About This Career Path
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
Financial Services
Sell life, property, casualty, health, automotive, or other types of insurance.
Financial Services Industry
Are you interested in training?
Contact an Advisor for more information on this career!Insurance Sales Agents
Average
$61,600
ANNUAL
$29.62
HOURLY
Entry Level
$30,070
ANNUAL
$14.46
HOURLY
Mid Level
$48,460
ANNUAL
$23.30
HOURLY
Expert Level
$99,990
ANNUAL
$48.07
HOURLY
Insurance Sales Agents
Insurance Sales Agents
Job Titles
Entry Level
JOB TITLE
Agent
Mid Level
JOB TITLE
Advisor
Expert Level
JOB TITLE
Director
Supporting Programs
Insurance Sales Agents
Insurance Sales Agents
01
Customize insurance programs to suit individual customers, often covering a variety of risks.
02
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
03
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
04
Perform administrative tasks, such as maintaining records and handling policy renewals.
05
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
06
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
07
Confer with clients to obtain and provide information when claims are made on a policy.
08
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
09
Contact underwriter and submit forms to obtain binder coverage.
10
Select company that offers type of coverage requested by client to underwrite policy.
Insurance Sales Agents
Common knowledge, skills & abilities needed to get a foot in the door.
KNOWLEDGE
Customer and Personal Service
KNOWLEDGE
Sales and Marketing
KNOWLEDGE
English Language
KNOWLEDGE
Mathematics
KNOWLEDGE
Law and Government
SKILL
Reading Comprehension
SKILL
Active Listening
SKILL
Speaking
SKILL
Critical Thinking
SKILL
Persuasion
ABILITY
Oral Comprehension
ABILITY
Oral Expression
ABILITY
Written Comprehension
ABILITY
Speech Clarity
ABILITY
Speech Recognition
Insurance Sales Agents
Job description
Personal Lines Insurance CSR / Account Manager Responsibilities:
Responsible for managing a personal lines book of business (homes, autos, and other personal lines insurance).
Managing the personal lines book entails:
Order changes to current policies.
Order and review renewals for accuracy.
Re-market policies, as agreed upon.
Market new business with contracted carriers and brokerages
Perform coverage reviews.
Generate proposals for new business and renewals
Issue certificates and evidences.
Report losses and follow-up with the client.
Document electronic file completely and thoroughly.
Utilize agency’s latest technology to perform tasks.
Add, delete and amend coverage for clients as needed
Assist with billing and other service needs for our clients.
Minimum of two years of Personal Lines Insurance experience with property & casualty products preferred.
Business, Entrepreneurialism, and Management
Full Time
Inside Sales Representative
**Job Title:**
Inside Sales
Representative
**Overview:**
We are seeking a motivated Inside Sales Representative to join our dynamic sales team. The ideal candidate will be responsible for driving sales through outbound calling, warm calling, and utilizing their expertise in technology sales. If you are passionate about sales, customer service, and business development, we invite you to apply for this exciting opportunity.
**Responsibilities:**
- Conduct outbound calls to prospective customers to generate leads and drive sales. - Utilize warm calling techniques to engage with potential clients and build relationships. - Communicate effectively with customers to understand their needs and recommend appropriate solutions. - Negotiate pricing and terms of sale to close deals effectively. - Collaborate with the sales team to achieve sales targets and contribute to business growth. - Provide exceptional customer service throughout the sales process. - Identify opportunities for business development and contribute innovative ideas for sales strategies.
**Qualifications:**
- Proven experience in inside sales or a similar role within a technology sales environment. or willing to learn. - Strong ability to communicate effectively and build rapport with customers. - Experience in outbound calling and warm calling techniques. - Proficiency in negotiating deals and closing sales successfully. - Knowledge of technical sales processes and products is a plus. - Passion for sales, business development, and achieving targets. If you are a results-driven individual with a passion for technology sales, customer service, and business growth, we encourage you to apply for the Inside Sales Representative position. Join our team and take your career to the next level!
