Relationship manager jobs in Madison, WI

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids. **Job Description** **Key Responsibilities** **Bid Strategy and Ownership** - Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review - Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria - Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services - Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms **Onshore Workflow Management** - Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks - Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status - Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals - Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed - Monitor workload and capacity for the onshore team and escalate resourcing needs when required **Offshore Bid Support Coordination** - Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering - Provide clear written task instructions, expected service levels, and turnaround times to offshore partners - Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards - Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality **Quality, Compliance, and Governance** - Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements - Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work - Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders - Track and manage version control for all bid documents **Client and Stakeholder Engagement** - Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning - Support or lead responses to client clarifications and follow up questions related to bids - Coordinate and prepare materials for client presentations and orals when required - Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses **Performance Management and Continuous Improvement** - Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback - Identify trends and root causes that impact win rate, pricing discipline, and operational effort - Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support - Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices **Other Duties** - Perform other duties as assigned in support of client engagement, bid management, and operational excellence **Qualifications** - Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience - Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment - Experience in valuation, real estate, or a related advisory business strongly preferred - Proven track record managing complex bids with multiple stakeholders and short timelines - Experience working with offshore or shared service teams preferred - Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business **Skills and Competencies** - Strong project and workflow management skills with excellent attention to detail - Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language - Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations - Comfortable working in a fast paced environment with competing priorities and frequent deadlines - Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools - Continuous improvement mindset with a focus on efficiency, quality, and margin discipline **Success Measures** - Increased bid win rate for valuation opportunities and positive client feedback on the bid experience - Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams - Strong alignment between bid commitments, operational delivery, and target margins - Effective use of offshore resources with high quality, consistent bid outputs \#Remote #RemoteLI Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 93,500.00 - $110,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

Job DescriptionDescription: GENERAL DESCRIPTION: The position of Commercial Relationship Manager requires knowledge of standard lending practices and methods, expertise in dealing with commercial lending, and the ability to source and sell a variety of loan products to community businesses while developing the bank's business clientele and portfolio. Requirements: POSITION REQUIREMENTS: Make and service a variety of secured and unsecured loans and lines of credit Provide superior customer service and financial counsel to retain current customers Identifies and solicits profitable business deposit and loan relationships to target new business Ability to handle simple to complex customer accounts, resolve a variety of customer problems and make credit decisions independently within established lending limits Meet regularly with senior management and Loan Committee on larger loans or lines of credit Ability to deal with complex issues involving multiple facets and variables in non-standardized situations Ability to define problems, collect data, establish facts, and draw valid conclusions Position may require some overnight travel to attend seminars and requires attendance at meetings prior to or after normal business hours Skills/education/experience required: Preferred candidate will possess a BA Degree from a four-year college or university: 5 to 7 years related experience in financial or banking services or equivalent combination of education and experience. Must have valid driver's license, ability to travel. Employee Benefits: In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, and on the job training opportunities. Full-time and part-time associates are offered a comprehensive benefit package including medical, dental, vision and more! We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Position Specific Skills/Qualifications Work Experience 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products. Able to understand new technology platforms quickly Proficient in agency management systems and carrier sites Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Able to work in a team environment. Easily gains the trust and support of peers. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or Equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1 Powered by JazzHR dKxY2xsLd5

