field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

city

state

<h3>Job Description</h3>
Job Description
Probitas is a wealth management firm dedicated to providing affluent executives, business owners, and their families with a first-class, highly personalized approach to wealth management. We deliver unparalleled, concierge-level service and strive to elevate our clients’ wealth through comprehensive financial planning and guidance across all aspects of their lives.
We have an immediate opening for a Client Relationship Manager (CRM) in our Newport Beach office. The ideal candidate will have experience in financial services, including operational business processing and client service; marketing experience a plus, but not required. This role supports the firm’s president and senior advisor, focusing on delivering a superior client experience.
Summary of Essential Duties
The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. This position requires strong communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads, meet deadlines, and maintain attention to detail is critical.
General Responsibilities
<ul>
<li>Serve as the primary contact for client service inquiries, issues, and resolutions.</li>
<li>Address client questions and manage account needs.</li>
<li>Participate in client meetings as needed.</li>
<li>Plan and execute multi-faceted marketing campaigns using automated tools.</li>
<li>Maintain and update the firm’s website.</li>
<li>Provide general administrative support as needed.</li>
</ul>
Expected Outcomes
A successful CRM will:
<ul>
<li>Ensure smooth daily operations and increase the firm’s operational efficiency.</li>
<li>Maintain high client satisfaction through exceptional service, prompt follow-ups, and proactive problem-solving.</li>
<li>Ensure accurate and timely processing of paperwork.</li>
<li>Create capacity for the firm’s president by efficiently managing tasks and responsibilities.</li>
</ul>
Requirements
Knowledge, Skills &amp; Attributes
<ul>
<ul>
<li>Minimum 3 years of experience in the financial services industry.</li>
<li>At least 2 years in a client service/operations role.</li>
<li>Series 7 and 66 or 65 licenses are strongly preferred but not required.</li>
<li>Strong problem resolution and organizational skills with the ability to multi-task and meet deadlines.</li>
<li>High level of accuracy and attention to detail.</li>
<li>Proficiency in Mac operating system.</li>
<li>Exceptional oral, written, and interpersonal communication skills.</li>
<li>Ability to maintain confidentiality and integrity.</li>
<li>Positive attitude, professional demeanor, and eagerness to learn.</li>
<li>Ability to manage a heavy workload with energy and enthusiasm.</li>
</ul>
</ul>
Benefits
We value our team and offer*:
<ul>
<li>Competitive salary - $70k - $80k, commensurate with education and experience.</li>
<li>Holidays, vacation (starting in year two of employment), and sick leave.</li>
<li>Opportunities for growth and professional development.</li>
<li>Work-life balance with 32–40-hour week flexibility after the training period.</li>
<li>A friendly, collegial environment.</li>
</ul>
*Waiting periods may apply. 
Ready to Apply?
If this role resonates with you, we want to hear from you! Submit your application through this listing. No agencies, please.
We appreciate your interest and will contact candidates who best match our firm’s needs.