Job Type: Full-time
Pay: $100,000 per year ($60,000 Base + Commission)
Benefits:
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
Shift:
• 8 hour shift
Supplemental Pay:
• Bonus opportunities
• Commission pay
• Performance bonus
Experience:
• Customer service: 2 years (Required)
Ability to Commute:
• Phoenix, AZ 85032 (Required)
Ability to Relocate:
• Phoenix, AZ 85032: Relocate before starting work (Required)
Work Location: In person
Entry (non-student)
Computer and Information Technology
Full Time
Inside Sales Representative
**Job Title:**
Inside Sales
Representative
**Overview:**
We are seeking a motivated Inside Sales Representative to join our dynamic sales team. The ideal candidate will be responsible for driving sales through outbound calling, warm calling, and utilizing their expertise in technology sales. If you are passionate about sales, customer service, and business development, we invite you to apply for this exciting opportunity.
**Responsibilities:**
- Conduct outbound calls to prospective customers to generate leads and drive sales. - Utilize warm calling techniques to engage with potential clients and build relationships. - Communicate effectively with customers to understand their needs and recommend appropriate solutions. - Negotiate pricing and terms of sale to close deals effectively. - Collaborate with the sales team to achieve sales targets and contribute to business growth. - Provide exceptional customer service throughout the sales process. - Identify opportunities for business development and contribute innovative ideas for sales strategies.
**Qualifications:**
- Proven experience in inside sales or a similar role within a technology sales environment. or willing to learn. - Strong ability to communicate effectively and build rapport with customers. - Experience in outbound calling and warm calling techniques. - Proficiency in negotiating deals and closing sales successfully. - Knowledge of technical sales processes and products is a plus. - Passion for sales, business development, and achieving targets. If you are a results-driven individual with a passion for technology sales, customer service, and business growth, we encourage you to apply for the Inside Sales Representative position. Join our team and take your career to the next level!
Job Type: Full-time
Pay: $100,000 per year ($60,000 Base + Commission)
Benefits:
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
Shift:
• 8 hour shift
Supplemental Pay:
• Bonus opportunities
• Commission pay
• Performance bonus
Experience:
• Customer service: 2 years (Required)
Ability to Commute:
• Phoenix, AZ 85032 (Required)
Ability to Relocate:
• Phoenix, AZ 85032: Relocate before starting work (Required)
Work Location: In person
Entry (non-student)
Computer and Information Technology
Full Time
We are excited to be named one of the World’s Best Workplaces by Fortune Magazine! We are proud to offer you 12 paid holidays annually. For an overview of our benefits and time off, please follow this link to learn more:US Stryker employee benefits. (https://d25zu39ynyitwy.cloudfront.net/oms/000000/document/2024/6/SMVZW\_USStrykerEmployeebenefits/USStrykerEmployeebenefits.pdf)
**Associate Sales Representative:**
**Who we want:**
**Challengers.** People who seek out the hard projects and work to find just the right solutions.
**Teammates.** Partners who listen to ideas, share thoughts and work together to move the business forward.
**Charismatic networkers.** Relationship-savvy people who intentionally make connections with both internal partners and external contacts.
**Strategic closers.** Salespeople who close profitable business and consistently exceed their performance objectives.
**Customer-oriented achievers.** Representatives with an unparalleled work ethic and customer-focused attitude who bring value to their partnerships.
**Game changers.** Persistent salespeople who will stop at nothing to live out Stryker’s mission to make healthcare better.
**What you will do:**
As an Interventional Spine Associate Sales Representative, you will assist in strategically promoting and selling Stryker Interventional Spine products to meet our customers’ needs. You confidently conduct product evaluations in OR and office settings, persuasively demonstrating the value of our products. Systematically tracking your territory progress, you proactively communicate your wins with your Sales Representatives and push yourself to exceed each goal. When onsite with clients, you use your product knowledge and quick thinking to solve product problems and inform doctors, nurses and other staff as to the proper use and maintenance of our products. You take great pride in excellent service and are prepared to assist a customer whenever the need arises. As an Associate Representative, you love living in the fast lane and find purpose in selling Stryker products that are making healthcare better.
**What you need:**
+ Bachelor’s Degree from an Accredited university
+ 1-2 years in medical sales or b2b is preferred
**Travel requirement:**
+ Approximately 20% travel. Must have a valid driver’s license and be able to drive an automobile.
