Relationship manager jobs in Indiana

Aquestive Therapeutics is directly hiring for a Regional Sales Manager role to lead markets across the following states: MO, NE, MN, WI, IL, IN, MI & OH, with Inizio Engage supporting the recruiting process. About Aquestive Therapeutics With more than 20 years of pioneering patient-centered innovation, we've transformed how millions access life-saving medications. Our track record speaks for itself: 6 FDA approvals, 2.5 billion doses delivered worldwide, and a presence across 6 continents. As we prepare to launch Anaphylm™, our latest breakthrough in overcoming patient barriers, we're building a sales team that shares our commitment to innovation that matters. The Role As a Regional Sales Manager, you'll be the architect of launch success in your region, building a team that doesn't just hit numbers, but changes patient outcomes. You'll recruit talent, develop future leaders, and translate corporate strategy into territory-level wins. This isn't management from a distance; you'll be in the field coaching your territory representatives through complex sales cycles, celebrating breakthrough moments, and holding the line on performance and integrity. Key Responsibilities Build & Lead a High-Performing Team Recruit exceptional Therapeutic Specialty Representatives who combine sales excellence with mission alignment. Develop your team through consistent field coaching, structured feedback, and individualized development plans. Create a culture of accountability and growth where representatives take ownership of their territories and support each other's success. Foster diversity, equity, and inclusion across your region-ensuring every team member has the support and opportunities to thrive. Identify and cultivate future leaders within your team. Drive Strategic Execution Partner with VP of Sales and peer RSMs to shape national sales strategy, leveraging field-level insights to inform direction. Translate corporate objectives into regional business plans that account for local market dynamics, competitive landscapes, and payer environments. Establish clear performance metrics and tracking mechanisms that connect daily activities to launch milestones. Analyze territory performance data to identify gaps, opportunities, and best practices worth scaling. Coach for Impact Conduct frequent field rides that balance observation, real-time coaching, and collaborative problem-solving. Help representatives master the consultative selling approach required for Anaphylm's value proposition. Guide your team through objection handling, particularly around payer access and product differentiation. Connect daily sales activities to the broader mission-helping representatives see how their work removes barriers for patients who need an effective, easy-to-carry, easy-to-use epinephrine rescue medication. Navigate Market Access Complexity Develop fluency in regional payer landscapes-national plans, regional formularies, and local coverage nuances. Translate payer insights into actionable pull-through strategies for your team. Collaborate with Market Access and Hub Services to resolve coverage barriers and accelerate patient starts. Track and share market access wins, barrier patterns, and successful resolution strategies. Foster Cross-Functional Alignment Partner with Marketing, Medical Affairs, Training, and Market Access to ensure consistent brand execution. Serve as the voice of the field-sharing customer insights, competitive intelligence, and execution challenges that inform broader strategy. Facilitate regional collaboration with specialty pharmacy partners and patient services teams. Represent your region in national sales meetings, strategy sessions, and launch planning forums. Ensure Operational Excellence Drive CRM discipline across your team-ensuring high-quality documentation of calls, payer feedback, and sampling activity. Monitor compliance with all regulatory requirements including PDMA, AE/product complaint reporting, and promotional guidelines. Conduct regular territory business reviews that assess performance, identify improvement areas, and align on priorities. Manage regional budget and resources efficiently to maximize ROI. Qualifications Required: Bachelor's degree Minimum 5 years leading pharmaceutical or specialty sales teams (front-line management experience required) Proven success leading teams through product launches-ideally in specialty, allergy, or related therapeutic areas Deep understanding of sales strategy, market access dynamics, and HCP engagement models Track record of developing talent and improving team performance through effective coaching Strong analytical skills with ability to translate data into strategic action Willingness to travel 60 - 75%, including overnight stays for field rides, customer events, and company meetings Preferred: Experience in rescue medication, allergy, or products addressing medication adherence/administration barriers Background in specialty pharmacy or hub services operations Previous management of geographically dispersed team Who Thrives Here Mission-Driven Leaders who measure success not just by quota attainment, but by the patient lives improved through your team's work. Launch Veterans who have built markets from scratch. Talent Developers who get genuine satisfaction from watching team members grow, earn promotions, and achieve things they didn't think possible. Strategic Executor who thinks big picture but obsesses over execution details. Emotionally Intelligent Coaches who read people well, adapt coaching styles to individual needs, and build trust through authenticity and consistency. Collaborative Partners who break down silos naturally. Marketing, Medical, Access-you speak their language and align with them around common goals. Resilient Competitors who can navigate challenges, maintain team morale during setbacks, and find paths forward. Compliance Maintain alignment with corporate policies, training, and legal/regulatory requirements Ensure field compliance with all company and industry standards, including: Sampling and PDMA (if applicable) Adverse Event (AE) and product complaint reporting On-label and compliant promotional dialogue CRM data quality and timely documentation. The Company is required to provide a reasonable estimate of the salary range for this job in certain states and cities within the United States. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate's relevant skills, experience, and education. Expected salary range: $190,000 - $210,000/per year. Available benefits include bonus eligibility, health care and other insurance benefits (for employee and family), retirement benefits, paid holidays, vacation, and sick days The above statements are intended to describe the general nature and level of the work being performed by colleagues assigned to this position. This is not intended as an exhaustive list of all responsibilities, duties, and skills required. Aquestive reserves the right to make changes to the job description whenever necessary. As part of Aquestive's employment process, final candidate will be required to complete a drug test and background check prior to employment commencing. Aquestive provides equal employment opportunities to all colleagues 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.

