Multi-Specialty Account Manager - Indianapolis South, IN
Relationship manager job in Indianapolis, IN
Territory: Indianapolis South, IN - Multi-Specialty
Target city for territory is Indianapolis - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Greenwood, Columbus, Madison, Connersville
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Aquestive Regional Sales Manager (MidWest)
Relationship manager job in Indianapolis, IN
Aquestive Therapeutics is directly hiring for a Regional Sales Manager role to lead markets across the following states: MO, NE, MN, WI, IL, IN, MI & OH, with Inizio Engage supporting the recruiting process.
About Aquestive Therapeutics
With more than 20 years of pioneering patient-centered innovation, we've transformed how millions access life-saving medications. Our track record speaks for itself: 6 FDA approvals, 2.5 billion doses delivered worldwide, and a presence across 6 continents. As we prepare to launch Anaphylm™, our latest breakthrough in overcoming patient barriers, we're building a sales team that shares our commitment to innovation that matters.
The Role
As a Regional Sales Manager, you'll be the architect of launch success in your region, building a team that doesn't just hit numbers, but changes patient outcomes. You'll recruit talent, develop future leaders, and translate corporate strategy into territory-level wins. This isn't management from a distance; you'll be in the field coaching your territory representatives through complex sales cycles, celebrating breakthrough moments, and holding the line on performance and integrity.
Key Responsibilities
Build & Lead a High-Performing Team
Recruit exceptional Therapeutic Specialty Representatives who combine sales excellence with mission alignment.
Develop your team through consistent field coaching, structured feedback, and individualized development plans.
Create a culture of accountability and growth where representatives take ownership of their territories and support each other's success.
Foster diversity, equity, and inclusion across your region-ensuring every team member has the support and opportunities to thrive.
Identify and cultivate future leaders within your team.
Drive Strategic Execution
Partner with VP of Sales and peer RSMs to shape national sales strategy, leveraging field-level insights to inform direction.
Translate corporate objectives into regional business plans that account for local market dynamics, competitive landscapes, and payer environments.
Establish clear performance metrics and tracking mechanisms that connect daily activities to launch milestones.
Analyze territory performance data to identify gaps, opportunities, and best practices worth scaling.
Coach for Impact
Conduct frequent field rides that balance observation, real-time coaching, and collaborative problem-solving.
Help representatives master the consultative selling approach required for Anaphylm's value proposition.
Guide your team through objection handling, particularly around payer access and product differentiation.
Connect daily sales activities to the broader mission-helping representatives see how their work removes barriers for patients who need an effective, easy-to-carry, easy-to-use epinephrine rescue medication.
Navigate Market Access Complexity
Develop fluency in regional payer landscapes-national plans, regional formularies, and local coverage nuances.
Translate payer insights into actionable pull-through strategies for your team.
Collaborate with Market Access and Hub Services to resolve coverage barriers and accelerate patient starts.
Track and share market access wins, barrier patterns, and successful resolution strategies.
Foster Cross-Functional Alignment
Partner with Marketing, Medical Affairs, Training, and Market Access to ensure consistent brand execution.
Serve as the voice of the field-sharing customer insights, competitive intelligence, and execution challenges that inform broader strategy.
Facilitate regional collaboration with specialty pharmacy partners and patient services teams.
Represent your region in national sales meetings, strategy sessions, and launch planning forums.
Ensure Operational Excellence
Drive CRM discipline across your team-ensuring high-quality documentation of calls, payer feedback, and sampling activity.
Monitor compliance with all regulatory requirements including PDMA, AE/product complaint reporting, and promotional guidelines.
Conduct regular territory business reviews that assess performance, identify improvement areas, and align on priorities.
Manage regional budget and resources efficiently to maximize ROI.