**Physical requirements:**
+ Medium work: exerting up to 50 pounds of force occasionally and/or up to 20 pounds of force constantly to move objects
+ Coordination of the eye, hand and foot movement with an ability to grasp by hand and meet cognitive demands to include visual and auditory discrimination / memory, reading ability and memory retention
**Mental requirements:**
+ Exercise discretion and independence when applying professional expertise
+ Must be able to manage time, projects, stress and conflict
+ Must possess strong interpersonal skills, including written and oral communication
+ Must be able to bring tasks through to completion with minimal supervision
+ Must have the ability to prioritize work and keep detailed and confidential records
+ Must be able to communicate / present to large groups of people
+ Must possess unwavering ethics & integrity in a competitive and demanding work environment
**Stryker will provide:**
+ In-house product training program
+ Field sales training
**The Company**
Stryker is one of the world’s leading medical technology companies and together with our customers, we are driven to make healthcare better. The Company offers a diverse array of innovative medical technologies, including orthopaedics, medical and surgical, and neurotechnology & spine products to help people lead more active and more satisfying lives. Stryker products and services are available in over 100 countries around the world. For more information, please visit our website at www.stryker.com .
In October of 2020, Stryker Corporation (NYSE:SYK) announced that it has been named as one of the 2020 FORTUNE World’s Best Workplaces coming in at #5.
See full list of our awards here: https://www.stryker.com/us/en/about/awards/awards.html
Learn more about the Interventional Spine Products: https://www.stryker.com/us/en/interventional-spine.html
\#LIInstruments
Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.
Full Time
We are excited to be named one of the World’s Best Workplaces by Fortune Magazine! We are proud to offer you 12 paid holidays annually. For an overview of our benefits and time off, please follow this link to learn more:US Stryker employee benefits. (https://d25zu39ynyitwy.cloudfront.net/oms/000000/document/2024/6/SMVZW\_USStrykerEmployeebenefits/USStrykerEmployeebenefits.pdf)
**Associate Sales Representative:**
**Who we want:**
**Challengers.** People who seek out the hard projects and work to find just the right solutions.
**Teammates.** Partners who listen to ideas, share thoughts and work together to move the business forward.
**Charismatic networkers.** Relationship-savvy people who intentionally make connections with both internal partners and external contacts.
**Strategic closers.** Salespeople who close profitable business and consistently exceed their performance objectives.
**Customer-oriented achievers.** Representatives with an unparalleled work ethic and customer-focused attitude who bring value to their partnerships.
**Game changers.** Persistent salespeople who will stop at nothing to live out Stryker’s mission to make healthcare better.
**What you will do:**
As an Interventional Spine Associate Sales Representative, you will assist in strategically promoting and selling Stryker Interventional Spine products to meet our customers’ needs. You confidently conduct product evaluations in OR and office settings, persuasively demonstrating the value of our products. Systematically tracking your territory progress, you proactively communicate your wins with your Sales Representatives and push yourself to exceed each goal. When onsite with clients, you use your product knowledge and quick thinking to solve product problems and inform doctors, nurses and other staff as to the proper use and maintenance of our products. You take great pride in excellent service and are prepared to assist a customer whenever the need arises. As an Associate Representative, you love living in the fast lane and find purpose in selling Stryker products that are making healthcare better.
**What you need:**
+ Bachelor’s Degree from an Accredited university
+ 1-2 years in medical sales or b2b is preferred
**Travel requirement:**
+ Approximately 20% travel. Must have a valid driver’s license and be able to drive an automobile.
**Physical requirements:**
+ Medium work: exerting up to 50 pounds of force occasionally and/or up to 20 pounds of force constantly to move objects
+ Coordination of the eye, hand and foot movement with an ability to grasp by hand and meet cognitive demands to include visual and auditory discrimination / memory, reading ability and memory retention
**Mental requirements:**
+ Exercise discretion and independence when applying professional expertise
+ Must be able to manage time, projects, stress and conflict
+ Must possess strong interpersonal skills, including written and oral communication
+ Must be able to bring tasks through to completion with minimal supervision
+ Must have the ability to prioritize work and keep detailed and confidential records
+ Must be able to communicate / present to large groups of people
+ Must possess unwavering ethics & integrity in a competitive and demanding work environment
**Stryker will provide:**
+ In-house product training program
+ Field sales training
**The Company**
Stryker is one of the world’s leading medical technology companies and together with our customers, we are driven to make healthcare better. The Company offers a diverse array of innovative medical technologies, including orthopaedics, medical and surgical, and neurotechnology & spine products to help people lead more active and more satisfying lives. Stryker products and services are available in over 100 countries around the world. For more information, please visit our website at www.stryker.com .
