Relationship manager jobs in Port Charlotte, FL

We are looking for an Entry Level Benefits Consultant to manage assigned client accounts and open new accounts. You will address customer concerns and contact prospects to expand your account portfolio. This role may often be challenging, so you should be able to remain calm and polite in tough situations. If you have some experience in sales or customer service, we'd like to meet you. Your goal will be to foster long-term relationships with clients and help grow our business.Responsibilities Be the main point of contact for customer needs Follow up regularly after closing a sale to ensure client satisfaction Respond promptly to customer queries and complaints to find solutions and defuse tension Pass on issues to account managers when needed Present new or additional products and services to existing customers Send reports on sales activity, account status, and possible issues Negotiate contracts and handle paperwork (e.g. invoices, orders) Contact prospects to expand account portfolio Maintain accurate records of customer interactions and transactions Maintain knowledge of products, services, and promotions. Collaborate with other team members to ensure customer satisfaction. Communicate customer feedback and concerns to managers. Complete administrative tasks such as reports and follow-up calls. Maintain a positive attitude and keep up-to-date with training and education. Adhere to company policies and procedures regarding customer privacy and security. Requirements 1-2 years High school diploma or GED Background Check Driver License Authorized to work in US Benefits Education Assistance Salary: $35,419.00-$106,094.00 per year

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture #LI-NS1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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

Job Description The Business Banking Relationship Manager (BBRM) is responsible for driving new loan production, deposit growth, and client development in the Ft. Myers market. This role focuses on building and managing relationships with business clients, delivering tailored financial solutions, and ensuring disciplined credit practices. The BBRM also collaborates with leadership to optimize processes and contribute to competitive market strategies. Essential Job Functions Develop and manage business banking relationships, providing customized financial solutions to meet client needs. Drive loan production and deposit growth by proactively identifying opportunities and cross-selling products and services. Identify, pursue, and close sales opportunities across a broad range of financial products. Represent the institution in the community through active participation in professional organizations and events. Conduct ongoing portfolio reviews to monitor client performance, credit quality, and market conditions. Proactively manage risk exposure to ensure balanced growth, profitability, and regulatory compliance. Knowledge, Skills & Abilities Experience selling in the business banking market, including understanding customer needs, competitive landscapes, and regulatory environments. Proven ability to build strong relationships and influence stakeholders at all levels. Initiative to meet sales goals and drive growth and innovation. Ability to assess loan risks and make sound financial decisions. Proficiency in banking systems and Microsoft Office applications (Word, PowerPoint, Excel). Ability to travel overnight, as needed. Basic Qualifications Bachelors degree in business, finance, or related field, or equivalent work experience required. Minimum 2 years of experience in business banking sales and client relations, or related financial services experience required. Minimum 1 year of experience in credit analysis and risk assessment preferred. Compensation is based on experience - Salary + Quarterly Bonus

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or an established book of clients within the Sarasota/Fort Myers metro market and be able to self source. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products Compensation will be tailored to the individual

Crews Bank & Trust is looking for a Retail Banking Officer for the Arcadia market. Do you have a heart for serving the customer? Are you a results-oriented banker with decision making experience? Have you successfully built relationships and gained new business? Do you enjoy leading a team? The Retail Banking Officer is essential to the success and sustainability of the branch office, serving as the strategic and operational leader responsible for driving growth, and customer satisfaction. Provides leadership to maintain an engaged, operationally sound and high performing team dedicated to serving the bank's consumer and business customers. Effectively builds and cultivates relationships with customers, prospects and team members, and is dedicated to the vision and strategic initiatives of the Bank. Actively involved in the community, the Retail Banking Officer works on customer retention and to develop new business with deposit acquisition, lending, and referrals to other business lines. Requirements Responsibilities include: Cultivating relationships with customers and prospects, creating an environment where they feel valued and respected Represents the bank in the community and promotes business development by recognizing opportunities and regularly calling on prospects. Partners with Lending and Trust staff, when applicable, to expand customer relationships Maintains comprehensive knowledge of all retail, business and electronic banking products and services. Experience and ability to function as any branch team position if needed. Provides recommendations for branch growth and partners with Area President to ensure goals are aligned with overall bank initiatives; tracks statistical reporting information on branch and market trends Empowered to handle customer situations and escalated issues to resolution efficiently and effectively; ensures high levels of professionalism and service are met and exceeded. May include responsibilities for Consumer and/or HELOC lending; maintains skills necessary to adhere to Bank lending policy, guidelines and practices. Qualifies for and holds NMLS designation if applicable. Provides leadership in coaching and development of employee team for overall branch success and profitability. Sets clear expectations and models desired behaviors to foster a motivated, high-performing team. Possesses knowledge of regulatory compliance requirements, including BSA, CIP, Security, Fair Lending, CRA and others vital to the financial practices of the Bank. Minimum Requirements: Associates or Bachelor's degree preferred Five (5) or more years of banking with supervisory and leadership experience, and/or similar relevant work experience Excellent interpersonal and communication skills Sound judgment and decision making experience Results oriented, strategic thinker Desire and willingness to work in a collaborative, flexible and team-oriented work environment Knowledge of banking industry regulations, procedures and workflows Ability to supervise, motivate and build a successful team All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disabilities