Qualifications
Required:
Bachelor's degree
Minimum 5 years leading pharmaceutical or specialty sales teams (front-line management experience required)
Proven success leading teams through product launches-ideally in specialty, allergy, or related therapeutic areas
Deep understanding of sales strategy, market access dynamics, and HCP engagement models
Track record of developing talent and improving team performance through effective coaching
Strong analytical skills with ability to translate data into strategic action
Willingness to travel 60 - 75%, including overnight stays for field rides, customer events, and company meetings
Preferred:
Experience in rescue medication, allergy, or products addressing medication adherence/administration barriers
Background in specialty pharmacy or hub services operations
Previous management of geographically dispersed team
Who Thrives Here
Mission-Driven Leaders who measure success not just by quota attainment, but by the patient lives improved through your team's work.
Launch Veterans who have built markets from scratch.
Talent Developers who get genuine satisfaction from watching team members grow, earn promotions, and achieve things they didn't think possible.
Strategic Executor who thinks big picture but obsesses over execution details.
Emotionally Intelligent Coaches who read people well, adapt coaching styles to individual needs, and build trust through authenticity and consistency.
Collaborative Partners who break down silos naturally. Marketing, Medical, Access-you speak their language and align with them around common goals.
Resilient Competitors who can navigate challenges, maintain team morale during setbacks, and find paths forward.
Compliance
Maintain alignment with corporate policies, training, and legal/regulatory requirements
Ensure field compliance with all company and industry standards, including:
Sampling and PDMA (if applicable)
Adverse Event (AE) and product complaint reporting
On-label and compliant promotional dialogue
CRM data quality and timely documentation.
The Company is required to provide a reasonable estimate of the salary range for this job in certain states and cities within the United States. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate's relevant skills, experience, and education.
Expected salary range: $190,000 - $210,000/per year.
Available benefits include bonus eligibility, health care and other insurance benefits (for employee and family), retirement benefits, paid holidays, vacation, and sick days
The above statements are intended to describe the general nature and level of the work being performed by colleagues assigned to this position. This is not intended as an exhaustive list of all responsibilities, duties, and skills required. Aquestive reserves the right to make changes to the job description whenever necessary.
As part of Aquestive's employment process, final candidate will be required to complete a drug test and background check prior to employment commencing.
Aquestive provides equal employment opportunities to all colleagues and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Account Manager
Relationship manager job in Indianapolis, IN
The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals.
Duties and Responsibilities:
Estimate and prepare proposals for assigned projects.
Communicate known project hazards, risk
Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications.
Handle service or "Come Do" work as required, responding promptly to customer needs.
Annual sales volume goal for Account Manager will be $3M - $5M+.
Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts.
Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently.
Provide consistent follow-up and communication with clients throughout the project lifecycle.
Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects.
Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company.
Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives.
Communicate project progress, potential issues, and client feedback to relevant stakeholders.
Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction.
Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships.
Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals.
Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities.
Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider.
Perform additional duties as assigned by the Branch Manager or other leadership.
Required Skills and Abilities:
Strong project management and organizational skills.
Excellent interpersonal and relationship management abilities.
Proficient verbal and written communication skills.
Strong customer service orientation, with the ability to address client needs effectively.
Ability to prioritize tasks and adapt to changing project demands.
Working knowledge of OSHA Construction Safety Standards.
Proficiency in Microsoft Office Suite and other related software.
Essential Core Competencies:
Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients.
Collaboration: Strong team player with the ability to work across departments to achieve common goals.
Communication: Clear and effective verbal and written communication skills.
Customer Focus: Commitment to understanding and meeting customer needs.
Builds Networks: Actively develops networks of professional contacts to drive business success.
Being Resilient: Ability to remain positive and motivated in the face of challenges.
Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization.
Ensures Accountability: Holding oneself and others accountable to meet commitments.
Drives Results: Consistently achieving results, even under challenging circumstances.
Education and Experience:
Associate's degree or equivalent industry experience required; Bachelor's degree preferred.
At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Ability to walk job sites as needed.
May be required to travel to job sites or other locations as necessary.
