Customer Success Manager, Mission Critical
Relationship manager job in Lebanon, IN
Buildots is transforming construction management. Our AI-powered SaaS platform automates on-site progress tracking, giving construction teams the tools to plan smarter, improve efficiency, and cut costly delays by up to 50%. The $13 trillion construction industry has seen little disruption in the past 150 years - until now.
Backed by leading VCs and deployed on hundreds of projects across North America, Europe, and the Middle East, Buildots enables a game-changing, performance-driven approach. Our customers include top global contractors, consultants, and owners - Intel, JE Dunn, Ledcor and CBRE, to name a few.
With over $160M raised and major expansion planned for 2026, this is a unique opportunity to join a fast-scaling company reshaping one of the world's largest industries.
About the Role
The position is responsible for overseeing the deployment and day-to-day success of Buildots on a major client project. You will guide teams through platform adoption, support site operations, and ensure our technology is effectively integrated into project workflows. This role requires strong technical acumen, client-facing skills, and a proactive approach to optimizing project performance.
Key Responsibilities:
Lead the relationship, implementation, and success of one of Buildots' largest clients.
Responsible for the smooth operations of the project and primary point of contact for the entire project team.
Continuously work to identify ways to maximize the platform's value for the clients, and map unique needs critical to making Buildots the focal point of their processes.
Efficiently handle onboarding of new users, driving seamless adoption of the technology, including training of on-site users on how to use the system and make the most out of it.
Understand the complexities and work with our internal project managers to best configure the system to support these projects.
Continuing success: responding to requests, making sure our clients succeed in using the system to improve their process and outcome, and in turn, continually looking to improve the way we operate
Gain insights from data and the use of the system on projects and feedback to the product team to influence the product's roadmap and features.
Requirements:
Background of at least 5 years in Civil engineering /construction project management
Passionate about construction and believe in the impact that using advanced technologies could bring to the construction industry.
Proactive and independent achiever, self-learner, able to handle a task from idea to production, able to take ownership of the tasks at hand
Fast thinking, problem solver, ability to pass on information to the relevant internal teams for action
People and communication skills, comfortable having conversations with a diverse range of clients across different roles, countries, and cultures in person, over the phone or on video calls to deliver complex messages.
Great analytical and technical skills
Experience as a VDC Manager in construction projects - Advantage
Good vibes and a sense of humor - a must-have!
You must be located in or near Indianapolis and be able to visit the project site 4 days a week
*By submitting your application, you agree that Buildots will process your personal data in accordance with Buildots' Privacy Policy.
Internal Relationship Manager
Relationship manager job in Zionsville, IN
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
Auto-ApplyAssistant Client Manager
Relationship manager job in Carmel, IN
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
Auto-ApplyClient Relationship Manager
Relationship manager job in Carmel, IN
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and report into the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience by conducting client meetings. A CRM's shared measures are margin, revenue, client satisfaction & employee retention.
**In this role, you will**
+ Build trusted relationships with client stakeholders
+ Understand the client, issues, and priorities
+ Work with clients to define their problems and co-create solutions
+ Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
+ Track of Insurance industry trends relevant to client business and bring forth proactive ideas and solutions
+ Serve as the day-to-day point of contact for the clients
+ Responsible for backlog growth including renewals and extensions of current engagements
+ Lead the onsite project teams and ensure they are understand the client environment
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week in a client office in Carmel, Indiana or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
**What you need to have to be considered:**
+ 15+ years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within Insurance vertical.
+ Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
+ Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
+ Ability to interface at all levels of an organization
+ Excellent oral and written communication skills and executive presentation and persuasion skills are required
+ Bachelor's degree or equivalent experience
**These will help you stand out**
+ MS or MBA degree
+ Strong background in a project environment and application development in the Insurance vertical. Experience with Property and Casualty experience is a plus.
+ Proven track record to contribute to new business development efforts and to lead and handle multiple tasks in a dynamic environment
+ Must be detail oriented and able to manage and maintain all facets of complex assignments.
+ Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems that have enterprise-wide implications.
+ Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
**Salary and Other Compensation:**
The annual salary for this position is between $150,000-175,000 depending on the experience and other qualifications of the successful candidate. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
SBA Business Development Officer II
Relationship manager job in Carmel, IN
The SBA Business Development Officer II is responsible for developing, managing, and maintaining borrowing relationships related to SBA 7(a) lending. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The position will begin without an existing portfolio of clients and will grow through the cold calling and networking efforts of the Relationship Manager. The position will provide the flexibility of selling without a defined sales territory or specific geography related to the relationship manager's loan production office.
Duties & Responsibilities
SBA Business Development Officer II:
* Provide financing, through the SBA 7(a) program, for purpose of the Owner/Borrower.
* Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
* Structure and negotiate SBA credit transactions, complete initial underwriting and prepare credit package for submission both internally and to the Small Business Administration.
* Pursue repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
* Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
* Assist other lines of business with business development.
SBA Business Development Officer I:
* Develop an understanding of SBA origination, credit, and closing processes.
* Partner with SBA Business Development Officer II to provide support with loan production, processing and business development.
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Strong sales and customer service skills
* Small Business Administration (SBA) 7(a) knowledge, with a strong history of originating new loans and structuring to maximize value to the guaranty on the secondary market.
Ability to:
* Analyze and interpret numerical data
* Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
* Make independent and difficult decisions within parameters of the Bank's loan policies
* Originate new procedures and approaches to problems
* Perform duties and make decisions under frequent time pressures
Education and Training:
* Requires Bachelor's degree with an emphasis in Accounting or Finance.
* Previous banking, finance/credit or sales related experience preferred.
* Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $80,000 -$110,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Application Deadline: December 31, 2025
Auto-ApplyRVP - Client Success and Growth
Relationship manager job in Carmel, IN
This role is focused on the West Coast region. We welcome interest from candidates who reside in or have strong familiarity with this area. There will be no onsite expectation at our Carmel, IN offices.
Primary Responsibilities
The primary role of the Regional Vice President - Client Success and Growth is to drive Sales revenue growth by identifying, developing, and closing new logo acquisition opportunities with respect to the sales of BKR H/LL NextGen with those financial institutions within their assigned territory as well as to retain, deepen, and grow business relationships with existing clients in their assigned territory. The Regional Vice President -Client Success & Growth will own the sales account planning, prospecting and business development process, and will coordinate activities with other Baker Hill teams in a collaborative effort to secure new logo and add on business.
Essential Functions/Job Duties
Focuses on delivering net-new opportunities and selling a wide range of BKR H/LL software solutions and services.
Establishes and maintains professional working relationships throughout prospect organizations with a focus on decision-makers and strategic influencers within a prospective client.
Analyzes win/loss rates and drives recommendations to achieve revenue quotas within their assigned territories.
Responsible for achieving/managing quota based on territory assigned.
An entrepreneurial minded person willing to drive pipeline growth individually, drives results with urgency while remaining a collaborative and supportive team player
Enters all territory activities/pipeline opportunities into Salesforce.
Skills/Qualifications Required
An impeccable reputation for honesty, integrity and for doing the right thing; takes responsibility for actions and outcomes.
A software, systems or managed services sales career spanning a minimum of 5 years sales experience.
Consistently generated $1M+ in new upsell/cross-sell business on an annual basis.
A proven record of accomplishment of developing new business from existing clients and doing what it takes to succeed, the hunger to close the largest deals and an inner drive and true passion for sales.
Strong relationship-based selling skills that focus on bringing innovative solutions to customers that solve their problems.
Demonstrated history for prospecting, forging, and driving strategic relationships.
A client-centric perspective and the ability to lead and inspire an organization toward developing deep and mutually rewarding relationships with customers.
Excellent leadership and communication skills -able to converse with people across different disciplines and functions; write concise; clear reports; and deliver effective presentations.
An overall flexible thought process and approach; someone who is comfortable both driving and working within an environment where change and transformation is being driven both internally and externally to the marketplace.
EDUCATION:
5+ years Relationships/experience selling into the financial services/banking sector; selling to C level executives; relationship & consultative selling
Disclaimer: This job description is intended to outline the general nature and key responsibilities of the role. It is not an exhaustive list of all duties, responsibilities, and skills required. Additional tasks may be assigned as needed.
