to serve customers for their continued success. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Bachelor's degree preferred. High school degree or equivalent, and a minimum of two years of training or education experience. Minimum of two years of experience with LoadMaster and PowerBroker in a training and/or support role required. Why McLeod? At McLeod Software, we believe that our employees are our greatest competitive advantage. Each employee contributes directly to McLeod Software's growth and success. With over 650 full-time team members, we're still growing while staying true to who we are. Our priorities stay where they belong: with our employees, our customers, and the continued growth of our business. When you join McLeod, you're joining a company that's built for the long haul-with a clear vision, strong leadership, and a commitment to investing in our people.

**About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence. In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey. **The Role:** MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment. **Responsibilities:** Retention & Growth + Maintain positive net revenue retention across named clients in their assigned client segment. + Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities. + Earn reference status in >80% of MMIT clients. Optimize Client Use Cases + Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value. + Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles. + Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases. + Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes. Account Health & Advocacy of Client + Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans. + Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.). + Act as the internal and external escalation point of contact for any known or emerging client issues. + And other duties as assigned **Qualifications:** + Bachelor's degree in marketing/business or related discipline. + 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles. + Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access). + Understanding of common brand strategies to optimize patient access to therapies. + Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues. + Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications. + Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills. + High level of empathy with a strong agility to learn and adapt, growth mindset. + Demonstrated desire for continuous learning and improvement. + Enthusiastic and creative thinker with the ability to inspire others. **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Paid Time Off & Company Holidays _The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

**Why UKG:** At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. **About the Team:** Our Services and Distribution Enterprise team is a dynamic group of talented, collaborative professionals who work closely to align customers' goals with our broad set of products. We pride ourselves on fostering a supportive and innovative environment where every team member is encouraged to contribute their unique skills and expertise. Together, we strive to exceed customer expectations and drive significant business growth. **About the Role:** The Enterprise Customer Account Manager will be focused on selling into Enterprise Services and Distribution named accounts in an assigned geographic territory. This position requires an individual who can successfully build and grow existing customer relationships selling our full suite of products. A successful candidate will need to use consultative selling skills to clearly understand customer/prospect business requirements and recommend the best UKG software solution to meet their business objectives. **Key Responsibilities:** + Strengthen and expand customer relationships through regular and frequent face-to-face interactions designed to drive sales growth. + Attend industry events, trade shows, and conferences relevant to your customer base. + Proactively develop, utilize, and maintain a deep understanding of the customer's industry. + Advise, consult, and support customers on best and next practices in the utilization and expansion of services. + Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. + Collaborate with internal stakeholders to develop and maintain Annual Account Plans and Relationship Maps for each assigned account. + Build strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Leverage your sales management team, UKG executive sponsors, and in-person meetings to strengthen these relationships. + Conduct at least two in-person business reviews with the customer annually, covering adoption, support, and roadmap discussions. + Share new product offers and innovations during business reviews to drive sales. + Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams. + Maintain accuracy of account contacts and sentiment in SFDC, including a rolling four-quarter pipeline. **Basic Qualifications:** + At least 8 years of experience driving full cycle sales management process + Proven experience with a mix of transactional and strategic deals, ranging from 9-12 month sales cycles. + Demonstrated ability to consistently exceed a $1 million+ quota year over year, maintaining a pipeline three times the quota. + Experience selling SaaS solutions, preferably in HCM, WFM, Payroll, or ERP **Preferred Qualifications:** + Proven track record of building and growing customer relationships in an Enterprise territory. + Experience building strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Strong consultative selling skills with the ability to understand customer/prospect business requirements. + Excellent communication and presentation skills. + Ability to work collaboratively with internal stakeholders and leverage executive