Client Engagement Manager
Relationship manager job in Charleston, WV
**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 ApplyClient Relationship Manager
Relationship manager job in Charleston, WV
About the Role: We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other various activities that help to ensure that our client's receive the best possible customer experience. This is a part-time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high-performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting. The Evans Group is an Equal Opportunity Employer.
Key Responsibilities:
Serve as the first point of contact for clients-answer inbound calls and greet clients during visits.
Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups.
Prepare agendas and ensure meeting readiness, including compliance folders and materials.
Maintain and update client records, including meeting notes, tasks, and client communications.
Handle scanning, electronic filing, and document storage in appropriate systems.
Process mailings, paperwork for signatures, and confirm receipt of client checks.
Monitor and respond to client messages, when appropriate, and log relevant communications.
Manage office inventory and supplies; order as needed.
Oversee invoicing and payment tracking.
Assist with new business processing and compliance recordkeeping.
Organize welcome baskets, retirement gifts, and special occasion cards.
Support financial planning deliverables by posting documents to required systems.
Provide administrative support for advisor email and voicemail management.
Performance Metrics:
Accuracy and timeliness of work.
Positive client feedback.
Resolution of client service issues.
Implementation of process improvements and creative ideas.
Qualifications:
Minimum 2 years of experience in a similar role; financial services experience preferred but not required.
Strong attention to detail and organizational skills.
Excellent verbal and written communication abilities.
Ability to manage multiple priorities and meet deadlines.
Professional phone etiquette and client service orientation.
Familiarity, or adaptability, with compliance requirements in a financial advisory setting.
Positive attitude and willingness to learn and grow.
Requirements:
Position requires you to be onsite. This position is open to local candidates only; relocation not provided.
Salary:
$37,500 per year
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Part time
Auto-ApplyMerrill Market Client Relationship Manager
Relationship manager job in Charleston, WV
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Commercial Banker
Relationship manager job in Huntington, WV
The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio of existing and new loan customers including cross-selling new loans, products and services while ensuring compliance with the Bank's lending policies and procedures. A Commercial Banker's main focus is on loan amounts of less than $1 million.
RESPONSIBILITIES:
* Analyze markets to develop new prospects for loans.
* Maintain and develop positive, professional relationships with customers and continue communication for growth of portfolio. Foster customer relationships through routine calls and meeting activity and develops new Commercial Banking relationship opportunities through business development activities.
* Analyze applicant's financial status, credit and property evaluation to determine feasibility of loan request.
* Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered.
* Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately.
* Ensures loan closing and funding activities occur timely.
* Identify complex situations, review related information to evaluate and develop an acceptable solution.
* Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank's policies.
* Actively participates in the Community by attending events and being active in organizations to promote the Bank's business products and services and build relationships.
* Maintain a deep understanding of banking products/services to make appropriate recommendations.
* Administer all referrals and direct meetings and business development opportunities.
* Ensure compliance to all standards and policies and ensure secure transaction for customers.
* Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
Qualifications
SKILLS/QUALIFICATIONS:
* Bachelor's degree preferred, with a focus in business, finance, or another related field
* Minimum two (2) years of related Banking experience, preferably as a Commercial Lender or Portfolio Manager, is required.
* Demonstrated ability of holding effective and successful business relationships is essential
* Must have formal credit analysis training or sufficient lending experience
* Proficiency in Microsoft Office Products is required
* Demonstrated ability to grow and management customer relationships
* Ability to organize and analyze complex financial data
* Knowledge and understanding of all federal and state regulations regarding lending and related departments.
* Excellent analytical and mathematical skills and ability to make a credit decision
* Excellent verbal and written communication skills
* Demonstrated high level of professionalism and maturity
* Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development.
* Minimal travel within the assigned market is required.
KEY COMPETENCIES:
* Relationship Building
* Sales Driven
* Self-Motivated
* High Business Acumen
Essential Functions:
* Sitting or standing for extended periods of time.
* Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
* Ability to converse and exchange information with all levels of staff within organization.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via air, rail, automobile and/or bus.
