- CVS Health (Harrisburg, PA)
- …our products and rate/fee levels with an emphasis on expanding the assigned book of business. They will also provide guidance, support, and strategic leadership ... among the service teams assigned to their book of business. The Account Executive will perform the...Account Executive will perform the following: - Meets assigned sales , retention and profitability objectives and seeks opportunities for… more
- CVS Health (Indianapolis, IN)
- …Develops strong personal and collaborative internal and external relationships to manage book of business (eg ACA, mid-size employer groups) to achieve customer ... Accountable for building and maintaining strong relationships with a locally-aligned book of business to ensure case renewal and retention. Responsibilities include… more
- BMO Financial Group (Los Angeles, CA)
- …all client and prospective client touchpoints and opportunities and management of the sales professional's book of business + Utilize the CRM platform to ... **Description** As a key member of the National Sales & Client Experience office at BMO Wealth...client contact standards are being met based on client book segmentation + Reinforcement of common goals & development… more
- PNC (Chicago, IL)
- …Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a...a role. Listed below are skills, competencies, work experience, education , and required certifications/licensures needed to be successful in… more
- AON (Berkeley Heights, NJ)
- …Risk Leader for Aon New Jersey + Drive individual goal achievement by managing a book of business. In addition, own responsibility for an individual sales goal ... Executives marshal appropriate Aon resources to support retention and sales efforts and to assist clients + Drives and...proficient in the use of Aon specific software tools. Education : Bachelor's degree or equivalent years of industry experience… more
- ICW Group (FL)
- …management objectives are met, through the generation and maintenance of a profitable book of business in accordance with Company goals and guidelines. **While this ... **ESSENTIAL DUTIES AND RESPONSIBILITIES** Drives and manages a profitable and growing book of business. + Sells, services and maintains a producer force that… more
- PNC (Pittsburgh, PA)
- …retain clients. Is accountable for ongoing exceptional client experience. Helps support a book of business. + Coordinates with team to determine action plan through ... to meet client goals. Holds team accountable for deliverables. + Helps grow a book of business through support of client expansion and new client acquisition. Helps… more
- Travelers Insurance Company (Alpharetta, GA)
- …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive,...and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency … more
- Travelers Insurance Company (Diamond Bar, CA)
- …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... evaluate risk to achieve business goals within an assigned book of business. This role is seen as a...and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency … more
- KeyBank (Hartford, CT)
- …consistent advisory delivery, while managing fiduciary risk. They advise clients in their book as well as those in their market in accordance high professional ... external client advisors (attorneys, accountants, etc.) to deliver advice **Growth of Book of Business** + Works closely with the Relationship Management Team to… more