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  • Psychiatry Account Manager - Fresno, CA

    Lundbeck 4.9company rating

    Relationship manager job in Fresno, CA

    Territory: Fresno, CA - Psychiatry Target city for territory is Fresno - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fresno, San Luis Obispo, Santa Barbara, Clovis, Visalia and Santa Maria. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Previous experience within a specialty product sales force Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in the state of California, if selected for this role, and may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $145,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity 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. Lundbeck participates in E-Verify.
    $117k-145k yearly 10h ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Fresno, CA

    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Fresno, CA. This is a full-time position that offers a competitive base salary, plus commission, bonuses, car allowance, benefits, and a WONDERFUL company culture. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
    $88k-145k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Relationship Manager - Fresno, CA

    California Bank & Trust 4.4company rating

    Relationship manager job in Fresno, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Commercial Banking Relationship Manager in Fresno, CA. This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships. Essential Functions: * Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. * Acts as the principal account and relationship manager for new and existing clients. * Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. * Calls on existing relationships to review portfolios and makes recommendations as needed. * Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. * Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. * Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. * Cross-sell other bank products. * Other duties as assigned. Qualifications: * Requires a Bachelor's and 6+ years experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. * Advanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. * Ability to expand commercial loans, client relationships and cross-sell bank products. * Requires solid sales ability. Solid experience in applicant interviewing and perceptive character judgment skills. * Ability to structure loans and monitor credit performance. * Must have solid interpersonal and communication skills. * Working knowledge of software applications, including word processing and spreadsheets. * Manages a small to medium commercial portfolio. * Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $150,000 - $184,000 depending on job-related factors such as level of experience.
    $150k-184k yearly 24d ago
  • Deposit Sales Relationship Manager

    Mrinetwork Jobs 4.5company rating

    Relationship manager job in Fresno, CA

    Job Description Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. RESPONSIBILITIES: Generate new core deposit relationships with the Bank's Deposit Management services. Market Bank's Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Build internal and external relationships through exceptional problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank. REQUIREMENTS: Minimum 5 yrs of banking required and proven track record of deposit generation Strong sales and organizational skills Excellent formal and informal presentation skills before both small and large groups. Familiarity with the Greater Fresno/Central Valley market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.
    $72k-113k yearly est. 5d ago
  • Client Manager

    Epic Brokers 4.5company rating

    Relationship manager job in Fresno, CA

    Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service 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 all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies 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. Responsible for timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development 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 up-to-date proposals, workflow logs, manuals or other required 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include 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 California Fire and Casualty Broker License Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. 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-MS2
    $100k-120k yearly Auto-Apply 20d ago
  • Relationship Manager Development Program (RMDP)

    Mission Bank 4.3company rating

    Relationship manager job in Visalia, CA

    Job Description Our Visalia team is seeking a Credit Analyst to join our Relationship Manager Development Program ! The RMDP position is a training and development role. The candidate is hired into the program with the expectation they are developing into a Relationship Manager within 18-24 months. The candidate starts the program in the role of Credit Analyst (CA). While functioning as a CA, the RMDP is responsible for analyzing credit information on current and potential borrowers. The CA determines the advisability of granting credit for diversified types of loans; assists loan officers in writing loan requests; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The CA assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Responsibilities, include but are not limited to the following: Successfully completes all training aspects of the Relationship Manager Development Program (RMDP) . Assists Relationship Managers in performing pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Prepares spreadsheets and analyzes financial information including financial statements and tax returns. Compiles data from credit bureaus, conducts industry peer comparisons, and performs cash flow analyses and other such tasks and comparisons. Underwrite loan requests for RM review; makes recommendation on loan structures and terms to loan officers. Assist Relationship Managers in the review and renewal of credit facilities, and annual loan reviews of term loan customers to determine that current risk grades are still accurate. Provide direct assistance to Regional Presidents and Relationship Managers (lenders) and accompanying on customer calls, as needed. Bachelor's degree in Finance, Accounting, or related field; or five years related experience; or the equivalent combination of education and experience. Proficiency in Microsoft Suite, including Excel Possess a strong customer service orientation, and a willingness to place the customer first. Possess strong written/verbal communication skills as well as excellent organizational/time management skills. Ability to work with minimal supervision while performing duties. Target Compensation: $75,000 annually, depending on experience. Benefits: Competitive Medical Insurance (PPO&HMO) Dental Insurance Vision Insurance Life Insurance Short-term and Long-term Disability 401k Retirement Plan Vacation Hours Sick Time 11 Paid Holidays Per Year!
    $75k yearly 7d ago
  • Commercial Banking Relationship Manager - Fresno, CA