relationships. + Experience with Sandler, Challenger, Powerbase Selling methodology or similar Sales methodology + Superior negotiation, written and verbal communication skills + Up to 50% travel **Equal Opportunity Employer: ** UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. View The EEO Know Your Rights poster (************************************************************************************************** and its **supplement** . UKG participates in E-Verify. View the E-Verify posters here (******************************************************************************************** . It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Disability Accommodation in the Application and Interview Process:** For individuals with disabilities that need additional assistance at any point in the application and interview process, please email ****************** . **Pay Transparency:** The base salary range for this position is $170,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at *************************** It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Birmingham, AL - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; • Other duties may be assigned. Marketing Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; • Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust • Provide technical support in the sales process as needed • Other duties may be assigned. Personal and Organizational Responsibilities Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; • Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; • Maintain documentation and records; • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; • Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. • Full knowledge of multi-line Property & Casualty insurance products and services. • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. • Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. • Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: • Valid Property & Casualty Insurance license. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Hybrid (3217)

Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customers successfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention. This is a full-time position and reports directly to the Manager, Customer Success. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools **_Key Metrics for Success_** + **First-Year Retention Rate:** Percentage of clients retained through their first renewal date + **Renewal Rate:** Percentage of clients renewing beyond their first year + **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year **_Education Requirement_** Bachelor's degree and/or combination of equivalent work experience preferred. **_Required Experience, Knowledge and Skills_** + 2+ years of experience in sales, account management, or customer support for SaaS-based software + Proficiency in Microsoft Office (Word, Excel, PowerPoint) + Ability to quickly learn and apply SaaS products + Basic knowledge of the construction industry, or the ability to learn it quickly + Strong personal integrity and accountability for outcomes + Excellent written and verbal communication skills + Strong relationship-building and customer-focused approach + Ability to coach customers on best practices and identify pain points and solutions + Empathetic mindset with a focus on supporting small business growth and customer success **_Preferred Experience, Knowledge, and Skills_** + Experience working in a SaaS environment + Experience with CRM or order management systems + Bilingual (English/Spanish) preferred **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $50,000-$60,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** \#LI-Remote \#LI-SB1 \#DE-Remote \#DE-2026-23

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Duties and Responsibilities: Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data. Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. Mentor or support more junior account team members as needed. Stay informed on industry trends, product offerings, and regulatory changes impacting clients. Qualifications 3-5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines. Proven ability to manage a book of business and build long-term client relationships. Strong understanding of carrier underwriting guidelines and coverage forms. Excellent communication, negotiation, and problem-solving skills. Proficient in AMS360 or comparable agency management systems. Active insurance license(s) in applicable lines (P&C and/or L&H) required. Detail-oriented with strong time management skills and the ability to work independently. Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Welcome to Ovation Healthcare! At Ovation Healthcare, we've been making local healthcare better for more than 40 years. Our mission is to strengthen independent community healthcare. We provide independent hospitals and health systems with the support, guidance and tech-enabled shared services needed to remain strong and viable. With a strong sense of purpose and commitment to operating excellence, we help rural healthcare providers fulfill their missions. The Ovation Healthcare difference is the extraordinary combination of operations experience and consulting guidance that fulfills our mission of creating a sustainable future for healthcare organizations. Ovation Healthcare's vision is to be a dynamic, integrated professional services company delivering innovative and executable solutions through experience and thought leadership, while valuing trust, respect, and customer focused behavior. We're looking for talented, motivated professionals with a desire to help independent hospitals thrive. Working with Ovation Healthcare you will have the opportunity to collaborate with highly skilled subject matter specialists and operations executives, in a collegial