Client Relationship Manager

<h3>Job Description</h3>
Job DescriptionCalling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them? Opportunity: This role presents a guided path to leadership opportunities. The candidate successful in this role will have foundational leadership skills that will prepare them for a bigger scope of responsibility within the organization. Thrive SPC is excited about investing in our employees with structured coaching, mentoring, and leadership development. We seek a Client Relationship Manager who can hit the ground running – cultivating and managing relationships with the parents of our clients and the nurses who care for them. This is a terrific opportunity to build and “grow your own business” sharing in the personal and financial rewards of a service role in the healthcare industry. We’re building our next generation of Location Directors by investing in people like YOU! Come grow with us! Thrive Skilled Pediatric Care’s purpose is simple, to provide high quality clinical home care to medically fragile children so they can grow and flourish to their full potential. We deliver this through our commitment to our purpose, our passion for what we do, and our pride in contributing to the health and wellbeing of children and their families. Requirements:
<ul>
<li>New College Grads Welcome to apply! Thrive SPC will train and develop candidates with the right mix of compassion, dedication and determination and those who embody our purpose and core values. </li>
<li>Bachelor’s degree required or equivalent work experience.</li>
<li>Minimum of 2 years sales or service experience in fast-paced environment.</li>
<li>Demonstrated success in building long-term relationships with a broad range of people.</li>
<li>Experience recruiting/hiring candidates desired.</li>
<li>Dynamic interpersonal and communication skills.</li>
<li>Results-oriented with a proven ability to work independently, as well as with a team, to deliver on expected performance results. A can-do attitude is a must.</li>
<li>Excellent organizational and oral/written communication skills.</li>
<li>Home care or health care experience desired.</li>
<li>Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and other systems.</li>
</ul>
 Responsibilities:
<ul>
<li>Maintains and updates staffing needs of our patients and their families in a timely manner.</li>
<li>Coordinates the opening of new patient referrals in partnership with the Clinical Supervisor.</li>
<li>Utilizes Thrive SPC's applicant tracking system to engage and convert nurses and other care team members after initial screening and submission of the candidates from the Talent Acquisition Team.</li>
<li>Seeks and engages in opportunities to attract nurses through passive methods: sourcing, employee referrals, local job fairs, etc. to successfully fill the needs of open cases.</li>
<li>Takes responsibility to ensure the nurses desired hours are met weekly to ensure retention of the team members.</li>
<li>Works closely with Onboarding Specialist to ensure all nurse credentials are up to date.</li>
<li>Utilizes strategic staffing methods to optimize the care coverage for all patients and nurses, including communication of all schedule changes, ensuring patients are staffed to meet the patient/guardian’s needs with an appropriately skilled clinician, and within insurance authorization.</li>
<li>Handles on-call responsibilities, responding to employee and client needs, and covering open shifts.</li>
</ul>
 About Thrive Skilled Pediatric Care Thrive Skilled Pediatric Care provides care to children who most need it, in the place that is best for them and their families – home. We offer a full range of clinical home care services and work collaboratively to ensure our patients receive the highest quality care for the best possible outcomes. Thrive SPC team members work in a rewarding, supportive and values-driven environment, with comprehensive benefits and best-in-class development programs designed to advance their careers.

<h3>Job Description</h3>
Job DescriptionDescription:
What LINKBANK Offers: 
 