    Zions Bancorporation 4.5company rating

    Relationship manager job in Fresno, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of _San Diego Union-Tribune_ and _Orange County Register_ . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Commercial Banking Relationship Manager in** **Fresno, CA.** This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships. **Essential Functions:** + Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. + Acts as the principal account and relationship manager for new and existing clients. + Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. + Calls on existing relationships to review portfolios and makes recommendations as needed. + Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. + Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. + Cross-sell other bank products. + Other duties as assigned. **Qualifications:** + Requires a Bachelor's and 6+ years experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. + Advanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. + Ability to expand commercial loans, client relationships and cross-sell bank products. + Requires solid sales ability. Solid experience in applicant interviewing and perceptive character judgment skills. + Ability to structure loans and monitor credit performance. + Must have solid interpersonal and communication skills. + Working knowledge of software applications, including word processing and spreadsheets. + Manages a small to medium commercial portfolio. + **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts + Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits, including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **This position is eligible to earn a base salary in the range of $150,000 - $184,000 depending on job-related factors such as level of experience.** **Req ID:** 068679 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $150k-184k yearly 23d ago
  • Client Manager

    Edgewood Partners Insurance Center 4.5company rating

    Relationship manager job in Fresno, CA

    Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. * Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. * Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. * Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. * Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. * Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service * 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 all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies 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. * Responsible for timely, accurate invoicing and monthly expirations. * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. * Other duties may be assigned. Marketing * In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. * Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. * Prepare proposals and provide other technical support in the sales process as needed. * Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. * Other duties may be assigned. Personal and Organizational Development * 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 up-to-date proposals, workflow logs, manuals or other required 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. * Other duties may be assigned. * Work effectively to resolve problems or enhance service in a timely manner. * Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Ensure expert knowledge is maintained. KEY COMPETENCIES * Full knowledge of Property Casualty lines of coverage and services. * Recognize problems and respond appropriately. * Able to analyze situations logically in order to draw solid conclusions. * Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. * Strong attention to detail and time management abilities. * Strong ability to multi-task and assign priority. * Ability to work effectively and efficiently both with and without direct supervision. * Ability to work effectively and efficiently in a team environment as well as independently. * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE * High school diploma or G.E.D. equivalent required. * College degree preferred. * Two or more years of experience in mid-size brokerage or carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include 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 * California Fire and Casualty Broker License * Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. 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-MS2
    $100k-120k yearly Auto-Apply 21d ago
  • Broker Account Manager Fresno County

