- Lucid Software (Columbus, OH)
- …Salesforce or similar CRM + Experience in building personal relationships and expanding existing book of accounts (as an Account Manager , or similar role) + ... Ability to manage a large number of prospects and opportunities simultaneously + Experience with Outreach or similar workflow software + Skilled in selling a product against direct and indirect competitors + BA/BS degree or equivalent \#LI-MG1 #LI-Remote We… more
- Bon Secours Mercy Health (Warren, OH)
- …courses as indicated required. **EXPERIENCE:** + Previous unit secretary or office manager experience or equivalent required. + Medical terminology and use of ... surgical procedures. I. Refers conflicts to Resource Coordinator or Manager . J. Follows established guidelines for scheduling the number...by room and by time. C. Maintains surgical log book for AOA. D. Compiles census statistics and distributes… more
- Zurich NA (Independence, OH)
- …have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers ... either an Underwriting Specialist OR Executive Underwriter. The hiring manager will determine the appropriate level based upon the...evaluation and pricing to generate and maintain a profitable book of new and renewal business + You will… more
- KeyBank (Cleveland, OH)
- …service to the client. + Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. + ... + Works with each market's District President and Sales Manager to ensure that the investment teams available within...qualified employees who are maintaining and growing the investment book of business. + Creates an atmosphere of communication… more
- UMB Bank (Columbus, OH)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more
- PNC (Westlake, OH)
- …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service,… more
- Hotel Equities (Akron, OH)
- …banks + Stays current with developments in the hotel by reviewing the communication log book each shift; updates log book for next shift + Report potential sales ... + Same-day pay available + Employee Assistance Program + Career Growth Opportunities/ Manager Training Program + Reduced Room Rates throughout the portfolio + Third… more
- Kemper (Cincinnati, OH)
- …and pass the licensing exams. Once licensed, you will be assigned an existing book of business, a portfolio of current customers from whom you'll collect monthly ... by being assigned a territory (called an agency) with an established book of business and existing customers._ **_Day-to-Day Activities:_** + _Conducting sales… more
- Zurich NA (Columbus, OH)
- …basis, we are also open to virtual candidates in Ohio.You will partner with your manager to set a flexible work schedule that supports you, our customers, and our ... AVP, Underwriting Director - E&S Casualty level. The hiring manager will determine the appropriate level based upon the...evaluation and pricing to generate and maintain a profitable book of new and renewal business + You will… more
- UMB Bank (Columbus, OH)
- …customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager (s) by performing daily support activities related to client relationships ... and keep respective Relationship Manager informed when appropriate + Act as point of contact for Commercial Banking clients for all servicing requests related to… more