Annual salary between: $55,000.00 - $99,044.00
<ul>
<li>All Employee Incentive Plan – annual bonus</li>
<li>Relationship Manager Incentive Plan</li>
</ul>
Benefits (first of the month following date of hire):
<ul>
<li>Medical / Dental / Vision Coverage for employee and families</li>
<li>Life Insurance / Short and Long Term Disability – employer paid</li>
<li>Voluntary Life and AD&amp;D Options for employee, spouse and children</li>
</ul>
Retirement (first of the month following 90 days of employment):
<ul>
<li>Employer match 50% up to 6% of employee’s bi-weekly salary deferral</li>
<li>Auto enrolled and auto escalated</li>
</ul>
Annual Paid Time off
<ul>
<li>120 hours of Paid Time off (Vacation/Sick and Safe)</li>
<li>40 hours of Family Care time</li>
<li>40 hours of Sick &amp; Safe Leave</li>
<li>24 hours of Volunteer time</li>
<li>8 hours of Birthday time</li>
<li>11 paid holidays</li>
</ul>
Other Benefits
<ul>
<li>Education Assistance</li>
<li>Employee Stock Purchase Program (buy at 5% discount)</li>
<li>Employee Referral Program</li>
<li>Paid Parental Leave</li>
</ul>
General Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish):
Oversees the operations of Solution Center through a team of Client Solution Specialists and/or Client Solutions Administrators. Responsible for the execution and coordination of all branch sales and deposit-gathering activities to include small business development. Responsible for the development, execution, and implementation of the branch sales plans to effectively gain and expand both business and retail relationships and provide referrals to business partners in helping to achieve bank-wide sales, deposit and service goals.
Essential Functions/Duties (A few accountabilities that cover the tasks, duties and responsibilities that are most important to get the job done, listed in priority order. Describe what must be accomplished including supervision or management responsibilities and quality and quantity standards.):
<ol>
<li>Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.</li>
<li>This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client service to all members of LINKBANK.</li>
<li>Responsible for providing leadership, coaching and encouragement to a team of Client Solutions Specialists and/or Administrators to attain solution center sales, deposits and service goals; this includes filling in to assist customers when needed.</li>
<li>Oversees the efficient operation of the solution center through Client Solution team. Oversee and ensure that the solution centers operate in compliance with the Bank’s operating and security policies and procedures.</li>
<li>Responsible for the retail and small business functions in the solution center and within the community; including addressing customer concerns and issues.</li>
<li>Maintains a proficient level of knowledge of Small Business Lending.</li>
<li>Proficient understanding of Mortgage lending to field referrals to the mortgage team.</li>
<li>Leads in the development and successful accomplishment of the solution center market plan. In conjunction with other leadership, ensures that each team member understands their part in meeting LINKBANK goals and encourages team members to meet these goals. Ensures that team members know the Bank’s products through regular sales and product knowledge meetings and on the job coaching.</li>
<li>Responsible for development of and adherence to departmental budget.</li>
<li>Actively call on clients and prospects to ensure satisfaction and deepen the relationship with needs-based selling.</li>
<li>Meet with clients and prospects to understand their business and its products, gather information to submit loan underwriting.</li>
<li>Develop and actively call referral sources to obtain leads.</li>
</ol>
 
Requirements:
Minimum Qualifications:
Education/Training: High School Diploma or equivalent. 
Knowledge/Skills/Abilities:
<ul>
<li>Ability to juggle multiple priorities with clear direction from supervisor.</li>
<li>Ability to generate new business by outbound calling, generating referrals and involvement in the local community.</li>
<li>Attention to detail, problem solving and the ability to be proactive.</li>
<li>Knowledge of bank products and services.</li>
<li>Skilled in engaging clients/prospects in a sales conversation and optimizing sales opportunities.</li>
<li>Strong ability to comply with policies and procedures.</li>
<li>Strong computer knowledge and Microsoft Windows skills required.</li>
<li>Involvement in community groups/events and strong networking skills.</li>
<li>Strong interpersonal, communication, leadership, and organizational skills.</li>
<li>Strong sales skills.</li>
<li>Satisfactorily completes required annual regulatory training.</li>
</ul>
 
Experience: At least four (4) years cash handling, client service, management, and sales experience.
Required Certification/Licenses:
Travel Requirements: Ability to travel to all locations in the bank’s footprint as needed. Ability to visit client sites as needed.
Physical and Mental Job Requirements:
<ul>
<li>Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and their co-workers.</li>
<li>Must be able to read and comprehend sometimes complex operations specifications and details to process transactions accurately, while providing security awareness at all times.</li>
<li>Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.</li>
<li>Must have visual acuity required to work at a computer terminal.</li>
<li>Mobility enough to coordinate activities in the department, including frequent standing, walking and sitting, and lifting no more than 20 pounds may be required. </li>
</ul>
 
Working Conditions:
Indicate how often the following physical demands are required to perform the Essential Functions listed above.

