- HUB International (Napa, CA)
- …The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree ... The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. **DUTIES &** **RESPONSIBILITIES:** + May… more
- Bank of America (College Station, TX)
- …Financial Solutions Advisor: Greater Houston Market Houston, Texas;Conroe, Texas; College Station, Texas; Kingwood, Texas; Houston, Texas; The Woodlands, Texas; ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
- Raymond James Financial, Inc. (Newtown, PA)
- …combined to form a functional group. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Assists Resident Manager at ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...and procedures. + May service clients in his/her own book of business. + Participates in community affairs as… more
- Raymond James Financial, Inc. (West Palm Beach, 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
- HUB International (Eden Prairie, MN)
- …journey. As a **Commercial Lines** **Account Manager II,** you will manage a book of new and renewal accounts by providing professional, courteous service to ... sized client relationships. You will work closely with the team ( Sales /Account Executive/Account Specialist/Strategic Account Executive) and other HUB personnel on… more
- Bank of America (Pittsburgh, PA)
- …Pittsburgh, Pennsylvania; Pittsburgh, Pennsylvania; Sewickley, Pennsylvania; State College , Pennsylvania; Bridgeport, West Virginia; Indiana, Pennsylvania; ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
- PNC (Chicago, IL)
- …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
- The Hartford (King Of Prussia, PA)
- …such as large deductibles and self-insured retentions. You will underwrite and manage a book of business as well as work with brokers and clients on servicing that ... book and new business opportunities and developing relationships and...a robust pipeline of viable opportunities and displaying strong sales behaviors to successfully acquire new accounts. + Develop… more
- Fifth Third Bank, NA (Sylvania, OH)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of bank customers, with ... and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective… more
- Fifth Third Bank, NA (Portage, IN)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of bank customers, with ... and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective… more