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62 First Source Account Manager Jobs Hiring Near You

Account Manager

Sunnyvale, CA · On-site

$110K - $155K/yr

... single source of truth. What Success Looks Like in the First 90 Days: * Every active, ICP-fit ... customer success, account management, or a growth/expansion role at a technical services ...

Prospect and generate first-time business from new accounts * Build and nurture relationships with ... Paid holidays * Long-term and Short-term disability Continuum Services is a single-source provider ...

SharePoint Developer

South Bend, IN · On-site

$48 - $62.75/hr

1st Source Bank - SharePoint Developer - 3 month contract to start Top Three Skills: 1. Experience ... Project management skills preferred. Detail oriented with a strong knowledge of testing and ...

SharePoint Developer

South Bend, IN · On-site

$48 - $62.75/hr

1st Source Bank - SharePoint Developer - 3 month contract to start Top Three Skills: 1. Experience ... Project management skills preferred. Detail oriented with a strong knowledge of testing and ...

Prospect and generate first-time business from new accounts * Build and nurture relationships with ... single-source provider with proven expertise, dependability, and scalability in four key areas ...

Prospect and generate first-time business from new accounts * Build and nurture relationships with ... single-source provider with proven expertise, dependability, and scalability in four key areas ...

Source samples from offshore suppliers and evaluate returned pricing * Analyze vendor pricing to ... Benefits eligibility begins the 1st of the month following 60 days of employment #DFWA #zrsdal

Account Manager

Addison, TX · On-site

$24 - $33/hr

Source samples from offshore suppliers and evaluate returned pricing. * Analyze vendor pricing to ... Benefits eligibility begins the 1st of the month following 60 days of employment.

Source samples from offshore suppliers and evaluate returned pricing * Analyze vendor pricing to ... Benefits eligibility begins the 1st of the month following 60 days of employment #DFWA #zrsdal

First Business Bank is aTop Workplaces USA company, learn morehere. At the heart of First Business ... OVERVIEW: The Account Manager supports the Accounts Receivable Financing team by assisting with ...

Account Manager

Norwell, MA · On-site

$61K - $98K/yr

... first approach. To learn more, please visit: Summary of Role: Elevate your career as an Account ... Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy ...

... first approach. To learn more, please visit: Summary: Elevate your career as an Account Manager II ... Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy ...

Account Manager

Norwell, MA · On-site

$61K - $98K/yr

... first approach. To learn more, please visit: Summary of Role: Elevate your career as an Account ... Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy ...

Account Manager

Norwell, MA · On-site

$61K - $98K/yr

... first approach. To learn more, please visit: Summary of Role: Elevate your career as an Account ... Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy ...

Account Manager

Norwell, MA · On-site

$55K - $105K/yr

... first approach. To learn more, please visit: Summary: Elevate your career as an Account Manager II ... Learning to reviewing contracts, benefit plan summaries, and carrier source documents for accuracy ...

Account Manager

VT · Remote

$47K - $60K/yr

The Account Manager II is responsible for working with Advisors/Client Executives and Account ... First draft of renewal presentation * Takes the lead on reviewing proposals and carrier source ...

Showing results 21-40

Insurance Risk Senior Advisor, 1st Source Insurance, Mishawaka, IN

1st Source

Mishawaka, IN • On-site

$125K - $125K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Job Title

POSITION SUMMARY: Responsible for sales and retention of new and existing accounts. This includes establishing and expanding relationships with other producers, bank personnel and clients to enhance client satisfaction and agency growth.

Essential Requirements

  • Coordinates new sales opportunities.
  • Meets with prospective clients to determine insurance needs.
  • Conducts presentations to business owners and c-suite executives, as needed.
  • Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs).
  • Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff.
  • Provides customer service support to CSAs and clients.
  • Develops rapport with relationship managers to foster referrals.
  • Refers business to banking centers.
  • Refers any additional business needs to other departments within insurance agency.
  • Must maintain a license in good standing with the IN State Department of Insurance.
  • Must have valid driver's license.
  • Regular and predictable attendance is an essential requirement of the position.
  • Completes all compliance training related to the position.
  • Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS: Performs all other duties as assigned.

Experience/Skills

  • Minimum of five (5) years commercial insurance sales experience required.
  • Knowledge of agency management systems.
  • Knowledge of carrier rating systems and coverages.
  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • Attention to detail.
  • Ability to work independently to achieve sales goals.
  • Good communication skills.

EDUCATION: Bachelor's Degree preferred.

LICENSES: Property & Casualty license required. At least one insurance designation required: CPCU, CIC, CRM, CSRM, ARM, AU, CAWC, CWCA, AINS.

TRAVEL REQUIREMENTS: Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT: MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.