Manager, Client Solutions

<h3>Job Description</h3>
Job Description
Client Relations &amp; Sales Manager 
Company: Million Air Reports to: Executive Vice President of Global Development
Objective
The Client Relations &amp; Sales Manager will attract, develop, and maintain client relationships through outstanding customer service while driving fuel sales, hangar sales, and event revenue. They will ensure every tail is touched, tracking and engaging with all transient customers, optimizing hangar occupancy, and reviewing tenant status to maximize revenue. Additionally, they will be responsible for meeting sales KPIs, achieving growth and revenue targets, and reporting results directly to the EVP.
Key Responsibilities
<ul>
<li>Client Relationship Development - Build and maintain relationships with corporate flight departments, private jet owners, and key industry partners.</li>
<li>Direct Customer Engagement - Act as the primary contact for customers and senior executives, ensuring a seamless experience.</li>
<li>Ensure Every Tail is Touched - Track and engage all transient aircraft, ensuring every customer is contacted and provided with outstanding service.</li>
<li>Fuel Sales Growth - Develop and execute strategies to increase fuel sales, identifying and attracting new clients.</li>
<li>Hangar Sales &amp; Leasing - Market and fill available hangar space, ensuring optimal occupancy and revenue.</li>
<li>Event-Driven Revenue - Plan and execute events that drive additional revenue and increase customer engagement.</li>
<li>Meet Sales KPIs &amp; Growth Targets - Consistently achieve sales performance goals, ensuring revenue and business growth targets are met.</li>
<li>Industry Networking &amp; Travel - Attend trade shows, seminars, and conferences, representing Million Air and expanding business opportunities.</li>
<li>Market Analysis - Assess the territory's potential, track competitors, and determine the value of existing and prospective customers.</li>
<li>Strategic Sales Planning - Personalize and execute a sales strategy for the location, coordinating with marketing and other departments.</li>
<li>CRM &amp; Reporting - Utilize CSI 2.0, WINGX, Salesforce, T-FBO, and FuellerLinx to log sales activity, track customer interactions, monitor fuel and hangar sales, and generate daily, weekly, and monthly reports for the EVP.</li>
<li>Customer Service &amp; Retention - Work with LSPs, Valet, and CSRs to welcome and retain new customers and tenants through exceptional service.</li>
<li>Cross-Selling Million Air Services - Promote additional services, including maintenance, charter, and FBO offerings at other locations.</li>
<li>Security &amp; Badging Oversight - Manage the security badging system, ensuring proper access control for employees and customers.</li>
<li>Problem Resolution - Address and resolve customer service issues, ensuring a high level of client satisfaction.</li>
</ul>
Qualifications
<ul>
<li>Proven sales experience in private aviation, FBO operations, or luxury hospitality.</li>
<li>Strong understanding of fuel sales, hangar leasing, and transient customer engagement.</li>
<li>Proven ability to meet and exceed sales KPIs and revenue targets.</li>
<li>Proficiency in CSI 2.0, WINGX, Salesforce, T-FBO, and FuellerLinx preferred.</li>
<li>Excellent relationship-building, negotiation, and communication skills.</li>
<li>Self-motivated, results-driven, and able to work independently.</li>
<li>Willingness to travel and represent Million Air at industry events.</li>
<li>Ability to thrive in a fast-paced, customer-focused environment.</li>
</ul>
Why Join Million Air?
<ul>
<li>Lead sales efforts at a high-profile private aviation location.</li>
<li>Be part of an industry leader known for excellence and innovation.</li>
<li>Work with a dynamic team committed to redefining luxury aviation services.</li>
<li>Opportunity for professional growth and performance-based incentives.</li>
</ul>
If you're ready to elevate your aviation sales career, apply now and join Million Air's mission to set the standard in private aviation!

