Insurance & Lending Sales Account Manager (Bonus Eligible)

Career Crunch; Fairfield (OH); On-site; USD 55,000 - 115,000; Full time

Job summary

Career Crunch is seeking an experienced Account Manager in Fairfield, OH to support the insurance and lending sectors. You will manage relationships, grow business, and coordinate with lenders and title providers.

The role requires at least 2 years in account management and experience with CRM tools; familiarity with P&C insurance and lending processes is a plus. Proficiency in Microsoft Office and Excel is expected, with on-site work in a collaborative team environment.

Qualifications

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

Account management

Sales experience

Lending insurance knowledge

CRM experience

Microsoft Excel

Microsoft Office

Titles handling

Education

Property & Casualty licensure (preferred)

Tools

HubSpot

CRM software

Job description

Career Crunch is seeking an experienced Account Manager in Fairfield, OH to support the insurance and lending sectors. You will manage relationships, grow business, and coordinate with lenders and title providers.

The role requires at least 2 years in account management and experience with CRM tools; familiarity with P&C insurance and lending processes is a plus. Proficiency in Microsoft Office and Excel is expected, with on-site work in a collaborative team environment.