Client Relationship Manager
Relationship manager job in Charleston, SC
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Consistently demonstrate a superior level of proactive client focus and team work.
* Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
* Develop strong working relationships with daily client contacts.
* Provide ownership for the resolution of issues escalated by clients and financial professionals.
* Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
* Review existing book of business to identify plan retention and create strategy for non-elite advisors.
* Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
* Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
* Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
* Lead and/or participate in projects that create additional value for existing relationships.
* Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in business or related fields, or equivalent work experience
* Minimum of 7 years' experience in retirement services industry or related field is preferred
* Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
* Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
* Excellent analytical and problem solving skills
* Ability to work with a high level of independence
* Must be detail oriented and be able to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Demonstrated project management skills
* Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Relationship Manager, Charleston, SC
Relationship manager job in Charleston, SC
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: ****************************
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ********************************
AFC's Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.
We're looking for:
A Relationship Manager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.
You are:
* Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.
* Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.
* Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.
* Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.
You will:
* Cultivate new business relationships and manage customer acquisition.
* Coach and develop your team in portfolio management, data analysis, and business development.
* Conduct regular meetings with your team to align on goals and strategy.
* Provide industry-leading knowledge to help customers manage and grow their businesses.
* Forecast opportunities and challenges based on understanding local area and customer operations.
* Lead prospecting, growth, and portfolio development efforts.
* Act as a trusted advisor through collaboration with internal stakeholders and external partners.
* Ensure compliance with applicable laws and codes for the assigned geographic area.
Who you will work with:
Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.
Must Have's:
* 5+ years of experience in customer-facing, sales, sales support roles.
* 3+ years of people leadership experience
* Experience in team management and building strong sales relationships
* Passion for leading people, projects, and budgets
* Ability and desire to frequently travel within your market to support our current and prospective customer base.
* Familiarity with risk management principles and collections procedures
* High level of accountability towards local goals and business targets.
Nice to Have's:
* Experience in the automotive, financial services, or related industries.
* Basic understanding of financial statements
* Proficiency in Google Workspace, Salesforce, Tableau
* Familiarity with customer relationship management (CRM) tools
What We Offer:
* Competitive pay
* Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
* Immediately vested 401K (US) or RRSP (Canada) with company match
* Paid Vacation, Personal, and Sick Time
* Paid maternity and paternity leave (US)
* Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
* Robust Employee Assistance Program
* Employer paid Leap into Service Day to volunteer
* Tuition Reimbursement for eligible programs
* Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
* Company culture of internal promotions, diverse career paths, and meaningful advancement
Sound like a match? Apply Now - We can't wait to hear from you!
Auto-ApplyAccount Manager II
Relationship manager job in Charleston, SC
About Argents Express Group Argents Express Group is a privately owned 3PL and supply-chain solutions provider that has supported businesses nationwide since 1977. With nearly five decades of experience, Argents delivers end-to-end logistics services, including freight forwarding, customs brokerage, domestic transportation, warehousing, inventory management, and e-commerce fulfillment. Our modern technology, real-time visibility, and integrated warehouse operations allow us to offer accurate, scalable, and efficient solutions tailored to each clients needs.
With operational hubs in Charleston, SC; Chicago, IL; and Seattle, WA, Argents combines the agility of a family-owned company with the capabilities of a full-service national 3PL. We partner with brands of all sizes to streamline their supply chains, enhance fulfillment performance, and provide high-touch customer service at every step. At Argents, employees join a collaborative, growth-focused team committed to delivering exceptional logistics and fulfillment experiences.
Duties & Responsibilities
The Account Manager II oversees all daily client operations within a fulfillment and distribution environment, acting as the primary contact for customer needs, shipment coordination, data accuracy, BOL processing, discrepancy resolution, and freight planning. This role builds strong operational relationships, maintains and improves SOPs, supports warehouse teams, reviews pricing and reporting, and manages invoicing cycles. In addition, the Account Manager II trains staff, develops new reporting and processes to strengthen operations, assists with client system setup, and contributes to departmental and customer-driven infrastructure growth. Strong customer service, analytical abilities, Excel proficiency, and the ability to lead and improve operational workflows are essential.