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

Job Description WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings. We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE. *Total Targeted Compensation* *Salary + Commisson = $80,000 to $85,000* SUMMARY: The Account Manager is responsible for managing existing and new customer relationships to meet and/or exceed company sales revenue and profit objectives. This role will be for our BlackHawk Industrial packaging division. ESSENTIAL COMPETENCIES AND RESPONSIBILITIES: Personally exhibits, recruits and coaches associates consistent with Core Behaviors Responsible for promoting culture of safety Manage new and existing customer relationships Maintains a thorough knowledge of products Presents products to customer Follows through with customer to ensure satisfaction Identifies and prioritizes all existing and prospective customers within his/her territory and keeps mailing list current. Studies product information, attends seminars, supervises tests of products Attends and contributes to company sales meetings and technical sessions. Provides customers with all literature and promotional materials they need to enhance their productivity. Provides the General Manager with information from the market in regard to trends, new products, market share in existing and potential accounts. Proactively solve problems for customers Build and sustain positive customer relationships Provide and coordinate technical support as needed Support and expand onsite sales and service Communicate customer and market issues to company management Perform other duties as assigned Perform all work in accordance to ISO processes and procedures QUALIFICATIONS: High levels of product knowledge Excellent written and verbal communication skills Excellent interpersonal skills Competent with the use of computer software specific to the operation SUPERVISORY RESPONSIBILITIES: No direct supervisory responsibility. May provide indirect supervisory input. EDUCATION and/or EXPERIENCE: High School diploma required Bachelor's degree in a related field preferred 2-5 years experience in a similar position required in Industrial Sales Previous sales or customer service experience preferred CERTIFICATES, LICENSES, REGISTRATIONS: None required WORK ENVIRONMENT: Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment. Employee frequently lifts and/or moves up to _70_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision. PPE REQUIRED: Eye protection, ear protection, and as required by customer, steel-toed shoes and head protection. BENEFITS: Health Insurance BCBS of OK HDHP HSA with Employer match (must meet criteria) Dental and Vision Insurance 401K Plan and Company Match FSA (Full FSA, Limited FSA, and Dependent FSA) Company paid Long Term and Short-Term Disability Company paid basic Life Insurance and AD&D/ Supplemental life and AD&D/Dependent life Ancillary Critical Illness Insurance (Wellness Rider Included) Ancillary Accident Insurance (Wellness Rider Included) Ancillary Hospital Indemnity Employee Assistance Program (EAP) - Includes concierge services and travel assistance. Paid Time Off Holiday Paid Time Off Gym Reimbursement Quarterly Wellness challenge with a chance to will money or prizes Tuition Reimbursement - after 1 year of employment *BlackHawk Industrial is an Equal Opportunity Employer **This position is considered safety sensitive and is subjective to drug testing, including cannabis ***As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.

**Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members! An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** . Responsibilities: + Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals. + Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity. + Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions. + Proven ability to manage a geographic territory with both direct involvement and channel partners. + Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges. + Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory. + Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support + Use Dynamics CRM for opportunities, leads, and funnel management. Qualifications: + 5+ years of proven experience in sales and account management. + Bachelor's degree in engineering or electrical engineering preferred. + Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers. + Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win. + Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process. + Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities. + Experience in working with diverse channel partners within territory/geography. + Shown success in prospecting for and winning new customer/business. + Highly motivated self-starter. + Strong communication and presentation skills. + Ability to travel up to 50% of the year. \#LI-TD1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Bonus or Equity** This position is also eligible for bonus as part of the total compensation package. **Pay Range** The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500

Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on, Eurofins laboratories work with the biggest companies in the world to ensure the products they supply are safe, their ingredients are authentic and labelling is accurate. The Eurofins network of companies is the global leader in food, environment, pharmaceutical and cosmetic product testing and in agroscience Contract Research Organization services. It is one of the market leaders in certain testing and laboratory services for genomics, discovery pharmacology, forensics, advanced material sciences and in the support of clinical studies, as well as having an emerging global presence in Contract Development and Manufacturing Organizations. It also has a rapidly developing presence in highly specialized and molecular clinical diagnostic testing and in-vitro diagnostic products. In over 30 years, Eurofins has grown from one laboratory in Nantes, France to 58,000 staff across a decentralized and entrepreneurial network of 900 laboratories in over 54 countries. Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety, identity, composition, authenticity, origin, traceability and purity of biological substances and products. In 2024, Eurofins generated total revenues of EUR € 6,515 billion, and has been among the best performing stocks in Europe over the past 20 years. Job Description At Eurofins, client relationships are our top priority. We're looking for a motivated and customer orientated account manager to maintain and grow existing client accounts through the direct sales channel. The goal of the role is to present our full Eurofins Discovery capabilities and provide solutions to our clients through a close partnership and understanding of our customer's work and potential needs while providing excellent interactions that provide value to the customer. Account Manager responsibilities include, but are not limited to, the following : Manage a portfolio of existing customer accounts assigned to the account manager to maintain and grow sales in order to achieve the customer's goals. Qualify leads from digital marketing campaigns, conferences, references, tradeshows, etc. Follow up on existing cold and warm leads to re-engage them in the sales process Participate in lead generation strategies, such as cold calling/emailing, to identify business prospects and create/maintain a list of potential customers Research potential leads from business directories, web searches, or digital resources Determine and implement optimum marketing and sales outreach strategies on an account-by-account basis to ensure customer is aware of offerings of interest pertinent to their specific needs. Develop long-term relationship with the customer to address their needs as they arise. Act as single point of contact to handle customers' individual needs. Works closely with internal technical teams and client services to present our offering and close business, facilitating CDA and MSA processes as appropriate. Report on the status of accounts and transactions on a monthly basis to sales leaders Develop business plans to grow the accounts on account-by-account basis and monitor against the goals of the plan on a quarterly basis. Pivoting the plan based on changes in customer need as pertinent. Keep the CRM up to date by monitoring accuracy and utilizing it appropriately for account management and business forecasting. Develop quarterly and annual sales forecasts based on the account business plan. Monitor sales metrics (e.g. quarterly sales results and annual forecasts) Suggest actions to improve sales performance and identify opportunities for growth. Work to push transactional sales to eCom through customer education and monitoring. Qualifications Minimum Educational Qualifications: Bachelor's degree in life sciences or technical background in drug discovery related disciplines. Minimum Qualifications: Minimum 2 years' experience in inside sales/account management or a similar customer facing role Proven work experience as a sales account manager in the life sciences or in a similar custom facing role Technical depth sufficient for sales development in drug discovery Sales skills to manage and develop accounts - negotiation skills, customer management, price leveraging, etc. Hands on experience in sales and an ability to deliver excellent customer experience preferred Knowledge of CRM software and MS Office Understanding of sales performance metrics and how to analyze data for reporting purposes preferred Excellent communication and negotiation skills An ability to deliver projects and answer inquiries on time. Business acumen with a problem-solving attitude Ability to travel in the assigned customer territories as designated by manager Ability to meet face to face with customers and have effective meetings. Ability to utilize remote communication tools effectively such as Zoom and Microsoft teams. Authorization to work in the United States indefinitely without restriction or sponsorship The Ideal Candidate Possesses the Following: Strong communication and presentation skills Analytical capabilities using standard data management tools - BI, excel, etc. Drive to success Problem solver Additional Information Position is full-time working Monday - Friday 8:00am - 5:00pm , with overtime as needed. Candidates currently living within a commutable distance of Madison, WI are encouraged to apply. Excellent full time benefits including comprehensive medical coverage, dental, and vision options Life and disability insurance 401(k) with company match Paid vacation and holidays Eurofins USA Discovery Services is a Disabled and Veteran Equal Employment Opportunity employer.

