Commercial Relationship Manager
Relationship manager job in New Orleans, LA
Job Description: The Commercial Relationship Manager serves the financial needs of the community commercial banking business, customizing a range of bank products and services to meet the needs of the commercial client. The job acquires, develops and manages commercial banking relationships by providing solutions customized for the customer to build a strategy for immediate needs along with a focus on growing the portfolio for new and existing customers. The role is a trusted advisor with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions which demonstrates an understanding of the financing, cash management and overall business needs of the customer. Expectations:
Support commercial loan processing document preparation, servicing, and overall portfolio management.
Identified as a top financial trusted advisor within the company with the responsibility of identifying and interpreting the needs of the customer to structure portfolios and drive results.
Defines new approaches to sell and service the clients' needs while delivering solutions.
Anticipates emerging customer trends as a basis to recommend bank products and services striving to deepen relationships.
Highly sophisticated understanding of the customer and competitor offerings contributing to the direct of the business segment.
Oversees the management and activities of large accounts and related servicing solutions.
Manages the most strategic commercial relationships that are characterized by complex products and services and require significant business development focus.
Solves unique problems with broad impact on the business segment and financials.
Develops and implements new and innovative approaches to the sales process, including negotiation of terms and conditions within account management.
Communicates complex ideas, anticipates potential objections, and negotiates with customers.
Responsible for maintenance, monitoring, and growth of existing relationships, utilizing existing customer referrals, direct prospect calling, centers of influence and personal community involvement.
Participate in community events to promote the Bank and develop new relationships.
Other duties and responsibilities as assigned.
Engages in business development activities and solicitation of new business based on the target market.
Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems related to processing and servicing of loans within the Relationship Manager's portfolio.
Negotiates terms and makes decisions on loans within limits or makes recommendations.
Monitors outstanding loans to ensure ongoing credit worthiness.
Continuously demonstrates strong adherence to Company policies and procedures, as well as company values.
Travel Required: Minimal travel for client servicing. Office position.
Qualifications and Education Requirements:
Bachelor's degree in business, Finance or related degree preferred or equivalent work experience.
2-3 years of commercial relationship management experience.
General knowledge C&I, CRE, financial statement and tax returns.
Competencies:
Proven business development track record, with proven ability to conceptualize and implement effective new business strategies.
Extensive network of outside referral sources for new business.
Excellent credit and financial analysis skills.
Effective negotiation skills.
Excellent interpersonal skills.
Proficient in Microsoft Excel and Word.
Strong organizational skills and high attention to detail.
Willing to assist and collaborate with coworkers and clients on a regular basis.
Be an effective and active listener, able to understand the opportunities/issues, and propose solutions.
Possesses multi-tasking skills and function well under pressure.
Ability to remain composed under pressure and respond to clients and coworkers regularly.
Patience and willingness to help others in solving problems while maintaining a positive attitude.
Openness to wearing multiple hats and being a team player.
Ability to establish effective working relationships among team members.
Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether verbally or written.
M C Bank is an Equal Opportunity / Affirmative Action employer, committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws. All hiring decisions are based on qualifications, merit, and business needs.
RELATIONSHIP MANAGER, RETIREMENT PLANS
Relationship manager job in New Orleans, LA
If you're someone who likes to stand out from the crowd and make a positive difference, you'll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that's your kind of challenge, you could be our kind of employee. Consider joining our team.
Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts within a Retirement Plans Service region in order to achieve business growth and customer retention.
Position will be filled at a Level I, II or III depending upon the candidate qualifications.
Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services.
Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services, fund lineup updates and deliver Investment Due Diligence and Monitoring Reports.
Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.
Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings.
Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors.
Qualifications
Bachelor's degree required. Degree or experience in Business Administration preferred.
3+ years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Good knowledge of qualified plans, ERISA, and qualified plan investments.
Bilingual fluency (English and Spanish) with language skills in a professional setting required.
Travel is required.
SCREENING QUESTIONS
Does this candidate posses bilingual fluency (English and Spanish) with language skills in a professional setting?
