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<h3>Job Description</h3>
Job Description
Client Solution Manager 16107 
<ul>
<li>Hourly pay: $30-$40/hr (Pay varies based on the candidate's experience and location)</li>
<li>Worksite: Leading professional development and networking company (New York, NY 10118 - Hybrid, Must be onsite 2 to 3 days per week)</li>
<li>W2 Employment, Group Medical, Dental, Vision, Life, Retirement Savings Program, PSL</li>
<li>40 hours/week, 6 Month Assignment, Possibility of extension</li>
</ul>
A leading professional networking company seeks a Client Solution Manager. The successful candidate will be measured by their ability to build, cultivate, and partner with our clients as well as their ability to drive incremental revenue. The company offers a great work environment!
Client Solution Manager Responsibilities:
<ul>
<li>Build trusted relationships with clients, providing best-in-class customer experience by proactively identifying and solving customer challenges.</li>
<li>Be a consultative seller to renew and grow client investments.</li>
<li>Proactively analyze and optimize customers’ advertising campaigns and marketing programs to make strategic recommendations to customers and ensure client objectives are achieved.</li>
<li>Support customer communication and education, including a best-in-class onboarding experience and ad hoc platform education needs.</li>
<li>Drive new product adoption and partner technology integration to enable client success and efficiency.</li>
</ul>
Client Solution Manager Qualifications:
<ul>
<li>3+ years of experience in advertising, sales, marketing, consulting, or media.</li>
<li>2+ years of auction-based or programmatic campaign management and optimization experience (i.e. Google Ads, SEO/PPC, ad exchange/trading desk, Meta, TikTok, X).</li>
<li>BA/BS degree or equivalent practical experience is preferred.</li>
<li>An advanced degree is a plus (e.g., Master’s in Data Science).</li>
<li>Ability to work with MS Office Suite (PowerPoint, Excel, Google Docs) is preferred.</li>
<li>Ticketing systems, such as Salesforce and Jira, are preferred.</li>
<li>Demonstrated analytical background and experience with statistical analysis, return on investment modeling, and advertising/media analytics is preferred.</li>
<li>Ability to think strategically with a proven track record of achieving results by connecting a customer’s pressures with data-driven products and solutions is preferred.</li>
<li>Demonstrated understanding of internet advertising technology and marketing automation is preferred.</li>
<li>Ability to effectively manage time, prioritize tasks and work within deadlines with little supervision is preferred.</li>
<li>Ability to work independently and collaborate cross-functionally is preferred.</li>
<li>Strong understanding of the digital media landscape/media activation (beyond creative functions) and digital media agencies (e.g., Kepler, Universal McCann).</li>
<li>CPMs, CPCs, bidding strategies, algorithms, and creative optimization.</li>
<li>Familiarity with programmatic, search, social, and video advertising.</li>
<li>Ability to use reporting tools and manipulate data in Excel (pivot tables).</li>
<li>Platforms like Meta, TikTok, X, Trade Desk.</li>
</ul>

Client Solution Manager

<h3>Job Description</h3>
Job Description
Come join a growing third generation family owned and operated independent insurance agency with a strong passion for insurance and providing excellent service to our clients. We are looking for for a highly motivated individual with a passion for the insurance industry. This Account manager would be responsible for working with clients and seeing that all of their insurance needs are met.
 Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Flexible Schedule
Mon-Fri Schedule
Hands on Training
Health Insurance
Work from Home
 Responsibilities 
Working with existing clients to help them with their insurance needs
Develop client loyalty by building strong relationships, and providing high levels of service, communication, and advocacy.
Processing renewals, service requests, Claims, Billing questions and new policies.
Entering all data for new and renewal policies into AMS360
Maintain a thorough understanding of our carriers &amp; brokers and their appetites, underwriting guidelines, &amp; processing procedures.
Quoting new business and remarketing renewals.
 Requirements 
Insurance Producer License.
Independent Insurance Agency Experience Preferred.

Client Account Manager

<h3>Job Description</h3>
Job Description
Client Success Manager – Food Production / Protein Industry
 
We’re seeking a Client Success Manager (CSM) with experience in the protein and food production industry — someone who’s worked in or closely with production plants (pork, poultry, beef, or turkey) and understands how these operations run.
In this role, you’ll manage key client relationships, oversee service delivery, and ensure satisfaction across our top accounts in the protein sector. You’ll act as the strategic partner connecting clients’ business goals with our workforce and service solutions, helping them succeed while driving mutual growth.
 