atmosphere of professionalism and teamwork. Ovation Healthcare's corporate headquarters is located in Brentwood, TN. For more information, visit ********************** Summary: The Client Operations Accounts Receivable (AR) Transaction Specialist plays a critical role in ensuring quality assurance within the Client Operations Department. This role is responsible for the timely and accurate completion of client reconciliations, analyzing results to identify opportunities for process improvements, and communicating findings to the Client Service team. Key responsibilities include posting missing payments, collaborating with the Client Operations team to resolve transaction discrepancies, and producing client-specific reports within established deadlines. The Specialist must proactively address AR transaction issues and client requests, ensuring prompt and effective follow-up actions. A strong focus on attention to detail and upholding high client service standards is essential for success in this role. DUTIES AND RESPONSIBILITIES: * Post any missing payments to accounts through RP function for client reconciliation process. * Analyze missing transactions and work with Client Operations team on process improvements. * Report all findings of the recon to the Client Operations Analysts and Client Operations Supervisor. * Complete client-specific reports and requirements in a timely manner. * Meet deadlines despite frequent interruptions and redefined priorities. * Take initiative and action to respond, resolve, and follow up regarding AR Transaction issues and client requests in a timely manner. * Maintain a thorough and effective contingency plan to ensure client service level expectations are always met. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge * Extensive knowledge of client requirements and guidelines. Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology. * Efficient in Microsoft Office products, especially Excel and Word. * Knowledge in 10 key by touch typing. * Understanding of billing and recovery cycle. * Understanding of legal rules and regulations pertaining to billing, collections, and HIPPA. Skills * Active Listening - Giving full attention to what others are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. * Reading Comprehension - Understanding written sentences and paragraphs in work related documents. * Speaking - Talking to others to convey information effectively. * Service Orientation - Actively looking for ways to help people. * Writing - Communicating effectively in writing as appropriate for the needs of the audience. * Coordination - Adjusting actions in relation to others' actions. * Time Management - Managing one's own time and the time of others. * Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. * Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. * Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making. * Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. * Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one. Abilities * English Comprehension - The ability to fluently communicate in and understand English, the primary language of the work team. * Written Comprehension - The ability to read and understand information and ideas presented in writing. * Written Expression - The ability to communicate information and ideas in writing so others will understand. * Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. * Oral Expression - The ability to communicate information and ideas verbally so others will understand. * Speech Recognition - The ability to identify and understand the speech of another person. * Speech Clarity - The ability to speak clearly so others can understand oral communication. * Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. * Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). * Selective Attention - The ability to concentrate on a task over a period of time without being distracted. * Category Flexibility - The ability to generate or use different sets of rules for combining or grouping things in different ways. WORK EXPERIENCE, EDUCATION AND CERTIFICATIONS: GED/High school diploma required 2+ years of related office clerical support experience is preferred 2+ years of healthcare related background and/or industry experience preferred WORKING CONDITIONS AND PHYSICAL REQUIREMENTS: This position is located in a remote office environment and requires the following physical abilities: * Performing work at a stationary workstation for 8 hours * Interacting with a desktop computer or laptop * Entering data into systems using a mouse and keyboard * Ability to communicate clearly with others over a telephone system * Ability to work at a pace that allows the employee to meet the standard goals as set forth by management TRAVEL REQUIREMENTS: Non

Responsive recruiter Replies within 24 hours Benefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Profit sharing Training & development Position Details: Job Duration: Fulltime Compensation: Salary plus bonus/commission. Salary commensurate with experience. Relocation Assistance: Not available Insurance Discipline: Property & Casualty - Commercial/Personal/Life & Health Overall Purpose: The Commercial Lines Client Service Representative/Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients/prospects and the multiple insurance carriers represented by the company. Qualified candidates will have skills in the following key functional areas: Sales (account development and cross-selling) ; Client-Service (effective questioning, relationship management, problem resolution and client retentions); Business (prioritization, time management and critical thinking), and sound Commercial Insurance/Personal Insurance/Life Insurance coverage knowledge (general liability, commercial property, commercial auto, workers compensation, E&O, auto, home, umbrella, life, disability, LTC, etc.). Additionally, a consistently friendly, professional, client service and sales oriented personality along with a positive “can-do” cooperative demeanor are paramount. Standards of Performance: Actively supports and incorporates company mission and core values into daily activities. Achieve sales, account development and client retention targets as set out in annual and semi-annual company plans. Consistently demonstrates professionalism and exceptional customer service skills both internally and externally. Maintains a positive and respectful demeanor. Works as a team member to achieve department goals and overall company objectives. Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company. Reports to work on time prepared to perform duties of position at a consistently high level. Demonstrates a willingness to do whatever is required for betterment of the organization. Essential Duties: Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System. Collect complete underwriting information from walk-in/telephone/on-line prospects. Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.) Prepare and distribute new business and renewal policies to clients. Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling/account rounding). Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients. Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects. Conduct claims reporting and follow-up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency. Build and maintain rapport with brokers, clients and insurance carrier personnel. Collect, process, and record new business deposit premiums. Work on special projects that may be assigned by management as necessary. Office Equipment / Software Used: Microsoft Windows Operating System - must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications. Inter-office network; Internet access; e-mail - internally, with carriers, and with prospects/clients/others. Agency Management System (Applied Epic) and related programs. MVR, insurance score, Clue report software/website. Telephone, fax, copier, printer, document scanner and binding machine. Qualifications: High school diploma (required) ; B.A./B.S. degree preferred. Minimum of 5 years CSR/Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage preferred. Must have an active P&C insurance license (required). An active Life, Health & Annuities insurance license (preferred). Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred. Knowledge of insurance industry and specific working knowledge of commercial lines (required). Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success. Ability to prioritize multiple tasks in a fast-paced sales environment is crucial. Must be detail oriented, thorough, organized and efficient in executing tasks. Excellent communicative skills, both orally and in writing are essential. Takes the initiative to solve internal and external client problems. Must possess a positive, motivated attitude; results driven personality. Anticipates and prioritizes responsibilities to meet critical deadlines. Adapts quickly to change in systems, policies and procedures. Continues to find ways to improve and streamline business processes and workflows. Collects marketing data via phone calls/walk-ins/on-line inquiries to assess impact of marketing campaigns. Strong Microsoft Word, Excel and PowerPoint skills. Consistently looks for new challenges and opportunities to add value to both clients and organization. Pepper, Johnstone & Company, Inc. (“PJC”) is an award-winning independent P&C insurance brokerage located in Athens, Alabama. PJC was established in 1971 as an independent brokerage and is committed to the independent distribution channel. Although domiciled in Alabama, PJC also serves client throughout the southeastern and western United States. PJC continues to be one of the most successful and well respected firms in Alabama and is strategically positioned for greater organizational growth. This is an exciting time in our firm's history and if you are a self-motivated, results-driven individual that enjoys setting and achieving individual, team and organizational goals, this may be the place for you. Our Mission To be the clear, best choice for providing insurance, risk management and investment solutions to our clients through teamwork, technology, innovation, industry knowledge and unsurpassable client service, while supporting our community and stakeholders. Our Value System Pepper, Johnstone & Company's value system guides everything we do - from strategic planning to day-to-day decision making, to the manner in which we treat our clients and stakeholders. Represented by the acronym PRIDE, our value system is: Professionalism We will be recognized as having professional standards. Our employees will possess superior knowledge and skill for the benefit of our clients. Real Value to Our Clients We are here to consistently and diligently meet the needs of our clients. By providing the highest quality products, services, advice and sustainable value, we will ensure our clients receive excellent solutions to meet their individual needs. Integrity The highest levels of honesty and fairness characterize all of our dealings. We develop trust by maintaining the highest ethical practices possible. Demonstrated Commitment to Excellence Our clients depend on us to provide them with sound advice they can trust. We earn this confidence by sustaining an uncompromised commitment to continuous improvement in everything we do. This philosophy enables us to best serve our clients. Employees Our employees will determine our future success. In order to attract and retain the best and brightest employees, we will continue to invest in the development of our human capital and reward superior performance.