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
Internal Relationship Manager
Relationship manager job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
The Internal Relationship Manager is responsible for relationship management initiatives and responsibilities in the Independent Marketing Organization (IMO) distribution channel of Delaware Life Marketing, LLC. This position will foster the promotion, sale and support of Delaware Life annuity products in the IMO Channel and will be responsible for managing, directing and monitoring the overall relationships relating to the organization.
How You'll Contribute:
* The Internal Relationship Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC).
* This individual will work closely with Internal Sales Account Specialists, National Account Managers, Delaware Life Marketing, and Operations to ensure that our intermediary customers' needs are met.
* Regular, proactive sales outreach to prospective and existing relationships - expectation that outbound/outward facing client activity accounts for 50%+ of this role
* Schedule and conduct virtual product/company presentations to prospective agents and IMO marketers
* Ability to travel and present independently at IMO, Sub-IMO and large agency offices/conferences
* Establish and grow relationships with IMO sales and back office / operations personnel.
What We're Looking For:
* Bachelor's Degree or equivalent experience required
* Experienced presenter with strong oral and written communication skills
* 5+ years of relevant experience in the Annuity industry (Insurance Carrier distribution/sales or IMO distribution/sales experience strongly preferred)
* Salesforce experience preferred
* Spreadsheet proficient (Microsoft Excel functions/formulas)
* FINRA Series 6 & 63 preferred (must be obtained within 3 months of start date)
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-JL1
Auto-ApplyRelationship Manager
Relationship manager job in Indianapolis, IN
This is an exciting opportunity to join our engaging Business Development team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - *********************************************
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to
Empower Members to Achieve Financial Success
. This position assists the Business Development team with providing personalized, consistent, and quality service.
You will learn how to be the expert to best serve our members:
Act as the point of contact for assigned Select Employer Groups (SEGs), facilitating all of the sales and education events as well as the coordination of any interaction with the rest of the credit union.
Be the subject matter expert for our curriculum of classes and be the presenter of the classes at each SEG partner, sharing relevant stories and examples to connect with class attendees.
Demonstrate measurable results with each of these employer groups in the following areas: member growth, loan and deposit growth, product growth (units), and employee access/event engagement.
Work to meet and exceed Business Development goals and support the overall credit union's goals and objectives.
Establish annual plans with each SEG outlining all onsite events and strategies, coordinating participation with the various other business units within the credit union.
Stay informed on competitors' banking products within our market and bring innovative ideas to BD leadership team.
Look for opportunities to engage Elements' leadership team with SEG leaders.
You will make a difference as you live out our purpose:
Ensure follow-through on all sales and service-related questions which arise from on-site events.
Establish a strong working relationship with the appropriate SEG contacts ensuring that the relationship is viewed as a partnership versus a vendor relationship.
Maintain thorough knowledge of all the credit unions' products and services providing input on how best they may be marketed and sold within each SEGs.
Utilize provided systems to track events and attendance and organize calendars.
You will help grow the business:
Collaborate with Lead Relationship Manager on successes and opportunities at SEGs in order to facilitate growth.
Participate in Relationship Manager meetings and apply best practices to grow the business.
Work with Marketing to ensure all events and product specials are adequately promoted within each SEG.
Contribute to the recognition of Elements as a premier financial institution of choice.
Other duties as assigned.
You will continue to grow professionally:
Continue to develop knowledge of industry practices, products and professional growth.
Participate in appropriate learning opportunities to maintain expertise.
Minimum Requirements:
Bachelor's degree or equivalent work experience.
Three - five years of sales/business development experience.
Must have strong written and verbal communication skills with the ability to create and deliver presentations.
Must have strong collaboration and interpersonal skills with the ability to establish rapport quickly and grow relationships.
Ability to leverage skills, knowledge, and experience to invest in our community.
Ability to foster an inclusive environment that promotes belonging.
A focus on respect and excellent service to both external and internal (team) members.
A proven track record of integrity with a demonstrated ability to build trust.
Must be an experienced networker and rainmaker.