Are you ready to kick-start a rewarding career in sales and business development? Due to rapid expansion into new markets, our client has partnered with us to find driven individuals to join our team as Entry Level Account Managers. This is a performance-based role where your ambition, energy, and communication skills will directly influence your success. In this role, you'll gain hands-on sales experience, learn proven sales techniques from top performers, and grow into a Senior Account Manager position where you will manage and oversee a specific territory or region. Due to demand from our telecommunications partner, we're actively hiring solutions-motivated Account Managers to join our team. Your core responsibility will be to drive sales by executing field sales campaigns and promoting superior telecommunications products and devices. Responsibilities of the Entry Level Account Manager: Engage directly with customers in residential field settings to understand their needs and deliver customized product solutions Drive sales growth by effectively presenting and promoting telecommunications products and services in a clear, confident, and consultative manner Build rapport and long-term relationships with customers while addressing questions, concerns, and objections to close sales Deliver tailored product recommendations and solutions based on customer needs and inquiries Collaborate with senior managers and account management team to hit daily, weekly, and monthly sales goals Build long-term customer relationships while maintaining the highest level of service Learn how to lead and develop sales teams by participating in management-level training sessions Stay informed on all client products, promotions, and industry trends to remain competitive in the market Qualifications for the Entry Level Account Manager: A bachelor's degree in Business, Marketing, or a related field is preferred but not required Previous experience in sales, customer service Strong interpersonal skills to build relationships with customers and motivate team members Quick problem-solving skills & ability to adapt on the go Comfortable working with performance-based incentives A team-oriented mindset with the confidence to work independently as needed Why Join Our Team as an Entry Level Account Manager? Competitive compensation with uncapped commission and performance bonuses Fast-track growth opportunities into team lead and management roles Professional training programs to develop your sales, communication, and leadership skills Supportive team culture that values growth, collaboration, and celebrating wins A clear career path that starts with sales and leads to long-term success This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

Job DescriptionBenefits: Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Bethany Bell - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Doctor Referral Institute serves specialty practices in the medical and dental field around the country, providing face-to-face representation with an experienced team and system to referral sources. Doctor referrals are the #1 marketing strategy for specialty practices, pharmacies and hospitals to attract new high-quality patients. DRI offers customized referral systems tailored for single practitioners to large group practices. Introduction: We are seeking a motivated and dynamic Physician Liaison to join our growing team at Doctor Referral Institute. The ideal candidate will be responsible for building and maintaining relationships with physicians, medical practices, and healthcare organizations to drive patient referrals and promote our clients services. This is an excellent opportunity for individuals who are passionate about healthcare, relationship-building, and business development. Key Responsibilities: Develop and maintain strong relationships with primary care physicians, specialists, and other healthcare providers. Serve as the primary point of contact for physicians and medical practices to facilitate communication and provide information about our services. Increase patient referrals by educating physicians about our services, specialties, and value proposition. Identify opportunities for new business development and coordinate with internal teams to ensure the smooth referral process. Monitor physician feedback and relay relevant insights to leadership to improve service offerings. Qualifications: Proven experience in medical sales, pharma sales, physician liaison, sales, or healthcare business development (2-3 years preferred). Strong communication and interpersonal skills with the ability to build relationships at all levels. Excellent organizational skills with the ability to manage multiple tasks simultaneously. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in Microsoft Office Suite and CRM tools. Knowledge of healthcare industry and calling on offices. What We Offer: Competitive pay. Professional development and training opportunities. A collaborative and supportive work environment. Opportunities for career advancement.

Ready for What's Next? Let's Talk. You've built a career in insurance the right way - with skill, experience, and genuine care for clients. But if you've been wondering, “Is this really as good as it gets?” - it's time for something better. At Dees Insurance Group, we're not your typical agency. We're independent, innovative, and growing fast - redefining what it means to work in insurance. Our team feels the difference. Clients see the difference. And once you're here, you will too. This isn't fluff. It's what happens when you mix smart strategy, strong leadership, and a team that actually enjoys showing up and doing great work together. The Opportunity: Account Manager (Insurance Consultant) We're looking for a licensed Florida insurance professional ready to step into a role where their ideas matter, their clients appreciate them, and their career can truly thrive. What You Bring: Active Florida P&C license (4-40 or 2-20) Strong insurance knowledge and client service experience Excellent communication and problem-solving skills A desire to do meaningful work without corporate red tape What You'll Get: A competitive salary that matches your experience Health benefits - because we take care of our people 401(k) with employer match - invest in your future A workplace culture that energizes you - collaboration, growth, and fun included Our Core Values: Act with Integrity People First Forever Growth Wow-Making Excellence Contagious Fun If you're ready to leave “good enough” behind and build something incredible, we'd love to meet you. Apply today and find out why Dees Insurance Group feels different. Provide assistance to customers with inquiries concerning products and services Respond to underwriting requests from companies Help clients manage their requirements Identify recurring customer issues and inform the team for greater client satisfaction Collaborate with DIG Agents to ensure clients' policies are up to date Possess a valid Florida P&C insurance license, 4-40 or 2-20 Ability to handle customer interactions professionally and courteously Demonstrate exceptional communication, interpersonal, and follow-through skills Project a professional appearance and attitude Adhere to the company's Core Values Primarily an in-person role