Client Relations & Sales Manager

<h3>Job Description</h3>
Job Description
Vermont Client Care &amp; Community Relations Manager Griswold Home Care – Vermont Region
At&nbsp;Griswold Home Care, we believe every senior deserves to age in place—surrounded by dignity, comfort, and the familiar beauty of home. In the heart of Vermont, where maple trees rise and communities thrive, we’re looking for a&nbsp;warm, driven, and compassionate leader&nbsp;to become the face and heart of our care services across the region.
 What You’ll Do:
<ul>
<li>Lead with Heart&nbsp;– Recruit, support, and inspire a team of dedicated caregivers delivering top-tier home care.</li>
<li>Champion Our Mission&nbsp;– Build strong relationships with referral partners, healthcare professionals, and local organizations.</li>
<li>Be a Steady Presence&nbsp;– Participate in the on-call rotation to ensure client needs are met with excellence and care.</li>
<li>Grow Community Awareness&nbsp;– Blend your love for caregiving with outreach, marketing, and business development initiatives.</li>
<li>Reflect Vermont’s Spirit&nbsp;– Embody the hardworking, community-centered, and heart-filled values of the region.</li>
</ul>
&nbsp; Who You Are:
<ul>
<li>Experienced in senior care, healthcare, or caregiver team management.</li>
<li>Naturally friendly, warm, and approachable—with the drive and initiative to grow and lead.</li>
<li>Skilled at connecting with families, seniors, doctors, discharge planners, and community partners.</li>
<li>Passionate about helping seniors age with grace and dignity in the comfort of their own homes.</li>
<li>Deeply appreciative of Vermont’s beauty, values, and tight-knit community spirit.</li>
</ul>
&nbsp; This Role Offers:
<ul>
<li>Monthly&nbsp;Incentive&nbsp;Opportunities</li>
<li>Paid Time Off</li>
<li>401k Option after 1 year of&nbsp;employment</li>
<li>A meaningful opportunity to truly impact the lives of Vermont’s seniors.</li>
<li>A leadership position with creative freedom and growth potential.</li>
<li>A supportive team culture grounded in respect, integrity, and heart.</li>
<li>The beauty of Vermont as your “office”—from quiet villages to mountain vistas.</li>
<li>The chance to be part of a company where&nbsp;love, honor, and dignity&nbsp;are more than words—they’re how we live and work.</li>
</ul>
Salary will be compensatory based on experience
Ready to make a difference in Vermont? Apply today and help&nbsp;Griswold Home Care&nbsp;continue to be Vermont’s trusted name in exceptional, compassionate senior care.
Griswold Home Care Honoring Seniors. Embracing Community. Celebrating Vermont

Vermont Client Care & Community Relations Manager

<h3>Job Description</h3>
Job DescriptionNashville, TN - hybrid work schedule We are currently seeking a Client Manager to join our growing Employee Benefits Insurance team. You will be marketing new and renewal business, preparing analysis of alternative benefit proposals, and processing enrollment paperwork. Other tasks include participating in client meetings, leading annual enrollment meetings for clients and maintaining insured info in our agency management system. Major Responsibilities:
<ul>
<li>Manage a book of business comprised of fully insured and self-insured clients.</li>
<li>Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li>
<li>As needed, preparation of materials needed for client meetings. </li>
<li>Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li>
<li>Set up new group insurance contracts for existing clients or new clients.</li>
<li>Manage the renewal process including the preparation of appropriate contractual changes.</li>
<li>Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li>
<li>May be responsible for the marketing and placement of new benefit products.</li>
<li>Prepare client application for review</li>
<li>Determine most appropriate carriers</li>
<li>Analyze and compare carrier quotes and coverage offerings</li>
<li>Make recommendations to clients</li>
<li>Develop alternative strategies, plan modeling and cost reduction opportunities.</li>
</ul>
 #ZR
#LI-SC1
Company DescriptionA Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match. 
<h3>Company Description</h3>
A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. \r\n\r\nIncendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. \r\n\r\nWith over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.