You re experienced, talented and motivated. You have the discipline, and you want to invest it in an opportunity that will invest in you. You want to add more meaning to the work you do every day. At ERC Pathlight, our mission lights the way for your passion. Who we are With 30 locations throughout the U.S. and treatment options available virtually, ERC Pathlight meets patients where they re at to offer innovative, compassionate and comprehensive treatment for eating disorders, as well as mood, anxiety and trauma-related disorders. We were founded in 2008 by pre-eminent psychiatrists and psychologists and treat 6,000+ patients per year. With the critical need for mental health care and eating disorder treatment, especially during the Covid-19 pandemic, we re looking for passionate and qualified professionals who will live out our mission to help save the lives of our patients. What you ll be doing In a corporate role at ERC Pathlight, you can expect to be a part of a team that not only drives the mission but introduces it to prospective patients, family members of those in need of care and medical professionals who refer their patients. This is by no means a behind-the-scenes" role, as your work will serve patients daily in a multitude of ways: Being the face of ERC & Pathlight Mood and Anxiety to liaise with professional referents such as physicians, therapists, clinical case managers, nurses and dieticians Creating the outreach territory strategy; including account development and management, networking and other events to support referral growth to meet admission goals Effectively assesses the needs/priorities of referents and articulates how ERC/Pathlight meets those needs Delivering structured program overviews, tailored as needed to the audience, both in-person and virtually Demonstrating technical fluency with referents related to the conditions we treat, the levels of care provided and the treatment modalities utilized, including facilitating clinical and medical professional meetings between our center leadership and referent leaders and their teams Monitors and communicates market and competitive developments and their implications timely to field marketing, clinical and operational leadership Understand and articulate the impact and importance of the greater marketing team s initiatives, e.g. Alumni program offerings Must Haves Bachelor's degree preferred 3+ years of healthcare sales/outreach experience Candidates must live in their assigned territory in either Milwaukee or Madison, Wisconsin and be willing and able to travel regularly, including working occasional evenings, weekends, and overnight travel for conferences. Clinical certification, e.g. LCSW, LPC, RD, or related preferred How we invest in you Every role at ERC Pathlight is essential to delivering the high-quality care we promise to our patients. This means that from day one, we re here to support your role whether that means collaborating on monthly/quarterly goals, introducing you to mentors you can learn from, connecting you to continuing education resources and supplying you with the tools needed to not only excel but achieve measurable growth. What we offer Healthy organizations value the mental wellness of their teams, and we understand that the professionals who work for us are not immune to their own mental health conditions. In the same way we observe and guide our patients, we take the same consideration for our employees when building our benefits packages and healthcare offerings. We offer competitive pay, comprehensive benefit plans, Generous Paid Time Off, 401(K) with company match and tuition reimbursement. #IND3 #LI-VK1

Job DescriptionBenefits: Salary PLUS Commission Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Patrick Marsden - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 client relationships to drive retention and growth. Conduct policy reviews and provide recommendations to clients. 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. Strong leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Salary Plus Commission License Reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development 401(k) matching Dental insurance Vision insurance Are you ready to make a meaningful impact? Our agency has been helping customers protect what matters most for over 35 years. Backed by State Farms trusted reputation, were more than just an insurance officewere a team that builds lifelong relationships, treats clients like family, and goes above and beyond to meet their unique needs. As part of our dedicated team, youll collaborate with seasoned professionals who bring 75+ years of combined experience to the table. We believe in creating a positive, supportive workplace where you can thrive, grow, and feel proud of the difference you make every day. If youre passionate about helping others, value teamwork, and are looking for a career where your efforts truly matter, wed love to hear from you! 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.

ABC Legal Service is proud to be the national leader in service of process. We are a team of over 700 with offices in Los Angeles, Oklahoma City, Phoenix, Brooklyn, Chicago, Washington DC, and more. Seattle is our home and headquarters. We've been successful in this unique business for over 30 years and we continue to advance our technology and business processes to remain years ahead of what our competition is able to offer. Our focus is to expand our technology lead, acquire and integrate less efficient competitors, and tap into new segments through an integrated inbound marketing and sales approach. Job Overview: We are currently in search of an Account Manager to join our team. As an Account Manager, you will assist with maintaining client accounts and ensuring all customers and clients needs are understood and satisfied. You help build and strengthen clients relationships to achieve long-term partnerships. Key Responsibilities: Assist with building and maintaining long-lasting customer relationships Communicating with clients to ensure that all of their needs are understood and addressed Help resolve issues as they arise and keep track of all processes that pertain to the clients' desires Delivering exceptional client service on a day-to-day basis Act as the client's representative in to ensure that their needs are fulfilled Develop and maintain key relationships across accounts Strive to maintain and increase overall customer satisfaction based on their business needs Meet established goals for sales with current and new customers Act as liaison between the customer and internal teams Skills and Qualifications: 3-5 years' experience in Customer Support and/or Account Management Demonstrated history of increasing client satisfaction, adoption, and retention. Comprehensive, deep understanding of the Account Management Journey Proven competency with agile processes, defining stories that are ready for development Strategic thinker who can see problem patterns, ideate solutions, and execute to completion Prior experience working with SaaS business platforms Ability to present, communicate, and work effectively with other internal teams Strong communication and interpersonal skills. Strong team player We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. Join our team today! Comprehensive Medical, Dental, and Vision coverage Competitive salary package Retirement plan with 5% matching 10 paid holidays per year Referral program Starting Pay: $25.00 to $30.00 per hour Schedule: Full-time, Monday through Friday

