Sales Account Manager - Lending & Insurance

Confidential Recruiting Partners; Fairfield (OH); Vor Ort; USD 47.000 - 63.000; Vollzeit

Zusammenfassung

Confidential Recruiting Partners seeks a Sales Account Manager to support business development efforts and maintain relationships with lending institutions and related partners. The role blends account management, client relationships, and growth initiatives in a financial services setting.

onsite role with no visa sponsorship or relocation assistance, focusing on reporting, pipeline management, and delivering high-quality service to lenders and industry partners.

Qualifikationen

• High School Diploma or equivalent.
• Proficiency with Microsoft Office, including Excel.
• Experience working directly with lending institutions.
• Knowledge of lending insurance products and processes.
• Minimum of 2 years of account management experience.
• Experience supporting title-related transactions or documentation.
• Strong communication, relationship-building, and organizational skills.
• Minimum of 2 years of experience within insurance, lending, financial services, or a related industry.

Aufgaben

• Track customer interactions and sales activities within CRM systems.
• Assist with reporting, pipeline management, and account activity tracking.
• Coordinate activities related to lending insurance and title-related services.
• Collaborate with internal teams to ensure timely and accurate service delivery.
• Build and maintain relationships with lending institutions and industry partners.
• Support business development initiatives and identify opportunities for growth.
• Manage existing client accounts while ensuring a high level of customer service.
• Develop and nurture long-term client relationships that contribute to business growth.

Kenntnisse

Account management

Relationship-building

Communication skills

Organizational skills

Business development

Insurance knowledge

Lending operations knowledge

Ausbildung

High School Diploma or equivalent

Tools

HubSpot CRM

Jobbeschreibung

Our client is seeking a Sales Account Manager to support business development efforts and maintain relationships with lending institutions and related partners.

This role is ideal for a professional who combines account management, client relationship building, and business development experience with knowledge of insurance, lending operations, and title-related processes.

Onsite | No Visa Sponsorship | No Relocation Assistance

Work Schedule: 1stShift

Compensation: $55k annually + bonuses

Responsibilities:

• Track customer interactions and sales activities within CRM systems.
• Assist with reporting, pipeline management, and account activity tracking.
• Coordinate activities related to lending insurance and title-related services.
• Collaborate with internal teams to ensure timely and accurate service delivery.
• Build and maintain relationships with lending institutions and industry partners.
• Support business development initiatives and identify opportunities for growth.
• Manage existing client accounts while ensuring a high level of customer service.
• Develop and nurture long-term client relationships that contribute to business growth.

Qualifications (Must-Haves)

• High School Diploma or equivalent.
• Proficiency with Microsoft Office, including Excel.
• Experience working directly with lending institutions.
• Knowledge of lending insurance products and processes.
• Minimum of 2 years of account management experience.
• Experience supporting title-related transactions or documentation.
• Strong communication, relationship-building, and organizational skills.
• Minimum of 2 years of experience within insurance, lending, financial services, or a related industry.

Preferred Skills:

• Property & Casualty (P&C) License.
• Additional insurance industry experience.
• Business development or sales experience.
• Experience using CRM platforms such as HubSpot or similar systems.
• Commercial real estate, mortgage, title, or financial services background.