Employee Health & Benefits Client Manager

<h3>Job Description</h3>
Job Description Position is located in Richmond and will work a hybird work schedule. We are currently seeking a Client Manager to join our growing Employee Benefits Insurance team. You will be marketing new and renewal business, preparing analysis of alternative benefit proposals, and processing enrollment paperwork. Other tasks include participating in client meetings, leading annual enrollment meetings for clients and maintaining insured info in our agency management system. Major Responsibilities:
<ul>
<li>Manage a book of business comprised of fully insured and self-insured clients.</li>
<li>Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li>
<li>As needed, preparation of materials needed for client meetings. </li>
<li>Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li>
<li>Set up new group insurance contracts for existing clients or new clients.</li>
<li>Manage the renewal process including the preparation of appropriate contractual changes.</li>
<li>Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li>
<li>May be responsible for the marketing and placement of new benefit products.</li>
<li>Prepare client application for review</li>
<li>Determine most appropriate carriers</li>
<li>Analyze and compare carrier quotes and coverage offerings</li>
<li>Make recommendations to clients</li>
<li>Develop alternative strategies, plan modeling and cost reduction opportunities.</li>
</ul>
 #ZR #LI-HE1 Company DescriptionA Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match. 
<h3>Company Description</h3>
A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. \r\n\r\nIncendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. \r\n\r\nWith over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.

<h3>Job Description</h3>
Job DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Charlotte, North Carolina Our Charlotte, NC based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines mid-market to large accounts. The position will be required to respond to commercial client calls about policy and coverage questions and consult with clients on policy changes. Responsibilities: 
<ul>
<li>Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.</li>
<li>Research and compile answers to client policy and coverage questions</li>
<li>Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client</li>
<li>Experience with multiple carrier underwriters</li>
<li>Identify, compile and manage information regarding account renewal</li>
</ul>
Qualifications 
<ul>
<li>5 or more years of insurance industry experience related to servicing commercial accounts</li>
<li>NC Property and Casualty license</li>
<li>Applied ( EPIC) or AMS360 software experience preferred</li>
<li>Knowledge of Insurance and/or Brokerage business</li>
<li>Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)</li>
<li>Verbal and written communication skills</li>
</ul>
 All inquiries will be kept 100% confidential Apply direct to <a href="mailto:mnugent@aprcareers.com" target="_blank">mnugent@aprcareers.com</a>

Commercial Lines Account Manager | Client Manager

<h3>Job Description</h3>
Job DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Philadelphia, PA Our Philadelphia, PA based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines mid-market to large accounts. The position will be required to respond to commercial client calls about policy and coverage questions and consult with clients on policy changes. Responsibilities: 
<ul>
<li>Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.</li>
<li>Research and compile answers to client policy and coverage questions</li>
<li>Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client</li>
<li>Experience with multiple carrier underwriters</li>
<li>Identify, compile and manage information regarding account renewal</li>
</ul>
Qualifications 
<ul>
<li>5 or more years of insurance industry experience related to servicing commercial accounts</li>
<li>PA Property and Casualty license</li>
<li>Applied ( EPIC) or AMS360 software experience preferred</li>
<li>Knowledge of Insurance and/or Brokerage business</li>
<li>Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)</li>
<li>Verbal and written communication skills</li>
</ul>
 All inquiries will be kept 100% confidential Apply direct to <a href="mailto:mnugent@aprcareers.com" target="_blank">mnugent@aprcareers.com</a>