This is a client-facing, relationship-driven position that is perfect for someone who thrives in dynamic, production-oriented environments and understands the language of plant operations, HR, and compliance teams.
 
Why You’ll Love Working Here
<ul>
<li>Hybrid work schedule in Austin, TX</li>
<li>Opportunity to make an impact by supporting America’s protein production industry.</li>
<li>Growth potential as the client base expands across the food production sector.</li>
<li>Annual discretionary bonus potential</li>
<li>401(k) with company match (up to 4% total)</li>
<li>Health, dental, and vision insurance</li>
<li>15 days of PTO (plus 1 additional day/year after 3 years)</li>
<li>Paid holidays</li>
<li>1-month sabbatical after 5 years</li>
<li>Gym membership reimbursement</li>
<li>Home office setup stipend</li>
</ul>
Compensation:
$75,000
Responsibilities:
Client Relationship &amp; Account Management
<ul>
<li>Serve as the main point of contact for assigned protein/food production clients.</li>
<li>Build trusted relationships with decision-makers and plant leadership teams.</li>
<li>Advocate for client needs and ensure internal teams deliver on expectations.</li>
</ul>
Onboarding &amp; Engagement
<ul>
<li>Lead onboarding of new accounts — ensuring documentation, CRM setup, and smooth handoffs.</li>
<li>Develop tailored engagement strategies that align with client goals and production cycles.</li>
</ul>
Growth &amp; Retention
<ul>
<li>Develop strategic account plans to drive renewals, cross-sells, and referrals.</li>
<li>Identify new opportunities that align with client workforce and compliance needs.</li>
<li>Conduct regular business reviews with clients to plan for future growth.</li>
</ul>
Performance &amp; Reporting
<ul>
<li>Track client health, satisfaction, and revenue trends.</li>
<li>Maintain accurate CRM records and deliver actionable insights to leadership.</li>
</ul>
Industry Expertise
<ul>
<li>Stay up-to-date on protein/food production trends, compliance, and workforce challenges.</li>
<li>Share insights with clients to strengthen long-term partnerships and trust.</li>
</ul>
 
Qualifications:
What We’re Looking For
<ul>
<li>Industry Experience: 5+ years in the protein or food production industry (pork, chicken, beef, turkey, or related).</li>
<li>Client Success / Account Management: Proven ability to manage and grow key accounts.</li>
<li>Strategic Thinker: Comfortable developing long-term plans for client success and retention.</li>
<li>Relationship Builder: Skilled communicator who builds rapport with all levels — from plant managers to executives.</li>
<li>Bonus: Familiarity with immigration, workforce, or visa programs supporting production environments.</li>
</ul>
 
Education &amp; Skills
<ul>
<li>Bachelor’s degree in Business, Communications, or a related field.</li>
<li>Strong written, verbal, and presentation skills.</li>
<li>Proficiency with CRM systems and Microsoft Office Suite.</li>
<li>Highly organized, detail-oriented, and proactive in solving client challenges.</li>
</ul>
 
About Company 
Farmer Enterprises is a nationally recognized leader in workforce solutions, assisting employers across industries in navigating complex workforce, immigration, and compliance challenges. We are the parent company of Farmer Law PC, AW Labor Solutions, and Reliable Labor, enabling us to deliver comprehensive, end-to-end workforce services, all under one roof. At Farmer Enterprises, we pride ourselves on combining deep expertise with an enterprising spirit. Our team is known for its client-first attitude, collaborative culture, and dedication to continuous improvement. We are experiencing rapid growth and are seeking team members who are eager to grow with us.