In October of 2020, Stryker Corporation (NYSE:SYK) announced that it has been named as one of the 2020 FORTUNE World’s Best Workplaces coming in at #5.
See full list of our awards here: https://www.stryker.com/us/en/about/awards/awards.html
Learn more about the Interventional Spine Products: https://www.stryker.com/us/en/interventional-spine.html
\#LIInstruments
Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.
Full Time
The Used Truck Sales Representative solicits truck sales business within assigned territory, customarily and regularly in-person and away from the assigned work location.
Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services.
Responsibilities:
+ Self-generate prospective customers/business opportunities with new and existing customers.
+ Maintain relationships within assigned territory and make personal sales calls at a customer’s location to maximize sales success, at least three (3) full business days a week.
+ Build and maintain a strong pipeline of sales opportunities by regularly spending time outside of the office making sales calls and following up on generated quotes.
+ Make a minimum of 3 in person sales visits OR 20 outbound sales phone calls per day properly documented in CRM.
+ Utilize Microsoft CRM for proper managing of accounts and contacts. All communications and business interactions must be documented weekly and with specific detail in CRM. Specific detail includes: all sales calls made to customers, appointments, follow-ups, quotes and any other business conducted.
+ Maintain current knowledge of truck specifications.
+ Proper completion of all paperwork associated with a truck sales transaction.
+ Obtain Sales Manager’s approval on all truck deals.
+ Coordinate service work such as PDI, miscellaneous add ons and/or repairs with the service department. Purchase Order with an authorized signature is required before the truck is sent to service.
+ Coordinate with the Finance and Insurance Departments, providing accurate information and paperwork to assist in obtaining customer financing and insurances.
+ Promote and support our “One Team” vision. Sell all services offered: Parts, Service, Body Shop, Used Truck Warranties, RushCare Contract Maintenance, and RushCare telematics. Take the initiative to identify the customers' overall business needs and not just their transportation needs.
+ Follow departmental procedures in completing truck paperwork using available systems tools.
+ Level 2 Used truck sales reps should average 5 trucks per month sold with minimum of 1 F&I contract, 1 Used Truck Warranty contract, and 1 RushCare contract maintenance/telematics contract.
+ Meet Account Management, Productivity and Performance requirements as outlines in the Used Truck Personnel System and Standardization Framework.
+ Complete all required training as outlined in the Used Truck Personnel System and Standardization Framework.
+ Conduct business ethically and professionally, assuring a favorable impression of self and the company.
+ Maintain a safe work environment by observing safety procedures and by requiring that all staff follow the required safety rules and regulations.
+ Maintain work area in an orderly fashion, including vehicle.
Education and/or Experience:
High school diploma or general education degree (GED); One year related experience and/or training; or equivalent combination of education and experience preferred.
Other Skills and Abilities Required:
Must have a valid driver’s license and be insurable according to Rush insurance requirements.
Regular vehicle travel within assigned territory. Must possess a current and valid driver license (may require CDL) with a driving record that meets the insurability guidelines set forth by the company’s insurance carrier.Must have a valid driver’s license and be insurable according to Rush insurance requirements.
Benefits:
We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity.
RUSHINDGEN
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
Minimum Pay Rate
USD $60,000.00/Yr.
Maximum Pay Rate
USD $120,000.00/Yr.
Full Time
The Parts Sales Representative - Front Counter sells commercial vehicle and equipment parts to external customers via the counter or over the phone.
Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services.
Responsibilities:
+ Sell parts to external and account customers, over the counter, through the shop, or on the phone.
+ Ensure all parts movements are performed in SAP in a timely manner.
+ Keep repair orders updated in Service Link.
+ Initiate all retail orders possible in Parts link.
+ Ensure that all sales are properly documented per Rush policies to include but not limited to signatures, information on checks and credit card slips.
+ Issue credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified.
+ Responsible for core returns – per procedure.
+ Complete all customer and vendor returns-per procedure.
+ Keep orderly records of all repair orders, invoices, insurance estimates, and special order parts.
+ Set up orders for daily shipment, delivery, or pick-up.
+ Solicit assigned accounts by phone.
+ Participate in Dealership CSI and marketing.
Benefits:
+ We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity.
Basic Qualifications:
+ High school diploma or general education degree (GED).
+ Six months’ experience in over the counter sales, preferably in a dealership or service setting environment.
+ Familiarity with accounting and inventory tracking software.