Demonstrated ability to sell to senior executives at all levels within an organization including CEOs.
Must be registered or meet registration requirements with the Nationwide Mortgage Licensing System Registry with an active NMLS License ID
Additional sales incentive compensation is earned in this role.
Auto-ApplyCommercial Lending Relationship Manager
Relationship manager job in Indianapolis, IN
We strive to be Your Future, Your Solution to accelerate your career! Contact Shawn Recker at ************************* or ************ to learn more about this opportunity!
As a Commercial Lending Relationship Manager, you will oversee and manage commercial loan portfolios and develop new business. Experience in commercial lending with the ability to develop and retain business is important while Client will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement to higher levels within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Solicit business from prospective customers and current customer base
Evaluate loan requests and approve loans within authority or make loan recommendations to management
Analyze financial and credit condition of applicants and determine loan payment capabilities
Negotiate credit terms and conditions
Service and retain existing customer base
Job Requirements
The successful candidate will have the following qualifications:
BA/BS in business, finance or related field
Minimum of two years experience in Commercial Lending
Proven ability to develop and retain business
Good communication skills
Professional appearance and demeanor
Knowledge of lending services and bank products
Knowledge of loan, bank and regulatory policy
Ability to analyze loan requests and determine borrowing need and repayment sources
Easy ApplyClient Partner - Healthcare & Lifesciences
Relationship manager job in Indianapolis, IN
Our client, a top-tier Global Data & Analytics firm, is growing its Healthcare & Lifesciences practice and looking for experienced Client Partners (Director+) in the USA. In this role, you will engage with key enterprises in the Healthcare & Lifesciences sector, driving strategic relationships and business growth.
The ideal candidate will have 15-20 years of deep industry experience and a strong track record in client engagement.
Responsibilities include leading account expansion, fostering client partnerships, and developing innovative Data & Analytics solutions tailored to client needs.
For more details about this role, please reach out to ************************************
Easy ApplyAssistant Client Manager
Relationship manager job in Carmel, IN
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Any Indiana office -Hybrid 3 days a week
WHAT YOU'LL DO:
You will find EPIC to be a fast‐paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Enthusiasm and zest for your learning experience
• Strong verbal and written communication skills
• Interpersonal Skills - enjoy working with people
• Service Oriented
• Willingness to learn and take direction from others
You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant's knowledge of insurance, finance, sales and marketing.
Overall Duties Include:
• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Update Sagitta
• Obtain Loss Runs
• Policy Checklists
• Run M&S Reports
• Obtain Premium Finance Quotes
• Run MVRs
• Paperless Filing
• Obtain Loss Runs
• Create Loss Summary Tracking
• Prepare Acord Applications
Service
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner
• Responsible for timely, accurate invoicing and monthly expirations;
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties may be assigned.
Personal and Organizational Responsibilities
• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Other duties may be assigned.
WHAT YOULL BRING:
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
REASONING ABILITY
• Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• College Degree
• Must obtain California Property and Casualty license within 90 days of date of hire
• Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-Hybrid
Auto-ApplyClient Relationship Manager
Relationship manager job in Carmel, IN
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and report into the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience by conducting client meetings. A CRM's shared measures are margin, revenue, client satisfaction & employee retention.
**In this role, you will**
+ Build trusted relationships with client stakeholders
+ Understand the client, issues, and priorities
+ Work with clients to define their problems and co-create solutions
+ Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
+ Track of Insurance industry trends relevant to client business and bring forth proactive ideas and solutions
+ Serve as the day-to-day point of contact for the clients
+ Responsible for backlog growth including renewals and extensions of current engagements
+ Lead the onsite project teams and ensure they are understand the client environment
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week in a client office in Carmel, Indiana or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
**What you need to have to be considered:**
+ 15+ years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within Insurance vertical.
+ Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
+ Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
+ Ability to interface at all levels of an organization
+ Excellent oral and written communication skills and executive presentation and persuasion skills are required
+ Bachelor's degree or equivalent experience
**These will help you stand out**
+ MS or MBA degree
+ Strong background in a project environment and application development in the Insurance vertical. Experience with Property and Casualty experience is a plus.
+ Proven track record to contribute to new business development efforts and to lead and handle multiple tasks in a dynamic environment
+ Must be detail oriented and able to manage and maintain all facets of complex assignments.
+ Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems that have enterprise-wide implications.
+ Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
**Salary and Other Compensation:**
The annual salary for this position is between $150,000-175,000 depending on the experience and other qualifications of the successful candidate. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
SBA Business Development Officer II
Relationship manager job in Carmel, IN
The SBA Business Development Officer II is responsible for developing, managing, and maintaining borrowing relationships related to SBA 7(a) lending. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The position will begin without an existing portfolio of clients and will grow through the cold calling and networking efforts of the Relationship Manager. The position will provide the flexibility of selling without a defined sales territory or specific geography related to the relationship manager's loan production office.
Duties & Responsibilities
SBA Business Development Officer II:
* Provide financing, through the SBA 7(a) program, for purpose of the Owner/Borrower.
* Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
* Structure and negotiate SBA credit transactions, complete initial underwriting and prepare credit package for submission both internally and to the Small Business Administration.
* Pursue repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
* Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
* Assist other lines of business with business development.
SBA Business Development Officer I:
* Develop an understanding of SBA origination, credit, and closing processes.
* Partner with SBA Business Development Officer II to provide support with loan production, processing and business development.
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Strong sales and customer service skills
* Small Business Administration (SBA) 7(a) knowledge, with a strong history of originating new loans and structuring to maximize value to the guaranty on the secondary market.
Ability to:
* Analyze and interpret numerical data
* Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
* Make independent and difficult decisions within parameters of the Bank's loan policies
* Originate new procedures and approaches to problems
* Perform duties and make decisions under frequent time pressures
Education and Training:
* Requires Bachelor's degree with an emphasis in Accounting or Finance.
* Previous banking, finance/credit or sales related experience preferred.
* Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $80,000 -$110,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Application Deadline: December 31, 2025
Auto-ApplyFranchise Banking Relationship Manager
Relationship manager job in Indianapolis, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Franchise Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with quick service restaurants and some fast casual restaurants. The Franchise Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The annual salary range for this position is $77,900 - 199,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Achieve Sales Targets
Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
Partners with support staff to ensure the loan origination process meets bank and client expectations.
Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio Management
Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Actively seeks to understand factors and trends that may influence role.
Anticipates risk and develop contingency plans to manage risks.
Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience.
Minimum 5 years relevant Franchise Banking experience
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills.
Very high level of sales, negotiation and financial analysis skills.
Key Measures of Success/Key Deliverables
Achieve personal goals for new loan/deposit production and average portfolio target.
Achieve personal goals for new fee production and average loan delinquency.
Franchise Banking Relationship
Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience including Franchise
Number of consistent years with success and track record as a Relationship Manager specializing in Franchise (or similar role) at the Bank or at another financial institution
Demonstrated and proven ability to work through complex Franchise credits and/or other unique situations
Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships specializing in Franchise
Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplySenior Client Manager, Commercial Risk Management
Relationship manager job in Indianapolis, IN
JOIN THE GIBSON TEAM AND FIND YOUR EDGE!
As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.
Our Core Values are lived in our business and our culture is fueled by them.
Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future
The Senior Client Manager provides efficient, professional, and courteous service to our Commercial clients. In conjunction with the team, the Senior Client Manager plans and executes an appropriate service plan for each client. He or she will build effective working relationships with each client in order to understand their commercial insurance needs. The Senior Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotiate terms and pricing, and obtain appropriate coverage and/or program options. The Senior Client Manager will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.
