Commercial Finance Account Manager
4 weeks ago
KI Finance Inc is seeking a skilled Account Manager to join our team. As a Wholesale Account Manager, you will be responsible for day-to-day account management for clients with complex coverage needs.
Key Responsibilities:- Building and maintaining long-term relationships with clients/dealers in assigned region
- Consultant and Business Partner: Functions as a consultant and business partner to assigned client region, work closely with analysts, and provide best in class customer service
- Designs and executes improvements for process and procedures so that established goals are met
- Acts as escalation point person overseeing complex client/dealer issues, coordinating internal stakeholders and swiftly bringing issues to resolution
- Communication: Actively and consistently communicates with clients and internal teams
- Evaluate and understand customer needs and requirements
- Own and drive the entire cycle from on-boarding to close for new customer expansions
- Work collaboratively with people at all levels and across functions and cultures
- Provide ongoing support to assigned clients by responding to inquiries and requests, proactively identifying and resolving issues, and leading regular program reviews
- A bachelor's degree with preference to business management/ finance or related field
- 2+ years of customer service experience in a business services or similar environment, or an equivalent combination of education and work experience
- Relationship management experience preferred
- Strong interpersonal skills, including the ability to work as part of a team, and lead cross-functional team efforts
- Excellent communication (written, verbal, non-verbal) and active listening skills.
- Strong organizational skills, and superior attention to detail
- Travel requirement up to 20% within assigned region
- Proficient in technology including Microsoft Office, CRM's and the ability to multi-task
- Skilled at conflict resolution to satisfy customer needs/wants
- Ability to follow through all tasks assigned and notifying involved parties
- Ability to manage multiple tasks and achieve deadlines under pressure
Flexible work from home options available.
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Commercial Finance Account Manager
3 weeks ago
Raleigh, North Carolina, United States KI FINANCE INC Full timeAt KI Finance Inc., we are seeking a highly skilled Wholesale Account Manager to join our team. The ideal candidate will possess a wide range of commercial lines account management skills, including customer service, administration, stocking audits, and remediation.The Wholesale Account Manager is responsible for day-to-day account management for clients...
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Commercial Finance Account Manager
4 weeks ago
Raleigh, North Carolina, United States KI FINANCE INC Full timeJob OverviewKI Finance Inc is seeking a skilled Wholesale Account Manager to join our team. As a key member of our commercial finance team, you will be responsible for managing complex customer accounts, providing exceptional customer service, and driving business growth.Key ResponsibilitiesBuild and maintain long-term relationships with clients and dealers...
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Account Manager
1 month ago
Raleigh, North Carolina, United States KI FINANCE INC Full timeWholesale Account Manager Job DescriptionWe are seeking a highly skilled Wholesale Account Manager to join our team at KI Finance Inc. The ideal candidate will have a strong background in customer service, account management, and commercial finance.Key Responsibilities:Build and maintain long-term relationships with clients and dealers in assigned...
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Senior Wholesale Account Manager
3 weeks ago
Raleigh, North Carolina, United States KI FINANCE INC Full timeJob Title: Senior Wholesale Account ManagerJob Summary:KI FINANCE INC is seeking a skilled Senior Wholesale Account Manager to join our team. The ideal candidate will have a strong background in customer account management, with a focus on the wholesale equipment stocking finance industry.Key Responsibilities:* Build and maintain long-term relationships with...
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Senior Accounting Professional
4 weeks ago
Raleigh, North Carolina, United States Ledgent Finance & Accounting Full timeJob SummaryWe are seeking a highly skilled Senior Accounting Professional to join our team at Ledgent Finance & Accounting. The ideal candidate will have 3 or more years of experience in Staff Accounting, with a focus on commercial property management.Key Responsibilities:Review and approve vendor invoices for property number, coding, description, and...
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Project Finance Account Manager
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Raleigh, North Carolina, United States Medpace Full timeJob SummaryMedpace is seeking a highly skilled Finance Account Manager to join our Commercial Operations team. As a key member of our team, you will be responsible for preparing and following through on bids for new business, overseeing financial and contractual performance of Sponsor projects, and maintaining a strong relationship with customers during...
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Account Manager
1 month ago
Raleigh, North Carolina, United States KI FINANCE INC Full timeWholesale Account Manager Job DescriptionKI Finance Inc is seeking a skilled Wholesale Account Manager to join our team. As a Wholesale Account Manager, you will be responsible for building and maintaining long-term relationships with clients and dealers in assigned regions.Key Responsibilities:Consultant and Business Partner: Function as a consultant and...
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Commercial Lines Account Manager
4 weeks ago
Raleigh, North Carolina, United States RRC - Ruiz Recruiting & Consulting Full timeAbout the RoleRRC - Ruiz Recruiting & Consulting is a specialized recruitment firm dedicated to collaborating with startups and enterprise-level companies nationwide.We are seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our team, you will be responsible for fostering client partnerships, delivering premium...
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Commercial Account Manager
4 weeks ago
Raleigh, North Carolina, United States Scott Insurance Full timeCommercial Account ManagerJoin Scott Insurance, a leading provider of insurance solutions for mid-market companies, as a Commercial Account Manager. With 160 years of experience, we offer a unique opportunity to grow your career in a dynamic and entrepreneurial environment.Key ResponsibilitiesAssist the Producer in handling and processing commercial...
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Senior Finance Manager
4 weeks ago
Raleigh, North Carolina, United States eFinancialCareers Full timeJob Summary:We are seeking a highly skilled Senior Finance Manager to join our team at eFinancialCareers. The ideal candidate will have a strong background in financial planning and analysis, with experience in developing and maintaining comprehensive financial models and business plans.Key Responsibilities:Collaborate with the commercial FP&A team to...
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Commercial Account Manager
3 weeks ago
Raleigh, North Carolina, United States Scott Insurance Full timeJob Title: Commercial Account ManagerAt Scott Insurance, we are seeking a highly skilled Commercial Account Manager to join our team. As a key member of our sales team, you will be responsible for managing accounts and providing exceptional customer service to our clients.Key Responsibilities:Manage accounts in accordance with agency standards and...
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Senior Finance Manager
3 weeks ago
Raleigh, North Carolina, United States Selby Jennings Full timeJob Summary:At Selby Jennings, we are seeking a highly skilled Senior Finance Manager to join our team. As a key member of our commercial FP&A team, you will be responsible for analyzing, synthesizing, and reporting on key business trends.Key Responsibilities:Develop and maintain a comprehensive three-statement financial model and long-term business plan,...
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Commercial Insurance Account Manager
4 weeks ago
Raleigh, North Carolina, United States Independent Insurance Agents of North Carolina Full timeJob SummaryThe Commercial Account Manager is responsible for providing exceptional customer service to clients of the agency. This role involves managing assigned accounts, processing policy changes, and providing certificates of insurance. The ideal candidate will have a thorough working knowledge of personal and commercial lines policies, including...
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Finance and Accounting Specialist
3 weeks ago
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Commercial Lines Account Manager
3 weeks ago
Raleigh, North Carolina, United States Correll Insurance Group Full timeJob Title: Commercial Lines Account ManagerCorrell Insurance Group is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service, identifying new business opportunities, and developing strong relationships with clients.Key...
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Commercial Account Manager
2 months ago
Raleigh, North Carolina, United States Scott Insurance Full timeCommercial Account ManagerJoin Scott Insurance, a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. With 160 years of experience, we offer property & casualty, employee benefits, captive insurance, and surety bonds solutions, as well as personal risk services.About the RoleThis position will...
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Senior Commercial Lines Account Manager
4 weeks ago
Raleigh, North Carolina, United States Pittman Insurance Group LLC Full timeJob Title: Commercial Lines Account ManagerJob DescriptionAt Pittman Insurance Group LLC, we are seeking a highly skilled Commercial Lines Account Manager to join our team. As a Commercial Lines Account Manager, you will be responsible for managing existing commercial accounts and marketing for new business through prompt, efficient, and high-quality service...
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Accounting Manager
4 weeks ago
Raleigh, North Carolina, United States SalesForce4Hire Full timeJob OverviewSalesForce4Hire is a dynamic healthcare commercialization company that specializes in establishing risk-sharing partnerships to accelerate value creation. Our innovative healthcare and medical device-specific commercialization and recruiting solutions are crafted to support management teams and investors through fully tailored sales and marketing...
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Finance Director
4 weeks ago
Raleigh, North Carolina, United States The Amenity Collective Full timeFinance DirectorThe Amenity Collective is seeking a seasoned Finance Director to lead the financial activities of Pearl Pools and its family of companies. As a key member of the team, you will drive financial reporting compliance and partner with the CFO to achieve business results.Key Responsibilities:Oversee a team to drive day-to-day financial activities,...
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Finance Director
4 weeks ago
Raleigh, North Carolina, United States The Amenity Collective Full timeFinance Director Job DescriptionThe Amenity Collective is seeking a highly skilled Finance Director to lead the financial activities of Pearl Pools and its family of companies. As a key member of the team, you will be responsible for driving financial reporting compliance and partnering with the CFO to achieve business results.Key Responsibilities:Oversee a...