IDEAL CANDIDATE
Located in New Orleans or can relocate. Posses series 6, 64 or 65 or equivalent. Has demonstrated relationship management experience.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Great-West, Securian, John Hancock, Principle,
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Client Manager Security
Relationship manager job in Metairie, LA
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
C15802
Requisition ID 2025-1475311
Auto-ApplyClient Solutions Manager
Relationship manager job in New Orleans, LA
Job DescriptionA Message for the Person Who Knows They're Made for More
Maybe you've hit a ceiling. Maybe you've been carrying the weight for your team or company without being recognized for it. Or maybe you've been waiting for someone to finally hand you a real shot - a path you can follow, a skill set you can master, and a system that rewards work ethic instead of seniority.
If that hits home, then Talent Find Professional was built for people exactly like you.
We're a family-driven organization built on a simple belief:
People grow when they're given a clear plan, strong mentorship, and an environment where their effort matters.
We help individuals protect what's most important to them while creating careers with flexibility, purpose, and long-term potential.
No cold calls.
No door-knocking.
No corporate grind.
You'll meet with individuals who have already raised their hand asking for guidance - and you'll be supported every step of the way by mentorship, technology, and a system that actually works.
Responsibilities
Learn and apply our proven systems to deliver a smooth, clear, professional experience for every client you serve
Contact individuals who have requested information and meet with them through scheduled phone or virtual appointments
Guide people through simple, structured conversations to help them understand their options
Maintain ongoing communication with clients and internal support teams
Follow compliance standards and professional expectations
Participate in weekly skill-building calls, leadership development sessions, and team meetings
Build long-term relationships using company-provided and self-generated outreach
Stay on track with performance benchmarks tied to growth and advancement
Qualifications
Background in customer service, service-based sales, consulting, or leadership (3+ years preferred but not required)
Coachable, self-driven, and serious about personal development
Comfortable with virtual communication tools, CRM platforms, and technology
Clear and confident communicator - on phone and video
Strong empathy, integrity, and client-first mindset
Organized, disciplined, and dependable with follow-through
Requirements
Ability to follow a flexible schedule based on client availability
Reliable smartphone, computer, and internet connection
Ability to pass a background check
Obtain required state credentials (we'll walk you through the process step-by-step if you don't already have them)
Benefits & Culture
Full mentorship, ongoing training, and leadership development
Performance-based compensation with no cap
Monthly and annual recognition opportunities
Incentive travel experiences for top performers
Discounts available for personal health and protection options
Supportive, family-focused culture built around growth and empowerment
Flexible scheduling that allows you to build a career without sacrificing your life
Why Join Talent Find Professional?
Because here, you're not just taking another job -
you're stepping into a path that can transform your future.
We believe leadership is earned through service, success is multiplied through mentorship, and legacy is built through the people you help along the way.
If you're coachable, driven, and ready to create a career with meaning, we'd love to connect with you.
Business Relationship Manager Senior Deepening - Vice President
Relationship manager job in Metairie, LA
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Balance needs of clients with associated risks and interests of the firm
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Auto-ApplyRelationship Account Manager
Relationship manager job in New Orleans, LA
PMAUSA has been helping Americans create and protect assets. Today, we have 700 representatives and 4 million customers across the nation. At PMA , we believe that a significant contributor to a successful career begins with a Positive Mental Attitude. That's why we've created a dynamic organization that enables sales professionals to achieve tremendous career and financial success while helping their customers take care of themselves and their families. We believe in keeping our customers for life by offering value-added products that provide protection today and increased value for the future. Our relationship with the
Washington National Insurance Companies
permits us to bring our customers one of the most comprehensive lines of insurance and financial services products available.
JOB DESCRIPTION:
Washington National Insurance Company's largest American marketing partner, PMA USA, is currently hiring Sales Professionals - Territory Account Managers.
This is a Business-to-Business Sales position helping employers find health care benefit solutions, and improve employee retention by creating or enhancing their employee benefits packages with our products.
You will be working with our currently contracted school district, local government, and small business accounts, re-opening dormant accounts as well as developing new accounts.
