- USG Insurance Services, Inc. (Tampa, FL)
- …oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your ... of an existing production team for mentorship and training, developing their own book of business for their own production team, when eligible. The candidate should… more
- Anywhere Real Estate (Jacksonville, FL)
- …with Better Homes and Gardens Real Estate franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies,...changes, deal team, approvals and compliance issues within the Book of Business. Requirements: + At least 5 years… more
- Anywhere Real Estate (Jacksonville, FL)
- …of and in partnership with Coldwell Banker franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at… more
- PNC (Coral Gables, FL)
- …AMG banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion ... of sales revenue. PNC Employees take pride in our reputation...needed to be successful in this position. **Preferred Skills** Book Of Business, Client Satisfaction, Customer Retentions, Financial Management,… more
- Regions Bank (Orlando, FL)
- …reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are...relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Anticipates… more
- Checkmarx (Tallahassee, FL)
- Commercial Account Manager - Renewal + US- Remote + Sales + Full time + Office Checkmarx is the enterprise application security leader and the host of Checkmarx One ... renewals. **Responsibilities:** + Achieve renewal revenue targets within your assigned book of business. + Drive proactive renewal engagements with customers to… more
- AON (Tampa, FL)
- …carriers to collect data and provide quote recommendations. + Support the PEO sales team by preparing and distributing proposals, and responding to client inquiries. ... information - may be targeted specifically on a market/carrier book of business. + May have extensive interaction with...data and provide quote recommendations. + Support the PEO sales team by preparing and distributing proposals, and responding… more
- Paychex (St. Petersburg, FL)
- …a dedicated account manager, licensed broker, and internal liaison for a specific ' book of business' that is based on revenue and/or enrollment. Account Manager II ... customer service. + Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service… more
- The Hartford (Lake Mary, FL)
- …such as large deductibles and self-insured retentions. You will underwrite and manage a book of business as well as working with brokers and clients on servicing ... that book , driving new business opportunities, and developing relationships with...a robust pipeline of viable opportunities and displaying strong sales behaviors to successfully acquire new accounts. + Develop… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more