Of course, we need for a Client Accountant to love numbers - but they also need to love helping clients! If you are passionate about client service, we have an opportunity for you to join JT's Client Accounting & Advisory Services (CAAS) team. Jackson Thornton (JT) is one of Alabama's oldest and largest accounting firms with six offices throughout Alabama. Our CAAS team combines expertise with a personal touch to make accounting approachable for our clients. We're more than just numbers people - we're people-people! We are seeking a full-time Client Accountant with excellent accounting and computer skills to provide accounting services to multiple small business clients, including: general ledger transaction entry and reconciliation; preparation of compiled financial statements, sales tax returns, and payroll returns; as well as 1099s and W-2s. Our Client Accountants have significant interaction with clients, dealing with day-to-day accounting matters as well as the unexpected issues and questions that arise - becoming a trusted advisor to clients. With the right skills and abilities, this position has great career growth potential. Though we are looking to have someone based out of the River Region (Montgomery, Prattville, or Wetumpka office), this individual could be based out of our Auburn office or Birmingham office (newly available), if preferred by the selected candidate. Training will take place in the main office in Montgomery (timeframe will depend on experience/training needs). Once someone is proficient, a hybrid or remote schedule can be considered as well. Requirements include: Accounting degree or equivalent experience Strong computer skills and ability to learn new technology Proficiency in at least one accounting software (QuickBooks and/or Xero experience preferred); working knowledge of multiple accounting systems preferred Payroll experience, including experience processing multiple companies Ability to identify and correct inaccuracies in provided client records as well as guide clients in improving their efficiencies and accuracy Excellent communication skills Strong client service skills Ability to work in a fast-paced environment; ability to multi-task and handle frequent interruptions Strong organizational skills and attention to detail

Knauf Insulation North America is the world's fastest-growing insulation manufacturer. We are wholly committed to the conservation of the environment while also sustainably developing and manufacturing a comprehensive line of acoustical fiberglass insulation for residential, commercial, industrial, marine, OEM and metal building applications, using post-consumer recycled materials. We welcome passionate and creative individuals who thrive in an entrepreneurial, collaborative and ever-changing environment. Our benefits go beyond just providing coverage. We're committed to the whole you - your health, wealth, peace of mind, self and community. Our benefits include: Free on-site Health Care Facility Medical, Dental, Vision - starting on day one! Virtual Medical Services Fertility and adoption benefits 401(k) Retirement Plan (earn 100% matching on your first 6% contribution and fully vested day one) Paid parental leave Paid family leave Company provided Salay Continuance (Short- term Disability) Company paid life insurance Paid Time Off (PTO) Paid Holidays Vacation Tuition Reimbursement Employee Assistance Program (EAP) Plus, more! Growth opportunities are available! Apply online or contact us to hear why our employees appreciate being part of the Knauf family! About the Role: Join Knauf as the leader of our Customer Experience and Service Operations, where you'll shape how customers experience us from first order through ongoing partnership. You'll set the strategy and own the performance for order entry, order management, claims, and customer communications-using data to improve speed, quality, and consistency at scale. As a visible, hands-on leader, you'll mentor a high-performing team, streamline processes, and introduce smarter tools that make work easier for employees and customers alike. You'll partner closely with Sales, Supply Chain, Logistics, IT, Finance, and Manufacturing, and serve as a senior point of contact for strategic customers-bringing the voice of the customer into every decision. If you're energized by setting direction, delivering measurable results, and elevating the customer journey, this role offers the autonomy and impact you're looking for. Integrity, vision, professionalism, and passion are core to success here. Responsibilities Strategic Leadership Set the strategic direction for Customer Service in alignment with Knauf's business objectives and growth plans. Develop, improve, and implement service strategies, policies, procedures, and standards that elevate quality, productivity, and profitability. Define and manage KPIs for order entry and management, response time, issue resolution, and customer satisfaction, link performance to financial outcomes. Define what “best-in-class” looks like for Knauf through benchmarking and customer insights and hold the organization accountable for meeting those standards. Lead customer-focused initiatives that increase satisfaction, loyalty, and retention while supporting commercial goals. Operational Excellence Oversee end-to-end customer service operations, including order intake, order management, claims, and escalations; ensure standardized processes across businesses. Own the end-to-end claims process (e.g., freight damage/shortage, pricing disputes, credit/debit memos): establish policies and SOPs, approval