About Us
Pace Analytical Services
Pace makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace ensures our air, water, soil, and more are safe.
 Job Description SUMMARY: Responsible for project setup, oversight of sample receipts, monitoring project status, and ensuring that samples are collected, analyzed, documented, and reported in conformance with client requirements, as well as project closure. This position can expect to carry up to $2M in revenue depending on experience, client assignments and other business needs while providing excellent technical and customer-centric service. ESSENTIAL FUNCTIONS:
<ul>
<li>Onboards new clients, provides comprehensive training and resources to understand products and services; sets up initial client profile and data in LIMS correctly and accurately.</li>
<li>Builds and maintains strong, long-term relationships, serves as the primary point of contact for client inquiries and issues, and conducts regular check-ins with clients to ensure satisfaction.</li>
<li>Addresses client concerns and resolves issues promptly, coordinates with the lab functions/departments to ensure timely completion of client work or resolution of problem. Provides ongoing education and training to clients to help them maximize product usage.</li>
<li>Monitors client's health and proactively addresses potential churn risks, develops and executes strategies for client retention and contract renewals in partnership with sales and operations. Identifies upsell and cross-sell opportunities and communicates to sales and operations.</li>
<li>Provides project planning/timing with lab, sales and the client and ensures the project is set up correctly in LIMS, pricing is accurate, and details are communicated to the respective parties.</li>
<li>Identifies and resolves project issues promptly.</li>
<li>Reviews project deliverables to ensure they meet quality standards and client requirements; manages client feedback and ensures continuous improvement.</li>
<li>Maintains clear and consistent communication with clients and internal teams; prepares and delivers project status reports on progress, risks and issues.</li>
<li>Conducts project closure to ensure final deliverables and client satisfaction are confirmed, client is invoiced, evaluates project success, and support accounting needs regarding invoicing/payment.</li>
<li>Works closely with cross-functional teams to ensure project outcomes align with client objectives.</li>
<li>Contributes to the efficiency and effectiveness of the department's service to its customers by offering suggestions and directing or participating as an active member of a work team.</li>
<li>Promotes and supports the overall mission of Pace by demonstrating courteous and cooperative behavior when interacting with customers and staff; acts in a manner that promotes a harmonious and effective workplace environment.</li>
</ul>
 QUALIFICATIONS: Education and Experience:
<ul>
<li>Bachelor's degree in business administration, chemistry, biology, or a closely related field; AND two (2) years of customer service experience; OR an equivalent combination of education, training, and experience.</li>
</ul>
 Required Knowledge and Skills Required Knowledge:
<ul>
<li>Principles, practices, and techniques of customer service.</li>
<li>Applicable industry laws, codes, and regulations.</li>
<li>Computer applications and systems related to the work.</li>
<li>Understanding of dealing with a variety of individuals from various socio-economic, ethnic, and cultural backgrounds, occasionally where relations may be confrontational or strained.</li>
<li>Principles and techniques of providing effective oral presentations.</li>
<li>Principles and practices of program planning, development, and evaluation.</li>
<li>Correct business English, including spelling, grammar, and punctuation.</li>
</ul>
 Required Skills:
<ul>
<li>Performing and providing professional-level customer service in a variety of markets.</li>
<li>Training others in policies and procedures related to the work.</li>
<li>Interpreting, applying, and explaining applicable laws, codes, and regulations.</li>
<li>Preparing functionals reports, correspondence, and other written materials.</li>
<li>Using initiative and independent judgment within established organizational and department guidelines.</li>
<li>Using tact, discretion, and prudence in working with those contacted in the course of the work.</li>
<li>Performing effective oral presentations to large and small groups across functional peers and the department.</li>
<li>Contributing effectively to the accomplishment of team or work unit goals, objectives, and activities.</li>
<li>Establishing and maintaining effective working relationships with a variety of individuals contacted in the course of the work.</li>
</ul>
 WORKING ENVIRONMENT: Work is performed in an office setting. Additional Information
Benefits
80 hrs of paid vacation per year, 7 paid holidays per year, 2 floating holidays per year (prorated based on start date), 40 hrs paid sick time per year, paid bereavement leave (days based on relation to the employee), 8 hrs paid volunteer time per year, parental leave, medical, dental, vision, voluntary short-term disability, long-term disability, life insurance, voluntary supplemental life insurance, traditional 401k and ROTH 401k with a company match, HSA, FSA, employee referral bonus, employee assistance program, tuition reimbursement program, employee recognition program, voluntary ID theft coverage, voluntary legal coverage, voluntary accident insurance, voluntary hospital indemnity insurance, and voluntary critical illness insurance. 
Equal Opportunity Employer
Pace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, religion, genetics, protected veteran status, national origin, sex, age, disability, marital status, sexual orientation, gender identity or expression, citizenship, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 Work Schedule Monday through Friday, 8:00 AM to 5:00 PM

52,774 client-manager Jobs