    Alignment Healthcare 4.7company rating

    Relationship manager job in Fresno, CA

    Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together. The Broker Account Manager is responsible for the sales and growth of the broker channel and reports to the Vice President of Sales. The Broker Account Manager oversees all channel activity including sales production, recruitment, training and sales strategy to grow the channel while maintaining a favorable acquisition cost for the company. GENERAL DUTIES/RESPONSIBILITIES (MAY INCLUDE BUT ARE NOT LIMITED TO): In overseeing the broker channel, the Broker Manager must live in or near Fresno County and will: 1. Increases sales and meet or exceed sales expectations through existing active relationships. 2. Builds new selling relationships in existing markets and expansion markets to grow the broker sales channel. 3. Manages provider relationships and assign agents to partner with Medical Groups/IPA's for growth. 4. Oversees agent sales and product training including webinars for new agents, lock-in refresher trainings, and Open Enrollment recertification training. 5. Assists with broker support channels including customer service calls and email inquiries. 6. Oversees interactions with external agents including commissions, discrepancies, enrollment kit fulfillment, certification and contracting/appointment requirements. 7. Ensures CMS compliance with all sales, enrollment processes and events. 8. Oversees compliance at all times to include secret shopping and ride-along. 9. Provides fair and objective documentation on corrective action plans and/or performance appraisals as directed by company policies and procedures. 10. Provides effective and objective communication to keep managing relationships apprised of any updates and/or changes within department, CMS guidelines, company policies and procedures while keeping strong morale intact. 11. Attends all mandatory management administrative, educational and/or training courses. 12. Other duties as assigned Job Requirements: Experience: • Required: Minimum of 2 years of general sales / marketing strategy experience. • Strongly Preferred: Medicare knowledge and/or health insurance background preferred. Education: • Required: High School Diploma or GED. Bachelor's degree or four years additional experience in lieu of education. • Preferred: MBA Training: • Required: • Preferred: Specialized Skills: • Required: Must live in or near Fresno County. Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors; Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others. Strong knowledge and understanding of the CMS Marketing Guidelines. Must have reliable means of transportation to get to all sales activities and appointments. Extremely organized, detail driven and a self-starter. An innovator and effective leader with the ability to motivate direct team, community affiliates and provider relationships. Excellent public speaking and presentation skills. Mathematical Skills: Ability to perform mathematical calculations and calculate simple statistics correctly Reasoning Skills: Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution. Problem-Solving Skills: Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment. Report Analysis Skills: Comprehend and analyze statistical reports. Licensure: • Required: None • Preferred: Current and active life insurance license within respective selling state Essential Physical Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Pay Range: $53,210.00 - $79,815.00 Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc. Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation. *DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at ******************************* If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health's talent acquisition team, please email ******************.
    $53.2k-79.8k yearly Auto-Apply 31d ago
  • Business Relationship Manager

    Westamerica Ban 3.6company rating

    Relationship manager job in Fresno, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 79 branches throughout Northern and Central California. We have been profitable quarter in and quarter out for 23 years. Industry associations and rating agencies routinely rank Westamerica Bank among the top community banks for asset quality, capital ratios, safety and soundness and overall financial performance. Job Description: Actively deepens existing customer relationships through a structured calling routine and develop new relationships with prospects according to the Sales Culture. Actively originate business loan requests by gathering loan packages for clients. Further responsibilities include selling bank products and services such as business depository products, treasury management products, business credit cards, as well as other products. This position requires outside calling skills including prospecting, canvassing and box time calling. Appropriately handles business customer inquiries and service issues in assigned portfolio or branch. Requirements Basic Qualifications: Bachelor's degree in business, accounting or finance, or equivalent work experience. One plus years of outside sales and customer service experience in the financial services industry. Adherence to policies, procedures and regulatory banking requirements. Preferred Experience and Skills: Strong product knowledge within the banking/financial services industry. Excellent business development and b2b sales/service skills. Demonstrate the ability to make both one on one and group presentations. Strong interpersonal, verbal and written communication skills. Strong outbound telephone sales skills. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $70,217.00
    $68.6k-70.2k yearly 60d+ ago
  • Specialty Account Manager IgG4(Rare Disease) - Fresno CA