Account Manager I
Working directly with clients to assist and facilitate with day-to-day operations
Become an expert on client specific accounts and their business needs
Understands onboarding through account maturity
Assists in expanding customers sales channel
Build operational relationships with current customers
High Volume of data entry
Processing BOLs and associated paperwork
Work daily to evaluate and resolve shipment discrepancies
Planning and booking freight shipments
Help to educate and guide warehouse workers on operational processes
Learn new and expand on current SOPs
Implements new concepts to strengthen operations
Review transaction pricing based on rate tariffs
Review and analyzes transactional based reports
Invoice clients on a cycled basis
Train and oversee Operation Agents daily
Manages CS team members who assist with daily operations and customer experience
Account Manager II
All duties and responsibilities listed under the Account Manager I role as well as the following:
Train employees in CGMP & OSHA Regulations
Build operational relationships with customers
Build, manage, maintain new reporting, process, and functions to strengthen the understanding and operation of customers
Client based system setup
understanding of client setup process across all platforms and the knowledge of workflow effects
Work with management to add or adopt new ideas, people, or systems designed to enhance the customer experience.
Drive infrastructure growth from a customer base and department base.
Begin to develop entry level understanding of management principles
Qualifications
High level of customer service
Self-Starter with attention to detail
Analyze and manipulate large amounts of data
Ability to learn, adapt, and thrive under pressure
Proven organizational and time management skills
Understanding of quality assurance
Experience & Education
Account Manager I
Previous experience working with a WMS and the interactive equipment
Understands fulfillment and distribution models
Proficient in Microsoft Office [ Strong knowledge of Excel tables and formulas ]
Educations
High School or equivalent ( 1 year experience )
Associates Degree - no experience
Entry Level
0-3 years experience
Account Manager II
Must possess the Experience & Education associated with Account Manager I in addition to the following:
Previous experience working with a WMS and the interactive equipment
Understands fulfillment and distribution models
Proficient in Microsoft Office [ Strong knowledge of Excel tables and formulas ]
Education
High School or equivalent - 2 - 3 years experience
Associates Degree - 1 year experience
Bachelor's Degree - no experience
Mid-Entry Level
2-5 years experience
Physical Requirements (ADA Compliance)
Ability to remain stationary at a desk for extended periods, frequently operating a computer, telephone, and other standard office equipment.
Ability to occasionally move about the office to access files, office machinery, or attend meetings; may need to transport parcels or packages up to 10-20 pounds occasionally.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
Ability to observe details on documents and screens, requiring normal or corrected vision for reading and data entry.
Reasonable accommodations will be provided to enable qualified individuals with disabilities to perform essential job functions in accordance with the Americans with Disabilities Act.
Equal Employment Opportunity Statement
Argents is an equal opportunity employer and complies with all applicable federal, state, and local laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status or any other characteristic protected by applicable federal, state, or local law.
At-Will Employment
Employment with Argents Express Group is at-will unless otherwise specified in a written agreement.
Background Checks
Employment is contingent upon successful completion of the TSA's Security Threat Assessment.
How to Apply
Qualified candidates should submit their resume and a brief cover letter detailing relevant experience.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Benefits:
401(k)
401(k) matching
Dental insurance
Vision Insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Compensation details: 70000-75000 Yearly Salary
PI301c288b2203-31181-39218936
Janitorial Account Manager-35585
Relationship manager job in Charleston, SC
Job Description
Are you ready to be part of something Extraordinary? Look no further than Harvard is the largest family-owned provider of premier commercial janitorial and professional security services in the United States. We believe in the power of our people. Here, every team member is valued, empowered, and trained to contribute their best. We foster an inclusive workplace culture where diversity is celebrated and every voice matters.
A day in the life:
The Account Manager Primary focus will be to service the existing business, operationally and financially, while maintaining relationships with existing customers and developing new business where possible.