Qualifications
DESIRED SKILLS AND EXPERIENCE:
You don't need a high-powered sales background. Many of our top sales professionals join PMA USA from a variety of industries, including military service, teaching, hospitality, retail, farming, legal and financial services and many others.
We do find, however, that our top sales performers all have the following skills and abilities:
Additional Information
WE OFFER:
Earn what you're worth, make a difference in people's lives, and have a great time while you do it!
Join a respected career and Apply Now!
PMA USA is an Equal Opportunity Company.
*Claims payments amounts based on claims payments to policyholders from January 1, 1995, to December 31, 2012. Return of premium amount reflects payments to policyholders from January 1, 1995 through December 31, 2013.
153502/14-1014, Expires 4/30/2017
Commercial and Private Banking Officer
Relationship manager job in Covington, LA
This position reports to the Senior Commercial & Private Banking Officer/Market Leader, and responsibilities include generating new Commercial & Private Banking customer relationships, evaluating, authorizing, or recommending approval of commercial real estate, or credit loans and deposits and advising borrowers on financial matters.
Essential Functions:
Meet with applicants to obtain information for loan applications or deposit account needs and to answer questions about the process.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
Stay abreast of new types of loan and deposit products and other financial services to better meet customers' needs.
Explain to customers the different types of deposits, loans and credit options that are available, as well as the terms of those services.
Ensures loan agreements are complete and accurate according to policy.
Compute payment schedules.
Approves loan within specified limits.
Refers loan to loan committee for approval.
Analyzes potential loan markets to develop prospects for loans.
Negotiates payment arrangements with customers for delinquent loan balance.
All other duties assigned.
Experience and Education:
Bachelor's degree from four-year college or university; or four or more years related experience and/or training; or equivalent combination of education and experience required.
Knowledge of numbers, their operations, and interrelationships including arithmetic, algebra, geometry, calculus, statistics, and their application. Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Knowledge of principles and processes for providing customer and personal services including needs assessment techniques, quality service standards, alternative delivery systems and customer satisfaction evaluation technique.
Resource Bank strives to be the “employer of choice” EEO\Minority\Female\Vets\Disabled
View all jobs at this company
Business Development Officer
Relationship manager job in New Orleans, LA
Campus Federal Credit Union is seeking a Business Development Officer for our New Orleans region. The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members of Campus Federal.
This position will implement a business development strategy focused on financial growth, financial education and community service, stakeholder engagement, membership development and growth program for our Select Employee Groups (SEGs), Louisiana State University (all campuses), University Medical Center (UMC) of New Orleans, VA hospital in New Orleans, LCMC Community Events, Franciscan Missionaries of Our Lady Health System (FMOL), LSU System Health partners, LSU System Foundation affiliates, and other public relation initiatives that support the Campus Federal Mission throughout the field of membership that meets the strategic objectives of the credit union.
Responsibilities include:
Assist Vice President of Business Development & Community Relations with member recruitment, conducting and planning sales events/meetings, budgeting, and coordinating special events and sponsor donations to provide optimum exposure and awareness.
Serves as liaison between Campus Federal and the Campuses of LSU, LSU Health System, UMC, VA, LCMC and other affiliates.
Plan, coordinate and represent Campus Federal at membership drives, orientations and registrations for existing SEG's and campuses including LSU, LSU Health System, UMC, LCMC, VA and FMOL, as well as sponsor related events.
Manage Sponsor Integration efforts and input contact information on a daily basis into designated CRM system.
Volunteer in assigned community and campuses in areas that support the Mission of Campus Federal Credit Union.
Provide reports to designated supervisor for contacts, opportunities, community, financial education, event support, Marketing, performance review and various expense related reports.
Develop an extensive list of contacts within the various departments, organizations and companies to build and maintain relationships.
Manage contact database and maintain favorable relationships with managers/representatives of existing SEGs, LSU related campuses, and community partners for coordinating employee benefits and employee/faculty orientation programs.
Promote business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new products and services.
Maintain, reconcile and update assigned area Business Development Budget. Work with designated supervisor on gathering materials for donation requests and evaluating potential projects to benefit Campus Federal.