Job Title: Account Manager We're looking for a people-focused Account Manager who thrives on building strong relationships, solving problems quickly, and helping clients succeed. This role works closely with the sales team and internal departments to support and grow partnerships with existing clients. If you're proactive, organized, and enjoy working with a variety of teams, we'd love to connect with you. Key Responsibilities Partner with the sales team to support and grow client relationships. Act as a key point of contact for existing clients, helping ensure their needs are met. Maintain regular communication with both decision-makers and office staff. Work closely with internal teams to ensure smooth coordination and excellent service. Stay on top of client issues, follow up promptly, and troubleshoot effectively. Track performance and report on key metrics (KPIs). What You'll Bring Associate degree required; bachelor's degree preferred. 2+ years of experience in account management, client service, or sales. Strong relationship-building and communication skills. Confidence, adaptability, and a desire to learn and grow. Proficiency in Microsoft Office (Word, Excel, Outlook). Willingness to travel locally in your assigned area. Bonus Points For Experience using Salesforce or a similar CRM. Ability to handle challenging situations with professionalism. Strong problem-solving and critical thinking skills. Comfort working independently as well as part of a team.

Job DescriptionBenefits: Simple IRA License reimbursement Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency opened in 1999 and has grown into a team of ten dedicated professionals who take pride in serving our community with excellence. We offer paid time off, paid holidays, a Simple IRA match, employee outings, and additional monthly stipend benefits to support our team both professionally and personally. When it comes to new team members, we look for three key traits: strong character, capacity to grow, and a solid work ethic. Our environment is positive, growth-minded, and focused on providing top-notch customer service while staying deeply connected to our local community. We also make it a priority to stay involved, participating in at least four community events each year and supporting local businesses. If youre looking to join a team that values integrity, service, and collaboration, this could be a great fit for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Jason Flatch - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Competitive salary based on experience 401(k) matching Bonus based on performance Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our office thrives on a supportive and engaging culture where teamwork and success go hand in hand. We offer plenty of bonus opportunities, team games, happy hours, and luncheons to keep things fun and rewarding. Our benefits include Group Life Insurance, a 401K with a matching program, and excellent bonus potential. If you're passionate about helping people and want to be part of a team that values both hard work and camaraderie, we'd love to hear from you! ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Warren Middleton - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Simple IRA License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Rich Mathews - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

The Account Manager is responsible for managing and growing relationships with Elevate by IMG Academy's B2B partners to drive mutual revenue, increase engagement, and support joint business goals. This role oversees partner onboarding, day-to-day relationship management, and performance tracking while collaborating with internal teams to execute co-marketing, sales enablement, and operational initiatives. The ideal candidate builds strong partner relationships, solves problems proactively, and identifies opportunities to expand partnership value. Position Responsibilities: Build and maintain strong relationships with partners to drive joint initiatives. Plan, execute, and monitor co-marketing campaigns, including digital, social, email, and event-based activations. Track and analyze partner performance on a weekly and monthly basis, providing insights and recommendations for optimization. Own end-to-end forecasting of managed affiliate leads and revenue; proactively analyze trends to inform strategy and executive decision-making. Collaborate with internal marketing, sales, and product teams to align partner initiatives with company objectives. Assist in drafting partnership agreements, marketing commitments, and co-branding strategies. Identify new partnership opportunities and support strategic growth initiatives. Manage and maintain timelines, budgets, and deliverables to ensure contractual obligations are executed successfully. Assist with the IMG Academy+ adoption and integration of affiliates and collaborate, when applicable, across the organization on priorities related to IMG Academy+, IMG Academy and SportsRecruits. Collaborate and conceptualize digital and onsite activations and opportunities. Lead strategic and regularly scheduled check-ins. Travel for in-person meetings and/or live events as needed. Secure staff and travel accommodation as well as logistics for onsite locations as needed. Create itineraries and develop the event run of show with each onsite activation. Conduct pre-onsite briefings and post-onsite summaries and meetings. Knowledge, Skills and Abilities: Bachelor's Degree in Marketing, Communications, Business, or related field 2+ years of experience in partnership management, account management or marketing. Analytical mindset with experience measuring marketing performance metrics (KPIs, ROI, etc.). Ability to travel (estimated 10-15%) and open to flex scheduling during peak seasons. Proven ability to manage multiple projects and stakeholders simultaneously. Handle confidential and high-level information with discretion and diplomacy. Ability to effectively communicate (verbal and written) in a professional manner at all levels of the organization. Preferred Skills: Familiarity with digital marketing tools and platforms (CRM, email marketing, social media, analytics). Ability to think creatively to drive innovative campaigns and/or event activations. Knowledge of industry trends and partner ecosystem strategies.

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses