Bachelor's degree or equivalent, experience in account management or client services, strong communication, analytical skills, and proficiency with Microsoft Office (Excel, Word, PowerPoint).
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Learning Management Systems (LMS), Student Information Systems (SIS), VitalSource Manage, Adoptions & Insights Portal
Sunstar Insurance Group: Regional independent insurance brokerage offering commercial and personal insurance solutions.
Manage a personal lines book, lead new business and renewal strategies (quoting, negotiation, endorsements), build client and underwriting relationships, ensure accurate submissions and data entry, and identify cross-sell opportunities.
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
2+ YOE2+ years in customer success/account management, associate degree or equivalent, strong communication, MS Office proficiency, experience running client reviews, and ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
P&C license (obtainable within 90 days), client-facing insurance experience preferred (2+ years preferred), strong communication and relationship-building skills, proficiency using agency CRM (Applied EPIC).
News-Press & Gazette Company: Operates local television stations and community newspapers across several states.
Experienced marketing/sales professional with strategic consulting, digital media (SEO/SEM/social/OTT/CTV) knowledge, strong communication and presentation skills, relationship-driven account management, and ability to grow client business.
Central BancompanyNASDAQ: CBC: Regional banking, commercial lending, and wealth management services provider.
7+ YOEBachelor's degree required; 7+ years in financial services client-facing role; ability to present complex investment topics; strong interpersonal and communication skills. CFA/CFP and graduate degree (MBA/MS Finance) preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
First State Community Bank: Community-focused personal and business banking and financial services.
Bachelor's degree required. FINRA Series SEI, 7 & 66 and Life & Health Insurance license required or ability to obtain within 6 months. Client-facing, portfolio management, and financial planning skills.
Edward Jones: Offers investment management and financial planning through local branches.
Providing administrative support to financial advisors, client service, account management, scheduling, documentation, and use of MoneyGuide, Salesforce, and Microsoft Office.