Responsibilities
Interface with client management and contractors' staff to coordinate and execute cleaning and other projects
Monitor to ensure quality control expectations are met
Manage work order system
Manage expenditures such as labor and supplies to budget
Manage schedules to ensure contract compliance
Review employee performance and be able to execute corrective action plans
Complete all quality control programs in accordance with company guidelines
Other projects assigned
Qualifications
Minimum (2) years' experience of janitorial operations management
Excellent written and verbal communication skills
Experience with new construction, space reuse and constantly changing space needs
Experience with creating and managing complex budgets
Ability to self-manage daily activities
Must be flexible with work hours and schedule
Technical knowledge of all aspects of janitorial service delivery
Proficient in Microsoft office
Mid Market Account Manager
Relationship manager job in Charleston, SC
Mid-Market Account Manager (MAM) - Charleston, SC Job SummaryThe Mid-Market Account Manager (MAM) will be primarily responsible for retaining existing revenue and generating sales uplift revenue in the existing customer base. The MAM will have a quota based on producing new revenue from assigned accounts and/or geographic territory assignments. Additional sales representatives or personnel may be assigned to territories as determined by management or company needs. The MAM will manage daily customer accounts, monitor satisfaction, assist with issue resolution, and pursue additional revenue opportunities.
Duties & Responsibilities
Pursue additional business with existing customers, primarily small to mid-market enterprises (below ~$10k MRC).
Use Microsoft Dynamics or other CRM to manage sales opportunities and provide reporting and forecasting.
Develop proposals using the full suite of Segra/UPN products to win additional business (uplift).
Responsible for new revenue quota and reducing churn/increasing retention.
Maintain customer relationships to reduce churn and maintain revenue base.
Investigate and resolve problems, position additional products within accounts.
Prepare and deliver effective sales presentations to existing customers.
Re-term assigned accounts to ensure retention.
Maintain assigned customer account base.
Update customer and company contacts, presentations, proposals, and sales records.
Submit accurate customer contracts using CRM systems for provisioning.
Coordinate with customers and Sales Engineering to ensure timely product delivery.
Provide ongoing support to ensure customer satisfaction.
Qualifications
Education: Degree in sales/marketing or related field, equivalent work experience, or a combination thereof.
Experience: At least 5+ years of telecommunications or technology sales experience, including products such as core connectivity, extended connectivity, storage, cloud services, and/or security solutions. Previous Enterprise level, ILEC-CLEC, or managed services sales experience preferred. Experience with mid-market and/or major enterprise accounts (sales >~$5 MRC) preferred.
Key Competencies
Strong communication skills
Time management skills
Proficiency in Microsoft Office
Prior experience with Microsoft Dynamics preferred
Ability to design strategic plans to align Segra/UPN products with customer needs
Conduct quarterly account review meetings to ensure provider preference
Problem-solving skills to adapt products and services
Leverage existing relationships for referrals to prospective companies
Specialty Account Manager
Relationship manager job in Charleston, SC
At Numotion, we're on a mission to improve the lives of people with disabilities. As North America's largest provider of mobility products and services, we deliver personalized solutions from manual and power wheelchairs to medical supplies and other assistive technologies that support health, independence, and everyday participation. We're committed to a workforce of diverse backgrounds and experiences and to an inclusive environment shaped by open dialogue, attentive listening, and tangible, ongoing action.
We are seeking a Specialty Account Manager to join our growing team. The Specialty Account Manager will be responsible for developing new business within untapped markets.
What you will be doing:
* Prospect new leads and reach out to educate them on Numotion's mobility solutions
* Develop relationships with the decision makers of clinical accounts
* Build internal relationships with Assistive Technology Professionals (ATPs) within Numotion.
What we are looking for in you:
* Experience within the DME, Complex Rehab Technology, Home Health, Pharmaceutical or Wound Care fields preferred.
* Background in Physical Therapy (PT) or Occupational Therapy (OT) preferred
* Solid sales experience, including strategic territory & account planning experience
* Enthusiasm/Motivation, a self-starter
* Understanding of Medicare Documentation preferred
* Presentations with creativity & independence
* Minimum one year within an outside sales role required.
* Willingness to travel in vehicle for 60% of day
At Numotion, we offer competitive compensation packages, including medical, dental and vision insurance, short-term and long-term disability, a 401k, and life insurance. Numotion is an equal opportunity employer. We strive for a workplace that reflects the communities we serve and do not tolerate discrimination against our employees, customers, and partners regardless of ethnicity, disability, gender identity, sexual orientation, religion, age, citizenship, marital or veteran status. Numotion is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Account Manager - State Farm Agent Team Member
Relationship manager job in Charleston, SC
Job DescriptionBenefits:
Licensing paid by agency
Employer-Paid Life Insurance
$0 Copay Virtual Doctor Visits
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
401(k) matching
Join Our Growing Insurance Team!
