Insurance & Lending Account Manager – Biz Dev & Titles

Talent Search Pro; Fairfield (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Talent Search Pro is seeking an experienced Account Manager to support business development in the insurance and lending sectors. The role emphasizes handling titles and lending insurance tasks while leveraging HubSpot CRM and MS Office tools.

Candidates should have 2+ years in account management, with preference for those with insurance industry experience and P&C licensure. Strong CRM proficiency and knowledge of lending processes are valued.

Qualifications

• Minimum of 2 years as an account manager.
• 2 years in sales or business development preferred.
• 2 years in the insurance or lending institution industry.
• Property & Casualty licensure preferred.
• Experience in the insurance field preferred.
• Experience working with lending institutions and lending insurance.
• Proficiency in Microsoft Office and Microsoft Excel.
• Experience working with titles.
• CRM experience preferred.

Responsibilities

• Support business development operations within the insurance and lending sectors.
• Manage tasks related to titles and lending insurance.
• Utilize CRM and HubSpot systems to assist in business processes.

Skills

CRM experience

Microsoft Office

Microsoft Excel

Titles knowledge

Sales experience

Insurance industry exposure

HubSpot

Tools

HubSpot

Job description

Talent Search Pro is seeking an experienced Account Manager to support business development in the insurance and lending sectors. The role emphasizes handling titles and lending insurance tasks while leveraging HubSpot CRM and MS Office tools.

Candidates should have 2+ years in account management, with preference for those with insurance industry experience and P&C licensure. Strong CRM proficiency and knowledge of lending processes are valued.