In this role, you will contribute to the team by:
Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client
Independently evaluating client s current coverage programs and collaborating with the Risk Advisor/Client Executive to recommend market strategy and plan design
Managing creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs
Building personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings
Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
Managing time to prioritize workload, client service requests, and service needs on business processes
Creating high-quality submissions for underwriters, engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices
Communicating with underwriters on submissions and negotiating premium, coverage, and other terms on behalf of clients
Evaluating coverage, terms, and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested
Remaining current on forms, coverage, insurance carriers, industry trends, and legislation
Maintaining positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches
Identifying and recommending additional products, services and coverage levels that enhance client programs
Participating in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload
Developing successful and effective working relationships with Risk Advisors, Client Executives, Account Managers, service team members, managers, carriers and members of other departments
Maintains confidential information
You might be a great fit for this role if you:
Love delivering a great client experience
Thrive while juggling multiple project timelines simultaneously
Excel at prioritizing competing demands and adapting quickly to internal and external requests
Excel at setting and meeting deadlines with both internal and external stakeholders
Have strong problem solving and critical thinking skills to resolve client issues
Love building personalized relationships both internally and externally
Thrive in a fast-paced, team environment to meet client needs
Excel at managing expectations with multiple stakeholders through the renewal process
Enjoy putting the puzzle pieces together to execute the risk management plan
Naturally ask clarifying questions to dig to the root of the issue
Exhibit patience, determination, and persistence in troubleshooting client issues
Enjoy communicating internally & with clients via phone, email, and Zoom
Required:
Must have 5+ years of experience in a similar role within the insurance industry
Property and Casualty license
Excellent computer and office machine skills, specifically with Microsoft Office products
Preferred: Associates degree or some college, completion of INS designation.
Client Engagement Manager
Relationship manager job in Indianapolis, IN
**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"
Easy ApplyRelationship Manager Senior CB
Relationship manager job in Indianapolis, IN
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.
Client Solutions Manager, MSP Programs
Relationship manager job in Indianapolis, IN
Knowledge Services, a leading multidisciplinary organization in the professional services, consulting, software, and cyber security industry, is seeking an experienced Client Solutions Manager, MSP Programs to support our core services business team.
This role represents a unique opportunity to become a key member of an exciting and growing organization driven by a commitment to excellence, innovation, and a passion for Serving Those Who Serve Others.
Responsibilities
Sales Discovery
Research + identify key growth markets and areas of targeted Managed Service Provider (MSP) Program pursuit
Research, develop, and execute a strategic outbound business development plan by mapping out targeted MSP accounts
Collaborate with the MSP Delivery Team to understand current program landscape
Analyze buying trends + consumer behavior
Partner and coordinate with the Marketing Team to develop marketing plans
Detailed tracking and management of business development activities and pipeline within CRM platform
Opportunity Pursuit
Engage with decision-makers and initiate meaningful conversations that lead to opportunities
Generate qualified meetings and opportunities by following up on leads and researched prospects
Responsible for business development strategy and activities within assigned Practice(s) or Program Area(s)
Draft statement of work proposals, inclusive of partnering with KS Leadership on pricing, and actively participate in the RFx response process
Uncover a customer's needs and offer specific, tailored solutions to address their problems
Lead solution development efforts that best address client needs, while coordinating the involvement of all necessary company personnel
Attend targeted conferences
Develop, coordinate, and lead research and marketing strategy to conference attendees
Develop, coordinate, and lead follow up strategy to conference attendees, as appropriate
Competitor Analysis
Maintain competitor profile across all Core Business Practice Areas
Conduct thorough review of competitor RFx responses and detail strengths + weaknesses compared to KS' response
Qualifications
5+ years of successful experience working in account management and business development
Proven ability to meet or exceed sales goals