Are you an experienced Account Manager or Insurance Professional looking to advance your career in the insurance industry? At Mike Stuckey State Farm, were dedicated to providing exceptional insurance solutions and unmatched customer service. Were expanding rapidly and looking for driven, customer-centric Account Managers to join our dynamic team.
Why Work With Us?
Competitive base salary plus lucrative commission and performance bonuses
Benefits including: $0 Co-pay Virtual Doctor Visits, 401(k) and Roth 401(k) with company match
Flexible Scheduling, Vacation, and Paid Time Off
Ongoing professional development, licensing support, and career advancement opportunities
Supportive, team-oriented culture with cutting-edge technology and resources
Opportunity to make a tangible difference helping clients protect their homes, vehicles, businesses, and more
Position Overview:
As an Account Manager, you will be the trusted advisor to our existing clients, helping them navigate their insurance needs and ensuring they have the best protection possible. You will proactively identify opportunities to cross-sell and upsell additional insurance productssuch as auto, home, renters, commercial, liability, umbrella policies, life insurance, and supplemental healthto provide comprehensive coverage and enhance customer satisfaction.
Key Responsibilities:
Manage and nurture a portfolio of clients, providing exceptional service and timely policy support
Conduct in-depth policy reviews to identify coverage gaps and recommend appropriate insurance products
Cross-sell and upsell personal and commercial insurance products to maximize client protection and agency revenue
Collaborate with insurance carriers and underwriters to negotiate competitive rates and coverage terms
Maintain up-to-date knowledge of insurance products, industry regulations, and market trends
Utilize CRM and insurance management software to track client interactions and policy details
Meet or exceed sales targets and contribute to agency growth goals
What Were Looking For:
Proven experience in commission or outbound sales, account management, or customer service
Licensed or willing to obtain both Property & Casualty and Life & Health Insurance License (State-specific licensing a plus)
Strong communication, interpersonal, and relationship-building skills
Goal-oriented mindset with ability to identify customer needs and deliver tailored insurance solutions
Proficient in insurance software platforms, CRM systems, and Microsoft Office Suite
Detail-oriented, organized, and able to manage multiple client accounts efficiently
Self-motivated, proactive, and committed to providing excellent customer service
Bilingual in Spanish a plus
How to Apply:
Ready to take your insurance career to the next level and join a forward-thinking agency? Submit your resume and cover letter. We look forward to helping you grow and succeed!
Stuckey Insurance and Financial Services, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace.
Account Manager - State Farm Agent Team Member
Relationship manager job in Charleston, SC
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency officially opened its doors in 2023, and Ive proudly been part of the State Farm family since 2019. Were a growing team of five myself and four dedicated team members who share a common goal of serving our community while continually improving both personally and professionally.
Im originally from Alabama and a graduate of Troy University. Im married and have one wonderful daughter, and were proud to now call Charleston home. Giving back is an important part of who we are our office regularly hosts blood drives, toy drives, and other local initiatives to support those in need.
We offer flexible scheduling, leadership and business training, and goal-based promotions with incentive opportunities. Our culture is built around positivity, growth, and teamwork. Were looking for individuals who share our passion for helping others, value integrity, and are excited about developing both their career and their character along the way.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Perry Metzler - 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.
Account Manager - State Farm Agent Team Member
Relationship manager job in Charleston, SC
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Windy Plank - 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 Charleston, SC
Job DescriptionBenefits:
401(k)
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 Jason Hughes - 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 for Insurance Company
Relationship manager job in Charleston, SC
Job Description
The Account Manager is responsible for assisting the producer/broker in executing growth and profit initiatives by providing exemplary support services and developing/maintaining positive business relationships with retailers, carriers and co-workers. This would be an office position in the Charleston area.
Qualifications:
Solicit renewal information on accounts
Endorsement processing
Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures
Rate new business and renewal submissions within assigned authority or in the direction of the Underwriter
Review carrier quotations for accuracy and send them to agents for consideration
Follow-up with retailers as needed to ensure the bind
Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and/or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed
Review policies, endorsements, and other account activity for accuracy
Processes affidavit filings as required and directed
Understand and adhere to state tax requirements
Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance
Requirements:
Property & Casualty license is required.
Minimum of 2 years of previous P&C insurance experience.
Proficient in basic computer skills, such as Microsoft Office and agency management software.
Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
Team player with a strong work ethic and positive attitude.
Equal Employment Opportunity
At Novatae, 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. Novatae 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, Novatae 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.
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Insurance Account Manager
Relationship manager job in Charleston, SC
Successful captive insurance agent is seeking a qualified professional to join their winning team for the role of Account Manager. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
As an Account Manger you will receive...
Competitive compensation plan
Flexible hours
Comprehensive training
Valuable experience
Growth potential/Opportunity for advancement
Qualifications
4 year college degree or equivalent work experience
Industry experience preferred
Active insurance license(s) preferred
2+ years of sales experience
Self-motivated
Ability to multi-task
Driven for success
Additional Information
All your information will be kept confidential according to EEO guidelines.
Account Manager - State Farm Agent Team Member
Relationship manager job in Mount Pleasant, SC
Job DescriptionBenefits:
Life insurance
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 Tony Pope - 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 Mount Pleasant, SC
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Billy Swails - 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 Moncks Corner, SC
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
As a 10-year agent and University of South Carolina graduate, I lead an agency that combines expertise with a strong commitment to our community. Our team of seven enjoys a supportive environment where everyone has access to a retirement plan, health benefits, paid time off, and development programs to help them grow into future agents.
We proudly sponsor local schools, sports teams, PTAs, rotary clubs, and moregiving back to those who support us. Our work hard, play harder culture means we stay goal-focused and love celebrating our successes together. If youre looking for a place where you can thrive and make a difference, wed love to meet you!
ROLE DESCRIPTION:
At Allison Ditullio - State Farm Agent, we are looking for a motivated Account Manager - State Farm Agent Team Member who is eager to contribute to the continued success of our agency. In this role, youll engage directly with customers to understand their unique situations, offer coverage solutions that provide real value, and support them with excellent service throughout the process. Your enthusiasm for helping people and your focus on growth will make you a strong fit for our team.
This is a great opportunity for someone who enjoys sales, values meaningful connections, and is committed to professional development. Those who excel will find opportunities to take on greater responsibility and advance within the agency.
RESPONSIBILITIES:
Prospect and connect with potential customers to expand the agencys reach.
Provide clear explanations of insurance options, helping customers make informed decisions.
Nurture long-term relationships through consistent follow-up and customer care.
Manage customer files accurately and handle policy servicing needs.
QUALIFICATIONS:
Confident communicator with strong relationship-building skills.
Background in sales or customer service is preferred but not required.
Self-motivated, goal-oriented, and eager to achieve results.
Organized and able to manage multiple tasks effectively.
Landscape Account Manager
Relationship manager job in North Charleston, SC
Charleston Grounds Management is a premier commercial landscape company based in the beautiful city of Charleston, SC. We are renowned for our dynamic team culture, state-of-the-art equipment, and commitment to ongoing training and development. Our supportive environment fosters both personal and professional growth.
Job Description:
As a seasoned Landscape Account Manager, your role encompasses overseeing commercial maintenance crews, providing training, managing sales, and ensuring exceptional customer service. Your key responsibilities include:
Client Relations and Sales: Serve as the primary liaison between the company and clients, developing and maintaining strong relationships to understand and meet their needs.
Quality Control and Site Management: Conduct daily visits to various commercial properties to assess site conditions, sell enhancement work, oversee sold enhancements, check irrigation systems, and ensure crew quality.
Team Leadership and Management: Train and manage all crews on site for customer service and quality control.
Key Responsibilities:
1. Team Leadership and Management
Plan, oversee, direct, and coordinate multiple crews.
Conduct morning huddles, safety meetings, and training sessions.
Demonstrate leadership, initiative, and a positive attitude at all times.
Train crew members on maintenance equipment, company standards, and safety procedures.
Address and resolve maintenance concerns with crew members.
Ensure vehicles and equipment are inspected and functioning properly.
2. Client Relations and Sales
Manage customer service and sales for a portfolio worth $1.5-2 million.
Upsell enhancements and other installation work to commercial clients.
Build and maintain relationships with clients to expand the client base.
3. Quality Control and Site Management
Oversee all sold jobs, ensuring company quality standards are met.
Provide quality control for maintenance properties.
Adjust irrigation timers and perform minor irrigation repairs.
Identify and resolve turf and weed issues, including chemical mixing.