Control all aspects of Community/Employee Service Programs assigned sponsored events including coordination, securing volunteers, and reporting Service Solutions program events in appropriate programs in a timely manner.
Provide feedback to the Marketing Department and designated supervisor regarding campaigns, potential community partnerships, and other marketing aspects that enhance the Campus Federal brand and image.
Maintain rudimentary knowledge of business lending products/general underwriting guidelines and more in-depth knowledge of business deposit products to bring in new business members.
Work with Consumer Services on various service issues, outages, etc. involving their staff.
Provide and keep current collateral materials for employee groups, LSU System contacts, and individual contacts including ambassadors to use in benefit announcements, supply for employee requests and new employee orientation packets.
Responsible for documenting events through photos and providing press releases in a timely manner to designated supervisor and Marketing Department,
Develop and maintain a highly engaged and representative group of Ambassadors on each campus to promote the benefits of the credit union across all campus communities.
Plan sponsor/public relation events including conducting financial education seminars. Secure location, coordinate and secure speakers (sometime serve in the capacity) and Campus Federal representation; plan food and refreshments; assist with implementing advertising; report on success of event, handle requests for donations and track the same.
Develop and implement programs that extend the reach of the Financial Education Program for the campuses of LSU System and the surrounding communities when an opportunity is available.
Coordinate various community events with strategic community partners to enhance Campus Federal's mission and relations related to the assigned campuses.
Business Development Officers may be assigned other departmental duties - Business Service Account Management, Mortgage Account Management or other duties as needed to assist with Campus Federal strategic goals within assigned region.
Education and Experience:
Bachelor's degree in Business Administration, Marketing or related field
5 years of sales, fundraising or public relations experience
Benefits include 100% paid health, dental, LTD insurance for employee. Other benefits include vacation, sick leave, 401k, life insurance and advancement potential.
Campus Federal is committed to a diverse and inclusive workplace. Campus Federal is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Only those most qualified will be contacted. EOE
Auto-ApplyAccount Manager- Physician Liaison
Relationship manager job in Gretna, LA
Job Description
Doctor Referral Institute serves specialty practices in the medical and dental field around the country, providing face-to-face representation with an experienced team and system to referral sources. Doctor referrals are the #1 marketing strategy for specialty practices, pharmacies and hospitals to attract new high-quality patients. DRI offers customized referral systems tailored for single practitioners to large group practices.
Introduction: We are seeking a motivated and dynamic Physician Liaison to join our growing team at Doctor Referral Institute. The ideal candidate will be responsible for building and maintaining relationships with physicians, medical practices, and healthcare organizations to drive patient referrals and promote our clients services. This is an excellent opportunity for individuals who are passionate about healthcare, relationship-building, and business development.
Key Responsibilities:
Develop and maintain strong relationships with primary care physicians, specialists, and other healthcare providers.
Serve as the primary point of contact for physicians and medical practices to facilitate communication and provide information about our services.
Increase patient referrals by educating physicians about our services, specialties, and value proposition.
Identify opportunities for new business development and coordinate with internal teams to ensure the smooth referral process.
Monitor physician feedback and relay relevant insights to leadership to improve service offerings.
Qualifications:
Proven experience in medical sales, pharma sales, physician liaison, sales, or healthcare business development (2-3 years preferred).
Strong communication and interpersonal skills with the ability to build relationships at all levels.
Excellent organizational skills with the ability to manage multiple tasks simultaneously.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite and CRM tools.
Knowledge of healthcare industry and calling on offices.
What We Offer:
Competitive pay
Professional development and training opportunities.
A collaborative and supportive work environment.
Opportunities for career advancement.
Relief Account Manager
Relationship manager job in Metairie, LA
DAILY/WEEKLY RESPONSIBILITIES TO INCLUDE:
Perform all of the job responsibilities and duties for Off and On Premise Account Managers when temporarily assigned to a specific territory
Responsible for preparing account orders for customers.
Responsible for stocking shelves.
Responsible for placing P.O.S. in accounts in key locations.