    Msccn

    Relationship manager job in Fresno, CA

    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers . If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. What you will do Let's do this! Let's change the world! In this vital role you will be responsible for representing UPLIZNA to physicians and health care professionals, establishing product sales, and performing total territory account management. The Specialty Account Manager is responsible for providing account management support to accounts within a specific geography in the designated marketplace with a focus on issues specific to their designated accounts. The SAM acts as central account manager; responsible for driving product demand and coordinating relevant field teams to address account needs. Develops a comprehensive and effective territory business plan aimed at achieving and exceeding annual sales goals established by sales and business unit leadership. Promotes UPLIZNA within approved labeling in a comprehensive, fair and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines. Addresses issues related to access, pull-through, and reimbursement by coordinating with key stakeholders and matrix team members. Develops strong customer relationships by better understanding the customer's needs and goals and communicating those needs and goals to other team members. Consistently meets or exceeds corporate sales goals. Communicates territory activity in an accurate and timely manner as directed by management. Drive product demand among targets through education on disease state and product information. Provides feedback to sales and business unit leadership, colleagues, and other internal departments about changing environment and results. Adheres to the Company's compliance policies and guidelines as well as any other applicable guidelines, including but not limited to the PhRMA code. Must be able to work closely with patient services and market access team members, and understand their roles, to achieve overall business goals, Coordinate between accounts and relevant Amgen field teams to support full range of account needs, Educate healthcare professionals and office staff on site of care options. Attends medical congresses and society meetings as needed. Manages efforts within assigned promotional and operational budget. Maximizes use of approved resources to achieve territory and account level goals Successfully completes all Company training classes. Completes administrative duties in an accurate and timely fashion. Functions as a contributing member of a high-performance team. Perform such other tasks and responsibilities as requested by the Company. Additional Qualifications/Responsibilities What we expect of you We are all different, yet we all use our unique contributions to serve patients. The Specialty Account Manager we seek is a motivated professional with these qualifications. Basic Qualifications: Doctorate degree & 2 years of collective account management experience, sales, & commercial experience Or Master's degree & 6 years of collective account management experience, sales, & commercial experience Or Bachelor's degree & 8 years of collective account management experience, sales, & commercial experience Or Associate degree & 10 years of collective account management experience, sales, & commercial experience Preferred Qualifications: Buy-and-bill experience with documented success and/or biologic/infusion experience strongly preferred. Sales experience in Rheumatology, Gastroenterology, Nephrology, Hematology, Neurology, and/or rare/specialty disease states preferred. Site of care and reimbursement experience strongly preferred. Experience working with institutions and integrated delivery networks preferred. Pharma account management selling experience essential; must be able to coordinate across field teams to address full range of account needs. Approximately 80% travel (may vary by territory), including some overnight and weekend commitments. Proficient in Microsoft Office. Professional, proactive demeanor. Strong interpersonal skills. Excellent written and verbal communication skills. Thrive What you can expect of us As we work to develop treatments that take care of others, we also work to care for our teammates' professional and personal growth and well-being. The expected annual salary range for this role in the U.S. (excluding Puerto Rico) is $158,046.00 to $185,910.00.Amgen offers a Total Rewards Plan comprising health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities including: Comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan Stock-based long-term incentives Award-winning time-off plans and bi-annual company-wide shutdowns Flexible work models, including remote work arrangements, where possible
    $158k-185.9k yearly 22d ago
  • Account Manager, HVAC

    Pace Supply 4.4company rating

    Relationship manager job in Fresno, CA

    PACE Supply is seeking a driven and highly organized HVAC Account Manager to support the Fresno, California area. This Outside Sales role requires a self-motivated individual with strong communication and presentation skills, coupled with a solid understanding of the HVAC industry and related products to effectively promote and sell our offerings. The HVAC Account Manager should possess business acumen regarding branch performance, strategic planning, and alignment with company culture. Strong leadership, strategic thinking, and excellent communication abilities are essential to succeed in this role. Responsibilities Understand customers' needs and requirements by conducting on-site visits, assessing HVAC systems, and offering tailored solutions. Deliver effective sales presentations to customers, showcasing the features and benefits of HVAC products and services. Explain technical specifications, energy efficiency, cost savings, and any other relevant information to persuade customers to choose your offerings. Build and maintain strong relationships with existing customers. Provide exceptional customer service, address any concerns or issues promptly, and ensure customer satisfaction. Regularly follow up with customers to ensure their ongoing needs are met. Prepare accurate and competitive price quotations for HVAC products and services. Work closely with internal teams to determine pricing strategies, discounts, and negotiate contracts or agreements. Ensure timely and accurate delivery of quotes to customers. Set and achieve sales targets and revenue goals in alignment with company objectives. Develop and execute sales plans, strategies, and tactics to maximize sales growth and profitability. Identify and develop new business opportunities by prospecting and generating leads for HVAC products and services. This involves conducting market research, attending trade shows, networking, and building relationships with potential customers. Qualifications High school diploma or equivalent, some college course work preferred. HVAC industry experience and HVAC product knowledge. Minimum of 3 years' experience in Sales in HVAC industry. Bachelor's degree preferred. Ability to manage complex projects and multi-task. Strong communication skills. Excellent organizational skills. Ability to flourish with minimal guidance, be proactive, and handle uncertainty. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Accountability, Strong Work Ethic, Passion, Integrity, Respect, Employee Focused Attention to Detail, Following Directions, Results Oriented, Self Confidence, Self-Management, Using Common Sense, Consistency, Reliability, Emotional Control Organization/Planning, Coaching/Training, Time Management, Team Builder, Integrity, Competitiveness Proper Phone Etiquette, Phocas Dashboards, Zoom, Microsoft Office Suite Familiarity, Effective written and oral communication. Valid driver's license with satisfactory driving record. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. PACE Supply will consider qualified applicants with a criminal history pursuant to employment regulations. Work Environment Pre-Employment Requirements As part of our commitment to providing a safe and secure work environment for our team members and customers, successful candidates must complete the following pre-employment requirements: Background Check: A comprehensive background check will be conducted to ensure candidates meet the necessary criteria for employment. PACE Supply will consider qualified applicants with a criminal history pursuant to California employment regulations. Physical Examination: Candidates will undergo a physical examination to assess their fitness for the position's requirements. Drug Test: A drug test will be administered to ensure a drug-free workplace. Benefit Snapshot: PACE Supply is proud to be an employee-owned corporation. We offer competitive wages, career pathways of growth, and excellent benefits packages that includes medical, dental, and vision care that is available to you within the first 30 days! We also provide our employees with life insurance, sick days, holidays, vacation, two retirement programs of 401(k) and ESOP, and much more. Relocation Benefits NO Remote Availability NO *Please note that individual total compensation for this position will be determined at the Company's sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, qualifications and other business considerations. PACE Supply is an equal opportunity employer and is committed to providing accommodations for qualified individuals with disabilities. If you require assistance or accommodation due to a disability, please contact the HR Department at **************.
    $59k-95k yearly est. Auto-Apply 60d+ ago
  • Account Manager - State Farm Agent Team Member