matrices, documentation standards, and SLAs to ensure timely, accurate resolution and cost recovery; partner with Quality, Logistics, Sales, and Finance on root-cause prevention. Standardize order processes across businesses and implement continuous improvement to reduce errors and cycle times. Implement and optimize digital tools (ERP/CRM/analytics/knowledge base/self-service) to enhance visibility, efficiency, and customer experience. Handle complex and escalated customer service issues promptly and professionally. Establish and maintain Freight and Fuel Policies and updates; ensure clear communication of brand identity and corporate position. Serve as the senior Customer Service point of contact; maintain oversight of the phone system with effective tiered escalation and swift resolution. Collaborate cross-functionally to improve forecast accuracy, on-time delivery, fill rates, inventory allocation, and invoice accuracy. Ensure adherence to SOPs, SLAs, and compliance requirements; hold teams accountable for process compliance, quality, and continuous improvement. Perform other duties as assigned. Performance Management and Analytics Develop and track team and individual KPIs; coach for performance and implement corrective actions where needed. Benchmark KPIs against best-in-class standards; hold individuals and teams accountable via dashboards, reviews, and corrective action plans to achieve targets. Monitor service performance, customer satisfaction, claims and financial results; standardize reporting cadences and executive dashboards to drive decisions. Continuous Improvement Lead and drive cross-functional continuous improvement initiatives by proactively identifying opportunities to streamline order management and customer service processes, minimizing errors and inefficiencies. Champion process optimization efforts by deploying formal continuous improvement processes (ex. Lean Management) to identify root causes, address recurring issues and enhance operational performance. Monitor, analyze, and act on customer feedback and performance metrics to implement targeted enhancements, elevate service quality, and foster a culture of innovation and accountability across the team. Team Leadership Build, mentor, and retain a high-performing team of supervisors, claims managers, and customer service representatives. Directly manage the Claims Manager and Supervisors, including coaching, workload prioritization, performance management, and career development aligned to SLAs and quality standards. Set clear expectations and hold the team accountable to best-in-class service standards, KPIs, and compliant processes through regular coaching, feedback, and performance reviews. Foster a culture of safety, accountability, customer-first thinking, and continuous improvement. Develop and implement training programs to strengthen technical expertise, systems proficiency, call control, order management, and communication skills. Ensure succession planning, workforce development, and talent retention to support growth and resilience. Serve as the key backup to Customer Service Managers and Supervisors, providing day-to-day coverage for approvals, escalations, scheduling/workforce planning, and operational decision-making during absences or peak demand. Drives the highest levels of employee retention and engagement to ensure a sustainable workforce. Fosters a culture of innovation, collaboration, and accountability within the organization. Instills an environment of inclusion, where all employees feel that they can contribute and impact the company in a positive manner. Customer Engagement and Commercial Partnership Sponsor relationships for strategic customers, ensuring high-quality lifecycle support and proactive issue avoidance. Partner with Sales and Commercial teams to support audits, training, planning, business reviews, product availability, etc.; balance customer satisfaction with business performance. Drive initiatives that improve NPS/CSAT and enhance order management. Risk Management Ensure adherence to policies, customer messaging, service guidelines, freight and fuel updates, availability, and compliance requirements Qualifications Education: Bachelor's Degree in Business Administration or related field Experience: Minimum 5 years of experience in Customer Service, Product Management, or a similar customer-facing leadership role; manufacturing background preferred Knowledge, Skills and Abilities: Proficiency with Microsoft Office, ERP/MRP systems (SAP preferred), Salesforce, and Tableau. Strong administrative, organizational, communication, and people-leadership skills. Excellent mathematical, analytical, and problem-solving abilities; adept at objection handling and root-cause analysis. Proven expertise in call control, order management, time management, and documentation. Strategic thinker with demonstrated ability to set direction, execute, and deliver outcomes. Strong understanding of sales principles, methods, and strategies; ability to balance customer needs with business goals. Up-to-date awareness of industry trends and customer service best practices. Exceptional verbal presentation, active listening, and written communication skills. Highly motivated, hands-on, self-starter with strong attention to detail and follow-through. It is the policy of Knauf Insulation to provide equal employment opportunities to all qualified persons without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status or any other protected characteristic prohibited by applicable law. Not ready to apply? Connect with us for general consideration.