Responsible for selling in New Brands & Packages and Draught Beer taps.
Responsible for obtaining store displays.
Responsible for calling on New and Existing Accounts to gain additional volume.
Responsible for security price specials.
Responsible for price checks.
Maintain good communications between account and SESS.
Setting up and conducting promotions and sampling in assigned accounts and attending other promotions, sampling and special events in other territories.
Maintaining quality control.
Complete all necessary record tracking paperwork for sales.
Attend all sales Meetings.
Required to maintain a valid driver's license with a good driving record.
Perform other duties as directed by Sales Management
Must be able to work flexible work schedules including late nights, weekends and holidays.
PHYSICAL REQUIREMENTS:
Ability to safely lift up to 45 lbs. repetitively
WORKING CONDITIONS:
Works primarily indoors, in a customer environment, but may be in and out of company delivery vehicles, including making calls in inclement weather conditions at times.
SOUTHERN EAGLE SALES AND SERVICE A is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company
Account Manager - State Farm Agent Team Member
Relationship manager job in Metairie, LA
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Dental insurance
Health insurance
Vision insurance
ABOUT OUR AGENCY:
Our agency has been proudly serving the community since October 2014, and Ive been in the insurance industry since 2006all with State Farm, first as a team member and now as an agent. Weve built a team of 6 full-time and 2 part-time professionals who share a commitment to excellence, growth, and making a difference in the lives of our customers.
We offer a strong benefits package that includes health insurance (medical, dental, and vision), a Simple IRA retirement plan, PTO and paid holidays, ongoing professional development opportunities, and competitive bonuses and incentives.
Im a proud graduate of LSU and passionate about giving back to our community. We regularly support local organizations that help youth, volunteer with food banks and shelters, and sponsor community service projects. Our involvement extends to supporting local businesses, fundraising efforts, educational workshops, and sponsoring local events.
Our culture is collaborative, inclusive, and growth-minded. We foster a positive, fun environment built on transparent communication and supportive leadership. If youre looking for a workplace where you can grow, feel valued, and contribute to something meaningful, this could be the right place for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Mendy Dunn - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Metairie, LA
Job DescriptionBenefits:
Base PLUS Commission
401K Matching 6%
License Reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Wellness resources
Job Opportunity: Sales Representative with State Farm Independent Agent
Are you a motivated, outgoing individual with a passion for helping others? Do you thrive in dynamic environments where you can make a direct impact on customers lives? If so, we have the perfect opportunity for you! Join a successful State Farm independent contractor agent, where youll market industry-leading insurance and financial products and help clients protect what matters most.
What You'll Do:
Provide exceptional customer service by promptly addressing inquiries related to insurance options, coverage details, policy updates, claims, billing, and more.
Leverage your consultative sales approach to identify customer needs and present tailored insurance solutions.
Build lasting relationships with customers through proactive engagement and personalized support.
Stay committed to meeting and exceeding daily goals, striving for excellence in every interaction.
Collaborate with a supportive team to share best practices, celebrate wins, and grow professionally.
What We're Looking For:
Strong communication skills: You know how to listen, connect with people, and convey information clearly and persuasively.
Customer-focused mindset: You're passionate about helping others and committed to delivering top-tier service.
Self-starter with a results-driven attitude: You take initiative and are motivated to succeed each day.
Ability to multi-task and stay organized in a fast-paced environment.
Eagerness to learn: You'll be trained on all aspects of State Farm products and systems.
A team player who enjoys collaborating and sharing success.
Bilingual Spanish Preferred
Licensing Requirements:
Property and Casualty license (must be willing to obtain-we will help with this)
Life and Health license (must be willing to obtain-we will help with this)
Account Manager - State Farm Agent Team Member
Relationship manager job in Metairie, LA
Job DescriptionBenefits:
Simple IRA
Health stipend
Licensing paid by agency
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I became a State Farm agent because I wanted freedom the freedom to build something meaningful and the freedom to shape the life I envisioned. Over time, I discovered the most rewarding part of this career: helping people become the best version of themselves. That belief drives everything we do here.