    Juan Covarrubias-State Farm Agent

    Relationship manager job in Clovis, CA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance State Farm Insurance Agent located in Clovis, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Juan Covarrubias - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Bilingual - Spanish preferred Bilingual - Hmong preferred Property and Casualty license (must have currently) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $62k-112k yearly est. 18d ago
  • Account Manager - State Farm Agent Team Member

    Kevin Lowry-State Farm Agent

    Relationship manager job in Fresno, CA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Paid time off Profit sharing Company parties ROLE DESCRIPTION: As a Sales Account Manager for the Kevin Lowry State Farm Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful, needs based sales and insurance advising. You improve the lives of our customers by proactively marketing and matching customer needs to State Farm solutions. Grow your career as you better your community. Join a team of like-minded professionals who take their job serious but still have a good time doing it. If you are an attentive, sociable, and sales-minded professional, we are eager to have you join our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Run a sales desk to produce quota driven growth. Use discovery conversations and your knowledge of State Farm options to address the needs of new and existing prospects. QUALIFICATIONS: Experience in insurance sales or account management required. Proven track record of achieving sales goals and company objectives. Energy and stamina to push for success. Willingness to engage in a large volume of sales-oriented interaction on a daily basis. Licensed or in the process of becoming licensed.
    $62k-112k yearly est. 27d ago
  • Account Manager