Client Success Manager

<h3>Job Description</h3>
Job Description
Client Success Manager - Inspired Closets
Company Overview
 At Inspired Closets, we're more than just a custom closet and home organization company- we're creators of personalized, transformative spaces. With over 35 years of expertise, we craft functional, beautiful solutions that elevate our clients' lives and homes. Join us in our mission to inspire and delight through exceptional design and service. 
Position Overview 
We're looking for a dynamic and detail-oriented Client Success Manager to be the heartbeat of our post-sale client experience. You'll manage project timelines, coordinate with clients and teams, and ensure seamless execution from design to installation, delivering exceptional results with precision. With your proactive oversight, you'll keep everything in sync, turning client expectations into stunning realities. 
Key Responsibilities 
<ol>
<li>Client Relationship Management
<ul>
<li>Act as the trusted point of contact for clients after their sale, guiding them with confidence and care. </li>
<li>Engage with clients regularly to understand their needs, preferences, and vision for their project. </li>
<li>Keep clients in the loop with proactive updates on project progress, installation timelines, and any changes. </li>
</ul>
</li>
<li>Project Status Updates
<ul>
<li>Deliver clear, timely updates on key milestones-design approval, production, and installation-so clients always know what's next. </li>
<li>Address delays or adjustments transparently, maintaining trust and setting realistic expectations. </li>
</ul>
</li>
<li>Issue Resolution 
<ul>
<li>Tackle challenges head-on, resolving client concerns with empathy and efficiency. </li>
<li>Partner with design, production, and installation teams to troubleshoot and find solutions that delight our clients. </li>
<li>Balance client happiness with business goals, ensuring a win-win outcome every time. </li>
</ul>
</li>
<li>Installation Coordination
<ul>
<li>Collaborate with clients to schedule installation dates, streamlining logistics for a seamless experience. </li>
<li>Bridge the gap between production and installation, ensuring a smooth handoff. </li>
<li>Confirm details and handle last-minute tweaks with poise and precision. </li>
</ul>
</li>
<li>Quality Assurance
<ul>
<li>Follow up post-installation to confirm clients are thrilled with their new space. </li>
<li>Maintain accurate project records in our CRM platform with an eye for detail. </li>
<li>Gather client feedback to fuel continuous improvement and elevate our service. </li>
</ul>
</li>
<li>Client Retention
<ul>
<li>Nurture long-term relationships through exceptional, personalized service. </li>
<li>Anticipate client needs and address concerns before they arise, showcasing our commitment to care. </li>
<li>Spot opportunities to enhance their experience with additional services or upgrades. </li>
</ul>
</li>
</ol>
Qualifications
<ul>
<li>Experience
<ul>
<li>Proven background in client communications, account management, or customer service. </li>
<li>Familiarity with project management processes is a plus, but a passion for learning is what counts. </li>
</ul>
</li>
<li>Skills
<ul>
<li>Outstanding verbal and written communication skills-clear, warm, and professional. </li>
<li>A knack for juggling multiple clients and projects without missing a beat. </li>
<li>Sharp problem-solving and conflict resolution skills to turn challenges into opportunities. </li>
<li>A detail-obsessed, organized mindset that keeps everything on track. </li>
<li>On occasion, be able to deliver materials to job sites. Company transportation will be provided. </li>
</ul>
</li>
</ul>
Location &amp; Pay Range
<ul>
<li>This position will be located at our Deerfield Beach facility. </li>
<li>The pay range is $60,000 - $75,000 annual salary, based on experience. </li>
</ul>
Why Inspired Closets?
At Inspired Closets, we're driven by excellence, craftsmanship, and a deep commitment to personalized solutions. Our goal? To leave every client with a space-and an experience-that exceeds their expectations. As part of our team, you'll play a key role in making that happen.
 Job Posted by ApplicantPro

<h3>Job Description</h3>
Job DescriptionDescription:
Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis.
 
 
Essential Duties and Responsibilities include the following. Other duties may be assigned.
<ul>
<li>Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs.</li>
<li>Review accounts on a monthly basis.</li>
<li>Build strong relationships with clients’ HR teams, senior managers, and other key stakeholders.</li>
<li>Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE.</li>
<li>Responsible for obtaining and revising necessary information on the account and completing all activity as required.</li>
<li>Work on new client implementations.</li>
<li>Prepare, Manage and understand and provide critical review of monthly reports</li>
<li>Ensure execution of contract and any renewal adjustments by working with finance and sales.</li>
<li>Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates</li>
<li>Work internally to create and maintain plan documents.</li>
<li>Mediate between client and carrier.</li>
<li>Create and update plan documents during and after Implementation</li>
<li>Create and update ID cards during and after Implementation</li>
<li>Maintain PPO Network contract application and Plan Cost Reports</li>
<li>Respond to Anthem Blue Cross Utilization Management update requests</li>
<li>Appropriately escalate issues and opportunities to Upper Management as need be.</li>
<li>Provides feedback to assist in the creation of performance improvement goals and development of training programs.</li>
<li>Ensure proper handling of customer issues and concerns.</li>
<li>Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.</li>
<li>Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management</li>
<li>Performs other duties and responsibilities as assigned by Management.</li>
</ul>
 
Supervisory Responsibilities: This job has no supervisor responsibilities
 
 
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Requirements:
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above.
 