If you asked my team to describe our office in one phrase, theyd say its a great work environment one where everyone feels included, supported, and encouraged. We build off one anothers strengths, celebrating progress with praise, recognition, incentives, and bonuses. Outside the office, we stay active and connected through three annual marketing events where the team can choose to run or walk a 5k or 10k, or represent the agency at our booth handing out merch and gathering leads.
I bring a personal passion for self-development into our workplace, and Im committed to making someone as sharp and successful as theyre willing to be. We also offer valuable perks including a health stipend, Simple IRA, flexibility when needed, and ongoing training and professional development. The people who thrive here are hungry for growth, set goals for themselves, and know what they want from their career. We celebrate wins with money, meals, and time off and I get excited about bringing on new team members because it gives someone the chance to unlock truly unlimited earning potential.
You can have more than what youve got, because you can become more than who you are and if that resonates with you, youll feel right at home here.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Daniel Holstein - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Metairie, LA
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I opened my agency in 2016 and currently have a team of eight talented individuals. We offer bonuses, PTO, fun team events, and a variety of benefits to support both professional and personal growth.
Im a proud graduate of LSU and enjoy being involved in the greater New Orleans community. Giving back and staying connected locally is an important part of what we do as a team.
Our office culture is built on genuine connection, teamwork, and a shared passion for protecting what matters most. We treat every customer like familyoffering personalized guidance, heartfelt service, and a welcoming environment where relationships come first. Our team thrives on positivity, community involvement, and going the extra mile to make insurance feel personal, simple, and stress-free.
Were always excited to welcome motivated team players who bring energy, care, and commitment to helping others.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Kimberly Bergeron - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager
Relationship manager job in New Orleans, LA
Exciting Opportunity to Join Our Legacy of Environmental Leadership! About Us: At Arcwood Environmental, we are more than just a company; we are pioneers in industrial waste management, committed to creating a cleaner, safer world. Since our inception during the environmental movement of the 1970s, we've been at the forefront of solving complex environmental challenges. Headquartered in Indianapolis, Indiana with a dedicated team of 2,000+ employees spread across the United States, we provide innovative and compliant solutions to thousands of clients in diverse industries.
Why Arcwood?
* Impactful Work: Be part of a team that makes a real difference. Our comprehensive services range from hazardous waste management and emergency response to onsite support and technical solutions, allow us to solve our customers' waste challenges. We are part of the solution. We don't generate any waste ourselves.
* Growth Opportunities: At Arcwood, your contribution is valued beyond your job title. We believe in the power of continuous learning and growth, encouraging every employee to expand their skills and take on new challenges.
* Safety First: Your health and safety are our top priorities. We foster a culture where every employee is empowered to act safely and ensure the well-being of their colleagues. Our mantra is Safe and Compliant, Always.
* Collaborative Environment: Together we can achieve much more. Join a supportive and dynamic team where your ideas and efforts are recognized and rewarded.
Our Commitment: We are dedicated to fostering an inclusive and innovative workplace where every employee can thrive. As part of our team, you will have the freedom to contribute your expertise wherever needed, ensuring the success of our mission to protect the environment.
Our Vision: Our vision is to be the most trusted partner in the environmental services industry. We put our customers first and deliver agile, sustainable, and innovative solutions. We commit to nurturing top talent and creating lasting value for our customers, shareholders, communities, and the planet.
Our Ownership: Arcwood Environmental is backed by the EQT Infrastructure VI fund, enhancing our capabilities, and expanding our reach. EQT is a dynamic global investment powerhouse managing EUR 232 billion in assets (EUR 128 billion fee-generating). With a focus on Private Capital and Real Assets, EQT owns and supports leading companies across Europe, Asia-Pacific, and the Americas, fostering sustainable growth, operational excellence, and market leadership. This exciting ownership positions us for continued impacts and growth in the future.
Account Manager
As an Account Manager you will be responsible for outside sales, new business development, and account management with assigned accounts / customers to support all business services for the organization in achieving its revenue and profitability goals. This role manages quality and consistency of product and service delivery, with travel up to 80% of the time.