    Kurita America

    Relationship manager job in Fresno, CA

    Kurita America is part of the Kurita Group, one of the leading water solutions providers in the world. Established in 1949, the Kurita Group is comprised of an international network of approximately 8000 employees located in 18 countries. Located in Minneapolis, MN, Kurita America brings innovations to market through a holistic water management approach, incorporating state-of-the art equipment, chemistries, engineering, and services to conserve natural resources for a better, more sustainable world. Kurita's corporate philosophy is to study the properties of water, master them and create an environment in which nature and humanity are in harmony We have an immediate need for an Account Manager in Water Treatment industry located in or around the Fresno Area. This is a hands on technical sales role, working directly with customers to evaluate health of water systems. Territory/Location Information: This position is based out of a home office and will cover about a 150 miles of area. Remote role Travel: 80-100% within territory Comp: $80K-$100K plus commission plan Responsibilities Increase annual invoiced gross profit dollar by following KSP (Kurita Selling Process) Find qualified partners Build Trust through Engagement Be a creative problem Solver Propose customized Solutions Close the business and become a long term partner with customer Create unique shared value for customer by advising and achieving environmental, financial, asset health and sustainability goals Support current customers with regular water testing, equipment maintenance and individualized system analysis, communicating those results in a professional, clear and concise method. Work with Kurita internal teams to provide an outstanding customer experience Critical Success Factors Current Selection Conduct all job functions safely - no accidents Maintain current customer base Service accounts per agreement Demonstrate proficiency and expertise in boiler I cooling I equipment I pretreatment /analytical & waste treatment Demonstrates Value-added services and ROI via Service Reports and Business Reviews Complete and update contract agreements and work sheets, submit to CSR's and accounting as required Provide training assistance with Sales Rep I, II & III. Assist with meeting account commitments throughout Region as required Sell new business at an agreed upon rate Maintain Key Regional and National Accounts Assist with Regional meetings and activities Participates in a Customer Sales Seminar or Regional Initiative Be active in professional and trade organizations Target sales quarterly Be a designated principal trainer for a new rep Qualifications Technical Bachelor's Degree or equivalent experience 5 plus years of water treatment or industrial plant experience Prefer working knowledge of boilers, cooling towers, and wastewater treatment systems Professional history of meeting goals and overcoming obstacles Self driven, with the ability to perform at a high level in an autonomous work environment Prior experience that required excellent communication skills Prior experience that required excellent organizational skills Prior experience that demonstrates a strong work ethic Must have a valid Driver's License and acceptable Motor Vehicle Record No immigration sponsorship offered for this role The qualified candidate will be subjected to pre-employment background check and drug screen EEO/AA/F/M/Vet/Disabled
    $80k-100k yearly Auto-Apply 60d+ ago
  • Specialty Account Manager

    CSI Pharmacy

    Relationship manager job in Fresno, CA

    At CSI Pharmacy (CSI), we are on a mission to provide Specialty Pharmacy services to patients with chronic and rare illnesses in need of complex care. CSI is a rapidly growing national Specialty Pharmacy. Whether you work directly with patients or behind the scenes in support of the business and its employees, you will use your expertise, experience, and skills to support our patients and our mission. Committed to improving the health and livelihood of our patients, our Specialty Account Manager will partner with our extraordinary team of Pharmacists, Clinicians, and Business Professionals to bring the highest quality treatments, care, and comfort to the patients we serve. Base Salary: $80K - $100K+ (DOE) Bonus Opportunity: Uncapped monthly commission Location: Fresno, CA Schedule: This is a field sales role that will be traveling across the Fresno area between Monday - Friday Our high value rewards package: Up to 21 paid holiday and personal days off in year one 401k plan with matching contributions Industry-leading 360 You™ benefits program Up to 90% off higher education (degrees, certifications) and test preparation for you and your family through Purdue University Global Programs and Kaplan $500 car allowance after taxes in addition to fuel coverage Car rental discounts Employee Assistance Program (EAP) offered through Lincoln Financial Group NOTE: Certain benefits may vary based on your employment status What you'll do in this role: Establish and maintain relationships with referral sources in designated sales territory/region Collaborates with Senior Management to improve efficiency, product knowledge, and selling skills to meet personal and Company goals Formulates a quarterly business plan in order to achieve and exceed forecasted annual sales revenue goals Actively prospects referrals from present and prospective customers Develops territory routing plan and updates regularly to obtain optimal efficiency in servicing customer needs and marketing to new business/customers Educates referral sources on all CSI services relating to customer needs and benefits and can effectively communicate the CSI differentiators We are looking for a compassionate Specialty Account Manager with: College Degree or equivalent experience preferred Minimum 2 years Medical/Pharmaceutical Sales or equivalent experience highly preferred Home infusion or Specialty Pharmacy experience highly preferred Must have and maintain a valid Driver's License, maintain automobile insurance coverage and have access to a reliable automobile NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana. By supplying your phone number, you agree to receive communication via phone or text. By submitting your Application, you are confirming that you are legally authorized to work in the United States. NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana. By supplying your phone number, you agree to receive communication via phone or text. CSI Pharmacy is an Equal Opportunity Employer
    $80k-100k yearly Auto-Apply 60d+ ago
  • Account Manager - Employee Benefits