 
Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
 
 
Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.
 
 
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
 
 
Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.
 
 
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.

Client Manager I

<h3>Job Description</h3>
Client Manager- Commercial Lines
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
 
The Opportunity
Based out of Cockeysville, MD, this full-time Client Manager is central to the Core Commercial Lines team of Maury, Donnelly, &amp; Parr, Inc. This person is responsible for managing and coordinating all assigned accounts and bonds.
 
DUTIES AND RESPONSIBILITIES:
<ul>
<li>Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.</li>
<li>Reviews endorsements for completion and accuracy.</li>
<li>Markets the account and reviews marketing placements.</li>
<li>Initiates and follows up on renewal applications.</li>
<li>Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.</li>
<li>Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.</li>
<li>Tracks claims, flags claim-heavy accounts and incorrectly written accounts.</li>
<li>Responsible for agency billing according to service standard.</li>
<li>Experience with surety bond portfolios and associated timelines. Preparing bonds, coordinating bond preparation, invoicing, obtaining bid results from customers and sending them to underwriters, requesting and analyzing financial statements, making recommendations to customers, sending financial information and negotiating terms with surety companies, and fielding leads for new prospective customers.</li>
<li>Performs other related duties as assigned by management.</li>
</ul>
 
QUALIFICATIONS:
<ul>
<li>Bachelor's Degree (BA) from four-year college or university, or 2-4 years of related experience and/or training, or equivalent combination of education/experience.</li>
<li>State Property and Casualty Insurance License required.</li>
<li>Computer skills required: Epic Online Database software; Microsoft 365 Suite.</li>
<li>Applied Epic Agency Management System experience.</li>
</ul>
 
COMPETENCIES:
<ul>
<li>Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.</li>
<li>Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.</li>
<li>Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.</li>
<li>Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.</li>
<li>Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.</li>
</ul>
 
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
<ul>
<li>Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.</li>
</ul>
 
PAY RANGE:
<ul>
<li>$55,000-$85,000</li>
</ul>
 
AVAILABLE BENEFITS:
Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.
 
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
 
You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
 
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. 
 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Visit our website to learn more about our organization: <a href="https://www.mdpins.com/" target="_blank">https://www.mdpins.com/</a>

Client Manager

<h3>Job Description</h3>
Job Description
Overview
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.
More reasons you’ll love working here include: 
<ul>
<li>Paid Time Off (PTO) after just 30 days </li>
<li>Additional parental and maternity leave benefits after 12 months </li>
<li>Adoption reimbursement program </li>
<li>Paid volunteer hours </li>
<li>Paid training and career development </li>
<li>Medical, dental, vision and life insurance </li>
<li>401k with employer match </li>
<li>Mortgage discount and area business discounts </li>
<li>Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court </li>
<li>Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon  </li>
<li>Gourmet cafeteria featuring homemade breakfast and lunch </li>
<li>Convenience store featuring healthy grab-and-go snacks </li>
<li>In-house Starbucks and Dunkin</li>
<li>Indoor/outdoor café with Wi-Fi</li>
</ul>
 
Responsibilities
<ul>
<li>Building and maintaining long-term relationships with broker accounts in all 50 states</li>
<li>Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes</li>
<li>Acting as your clients’ go-to resource for guidance and solutions</li>
<li>Delivering up-to-the-minute information about the latest products, resources and industry updates</li>
<li>Championing your brokers and striving to make every loan a success story</li>
<li>Monitoring the performance of accounts in your pipeline</li>
<li>Building and managing a strong pipeline of loans to meet and exceed sales goals</li>
</ul>
 
Qualifications
Must Have Qualifications:
<ul>
<li>High school diploma or equivalent</li>
<li>Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive</li>
<li>OR minimum one year of relationship based sales experience</li>
<li>Understanding the difference between retail and wholesale lending</li>
<li>Proven success in building business relationships</li>
<li>Confident communication skills and professionalism over the phone and face to face </li>
<li>Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task </li>
<li>Ability to take feedback and be coached up with the desire to get better every day</li>
<li>Hard workers who take accountability for their actions</li>
<li>Self-motivated with a strong work ethic and a positive attitude</li>
</ul>
Nice To Have Qualifications:
<ul>
<li>Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender</li>
<li>Inside sales and / or phone sales experience</li>
<li>A passion for the mortgage industry</li>
<li>Previous in a business to business sales model</li>
<li>A desire for a six figure income and motivated to work in a competitive sales environment</li>
</ul>
NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.