Essential Functions & Requirements:
* Prioritizes health and safety by adhering to policies, processes, and maintaining safe practices at all times
* Increases sales revenue and profit dollars by identifying potential new accounts and soliciting orders through personal sales calls to explain services and assess potential customer needs
* Fosters sales relationships with target accounts
* Increases sales revenue and profit dollars of existing accounts through regular contact with customers and continued communication regarding additional available services
* Prepares, submits, and interprets periodic reports on activities, sales volume, and expenses
* Attends and participates in sales meetings and training programs; represents company at trade shows, conventions, Chambers of Commerce, and professional associations
* Stays abreast of major environmental regulatory changes and industry trends, as well as competitive conditions
* Effectively adapts to CORE business and customer categorization
* Manages Days Sales Outstanding (DSO) to
* Coordinates with customers to profile, identify service timeframes, and ensure quality and customer satisfaction with the current offering(s); works to resolve any customer concerns
* Negotiates pricing and contract requirements as needed
* Completes annual sales revenue budget and identifies key customer initiatives
* Manages and controls sales expenses and ensures the timely submission of business expenses
* Maintains a comprehensive understanding of the company's service offerings for business lines offered to customers
* Maintains the ability to travel up to 80%, with some overnight stays required
* Takes on additional duties as assigned to support the team and organization
Education:
* Bachelor's degree (required), with a focus in sales, business, marketing or science (preferred)
Experience:
* 3+ years of proven industry related sales experience (required) -OR-
* In lieu of degree, 7+ years of proven industry related sales experience (required)
Competencies:
* Quality communication skills for interacting with both internal and external customers
* Proven sales competencies, with the ability to develop a working understanding of all Company services
* Regular and predictable attendance to perform the functions and requirements of this role
Benefits, Compensation, & Workforce Diversity:
Arcwood offers competitive pay and bonus incentives. Benefits include choice of medical, dental, and vision plans, flexible spending or health savings accounts, employee and dependent life insurance, short and long-term disability, 401(k) savings plan with 7% company match, and tuition reimbursement.
Equal Opportunity Employer - Veterans & Disabilities
A post-offer drug screen and background check will be required.
Industrial Account Manager
Relationship manager job in New Orleans, LA
Job Description
: Our client is a construction equipment supplier
Industrial Account Manager COMPENSATION: Competitive Base + DOE BENEFITS: Standard package
SUMMARY: The position will make decisions in areas that may impact the organization and its employees, clients, budgets, policies, procedures, work practices, or compliance programs.
DUTIES OR RESPONSIBILITIES:
Identify potential markets in the geographic area considered to be a good risk for the company to do business.
Maintain and develop business relationships with existing and new clients in a specified area or line of business.
Responsible for developing, creating, and presenting client value presentations.
Coordinate information gathering on markets, industry, and client trends to develop a corporate strategy for business development (domestic and international)
Direct other Business Development managers in sales, training, and growth of their assigned area of responsibility
Maintain and promote good member relations by consistently applying Human Resource, Safety, and Quality policies and procedures.
Develop, monitor, negotiate, and secure contracts for agreed-upon services between the company and the client.
Typically manage personnel and providing an environment for the development and professional advancement of staff members, including on-the-job and formal training and development opportunities, and timely performance feedback
Leverage internal and external resources to administer policies and procedures consistently across all business lines, functions, and locations.
Analyze situations, identify, and forecast pertinent problems and evaluate realistic options; and recommend/implement an appropriate course of action.
Organize and prioritize a variety of complex projects and multiple tasks in an effective and timely manner, set priorities, and meet critical time deadlines.
Maintain compliance with all applicable policies, procedures, and global standards.
Develop and apply the Core Skills to the job.
May need to travel to attend to business-related matters.
Meet expectations on attendance and punctuality.