    Relation Insurance Services, Inc. 4.2company rating

    Relationship manager job in Fresno, CA

    WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and the primary point of contact for assigned accounts. * Develops professional business relationships with client and understands the client's core business. * Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. * Manages client expectations, service commitments, and anticipates needs of the client. * Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. * Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. * Resolves client issues promptly and determines which items will be delegated to the support team. * Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. * Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. * Prepares market analysis for new clients and prospects. * Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. * Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. * Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. * Gathers national Health and Welfare survey data; interprets and shares with clients. * Recommends process improvements as needed. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Life Accident & Health License from state of domicile is required and must be maintained. * Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. * Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. * Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. * Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. * Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $42,000.00 - $91,000.00
    $42k-91k yearly 24d ago
  • Account Manager/Superintendent

    Brightview 4.5company rating

    Relationship manager job in Parksdale, CA

    At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. We're looking for an Account Manager. Can you picture yourself here? **Here's what you'd do:** The Account Manager is the primary contact for clients. The Account Manager builds long-term relationships that foster client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations for Turf Conversions. **You'd be responsible for** + Coaching, evaluating and training staff and field workers in the performance of landscape turf conversion services + Completing and Inspecting all field work; analyzing and resolving problems + Managing labor force & subcontractors to ensure labor budgets are on track and work is completed per deadlines + Maintaining accurate daily and weekly Foremen and Superintendent activity logs; updating production tracking reports and generating other related reports as needed + Dispatching of labor and equipment to job sites + Managing equipment utilization on projects, equipment storage and maintenance + Ensuring that all construction services are delivered according to contract specifications & drawings, are within budget and on schedule + Meeting and exceeding the expectations and requirements of external and internal customers - working with staff to ensure same + Working collaboratively with others; fostering a positive "people oriented" environment + Evaluating employee safety data and promoting safe work practices or conditions; r ensuring employees attend weekly safety meetings + Develop and maintain a schedule to perform "site walkthroughs" during formal meetings with customers to ensure quality and service expectations are met + Lead and facilitate the resolution of client issues or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing clients + Communicate regularly with the Director of Operations to ensure client needs and expectations are consistently met or exceeded + Coordinate consistent and timely site visits with Director of Operations to review site quality and to ensure that client expectations are met + Support the efforts for hiring, training and coaching the field crews that support the assigned portfolio + Promote compliance of all safety regulations and policies **You might be a good fit if you have:** + Associate degree in construction management or similar business-related field or equivalent experience. + Minimum of 3 years of prior construction, management, and leadership experience with an organization in the landscaping industry or local marketplace. + Effective written and verbal communication skills. + Bilingual Spanish highly preferred + Ability to coach, develop and foster a teamwork environment. **Here's what to know about working here:** Here at BrightView, we're as passionate about caring for our clients as we are about caring for each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home. If you're looking to join a team of talented go-getters who tackle big vision projects other companies could only dream of, you just might have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve. **Growing Everyday** Like the communities we serve, you are on a constant path of discovery to shape your career and personal development. In addition to best-in-class opportunities and competitive salary, you may be eligible for benefits and perks like: + Salary: $80,000 - $95,000 + Paid time off + Health and wellness coverage + 401k savings plan **Start Your Bright New Career Journey** _BrightView is an Equal Employment Opportunity and E-Verify Employer._ **Compensation Pay Range:** 80,000 - 95,000 **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._
    $80k-95k yearly 28d ago
  • Account Manager