Business Development experience with a focus on staffing solutions, MSP, and/or workforce management selling preferred
Excellent communication and presentation skills, a sense of urgency, and a high standard of professionalism
A desire to learn and contribute to a positive team culture
Bachelor's Degree preferred
Knowledge Services strives to offer a modern, professional environment that provides Team Members an inviting, comfortable, and collaborative place to work to maximize success. At Knowledge Services, we prioritize creating an environment that supports our Team Members' success and personal well-being with a robust benefits package, some of which include:
Medical coverage, including employer match program for Health Savings Accounts (HSAs)
Generous 401k retirement plan with employer match
Dependent Care Flexible Spending Account (DCFSA)
Employee Assistance Program (EAP) with unlimited usage and visits and wellness program
Dental and Vision insurance
Company-sponsored life insurance, with options for additional coverage
Short- and Long-Term Disability (STD and LTD) benefits
Pet insurance
Maternity, Paternity, and Military benefits
Baby on Board program
Paid Time Off package
Company Anniversary Bonus program
Professional Development opportunities, including Young Professional Series, Manager Focus series, Cyber Security panels and briefs, and more
A+ rated HQ office full of amenities including fitness center, rec room, coffee bars, bike room, café, auditorium, private Mother's room, and more
Knowledge Services, established in 1994 and headquartered in Indianapolis, IN, is a certified woman-owned (WBE) professional services organization with over 1500 employees located in offices throughout North America. Founded by Julie Bielawski, CEO of Guidesoft, Inc., dba Knowledge Services is an industry leader in Managed Service Programs (MSP), Vendor Management System (VMS), Employer of Record / Payroll Services, Workforce Management, Survey Management, and MSP for Vocational Rehabilitation Services. We provide outstanding services to major organizations in various industries, including IT, Healthcare, Federal, State, and local Governments, Public Utilities, Telecom, and more. As such, Knowledge Services is committed to providing opportunities for growth - in our company, in each Team Member and in our relationships. We believe titles do not define a person but provide a framework to each person's endless potential. Our focus on improving our team, product and processes drive us every day. We are guided by our four Pillars that set the foundation of who we are and how we conduct business: Knowledge, Integrity, Innovation, and Service. Knowledge Services is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Veterans, military families, and people with disabilities are encouraged to apply. Applicants with disabilities may contact Human Resources via telephone, e-mail, and other means to request and arrange for accommodations. Please contact the Human Resources Team at ************************ or ************. ISDKO
Auto-ApplyFactur - Client Account Manager - Indianapolis
Relationship manager job in Indianapolis, IN
Job Description
Do you want to be a trailblazer in the B2B Manufacturing Space?
Base Salary + Commission | Health/Dental/Vision | 401k | Unlimited PTO | Growing Company
Factur exists to help industrial firms and manufacturing suppliers find new customers and win more business. We do this through four unique but complementary service offerings:
Outsourced Sales Development
Lead Generation
Marketing
Our company is exceptional because our team is made up of individuals who are hungry, humble, and people-smart.
Company Fit
Value #1: Humble: Share credit, emphasize team over self, and define success collectively rather than individually.
Seeks input and desires to coach
Takes responsibility
Confident, not arrogant
Value #2: Hungry: Always looking for more. More things to do. More to learn. More responsibility. Hungry people never have to be pushed to work harder because they are self-motivated and diligent.
Personal standard of excellence
Action-oriented
Results-driven
Value #3: People Smart: Commonsensical about people, appropriate and aware of what is happening in a group situation, and how to deal with others in the most effective way.
Ask relevant questions
Actively listen to what others are saying
Make intelligent decisions concerning others
Client Strategy Manager
Drive Growth. Build Relationships. Deliver Results.
Are you passionate about helping clients thrive and creating winning marketing strategies? Join us as a Client Strategy Manager, where you'll oversee 25-30 clients, crafting and managing targeted email marketing campaigns that fuel their success. You'll play a pivotal role in developing customized lead generation strategies, providing expert guidance, and driving measurable results.
What You'll Do
Serve as the go-to expert for clients, conducting bi-weekly strategy sessions to align campaigns with their goals.
Write persuasive sales and marketing copy for email campaigns, tracking performance metrics to ensure success.
Lead bi-weekly video check-ins to review results, refine strategies, and foster strong client relationships.
