Lending Insurance Sales Account Manager – Bonus Eligible

Cephas Consultancy Services Private Limited; Fairfield (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

Cephas Consultancy Services Private Limited, Fairfield, Ohio, is seeking a Sales Account Manager for Lending insurance. The role centers on supporting business development in insurance and lending, managing titles, and leveraging CRM systems to streamline workflows.

Applicants should have at least two years in account management and sales, with preference for insurance or lending industry experience and familiarity with P&C licensure. Proficiency in Microsoft Office and Excel is expected.

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.
• P&C licensure preferred; experience with lending insurance preferred.
• Proficiency in Microsoft Office & Microsoft Excel; 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

Account management experience

Sales experience

Tools

Microsoft Office

Microsoft Excel

CRM

HubSpot

Job description

Cephas Consultancy Services Private Limited, Fairfield, Ohio, is seeking a Sales Account Manager for Lending insurance. The role centers on supporting business development in insurance and lending, managing titles, and leveraging CRM systems to streamline workflows.

Applicants should have at least two years in account management and sales, with preference for insurance or lending industry experience and familiarity with P&C licensure. Proficiency in Microsoft Office and Excel is expected.