RUSHINDGEN
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
Minimum Pay Rate
USD $60,000.00/Yr.
Maximum Pay Rate
USD $100,000.00/Yr.
Full Time
**Key Account Manager (Mesa, AZ) (1913)**
+ Title:Key Account Manager (Mesa, AZ)
+ Group Company: Mitsubishi Chemical Carbon Fiber & Composites
+ Location:Remote
+ Employment Type:Full time
Group Company:
+ Mitsubishi Chemical Carbon Fiber & Composites
Mitsubishi Chemical Carbon Fiber and Composites (MCCFC) is composed of several companies, but at its core there are two. In April 2013, two California Companies, Grafil, a carbon fiber manufacturer in Sacramento and Newport Adhesives and Composites, a prepreg manufacturer in Irvine, were merged to create Mitsubishi Rayon Carbon Fiber and Composites (MRCFAC); then in 2017, we re-branded to MCCFC. Since our merge, we have made multiple acquisitions within the United States. In addition to these acquisitions, we have continued to improve and expand our current facility’s capabilities. We are a company with a dedicated focus on responsiveness, quality, and customer support, we are working hard to match the growing global and domestic demand for these advanced materials.
Job Purpose
Key Account Manager (Industrial & Sporting Goods Markets) is responsible for development of sustainable growth for Mitsubishi Chemical Groups Thermoplastic Composites Products Lines (KyronMAX™, GMT, SymaLITE & KyronTEX). This position will work closely with customers to contribute towards Mitsubishi Chemical Groups vision and mission for business growth. This includes commercial & engineering support with the goal of cultivating long-term collaborative relationships with our customers.
Principal Accountabilities
+ Sell Thermoplastic Composite Products Lines to specific customers in the Industrial & Sporting Goods markets.
+ Leads coordination of customer inquiries with internal stakeholders. This includes interpretation of technical drawings and specifications.
+ Quotation development – Works with R&D, finance, purchasing and production to develop customer quotations.
+ Contributes to the development of marketing plans by working with the product management team to target new applications, customers, and markets.
+ Support production and R&D to set priorities to develop and manufacturing world-class products.
Knowledge / Skills / Experience
+ Thermoplastic Composite sales experience highly desired.
+ Degree in Engineering preferred or Business with equivalent technical experience required.
+ Injection molding process experience preferred.
+ Knowledge in Industrial & Sporting Goods markets helpful
+ Experience in working & coordinating with global cross-functional teams
+ Excellent project management skills
+ Proficient with Microsoft Office
+ Able to travel up to 50%
Pay Transparency (complete highlighted sections)
+ **The salary range for this position is $96,000- $120,700. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations may influence base pay offered. This salary will be subject to a geographic adjustment (according to a specific city and state), if an authorization is granted to work outside of the location listed in this posting.**
+ **Competitive Benefits**
+ **Benefits begin on DAY 1!**
+ **Employee Assistance Programs**
+ **Curated Self-Paced Learning & Development Programs for all Employees**
**Mitsubishi Chemical Group (MCGC) and any of our subsidiaries do not accept unsolicited resumes from individual recruiters or third-party agencies. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. No placement fees will be paid to any firm unless specifically invited on the search by the MCGC Talent Acquisition team and such candidate was submitted to the MCGC Talent Acquisition Team via our Applicant Tracking System.**
EEO Statement
Mitsubishi Chemical Corporation values diversity in the workplace, is committed to a policy of equal employment opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other legally recognized protected basis under applicable law.
Applicants with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or other applicable laws. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition.
Full Time
You want to be the first point of contact for clients supported by the Account Management team in Merchant Services. This is where you belong!
As a Client Service Associate I - Account Manager-TCA in Merchant Services you will be responsible for providing accurate and timely routing of maintenance requests to the correct resolver group. You will leverage your mastery of multiple maintenance platforms by operating in a dynamic, collaborative and fast-paced environment. Your day-to-day will consist of managing an email in-box of service requests from internal and external sources. You will be expected to have a broad understanding of the merchant service product and resolver groups to facilitate accurate assessment and routing of maintenance requests as well the merchant services maintenance tools and operate therein with the highest level of accuracy and attention to detail.
**Job Responsibilities** :
+ Utilize the client relationship management (CRM) solution, track correspondences and results.
+ Navigate systems and tools, and partner with cross-functional teams to solve client problems.