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values * We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. * We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. * We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? * We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. * We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Duties and Responsibilities: * Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. * Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data. * Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. * Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. * Mentor or support more junior account team members as needed. * Stay informed on industry trends, product offerings, and regulatory changes impacting clients. Qualifications * 3-5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines. * Proven ability to manage a book of business and build long-term client relationships. * Strong understanding of carrier underwriting guidelines and coverage forms. * Excellent communication, negotiation, and problem-solving skills. * Proficient in AMS360 or comparable agency management systems. * Active insurance license(s) in applicable lines (P&C and/or L&H) required. * Detail-oriented with strong time management skills and the ability to work independently. Additional Information Please see our company Benefits: * Medical, Dental, Vision * Life and AD&D insurance * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Profit sharing Training & development Position Details: Job Duration: Fulltime Compensation: Salary plus bonus/commission. Salary commensurate with experience. Relocation Assistance: Not available Insurance Discipline: Property & Casualty Commercial/Personal/Life & Health Overall Purpose: The Commercial Lines Client Service Representative/Account Manager will perform the essential duties of assisting producers in servicing a book of business, including new and renewal marketing and placement. The ability to cultivate new business with both existing and new accounts is also a critical function of this position. The individual who fills this position is the link between the company, clients/prospects and the multiple insurance carriers represented by the company. Qualified candidates will have skills in the following key functional areas: Sales (account development and cross-selling) ; Client-Service (effective questioning, relationship management, problem resolution and client retentions); Business (prioritization, time management and critical thinking), and sound Commercial Insurance/Personal Insurance/Life Insurance coverage knowledge (general liability, commercial property, commercial auto, workers compensation, E&O, auto, home, umbrella, life, disability, LTC, etc.). Additionally, a consistently friendly, professional, client service and sales oriented personality along with a positive can-do cooperative demeanor are paramount. Standards of Performance: Actively supports and incorporates company mission and core values into daily activities. Achieve sales, account development and client retention targets as set out in annual and semi-annual company plans. Consistently demonstrates professionalism and exceptional customer service skills both internally and externally. Maintains a positive and respectful demeanor. Works as a team member to achieve department goals and overall company objectives. Maintains confidentiality of all information related to clients, employees, carriers, alliance partners and the company. Reports to work on time prepared to perform duties of position at a consistently high level. Demonstrates a willingness to do whatever is required for betterment of the organization. Essential Duties: Support producers by processing new business applications. This will include data entry of application information in multiple carrier systems and Agency Management System. Collect complete underwriting information from walk-in/telephone/on-line prospects. Professionally prepare and present complete insurance proposals to existing clients and prospects, as well as draft professional communications (i.e., letters, memos, emails, etc.) Prepare and distribute new business and renewal policies to clients. Conduct regular account reviews in an effort to improve client retention and sell additional insurance products (cross-selling/account rounding). Intelligently discuss coverage inquiries/concerns/gaps with clients and prospective clients. Maintain and foster existing client relationships as well as cultivate new relationships and sales opportunities with client prospects. Conduct claims reporting and follow-up with clients and insurance carriers throughout the claims lifecycle with a sense of urgency. Build and maintain rapport with brokers, clients and insurance carrier personnel. Collect, process, and record new business deposit premiums. Work on special projects that may be assigned by management as necessary. Office Equipment / Software Used: Microsoft Windows Operating System must be proficient in MS Word, Excel, Power Point, Outlook, and other MS Office applications. Inter-office network; Internet access; e-mail internally, with carriers, and with prospects/clients/others. Agency Management System (Applied Epic) and related programs. MVR, insurance score, Clue report software/website. Telephone, fax, copier, printer, document scanner and binding machine. Qualifications: High school diploma (required) ; B.A./B.S. degree preferred. Minimum of 5 years CSR/Account Management experience in insurance industry (required); experience in independent P&C insurance brokerage preferred. Must have an active P&C insurance license (required). An active Life, Health & Annuities insurance license (preferred). Candidates with CISR, CIC, CPCU, AAI, AIS or similar designations are preferred. Knowledge of insurance industry and specific working knowledge of commercial lines (required). Ability to maintain and foster existing client relationships as well as cultivate new relationships with client prospects is critical to success. Ability to prioritize multiple tasks in a fast-paced sales environment is crucial. Must be detail oriented, thorough, organized and efficient in executing tasks. Excellent communicative skills, both orally and in writing are essential. Takes the initiative to solve internal and external client problems. Must possess a positive, motivated attitude; results driven personality. Anticipates and prioritizes responsibilities to meet critical deadlines. Adapts quickly to change in systems, policies and procedures. Continues to find ways to improve and streamline business processes and workflows. Collects marketing data via phone calls/walk-ins/on-line inquiries to assess impact of marketing campaigns. Strong Microsoft Word, Excel and PowerPoint skills. Consistently looks for new challenges and opportunities to add value to both clients and organization.