Have you consistently bridged the gap between businesses and their clients, creating lasting relationships and ensuring unparalleled service delivery? Do you thrive in fast-paced, client-centric environments where every interaction matters? If the answer is yes, elevate your career with us at Understory! As an Account Manager (REMOTE OR Hybrid role in Madison, WI) at Understory, you'll be instrumental in nurturing and expanding our relationships with our distinguished clientele. Your role goes beyond traditional customer service; it's about being the voice of our clients and brokerage partners within our organization to ensure that our products and services consistently exceed expectations. Your main role responsibilities will include: Managing a book of business with brokerage partners, leveraging a detail-oriented approach to ensure precise onboarding and ongoing support-all while staying flexible and adaptable to ever-evolving client needs. Cultivating and maintaining strong relationships with our clients and understanding their business needs and challenges. Collaborating seamlessly with the sales and underwriting teams to deliver superior service, quickly adjusting priorities as needed to meet shifting demands without losing sight of deadlines. Providing regular updates and feedback from clients and broker partners to internal teams to drive product and service enhancements. Communicating with clients about risk mitigation opportunities. Addressing and resolving client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care. Leading regular client and broker partner review meetings to discuss performance metrics, strategic goals, and program feedback, and driving ongoing improvements through a collaborative, forward-looking approach. You're exactly the professional we're looking for if you: Have experience in insurance and working with brokers and insureds Have a track record of managing high-profile accounts. Excel at cultivating strong, positive relationships through proactive communication, empathy, and a deep understanding of client goals. Exhibit exceptional interpersonal and communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction-whether onboarding or troubleshooting-is handled with precision. Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift. Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed-drawing on strong organizational and time-management skills to maintain momentum and meet deadlines. Have experience with Salesforce. Are exceptional at maintaining clear, consistent documentation across all customer touch points. Experience in property and casualty or commercial lines insurance would be beneficial. Compensation includes: Base salary and annual bonus commensurate with experience. Full-time benefits. Step into a pivotal role at Understory as an Account Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together! About Understory Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions. Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap. Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities. Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit **************************

At Capitol Bank, people come first. Each customer and employee is important and deserves respect, courtesy, and professional service. We're committed to building relationships that make a difference. We want each of our employees to know that their needs matter to the Capitol Bank team. We are currently hiring a full-time Treasury Management & Business Development Officer at our Madison banking location. This position is responsible for growing the bank's core deposits through referrals, self-sourced efforts, and partnering with the Retail and Commercial Lending teams. Responsibilities: Identify, analyze, sell, and support treasury management services and products to both existing and prospective business clients independently and jointly with Commercial Lenders and Retail teams. Develop new relationships (individual, commercial, municipal) through referral and business development efforts. Sell Treasury Management/cash management products and services to new clients and expand relationships with existing clients. Develop and nurture relationships with potential and existing private banking clients. Coordinate the sale and implementation of services such as ACH origination, business remote deposit, and business online banking. Cross-sell all bank products and services through referrals. Qualifications: Bachelor's degree in finance, accounting, or business administration. 5+ years of relevant work experience and a strong aptitude for developing new business relationships. Familiarity with cash management and account analysis. Treasury management operations experience, including experience in electronic products such as online banking, remote deposit, ACH origination, and positive pay services. Strong verbal and written communication skills, excellent problem-solving skills, with the ability to work independently and complete tasks effectively and in a timely manner. Strong organizational skills with attention to detail and ability to handle multiple priorities. Strong computer skills/proficient use of Microsoft Suite including Outlook, Excel, Word, and web-based provider websites. Excellent interpersonal skills necessary to develop and strengthen professional relationships. Valid driver's license