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Nearest Major Market: Huntington
Nearest Secondary Market: Ashland
Job Segment: Real Estate, Credit Analyst, Bank, Banking, Compliance, Sales, Finance, Legal
Customer Relationship Guide - 100% Commission (TSG-5014)
Relationship manager job in Huntington, WV
Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.
Community Bank Manager
Relationship manager job in Morgantown, WV
Summary/Objective
Leads a branch team in delivering the Bank's brand promise and in meeting the Bank's business objectives. Serves as a leader, coach, and role model for team members in developing new customer relationships, solidifying existing customer relationships and delivering high-quality customer experiences. Achieves assigned sales goals. Ensures efficient and effective branch operations.
Essential Functions
Coaches, manages, and trains team members to deliver high-quality sales and service experiences consistently in the Bank's branches.
Consistently employs the 7 sales management practices: new customer onboarding, lobby management, huddles, white boards, coaching, and sales team meetings.
Motivates team members to achieve assigned sales goals.
Serves as a role model for team members and colleagues in the delivery of the Bank's brand promise.
Develops and maintains strong knowledge across the full range of products and services that the Bank has to offer.
Leads branch team in executing effective operational and quality control procedures to provide high-quality, efficient customer service, ensure compliance, and mitigate risks.
Develops business outside of the branch to identify opportunities for new business banking relationships. Manages relationships with business banking customers in partnership with Relationship Managers and Treasury Management team.
Identifies opportunities for consumer mortgage relationships and presents quality leads to Mortgage Loan Officers.
Identifies opportunities for wealth management relationships and present quality leads to Wealth Advisors.
Represents the Bank within the community. Identifies and participates in community and business events for the purpose of increasing awareness of and interest in Burke & Herbert Bank. Participates in Bank sponsored activities and events, including evening management meetings and weekend functions.
Develops solid understanding of the assigned branch market. Identifies opportunities for new business. Monitors and communicates local competitive activities.
Solves complex customer servicing issues and handles difficult customers effectively.
Manages and mitigates operational risks by following established policies and procedures and making sound business decisions.
Mentors and develops team of branch representatives with varying skill sets and experience (tellers, sales and service representatives, customer service representatives, assistant managers) to achieve sales, service, and operational excellence. Ensures effective team member communications. Identifies and supports training and development opportunities. Provides ongoing coaching. Prepares performance evaluations. Recommends team member promotions and takes disciplinary action or terminates as appropriate.
Prepares information/reports on branch performance/market trends as requested by senior management.
Attends educational functions, classes, and training and development sessions as assigned by Senior Management.
The duties of this position must be performed from the physical branch or bank location in order to best service the needs of the customers or support the Bank facilities.
Skills/Abilities
Strong coaching, motivational, and training skills focusing on sales, service and operations.
Excellent oral and written communication skills.
Strong organizational skills.
Proven sales experience to include developing strong business relationships and meeting/exceeding sales goals.
Strong analytical and decision-making skills.
Ability to resolve problems effectively and efficiently.
Strong ability to handle difficult customers.
Strong knowledge of bank products and services and branch operations.
Education and Experience
Bachelor's Degree preferred.
Five plus years of commercial branch banking experience.
Basic Microsoft Office and Internet Skills.
Supervisory Responsibility
This position has supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Account Manager, Clinical Laboratory/Transfusion Medicine - West Virginia/Southern Ohio
Relationship manager job in West Virginia
The Opportunity
QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic.
Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all.
The Role
At QuidelOrtho, we're
advancing the power of diagnostics for a healthier future for all
. Join our mission as our next Account Manager, Clinical Laboratory & Transfusion Medicine in West Virginia and Southern Ohio. The Account Manager, CL/TM is a front-line, customer-facing, quota-carrying role responsible for driving sales and growth of QuidelOrtho's Clinical Laboratory (CL) and Transfusion Medicine (TM) product lines. This role manages a geographic territory or a portfolio of named accounts, serving as the primary point of contact for customers. Key responsibilities include achieving instrument sales targets, growing assay and reagent utilization, and ensuring customer retention. The role requires a consultative, value-driven sales approach, supported by collaboration with cross-functional teams to deliver tailored solutions that meet customer needs. Success in this position is measured by the ability to meet territory revenue and profitability goals while delivering a best-in-class customer experience. This is a field based position supporting and located in West Virginia and Southern Ohio.