Territory: Indianapolis South, IN - Multi-Specialty Target city for territory is Indianapolis - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Greenwood, Columbus, Madison, Connersville 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! We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an 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 where applicable. 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 - 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 2-5 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, tenacity, and outstanding communication skills Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment. Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles. Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives. 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 Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation. PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Recent documented successful experience selling to general practitioners (GPs) and primary care centers. Prior experience promoting and detailing products specific to CNS/neuroscience Previous experience working with alliance partners (i.e., co-promotions) 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 a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 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.

At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Regional Manager - in-office, you will have the opportunity to give back to communities and positively affect patients' lives. Salary: $80000 - $85000 / year Base Plus Incentives! ***Paid like the owner based on profit -Unlimited Earning potential through our monthly profit-sharing program -Unlimited Earning potential through our quarterly profit-sharing program At Aspen Dental, we put You First. We offer: A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match** Career development and growth opportunities with our best-in-class training program to support you at every stage of your career A fun and supportive culture that encourages collaboration and innovation Free Continuing Education (CE) through TAG U How You'll Make a Difference As a Regional Manager, you will oversee practice operations for a group of 6-10 Aspen Dental branded practices. You will play a critical role spearheading growth and process improvement initiatives, own full profit and loss responsibility, and develop close working partnerships with the entire practice staff. Travel to nearby offices to support practice operations* Provide training and development support to ensure all practice staff demonstrate knowledge of the business model, operating procedures, and protocols In partnership with the talent acquisition team and the office manager, evaluate and communicate staffing needs to enable effective hiring and onboarding experiences for new team members Support daily office operations within the region as necessary Qualifications: Bachelor's degree preferred Management experience over seeing multiple locations in the retail or health care industry Prior profit and loss responsibility and the ability to interpret and act upon financial statements Knowledge of Microsoft Office business applications Strong communication and interpersonal skills, with the ability to build rapport with patients and employees of all ages and backgrounds Commitment to ongoing learning and professional development for yourself and your team As this position requires daily travel to assigned offices, you must maintain a valid non-restricted driver's license and appropriate insurance or the ability to be insured under the employer's fleet insurance program (for those assigned a Company fleet vehicle). The Company reserves the right to request and review your Motor Vehicle Record at any time, according to state requirements. May vary by independently owned and operated Aspen Dental locations. ADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals. Duties and Responsibilities: Estimate and prepare proposals for assigned projects. Communicate known project hazards, risk Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications. Handle service or "Come Do" work as required, responding promptly to customer needs. Annual sales volume goal for Account Manager will be $3M - $5M+. Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts. Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently. Provide consistent follow-up and communication with clients throughout the project lifecycle. Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects. Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company. Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives. Communicate project progress, potential issues, and client feedback to relevant stakeholders. Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction. Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships. Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals. Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities. Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider. Perform additional duties as assigned by the Branch Manager or other leadership. Required Skills and Abilities: Strong project management and organizational skills. Excellent interpersonal and relationship management abilities. Proficient verbal and written communication skills. Strong customer service orientation, with the ability to address client needs effectively. Ability to prioritize tasks and adapt to changing project demands. Working knowledge of OSHA Construction Safety Standards. Proficiency in Microsoft Office Suite and other related software. Essential Core Competencies: Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients. Collaboration: Strong team player with the ability to work across departments to achieve common goals. Communication: Clear and effective verbal and written communication skills. Customer Focus: Commitment to understanding and meeting customer needs. Builds Networks: Actively develops networks of professional contacts to drive business success. Being Resilient: Ability to remain positive and motivated in the face of challenges. Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization. Ensures Accountability: Holding oneself and others accountable to meet commitments. Drives Results: Consistently achieving results, even under challenging circumstances. Education and Experience: Associate's degree or equivalent industry experience required; Bachelor's degree preferred. At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to walk job sites as needed. May be required to travel to job sites or other locations as necessary. Legal Disclaimer: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a)) This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.