Client Relationship Manager

<h3>Job Description</h3>
Job Description
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.&nbsp;&nbsp;
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions.&nbsp;
Position Summary&nbsp;&nbsp;
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.&nbsp;
Primary Responsibilities&nbsp;
Primary Activities (at least 60% of time)&nbsp;&nbsp;
<ul>
<li>
Evaluates exposures, obtains quotes, review, negotiate and finalize quotes&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Determines Markets within Core Carrier Strategy&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Creates complete carrier submission and submits&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Obtains signed binding and notifies carriers&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Reviews binding documents for accuracy&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Contract Reviews&nbsp;&nbsp;
</li>
</ul>
Other Responsibilities, as applicable &nbsp;
<ul>
<li>
Set up and maintain accurate account details, contacts, and policy information in EPIC&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Attach, organize, and name documents in EPIC&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Create activities in EPIC and assign to applicable team member&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.&nbsp;&nbsp;
</li>
</ul>
Position Specific Skills/Qualifications&nbsp;
Work Experience&nbsp;&nbsp;
<ul>
<li>
3+ years’ experience in Commercial Property &amp; Casualty with a comprehensive understanding of insurance coverages&nbsp;&nbsp;
</li>
</ul>
Professional Licenses/Certifications&nbsp;
<ul>
<li>
Must hold state Property &amp; Casualty insurance license&nbsp;&nbsp;
</li>
</ul>
Essential Skills/Competencies&nbsp;
<ul>
<li>
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.&nbsp;
</li>
</ul>
<ul>
<li>
Able to understand new technology platforms quickly.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Proficient in agency management systems (EPIC) and carrier sites.&nbsp;
</li>
</ul>
<ul>
<li>
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Maintains effective relationships with clients, co-workers, and colleagues.&nbsp; Viewed as a team player and is cooperative and collaborative&nbsp;
</li>
</ul>
<ul>
<li>
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.&nbsp;&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.&nbsp;
</li>
</ul>
<ul>
<li>
Able to solve difficult problems that are not routine, but not overly complex.&nbsp;&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.&nbsp;&nbsp;
</li>
</ul>
<ul>
<li>
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. &nbsp;&nbsp;
</li>
</ul>
Education&nbsp;&nbsp;
<ul>
<li>
High School Diploma or equivalent experience.&nbsp;&nbsp;
</li>
</ul>
Physical Demands &amp; Working Conditions&nbsp;&nbsp;
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.&nbsp;
Equal Employment Opportunity&nbsp;
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.&nbsp;
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Commercial Lines Senior Client Manager

<h3>Job Description</h3>
Job Description
As part of this role you will: 
<ul>
<li>Work with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center to drive sales productivity while growing market share for deposits and loans.</li>
<li>Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as a part of the Sales Management Process.</li>
<li>Utilize the kiosk to provide education and help new and existing customers enroll in electronic banking products and services as needed.</li>
<li>Effectively utilize and mentor to the guided conversation to deepen client relationships and deliver the whole bank through cross selling and partner referrals to increase share of wallet.</li>
<li>Be the first person to provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps.</li>
<li>Manage all operational aspects of the banking center. Ensure successful results on the operational scorecard for the banking center.</li>
<li>Monitor and assist with the resolution of deposit and loan exceptions in a timely fashion to ensure compliance and improve the customer experience.</li>
</ul>
To be successful in this position, we require the following: 
<ul>
<li>High school diploma or equivalent (GED/HSE).</li>
<li>Experience - Over one (1) year of sales, management, banking, or related experience.</li>
<li>License - This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.</li>
<li>Other - Obtain Notary Public designation within six (6) months of employment.</li>
</ul>
The following would be a plus:
<ul>
<li>Demonstrated ability to sell and cross-sell bank products and services.</li>
<li>Consumer lending experience.</li>
<li>Supervisory or lead experience in the banking industry.</li>
<li>Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.</li>
<li>Bachelor’s degree.</li>
</ul>
First Merchants offers the following:
<ul>
<li>Base Pay PLUS Bonuses</li>
<li>Medical, Dental and Vision Insurance</li>
<li>401k</li>
<li>Health Savings and Flexible Spending Accounts</li>
<li>Vacation/Sick Time</li>
<li>Paid Holidays</li>
<li>Paid Parental Leave</li>
<li>Tuition Reimbursement</li>
<li>Additional Benefits</li>
</ul>
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!

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