Position Requirements:
1. Education and Experience:
A bachelor's degree in horticulture, agricultural business, or a related field is preferred but not mandatory.
A minimum of 3 years of experience in landscape maintenance, account management, or a related field.
2. Technical Knowledge:
Strong understanding of landscape maintenance practices, horticulture, and irrigation systems.
Proficiency in using landscape management software and the Microsoft Office Suite.
3. Leadership and Management Skills:
Demonstrated ability to manage multiple accounts and projects simultaneously.
Experience in training and overseeing crews, ensuring quality work and adherence to safety protocols.
4. Sales and Customer Service Abilities:
Proven track record in sales, including upselling enhancements and installation work to commercial clients.
Exceptional customer service skills, with the ability to build and maintain strong client relationships.
Excellent communication and interpersonal skills, with a positive attitude and initiative.
What You'll Do:
Act as the main contact for assigned commercial accounts, ensuring top-level service and client satisfaction
Conduct regular property walks to review quality, identify issues, and propose enhancements
Prepare and present tailored proposals for enhancement, irrigation, and chemical services
Ensure crews are trained properly to deliver jobs on time, within budget, and to company standards
Lead client meetings, manage contracts, and oversee renewals and upselling opportunities
Track hours, materials, budgets, and profitability using Aspire software
Respond quickly to client emails, calls, and requests to maintain strong relationships
What We Offer:
✅ Competitive pay + performance incentives
✅ Healthcare benefits
✅ 401(k) with company match
✅ Paid Time Off (PTO) & Holidays | 12 days PTO and 7 Holidays plus additional time at Christmas
✅ Career growth in a supportive team environment
If you're a motivated professional ready to grow with a fast-paced, client-focused team, apply today!
Account Manager - State Farm Agent Team Member
Relationship manager job in Summerville, SC
Job DescriptionBenefits:
401(k)
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 Sarah Beem - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Bilingual Spanish preferred.
Account Manager - State Farm Agent Team Member
Relationship manager job in Summerville, SC
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Henry Gordon - 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 Charleston, SC
Job Description
Account Manager (Prewriter)
Our Company
Capitol Coffee Systems was founded to do one thing: Offer the highest level of service in the office coffee industry. More than 35 years and 3000 customers later (. . . yes we can brag a little) we provide quite a bit more than just the best coffee. Create an atmosphere of teamwork and appreciation by offering killer coffee, beverage and food programs, all with industry-leading service and support. So while our product menu has changed over 35 years, our dedication to service never will.
Capitol Coffee Systems is a family-owned business. Our mission is to provide quality products to our customers while maintaining superior customer service.
We are looking for a dedicated and customer-focused Prewriter to join our team. The successful candidate will be responsible for taking comprehensive orders from our customer base to ensure they remain stocked between visits while striving to increase profit margins. This role requires excellent communication and customer service skills to meet customer needs effectively.
Daily Duties and Responsibilities
Merchandising product
Manage product inventory
Maintain equipment
Manage customer relationships with key contacts and decision makers.
Product inventory is managed through our company internal system so the ability to use a computer is necessary.
Responsible for stocking and maintaining all breakrooms at various customer locations which also includes maintaining all coffee equipment, water coolers and reach in coolers.
It is imperative that the person is friendly, even-tempered and has a professional appearance at all times.
Strong organizational and verbal communication skills, time management and self-directed are key with the ability to work with minimum supervision
Qualifications
Must be 18 years of age or older
Previous sales experience preferred, merchandising experience is a plus
High school diploma or equivalent, higher education in business or customer service is a plus
Ability to stand, walk, and lift items as needed during customer visits
Able to individually lift up to 50 pounds
Able to individually lift up to 5 pounds regularly throughout the day
Comfortable with repetitive movements and tasks throughout the day
Applicant must have a clean driving record.
Valid driver's license
Benefits
Health, Dental, and Vision insurance
Health Savings Account
PTO
401K
Capitol Coffee Systems, Inc. provided the following inclusive hiring information:
We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Job Type: Full-time
Schedule: Monday-Friday
Pay: $40,000-$45,000/year
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Account Manager - State Farm Agent Team Member
Relationship manager job in Holly Hill, SC
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Opportunity for advancement
Training & development
ROLE DESCRIPTION:
As an account manager for Kali Render Agency, 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.