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! LOCATION: Indiana (Any Epic office location) and St Louis, Missouri -Hybrid 3 days a week in the office JOB OVERVIEW: The Commercial Client Manager is a client-facing insurance professional responsible for managing the full lifecycle of commercial accounts, from renewal strategy to policy servicing. This role requires strong technical knowledge, attention to detail, and the ability to collaborate with clients, carriers, and internal teams to deliver exceptional service and coverage solutions. WHAT YOU'LL DO: Renewals & Marketing Manage the renewal process from start to close, including expirations and renewal start procedures. Attend pre-renewal meetings to discuss exposures and strategy. If remarketing, prepare complete submission for Placement team with assistance from data management. Prepare and finalize renewal proposals, ensuring alignment with quoted terms. Bind coverage within company guidelines and verify policy accuracy. Complete final policy check signoff and deliver policy documents. Client Service & Support Respond promptly to client inquiries, including miscellaneous requests and coverage questions. Process endorsements, change requests, cancellations, and audits. Handle billing, accounting, collections, and carrier discrepancies. Prepare finance agreements using Ecomplete and file documentation. Audit processing, including review, disputes, and communications. Respond to client inquiries and service needs if Client Executive is unavailable. Documentation & Compliance Set up and maintain Cert Master COIs, EPIs, Group Code Keys, and Cert Help Files. Ensure COI, EOP compliance; meet and resolve lender requirements. Prepare and deliver schedules of insurance. Maintain accurate and complete files on all policies and updates in the system. Coverage Strategy & Account Rounding Provide coverage recommendations and identify opportunities for account rounding. Assist with retention of renewing accounts and identify cross-selling opportunities. Serve as a resource for internal teams on processes, procedures, and insurance knowledge. WHAT YOU'LL BRING: Minimum of 5 years of mid-to-large commercial account management experience. Proficiency in Microsoft Office and agency management systems (Sagitta, ImageRight preferred). Strong customer service and communication skills. Detail-oriented, organized, and deadline-driven. Ability to work independently and collaboratively in a fast-paced environment. High school diploma or equivalent; Bachelor's degree preferred. Valid Indiana Property & Casualty license or willingness to obtain within 90 days Advanced insurance designation required (AAI or CIC). 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 Quarterly employee recognition program 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, Cancer 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. #LI-SG1 #LI-Hybrid

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: The Internal Relationship Manager is responsible for relationship management initiatives and responsibilities in the Independent Marketing Organization (IMO) distribution channel of Delaware Life Marketing, LLC. This position will foster the promotion, sale and support of Delaware Life annuity products in the IMO Channel and will be responsible for managing, directing and monitoring the overall relationships relating to the organization. How You'll Contribute: * The Internal Relationship Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC). * This individual will work closely with Internal Sales Account Specialists, National Account Managers, Delaware Life Marketing, and Operations to ensure that our intermediary customers' needs are met. * Regular, proactive sales outreach to prospective and existing relationships - expectation that outbound/outward facing client activity accounts for 50%+ of this role * Schedule and conduct virtual product/company presentations to prospective agents and IMO marketers * Ability to travel and present independently at IMO, Sub-IMO and large agency offices/conferences * Establish and grow relationships with IMO sales and back office / operations personnel. What We're Looking For: * Bachelor's Degree or equivalent experience required * Experienced presenter with strong oral and written communication skills * 5+ years of relevant experience in the Annuity industry (Insurance Carrier distribution/sales or IMO distribution/sales experience strongly preferred) * Salesforce experience preferred * Spreadsheet proficient (Microsoft Excel functions/formulas) * FINRA Series 6 & 63 preferred (must be obtained within 3 months of start date) Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-JL1