EXPERIENCE AND QUALIFICATIONS:
4-year degree or global equivalent in applicable field of study
15 years of work-related experience or a combination of education and directly related experience
Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors and other stakeholders
Job-related technical knowledge is necessary to complete the job
Ability to learn and apply knowledge of applicable local, state/province and federal/national statutes and guidelines
Ability to attend to detail and work in a time-conscious and time-effective manner
***PLEASE NOTE: We try to respond to everyone who applies for our jobs, but in periods of high activity it may not be possible. We hope we can personally help you find your new job and wish you success in your job search. For more information please email Kristin Skendziel at kskendziel@bicrecruiting.com.
Account Manager - State Farm Agent Team Member
Relationship manager job in Pearl River, LA
Job DescriptionBenefits:
License reimbursement
401(k)
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I opened my original agency in 2013 and expanded with a second office in 2022. Today, I lead a team of seven full-time and one part-time team member. Before becoming an agent, I was working in a restaurant in New Orleans, but I always knew I wanted to run my own business. Once I started working for another agent, I realized this career was the perfect fit.
I graduated from the University of Holy Cross in New Orleans. Im married, and our son is currently attending LSU. Outside the office, you can usually find me on the golf course or in the gym.
We stay involved with local events, showing up for our community whenever opportunities arise. I also offer strong benefits, including a 401k and full licensing reimbursement.
Our office culture is built around grit, ambition, and teamwork. Im looking for people who are extremely self-motivated, goal-oriented, and hungry to succeed. No dramajust genuine team players who want to grow, support each other, and build a successful career. If youre driven and ready to work hard for big results, youll thrive here.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Terrill Talamo - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Hammond, LA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Health insurance
Paid time off
Training & development
Exciting Opportunity: Sales Team Lead at Alexis Ducorbier State Farm Office!
Position Overview: Are you ready to elevate your career and make a real impact? Join us as the Sales Team Lead at the Alexis Ducorbier State Farm office, where were not just about business were about building a vibrant sales culture that thrives on energy, enthusiasm, and results! With three locations buzzing with potential, were looking for a passionate leader to help us take things to the next level and make work fun!
What Youll Do:
Ignite the Sales Culture: Be the spark that fuels an unstoppable sales team! Create an environment where teamwork, creativity, and ambition shine, motivating everyone to hit their goals and celebrate their wins.
Lead and Inspire: As our Sales Team Lead, youll be the coach everyone wants on their side! Share your expertise, provide training, and empower your team to unleash their full potential lets make them rock stars!
Strategic Trailblazer: Join our Leadership Team and help shape our exciting company strategy. Your innovative ideas will guide us as we navigate thrilling opportunities and tackle challenges head-on.
Master the Products: Dive deep into our diverse range of State Farm products and develop captivating sales strategies that resonate with our clients. Youll become the go-to expert, and your passion will be contagious!
Seize Opportunities: With so many exciting prospects coming our way, youll be at the forefront, managing and transforming leads into loyal customers. Lets turn every opportunity into a celebration!
Performance Champion: Set the stage for success by establishing performance metrics that challenge and motivate the team. Youll be there every step of the way, cheering them on and providing the insights they need to shine!
Who You Are:
A seasoned sales leader with a proven track record of success and the charisma to inspire others.
A strategic thinker who thrives in a fast-paced environment and is always looking for innovative ways to drive results.
An enthusiastic communicator who knows how to rally a team and create a fun, engaging atmosphere.
Why Join Us?
Lucrative Rewards: Enjoy a competitive salary and performance-based incentives that recognize your hard work and dedication.
Vibrant Culture: Experience a supportive and energetic work environment where your ideas are valued, and fun is part of our DNA!
Growth Potential: Seize the opportunity to advance your career in a multi-location agency that embraces innovation and excellence.
If youre ready to bring your enthusiasm, passion, and leadership skills to a role where every day is an adventure, then the Sales Team Lead position at Alexis Ducorbier State Farm office is the perfect fit for you! Lets create amazing experiences for our clients and have a blast while doing it! Apply now and embark on this exciting journey with us
Account Manager - State Farm Agent Team Member
Relationship manager job in Slidell, LA
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Courtney Gulledge - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Gonzales, LA
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Kimberly Wilcox - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Bilingual Spanish preferred.