The Responsibilities
Drives sales with current customers for all CL and TM products, instrumentation, and services offerings within an assigned territory or list of named accounts. Meets equipment revenue targets.
Grows menu for CL and TM by setting up personal credibility, illustrating QuidelOrtho value propositions, demonstrating product capabilities, and successfully managing highest probability opportunities to close.
Maximizes customer retention rates by ensuring customer satisfaction, executing customer touchpoint/call plan, territory management and is the single point of contact for all problem resolutions, and anticipates and defends against competitive threats.
Develops and executes strategic territory and account plans to prioritize, retain, and expand current CL and TM accounts. Partner with fellow QuidelOrtho sales partners to drive customer instrument and assay retention opportunities.
Develops and executes customer touchpoint/call plans based on customer's buying cycle; manages opportunities both within and outside of buying/sales cycle; leverages strategic selling framework to close sales opportunities.
Partners and collaborates with other within our sales organization to retain and expand menu as well understand and execute IDN strategy.
Provides prompt and accurate sales forecasts, activity, account updates, and reports via CRM system; Effectively manage sales pipeline from lead acquisition to contract signing by focusing and advancing customers through the sales process.
Represents QuidelOrtho at trade shows and professional meetings.
Meets or exceeds established touchpoints per week.
Perform other work-related duties as assigned.
The Individual
Candidates should be aware that the Company currently requires customer-facing workers to meet Customer Credentialing requirements which may include but are not limited to, up to date immunizations. The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the company to do so as provided under federal, state, and local law.
Required:
Education: Bachelor's Degree
Experience: Minimum of 3 years of sales experience in the Healthcare industry required with knowledge of B2B sales and/or capital equipment.
Sales and/or technical experience in the medical device/life science/diagnostic market required.
Strong strategic marketing, consultation and data analysis skills are essential for building customer retention and managing financial performance.
Strong strategic thinking skills and with the ability to translate strategies into executable tactical action plans.
Ability to deliver results while working in a highly independent and fast-paced team environment.
Commercial & Business acumen. Proficient at uncovering key business issues and providing insightful, actionable recommendations for improvement.
Entry-level people management and people development skills.
Manages complex sales cycle internally and externally.
Ability to analyze financial data and generate logical strategies and plans based on analysis.
Proficiency in MS Office (i.e., Outlook, Word, Excel, PowerPoint).
Strong presentation and negotiation skills.
Proficiency in selling with digital assets.
Solid communication skills - written and verbal.
Ability to uphold and support individual and company values.
High degree of ethics and professionalism while interacting with customers, vendors, and co- workers.
Ability to handle confidential information is required.
Ability to work under general supervision following established procedures required.
Travel: Up to 70% domestic overnight travel
Preferred:
5 years of sales experience in the Healthcare industry required with knowledge of B2B sales and/or capital equipment.
Experience with hospital or physician office sales, medical devices, distributor sales, and/or national accounts is preferred.
QuidelOrtho employees:
Graduate of Sales Development Training Program would be eligible for an Associate Account Manager, FAS with 3+ years' experience and a proven track record of success of performance (NPS score, TOR, activity, menu expansion, etc.) in account management, customer retention, and consultative business skills may be considered.
Key Working Relationships
Customers: Serve as main point of contact for existing CL/TM customers.
Field Sales: Partners with Strategic Account Executives on IDN-related opportunities and government sales managers on government opportunities. Collaborates with automation specialists to identify and sell automation solutions. Coordinates account coverage and strategy with cross functional account managers and drives lead and introductions to business development teams. Brings in appropriate overlay roles as needed.
Field Service: Partners with Field service team to ensure customer satisfaction and facilitate a positive customer experience.
Project Management: Serves as customer liaison on project implementation and coordinates with internal resources to ensure a high level of customer experience with QuidelOrtho solutions.