Apply now Work Type: Office Working Employment Type: Permanent Job Description: * BRM is supposed to onboard customers on SA and build balances. NTB targets are divided between Priority Premium and GMM segment. Further the a/c's will be with BRM for complete time. Book balances to be build up in all sourced accounts. Cross sell to be one for revenue generation. Key Responsibilities Strategy * Drive sales Business * Deliver ask as per score card Processes * Operational and sales Governance * No policy deviation Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience * Only MS Office Skill Set Required * communication Qualifications * AMFI and IRDA certified preferred About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Franchise Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with quick service restaurants and some fast casual restaurants. The Franchise Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The annual salary range for this position is $77,900 - 199,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant Franchise Banking experience Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Key Measures of Success/Key Deliverables Achieve personal goals for new loan/deposit production and average portfolio target. Achieve personal goals for new fee production and average loan delinquency. Franchise Banking Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience including Franchise Number of consistent years with success and track record as a Relationship Manager specializing in Franchise (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex Franchise credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships specializing in Franchise Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Provider Relationship Account Mgr Sr is responsible for providing quality, accessible and comprehensive service to the company's provider community. Develops and maintains positive provider relationships with provider community by regular on-site and/or virtual/digital visits, communicating administrative and programmatic changes, and facilitating education and the resolution of provider issues. Primary duties may include, but are not limited to: Serve as a knowledge and resource expert regarding complex provider issues impacting provider satisfaction; research, analyzes, and coordinates prompt resolution to complex provider issues and appeals through direct contact with providers and internal matrixed partners. Collaborate within a cohort of internal matrix partners to triage issues and submit work requests. Generally, is assigned to a portfolio of providers within a defined cohort. Coordinate Joint Operation Committees (JOC) of provider groups, driving the meetings in the discussion of issues and changes. May assist with Annual Provider Satisfaction Surveys, required corrective action plan implementation and monitoring education, contract questions and non-routine claim issues. Coordinate communications process on such issues as administrative and medical policy, reimbursement and provider utilization patterns. Conduct proactive outreach to support the understanding of managed care policies and procedures, as well as on a variety of initiatives and programs. Identify and report on provider utilization patterns which have a direct impact on the quality-of-service delivery. Organize and execute external Provider Town Halls/Seminars and attends State Association conferences (e.g.: MGMA, AFP, AAP, HFMA). Research complex issues that may impact future provider contract negotiations or jeopardize network retention. May be responsible for monitoring department metrics, provider assignments and oversight of daily activities and provide feedback to manager on performance management, day-to-day training, guidance, and workflow of Provider Relationship Account Mgt. Consultants/Managers. Travel to worksite and other locations as necessary. Requirements: Bachelor's degree; a minimum of 5 years of customer service experience including 2 years of experience in a healthcare or provider environment; or any combination of education and experience, which would provide an equivalent background. Job Level: Non-Management Exempt Workshift: Job Family: PND > Provider Relationship Account Mgmt Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Job Description Bankers' Bank is a growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their technological and financial service needs for over a quarter of century. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, over line participations, leasing, secondary mortgage products, cash letter/cash management, municipal bond underwriting, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, and bank card products. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Indianapolis, IN and Dublin, OH. We are seeking a Commercial Banking professional for a Commercial Banker role in our Indianapolis, IN office. This role serves as a production-oriented lender, contacting lenders in community banks with the specific purpose of loan generation in all types of commercial lending. Identifies opportunities for other areas of the Bank and refer those opportunities to the appropriate Correspondent Banker. Commercial Lending Develop individual relationships with all levels of current and prospect market community banks. Analyze and evaluate prospective borrowers' financial information, management quality, collateral, industry risk, and business viability. Analyze and evaluate correspondent bank's ongoing strength and stability, including capacity to fulfill any agency, administrative or fiduciary responsibilities. Participate and coordinate in the participation of commercial loans being sold. Work with the analyst team to underwrite qualified, commercial loan request according to Bank policy and risk standards. Evaluate loan pricing and structure relative to risk to maintain Bank standards. Business Development Maintain expert level knowledge of Bank products and services in order to meet the needs of and answer questions posted by correspondent banks. This includes any Bank subsidiary products and services. Identify and refer additional opportunities for loan or fee-based business with correspondent banks. Ideal candidates will possess a Bachelor's degree in accounting, finance, business administration or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job, seven or more years of progressive experience in credit analysis, credit underwriting, portfolio management and commercial lending/relationship management. Attention to detail and accuracy are essential. Experience in commercial lending compliance is strongly preferred.

