- First State Bank (Celina, TX)
- …clients and self-generated prospects, with a focus on relationship management and client retention . Essential Job Duties & Responsibilities: + Originate ... a primary point of contact, delivering consistent, high-quality service that strengthens client trust and maximizes retention . + Generate additional loan… more
- ReSource Pro (Millville, UT)
- …clients across the carrier, broker, and MGA segments - consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, ... and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm… more
- Proven IT (Merrillville, IN)
- …Meet or exceed activity targets for cold calls, meetings, presentations, and proposals. + Client Retention : Ensure high levels of client satisfaction and ... retention through regular communication and proactive account management. + Market Penetration: Increase market share within the target market segment through effective prospecting and business development efforts. Requirements + Bachelor's degree in… more
- First Horizon Bank (Charlotte, NC)
- …for new treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed. + Build general knowledge of Treasury ... Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** +… more
- Guardian Life (Indianapolis, IN)
- … client relationship for the development and growth of Guardian sales and client retention . + Understand territory dynamics to build, develop and maintain ... and maintaining broker and plan holder relationships to drive ongoing sales and retention of groups of 2-1,999 lives with a primary focus between 100-1,999 market.… more
- EMCOR Group (Pompton Plains, NJ)
- … retention , etc. + Manage technician/office employees. + Focus on client retention . Maintain customer satisfaction by providing efficient and courteous ... + Ensure the timely and successful delivery of our solutions to the client . + Facilitate communication between customer and account manager as needed. + Assist… more
- Principal Financial Group (Chicago, IL)
- …insights to inform leadership decisions. + Prepare dashboards and reporting on client health, retention , and growth opportunities. + Partner with distribution, ... position sits at the intersection of technology, data, and client experience, making it central to client -centric...and client experience, making it central to client -centric culture and commitment to excellence. + Business Management… more
- T. Rowe Price (Baltimore, MD)
- …and executive leaders when meeting with client firms to ensure optimal client experience, retention , and opportunity pipeline wins. + Apply a unique ... of sales goals, and successful implementation of strategic initiatives with and for client firms. This includes working closely with many of our clients' business… more
- S&P Global (NJ)
- …team to help develop client engagement initiatives and increase client retention rate. **Compensation/Benefits Information:** (This section is only ... business outcomes. **Responsibilities and Impact:** Subject Matter Experts provide front-line client support to our valued subscribers of our powerful, complex… more
- Sodexo (San Jose, CA)
- …consistent excellence. + **Lead initiatives** that strengthen financial results, improve client retention , ensure policy compliance, and elevate employee ... in the Bay Area. In this role, you'll oversee the execution of critical client programs, lead a top team of hospitality professionals, and ensure exceptional dining… more