Collaborate with internal teams to optimize campaign performance and ensure seamless execution.
Oversee contract renewals to drive client retention and long-term partnerships.
What You Bring
Experience in client management, digital marketing, or lead generation, with a focus on email campaigns.
Outstanding communication and relationship-building skills.
Data-driven approach with the ability to adapt strategies based on performance insights.
Strong copywriting skills, particularly for sales-focused email marketing.
Self-motivation, organization, and the ability to juggle multiple priorities.
Why Join Us?
Impactful Work: Drive real results for clients while building long-term relationships.
Growth-Oriented Environment: Receive continuous training and opportunities to sharpen your marketing expertise.
Hybrid Flexibility: Enjoy a mix of remote and in-office work, with an emphasis on collaboration.
Competitive Compensation: Earn $70,000 base pay plus uncapped commissions.
Success Looks Like:
Retaining of your clients through proactive engagement.
Regularly delivering high-quality lead generation strategies.
Driving measurable improvements in campaign performance and client satisfaction.
Location: Indianapolis, IN (Hybrid)
Compensation:
$70,000 Base salary plus monthly bonuses and uncapped commissions. (Average Total Annual Compensation ranges from $85,000-$100,000)
*Please submit your resume as a PDF*
Sr. Relationship Manager (Commercial Lender)
Relationship manager job in Indianapolis, IN
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
In this role, you will be responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff across the organization.
What you'll do:
* Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships.
* Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff.
* Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk.
* Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs.
* Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients.
* Comply with internal security policies and procedures and maintain customer confidentiality at all times.
* Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies.
* Accept other responsibilities and projects as requested to add value for CFBank.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis
Relationship manager job in Indianapolis, IN
Chicago, Illinois;Pittsburgh, Pennsylvania; Auburn Hills, Michigan; Cincinnati, Ohio; Clayton, Missouri; Indianapolis, Indiana; Cleveland, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Summary:**
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).
**Job Description:**
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.
**Responsibilities:**
+ Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
+ Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
+ Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
+ Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
+ Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
+ Coaches and mentors peers, while utilizing leadership skills
+ Adapts to changes in sales practices and broader market and industry conditions as needed
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Prospecting
+ Relationship Building
+ Risk Management
+ Financial Analysis
+ Leadership Development
+ Project Management
+ Referral Identification
+ Sales Performance Management
+ Business Development
+ Client Experience Branding
+ Continuous Improvement
+ Data and Trend Analysis
+ Pipeline Management
+ Intellectual Curiosity
**Required Qualifications:**
+ 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience
+ Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
+ Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
+ Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
+ Strong corporate finance, capital markets and accounting acumen.
+ Financial modeling experience and the completion of a formal credit training preferred.
+ Outstanding oral and written communication skills.
+ Demonstrated leadership ability.
+ Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
+ Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date)
**Desired Skills:**
+ Undergraduate degree in related field or equivalent work experience. MBA desirable.
+ Existing knowledge of the market preferred.
+ Active member/participation in local community organizations.
+ Highly desirable to have active networking contacts and Centers of Influence established in market.
+ Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Business Relationship Manager I - Officer
Relationship manager job in Fishers, IN
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
Auto-ApplyBusiness Development Officer
Relationship manager job in Indianapolis, IN
At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.
You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.
Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.
More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle
Job Description
Job Summary
Promotes Stewart services and solutions through various outside sales and marketing activities designed to ensure customer success while maximizing Stewart revenue and market share.
Job Responsibilities
Promotes Stewart services and solutions through various inside sales and marketing activities designed to ensure customer success while maximizing Stewart revenue and market share
Typically follows existing procedures to perform routine assignments and to solve standard problems
Analyzes basic information and standard practices to make decisions impacting work performed
Individual contributor working with direct oversight
Performs all other duties as assigned by management
Education
Bachelor's degree in relevant field preferred
Experience
Typically requires 0-2 years of related work experience
Equal Employment Opportunity Employer
Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************.
Benefits
Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.
Auto-Apply