Solicits, develops and manages risk and logistics for account relationships with business customers of all types, including but not limited to checking accounts, sweep accounts, merchant services, remote deposit processing and internet-based account management systems (ECorp). Makes personal contacts with present and prospective customers to retain and expand existing banking relationships and solicits new business from non-customers. Supports the bank's commercial lending function by prospecting, calling on, and incidental servicing of commercial loan customers. Makes personal contacts with present customers to retain and expand existing banking relationship and solicits new business from non-customers in the areas of Loan, Deposit and Trust products and services. Requirements * High school diploma or GED equivalent required * A Bachelor's degree in Business, Finance, Accounting, or Economics from an accredited college or university preferred. * Three year's experience in managing commercial accounts preferred. * Treasury management education, training or certification preferred.

Apply now Work Type: Office Working Employment Type: Permanent Job Description: BDM is supposed to onboard customers on SA and build balances. NTB targets are divided between Priority Premium and GMM segment. Further the a/c's will be with BRM only. Book balances to be build up in all sourced accounts. Cross sell to be one for revenue generation. Key Responsibilities Strategy * Drive sales. Business * Deliver ask as per score card. Processes * Operational and sales Governance * No policy deviation Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Skills and Experience Only MS Office Skill Set Required Qualifications AMFI and IRDA certified preferred About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

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 US, 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! LOCATION: Any Indiana office -Hybrid 3 days a week WHAT YOU'LL DO: You will find EPIC to be a fast‐paced and fun environment and a workplace in which you truly can make a difference. 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. • Enthusiasm and zest for your learning experience • Strong verbal and written communication skills • Interpersonal Skills - enjoy working with people • Service Oriented • Willingness to learn and take direction from others You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant's knowledge of insurance, finance, sales and marketing. Overall Duties Include: • Certificate Requests • Follow up on Notices of Cancellation • Auto ID Card Issuance • Policy Change Requests • Check Mailbox Daily • Online Rating for Small Business • Follow up for Renewal Policy Issuance • Renewal Proposals • Binders • Invoicing • Process Audits • Post Documents to EPIC Portal • Update Sagitta • Obtain Loss Runs • Policy Checklists • Run M&S Reports • Obtain Premium Finance Quotes • Run MVRs • Paperless Filing • Obtain Loss Runs • Create Loss Summary Tracking • Prepare Acord Applications Service • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner • 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. 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 up‐to‐date proposals, insurance summaries, 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 regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance • Other duties may be assigned. WHAT YOULL BRING: • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra. REASONING ABILITY • Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • College Degree • Must obtain California Property and Casualty license within 90 days of date of hire • 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. 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-SG1 #LI-Hybrid

JobID: 210665123 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network

Requirements High school diploma or GED equivalent required A Bachelor's degree in Business, Finance, Accounting, or Economics from an accredited college or university preferred. Three year's experience in managing commercial accounts preferred. Treasury management education, training or certification preferred.

Apply now Work Type: Office Working Employment Type: Permanent Job Description: BRM is supposed to onboard customers on SA and build balances. NTB targets are divided between Priority Premium and GMM segment. Further the a/c's will be with BRM for complete time. Book balances to be build up in all sourced accounts. Cross sell to be one for revenue generation. Key Responsibilities Strategy Drive sales Business Deliver ask as per score card Processes Operational and sales Governance No policy deviation Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Qualifications AMFI and IRDA certified preferred Skills and Experience * Only MS Office Skill Set Required * communication About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

JobID: 210689181 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network