Technical Specialists: Works Technical Specialist colleagues to ensure customer has sufficient technical support, coordinate implementations and collaborate on menu expansion as needed.
Distribution Partners: Works with Channel team to support customer buying through distributors.
Marketing & Commercial Enablement: Partners to deliver on marketing initiatives and with data analytics team to manage performance metrics.
QuidelOrtho Management: Interacts with Sales Leadership, Specialty Sales, Strategic Markets and Distribution to maximize the achievement of corporate goals and collaborate with other areas of the organization as needed (e.g., Finance, HR, IT, Customer Service, etc.).
The Work Environment
Typical outside sales environment. Must have the discipline, organizational skills and self-motivation to work autonomously in a home office environment.
The Physical Demands
Must be physically able to travel up to 70%. Must maintain a valid driver's license and must own and maintain an automobile suitable for travel to customer sites, airport, etc. Travel includes airplane, train, automobile, and overnights. On a typical workday, 80% of time meeting with people and customers, 20% of the time on computer, doing paperwork, or on the phone. Must be able to lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. While performing the duties of this job you are regularly required to use hands and fingers to handle or feel and talk or hear. Frequently required to stand, walk, and sit. Occasionally required to reach, climb, or balance.
Salary Transparency
The salary range for this position takes into account a wide range of factors including education, experience, knowledge, skills, geography, and abilities of the candidate, in addition to internal equity and alignment with market data. At QuidelOrtho, it is not typical for an individual to be hired at or near the top range for their role and compensation decisions are dependent on that facts and circumstances of each case. The salary range for this position is $80,000 to $100,000 and is eligible for incentive compensation. QuidelOrtho offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance, along with a 401(k) plan, employee assistance program, Employee Stock Purchase Plan, paid time off (including sick time) and paid Holidays. All benefits are non-contractual, and QuidelOrtho may amend, terminate, or enhance the benefits provided, as it deems appropriate.
Equal Opportunity
QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at **************************.
#LI-CG1 #LI-Remote
Auto-ApplyAccount Manager - State Farm Agent Team Member
Relationship manager job in Triadelphia, WV
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Jessica Hoskinson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Morgantown, WV
Rick Bailey - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Account Manager - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
Hiring Bonus
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager
Relationship manager job in Fairmont, WV
Account Manager - Account representatives - don't pass up this opportunity for a great new job that combines client management with a consultative sales process for a global industrial distribution company. Partnering with 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it.
We are currently seeking an experienced Account Manager to help us maintain that commitment as we continue to grow.
This is a relationship-based sales role. Build your book of business as you develop an established territory and customer base. All earnings are uncapped - your income is limited only by your ability to network and prospect for new customers and to grow your existing accounts. If you have a background in industrial distribution and are the kind of person who can talk with everyone from the CEO to the maintenance man on the shop floor and the purchasing agent, we want to talk with you!
Responsibilities
As an Account Manager, you will grow your territory (and your earnings!) by bringing in new business and developing repeat business relationships within your existing accounts. This will require that you call on engineers, maintenance, purchasing, and others to determine their needs through a consultative approach. This position reports directly to our General Manager.
Achieve sales and profit goals by developing and retaining existing customers and by opening new business
Conduct sales and service activities, develop strong customer relationships, identify product applications, and introduce new products and services
Prepare quotations and proposals, follow up, negotiate terms, and close transactions
Organize and conduct training sessions for customers
Survey market and competitive conditions
Complete reports regarding itineraries, expenses, sales calls, leads, and other related matters
Monitor customer complaints, follow up on outstanding orders, and make emergency calls, night calls, and deliveries as required
Requirements
Our Account Managers are self-motivated and driven by a desire to exceed expectations. They have strong prioritization, planning, and time-management skills, and a sense of urgency. Excellent verbal and written communication and interpersonal skills, and the ability to establish rapport building solid relationships at all levels of customer organizations are keys to success.