Auto-ApplyBusiness Relationship Manager II
Relationship manager job in Carmel, IN
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 II (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'll 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 $1.5 million
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 3 years' 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
Auto-ApplyCommercial Banker (IN) - Title Commensurate with Experience
Relationship manager job in Carmel, IN
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.
Account Manager - State Farm Agent Team Member
Relationship manager job in Lafayette, IN
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Austin Kyle - 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.
Work within a database of prospective customer leads to acquire new business.
Handle prospective customer inquiries and provide timely responses.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
Assist new customers with policy applications.
Oversee the resolution of complex customer issues.
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.
Detail-oriented and able to multitask.
Motivated self-starter.
Familiarity and comfortability using various computer systems is required.
Candidate must be reliable and have a consistently great attitude.
Ability to understand and do quick, simple customer account math.
Account Manager
Relationship manager job in Lafayette, IN
Job Description
Join us and grow your career to new heights. Jenna Isch-Farmers Insurance Agency in Lafayette, Indiana, is looking for a confident, experienced Producer / LSP to join our team. In this Full-Time position, you will be responsible for selling and promoting our products. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your sales career,
Apply Today!
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Responsibilities
Develop insurance proposals, makes sales presentations, and closes sales.
Be involved in the community.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, etc.
Be outstanding at relationship building.
Maintain client relationships with follow up phone calls.
Use lead management systems.
Prospect for new business by following sales leads generated from referrals, networking, marketing, and lead databases.
Uphold the wants and needs of your customers.
Requirements
Possess a genuine willingness to learn, be intuitive, resourceful, and coachable.
Possess an upbeat, positive, and enthusiastic attitude.
Create relationships with prospects and clientele.
Proficiency to multi-task, follow-thru, and follow-up.
Leadership.
Excellent Communication/interpersonal skills.
Confident, self-starter who works well independently.
Driven and goal-oriented individual.
Account Manager - State Farm Agent Team Member
Relationship manager job in Lafayette, IN
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager - State Farm Agent Team Member
Relationship manager job in West Lafayette, IN
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager
Relationship manager job in West Lafayette, IN
The Account Manager, at MED Institute, is responsible for actively contributing to the business development, marketing and sales process for new and existing clients.
Responsibilities
Collaborates with service area leaders, company management, and all MED Institute colleagues to win new business.
Identifies, qualifies, and contacts new business leads.
Gathers and maintains complete and accurate client information in the CRM software.
Actively participates with business development, marketing, and sales activities.
Contributes to the development of marketing materials.
Fosters and cultivates relationships with existing clients through regular and planned follow up communications.
Represents the company at trade-shows, conferences and events.
Provides feedback to company management regarding market trends and opportunities, competitive information, and company positioning.
Ability to sleuth information from various sources, analyze it, consolidate it, and distribute it to company management.
Qualifications
• B.S. required.
• Experience in account management is preferred.
• Experience in the medical device and CRO industry is preferred.
• Experience using CRM software.
• Strong written and verbal communication skills, record-keeping, and interpersonal skills are needed.
• Must be willing to work in a team setting and willing to be trained.
• Ability to remain professional and positive in all personal interactions, provide an example of good work ethic, exhibit a willingness to help, and display personal discipline in achieving goals.
• Ability to travel based on business needs.
• Qualified candidates must be legally authorized to be employed in the United States. MED Institute does not intend to provide sponsorship for employment visa status (e.g., H-1B or TN) for this employment position.
Auto-ApplyAccount Manager
Relationship manager job in West Lafayette, IN
The Account Manager, at MED Institute, is responsible for actively contributing to the business development, marketing and sales process for new and existing clients. Responsibilities * Collaborates with service area leaders, company management, and all MED Institute colleagues to win new business.
* Identifies, qualifies, and contacts new business leads.
* Gathers and maintains complete and accurate client information in the CRM software.
* Actively participates with business development, marketing, and sales activities.
* Contributes to the development of marketing materials.
* Fosters and cultivates relationships with existing clients through regular and planned follow up communications.
* Represents the company at trade-shows, conferences and events.
* Provides feedback to company management regarding market trends and opportunities, competitive information, and company positioning.
* Ability to sleuth information from various sources, analyze it, consolidate it, and distribute it to company management.
Qualifications
* B.S. required. • Experience in account management is preferred.• Experience in the medical device and CRO industry is preferred.• Experience using CRM software.• Strong written and verbal communication skills, record-keeping, and interpersonal skills are needed.• Must be willing to work in a team setting and willing to be trained. • Ability to remain professional and positive in all personal interactions, provide an example of good work ethic, exhibit a willingness to help, and display personal discipline in achieving goals. • Ability to travel based on business needs.
* Qualified candidates must be legally authorized to be employed in the United States. MED Institute does not intend to provide sponsorship for employment visa status (e.g., H-1B or TN) for this employment position.
Account Manager - State Farm Agent Team Member
Relationship manager job in Westfield, IN
Job DescriptionBenefits:
Simple IRA
Hiring bonus
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 Kolton Blickenstaff - 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 Crawfordsville, IN
Job DescriptionBenefits:
401(k)
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 Chad Budreau - 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 Kokomo, IN
Wage: $27.00-31.00/ hour Account Manager and Security Experience required We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients.
Securitas plays an essential role for our clients and in society. The Account Manager position helps maintain a safe and secure environment for our clients by managing the security services and related operations provided to an assigned group of smaller accounts including client service and problem resolution, service enhancement and expansion, new business development, operational effectiveness, preparation of post orders, staffing, scheduling, supervision and training.
We are driven by a clear corporate culture and purpose, which helps us live according to our values of Integrity, Vigilance, and Helpfulness. These values are at the heart of our culture, help define who we are and guide our actions.
As an Account Manager you will be performing a variety of management functions for assigned accounts; while providing lead direction to Security Supervisors on requirements, priorities of work and coordinating any necessary needs of the site. If you have experience in positions like Operations Manager, Site Supervisor or Account Manager this role is a great fit for you.
Are you interested in being part of our Team?
* Apply quickly and efficiently online
* Interview from the convenience of your own home
* Weekly pay
* Competitive benefits
* Flexible schedules
With over 80 years of protecting the things that matter, we've seen more than most. That's why Securitas is the partner of choice for companies and an employer of choice for candidates worldwide.
See a different world.
Securitas is committed to diversity, equity, inclusion and belonging in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristic.
#CASJ
Account Manager - State Farm Agent Team Member
Relationship manager job in Attica, IN
Job DescriptionBenefits:
License Reimbursement
Simple IRA
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 David Wiese - 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.
Licensed Account Manager
Relationship manager job in Brownsburg, IN
Job Description
****Hiring FT Licensed Account Manager*** - $17.00 to $28.00 per hour Base + Bonus and Commission, $40,000 to $75,000 potential + Matching Retirement + Health Insurance Reimbursement + Paid Time Off + Paid Holidays. Insurance License and Experience Preferred but not required for right candidate. Paid Training - In office Position. Upload your resume here or email to: **********************.
25 Year, Successful, State Farm Agency looking for a Full time Licensed Account Manager. Sales and Service. Assisting customers with daily insurance needs, prospecting for new clients, pivoting to additional needs for existing customers. Strong Sales/Service orientation needed. Small office with a family atmosphere in Brownsburg. Great opportunities with friendly and loyal customer base. Older established agency with excellent clientele!
Responsibilities include but not limited to:
Establish customer relationships and follow up with clients, as needed
Develop new service opportunities with both existing and new clients
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate clients about insurance options
Develop insurance quotes, makes sales presentations, and close sales
Develop ongoing networking relationships
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Hourly pay plus Bonus and Commission
Paid Time Off (vacation and personal/sick days)
Paid Holidays
Health Insurance reimbursement
Retirement Plan with Employer Match
Paid Training in-office
Growth potential/Opportunity for advancement within my office
Requirements:
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Property & Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Easy ApplyAccount Manager (P&C)
Relationship manager job in Carmel, IN
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 Account 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
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