    FCX Performance 4.1company rating

    Relationship manager job in Tulare, CA

    At Applied Industrial Technologies, we don't just sell parts - we solve problems. With a reputation for excellence and a workplace culture that's as fun as it is fast-paced, we're looking for passionate, mechanically inclined professionals to join our team. Our Tulare branch covers a wide variety of industries making everyday a unique challenge. With no cap on growth potential, you can be a part of our future success. Why join us? Applied is listed as one of the World's Best Employers by Forbes for 2021. We have earned the Outstanding Employer Support award from the US Navy and we are a GSA approved vendor. Applied has been fortunate to retain associates who have built long lasting careers. 25% of our U.S. team has 20+ years of service! In addition to competitive pay including uncapped commission plus bonus opportunities and all the benefits you'd expect from an industry leader (401K with company match, insurance, company vehicle, time off, employee assistance, tuition reimbursement, etc.) you will also enjoy: A LASTING CAREER - Career paths are available in sales, management, and operations throughout the country Professional development and training Team oriented company culture where it's called work for a reason but have fun in the process Join a local team with company backing What you'll do: This territory is looking for a great sales leader to build repeat business relationships and open new accounts. Our customer base is as diverse as our product line and includes food & beverage, light manufacturing, sand & gravel, construction, aerospace, steel, medical, govt agencies, schools, hospitals, and more. All earnings are uncapped - your income is limited only by your ability to network and prospect for new customers and to grow your existing accounts. Help customers find solutions to their needs. If you can talk with everyone in maintenance, engineering, purchasing, we want to talk with you! This position reports directly to our General Manager. Achieve sales and profit goals by developing and retaining existing customers and by opening new business Conduct sales and service activities, develop strong ongoing relationships, identify product applications, and introduce new products and services Prepare quotations and proposals, follow up, negotiate terms, and close transactions Organize and conduct training sessions for customers Survey market and competitive conditions Complete reports regarding itineraries, expenses, sales calls, leads, and other related matters Monitor customer complaints, follow up on outstanding orders, and make emergency calls, night calls, and deliveries as required Qualifications 1+ year outside sales experience OR 1+ yr strong power transmission or hydraulic background with sales mentality OR 2+ yrs customer service / inside sales experience with a tangible product OR recent grad with sales mentality Ability to develop new business, building repeat customer relationships Mechanical aptitude, self-starter with a strong desire to succeed, & sense of humor Written and verbal communication skills including English grammar Computer skills and knowledge, including Excel Power transmission, hydraulics, and/or bearings product experience preferred High school diploma or equivalent Valid driver's license and satisfactory driving record (MVR) Join Applied, a global leader in industrial distribution and take your career to the next step! In accordance with applicable wage transparency law requirements, the typical estimated total compensation for this position is $78,000-$90,000 per year depending on experience. This includes a base salary (around $48,000) plus uncapped monthly commission, and potential bonus opportunities. The bonus opportunities for this position can be tied to company, location and/or individual performance, but no specific amount is guaranteed. All full-time associates are eligible for typical employment benefits expected from an industry leader (including Medical, Dental, Vision, 401K, life insurance, time off, employee assistance, etc.). 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.
    $78k-90k yearly Auto-Apply 60d+ ago
  • Business Relationship Manager

    Westamerica Ban 3.6company rating

    Relationship manager job in Hanford, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 79 branches throughout Northern and Central California. We have been profitable quarter in and quarter out for 23 years. Industry associations and rating agencies routinely rank Westamerica Bank among the top community banks for asset quality, capital ratios, safety and soundness and overall financial performance. Job Description: Actively deepens existing customer relationships through a structured calling routine and develop new relationships with prospects according to the Sales Culture. Actively originate business loan requests by gathering loan packages for clients. Further responsibilities include selling bank products and services such as business depository products, treasury management products, business credit cards, as well as other products. This position requires outside calling skills including prospecting, canvassing and box time calling. Appropriately handles business customer inquiries and service issues in assigned portfolio or branch. Requirements Basic Qualifications: Bachelor's degree in business, accounting or finance, or equivalent work experience. One plus years of outside sales and customer service experience in the financial services industry. Adherence to policies, procedures and regulatory banking requirements. Preferred Experience and Skills: Strong product knowledge within the banking/financial services industry. Excellent business development and b2b sales/service skills. Demonstrate the ability to make both one on one and group presentations. Strong interpersonal, verbal and written communication skills. Strong outbound telephone sales skills. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $71,694.59
    $68.6k-71.7k yearly 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Clovis, CA?

The average relationship manager in Clovis, CA earns between $68,000 and $169,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Clovis, CA

$107,000

What are the biggest employers of Relationship Managers in Clovis, CA?

The biggest employers of Relationship Managers in Clovis, CA are:
  1. Management Recruiters International(MRI)
  2. California Bank of Commerce
  3. Zions Bank
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