Minimum of 2 years proven outside industrial sales experience with a tangible product OR 2+ yrs customer service / inside sales experience with bearing and power transmission products
Proven experience and success in developing new business, building repeat business, and managing a sales territory
Mechanical aptitude, strong desire to succeed, sense of urgency, & sense of humor
Good communication skills (written & verbal), good English grammar
Computer skills and knowledge, including Excel
Power transmission, hydraulics, and/or bearings product experience preferred
High school diploma or equivalent
Valid driver's license and satisfactory driving record (MVR)
Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.
Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.
Auto-ApplyAccount Manager - State Farm Agent Team Member
Relationship manager job in Charleston, WV
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Signing bonus
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for David Smyer - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Charleston, WV
Job DescriptionBenefits:
License reimbursement
Company parties
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Matthew Rowsey - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
*******************
Matthew Rowsey - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Account Manager - State Farm Agent Team Member
Relationship manager job in Charleston, WV
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Ability to work in a team environment
Ability to multi-task
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Manager - State Farm Agent Team Member
Relationship manager job in Ranson, WV
Job DescriptionROLE DESCRIPTION: As an Account Manager - State Farm Agent Team Member for Kasey Crafts - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Health benefits
Flexible hours
Growth potential/opportunities for advancement within my agency
License reimbursement
Account Manager - State Farm Agent Team Member
Relationship manager job in Nitro, WV
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Wade Walters - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Bridgeport, WV
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Chad Reppert - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Huntington, WV
Job DescriptionBenefits:
Paid Lunch Time
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Company parties
Flexible schedule
Signing bonus
ABOUT OUR AGENCY:
I opened my agency on July 1, 2021 after starting my career as a State Farm team member back in 2006. Our team may be small, but were built on a strong foundation of service and a genuine desire to help people.
We offer paid lunch time, prelicensing and licensing reimbursement, birthday celebrations, paid time off, and performance-based bonuses to show our appreciation for great work. What really makes our agency special, though, is our culture one centered around helping others and making a positive difference every day.
We look for team members who are self-motivated, punctual, dependable, and detail oriented. If youre someone who takes initiative and thrives in an environment that values people first, youll feel right at home here.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Mary Boggs - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you!
*****************
Mary Boggs - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Account Manager - State Farm Agent Team Member
Relationship manager job in Ravenswood, WV
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Before becoming an agent, I spent 14 years in the medical field and 3 years in the oil and gas industryproving that you dont need an insurance background to build a successful career helping others. We opened our first State Farm office in September 2019 and expanded with a second location in May 2023, a reflection of our teams dedication and strong growth.
Across our two offices, we currently have 8 team members5 in our legacy office and 3 in our new MOA location. Our culture is fun, competitive, and family-oriented. We work hard, support each other, and make sure everyone feels valued and at home.
Team members enjoy meaningful benefits, including a life insurance policy paid for by the agency, as well as disability and hospital income coverage (if eligible). We also offer paid time off, flexibility for those with families, and plan to introduce a retirement program soon.
We believe in creating a workplace where people can grow, feel supported, and enjoy coming to work every daybecause when we win, we win together.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Tyler Shank - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Buckhannon, WV
Job DescriptionBenefits:
Simple IRA
Licensing paid by agency
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 Jen Kesling - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Account Manager - State Farm Agent Team Member
Relationship manager job in Follansbee, WV
Job DescriptionBenefits:
Salary Plus Commission
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been proudly serving the community for over 10 years. We're a small but driven team of four, and we're known for offering one of the most competitive commission structures in the area. Based in the Ohio Valley, our office is licensed in West Virginia, Ohio, and Pennsylvania, and were passionate about helping our customers find the right coverage for their needs.
Our agency owner is deeply rooted in the communityan active member of the Weirton Rotary Club, Jefferson and Hancock Sportsman Clubs, and the Steubenville Masonic Lodge. Outside of work, he enjoys hunting, riding motorcycles, and spending time with his family.
We pride ourselves on exceptional customer service, a supportive team environment, and a commitment to doing whats right for our clients. If you're looking to join a tight-knit team with a strong local presence and opportunities to grow, we'd love to connect with you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Eric Waggoner - 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.