Job DescriptionBenefits: Competitive salary Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Diane Berg - 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 - General Line BH Job ID: BH-1971-10 SF Job Req ID: Account Manager - General Line Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Job Title: Account Manager - General Line Location: Remote in Territory - Madison, WI About Us: Imagine a company with technology leadership of over 160 years, yet it operates with the energy of a startup. Ingersoll Rand has dedicated itself to Making Life Better for its employees, customers, shareholders, and planets. We produce innovative and mission-critical flow creation and life science technologies - from compressors to precision handling of liquids, gases, and powers - to increase industrial productivity, efficiency, and sustainability. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more. Across the globe, we're driving growth with an entrepreneurial spirit and ownership mindset. Learn more at irco.com and join us to own your future. Job Overview: Our Ingersoll Rand's Compression Systems and Services Customer Center is hiring a General Line Account Manager to join their team. In this role, you will be responsible for driving the Customer Center equipment sales and service activity for a specific territory. Traveling in a defined geographic area, this includes quoting, strategizing, prospecting, and developing relationships to achieve revenue targets, maximize profits, increase market share and maintain customer loyalty while achieving organizational goals. The position is a unique blend of supporting a major distributor and selling direct to customers. Responsibilities: * Generate Revenue - Responsible for generating sales of equipment, service contracts, and service offerings with our direct end users and partners selling to a defined customer base within a geographic area.? Develop existing customer base and secure new, competitive accounts to expand IR presence in the market. Provide and design compressed air solutions to fulfill industrial customer needs. Products include compressed air equipment, accessories, turnkey installations, service contracts, parts, service, rental equipment and energy audits. Keep current with all product knowledge, industry standards and training needed. Execute strategy for continuous improvement and exceeding customer satisfaction. Achieve all assigned sales targets. * Develop People Capabilities - Provide selling skills and product/services training for dealer sales personnel (as required) as well as personnel within customer center. Partner with services team to best understand products and services and satisfy and anticipate customer's needs. * Manage Cash - Ensure that all orders obtained are error-free with correct customer documentation. Ensure resolution of all customer disputes. Manage all costs associated with selling efforts, including travel and entertainment expenditures. * Ensure adherence to safety rules (vehicle safety, customer site safety) in the field, as well as in the customer center. * Earn Customer loyalty by collaborating cross functionally. Leverage best support for customers by partnering with service team to help troubleshoot customer issues or offer unique solutions. * Maintain Customer Relationship Management database including face-to-face customer interactions, assets, agreements, contacts, and opportunities in order management system. Record order follow-up activities (e.g. delivery), reporting requirements (email) and database requirements. Provide feedback on market conditions. Responsible for driving and tracking sales pipeline of all account activity and daily reporting. Requirements: * Bachelor's Degree * 4+ years' of experience in an industrial sales business setting Core Competencies: * Excellent relationship-building and interpersonal skills, including verbal, written and presentation communication skills. * Establishes and builds solid relationships with customers, key institutions and team members * Honest, self-motivated and team oriented. * Able to work within a team environment and independently. * Mechanical and electrical expertise required. * Ability to assess customer needs, analyze and interpret, perform basic equipment performance calculations, and to recommend technical solutions * Tech savvy; knowledge of Salesforce preferred * Proven business and sales acumen, including the ability to prospect accounts, effectively navigate within a customer organization, value sell, and win competitive accounts * Must have excellent prioritization and time management skills Preferences: * Bachelor's degree in engineering, engineering technology, business or equivalent * Knowledge of Salesforce Travel & Work Arrangements/Requirements: * Regional travel to customer sites is required within assigned geographic territory. * Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI in the previous 5 years, Hit & Run, License Suspension, Reckless/Careless Driving, Multiple smaller infractions or preventable collisions in the previous 3 years. What we Offer: At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. TO APPLY: Please apply via our website ******************************* by April 12, 2025 in order to be considered for this position. What We Offer At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Job DescriptionBenefits: Bonus based on performance Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As an Account Manager for Andy Eyers State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 client relationships to drive retention and growth. Conduct policy reviews and provide recommendations to clients. 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. Strong leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.