+ Use multiple tools such as PeopleSoft Salem, Navigator, MS Office and other software products to research and direct service requests.
+ Assess maintenance requests accurately and route to the correct resolver groups via their specific case management tools.
+ identify and route internally and externally sourced service issues and escalations.
**Required qualifications, capabilities, and skills:**
+ Ability to offer feedback and participate in projects for process improvements in a team environment.
+ Superior organization skills and ability to prioritize requests and meet all deadlines.
+ Accuracy, care and precision in working with client information are required. Must aim for \"zero defects\" or no mistakes in work processed.
+ Treat every client interaction as an opportunity for customer retention and demonstrating the value of Merchant Services.
+ Identify and handle complex merchant matters
+ Work will be external and internal client facing
+ Ability to work under frequent interruptions, maintain a positive demeanor, and analyze complex cases providing correct case creation and routing.
+ Ability to effectively communicate both verbally and via written correspondence in a polished and professional manner in all interactions.
+ Ability to build and maintain professional and productive relationships with peers, colleagues, and customers.
**Preferred qualifications, capabilities and skills:**
+ Bachelor's degree or the equivalent in business administration, accounting, marketing, or other related fields. In lieu of degree, may have relevant work experience.
+ 2-4 years of client relations, customer service or other related field preferred.
+ Knowledge of bankcard, merchant processing or treasury industry and procedures strongly preferred.
+ Demonstrated success working with minimal supervision.
+ Ability to be flexible and adaptive to change.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Full Time
Lucid Software is the leader in visual collaboration, helping teams see and build the future from idea to reality. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diversity and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.
Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fortune Best Workplaces in Technology, and the PEOPLE Companies that Care list all for multiple consecutive years. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.
Enterprise Account Executives (EAEs), lead the strategic business growth for new and existing Lucid customers across their assigned territories. In this role, EAEs will interface with Business Development Representatives (BDRs) to identify target markets and verticals while directing and participating in outbound prospecting efforts. Post prospect qualification, AEs will work directly with potential and existing customers to create business value across multiple personas, continually working to close sales opportunities. EAEs will also work hand-in-hand with Customer Success Managers (CSMs), to ensure renewals, drive expansion, and continual customer engagement.
**Responsibilities:**
+ Identify and close business in your assigned territory, focusing on the California Bay Area market
+ Build a territory plan with equal focus on expansion, growth, and net new opportunities within the Bay Area
+ Foster strong relationships across all target accounts and build new champions through strategic prospecting efforts focused on California Bay Area customers
+ Handle complex negotiations that are mutually beneficial and strengthen customer relationships within the California Bay Area segment
+ Consult and advise large, strategic California Bay Area-based customers resulting in increased adoption, success, and enterprise-wide deployments
+ Work closely with and provide mentorship to your assigned development rep
+ Travel frequently to meet with customers (weekly onsite visits with Bay Area-based customers recommended) to foster relationships and close deals
+ Other duties as assigned
**Requirements:**
+ **Location: Bay Area, California (candidates must reside outside of San Francisco City and County)**
+ 7+ years of sales experience in tech/SaaS (as an Account Executive, Account Manager, or similar role) with a proven focus on California Bay Area customers
+ Sales experience in enterprise software, particularly in the California Bay Area market
+ Extensive experience working with and selling to top Fortune 100 accounts in Northern California and across the broader West Coast region.
+ Skilled at leveraging established relationships to build champions and drive business growth.
+ Ability to identify and develop new opportunities within Fortune 100 companies, creating momentum for Lucid while deepening existing relationships.
+ Strong expertise in finding new opportunities through referrals, proactive prospecting, and targeted outreach.
+ Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers)
+ Knowledge of cloud applications and complex SaaS solutions
+ Proven track record of exceeding sales quotas, especially in the competitive Bay Area market
+ Strong interpersonal and presentation skills
+ Skilled in prospecting, territory planning, and team-selling
+ Exceptional verbal and written communication skills
**Preferred Qualifications:**
+ Expert user of sales enablement solutions (Salesforce, Outreach, etc.)
+ Detailed knowledge of and passion for SaaS applications
+ Strong technical background
+ Formal sales training
The anticipated base salary range for this position is $150,000 - $200,000. This position is eligible for variable pay through a sales incentive plan. Your Recruiter can provide more details about the sales incentive plan. Multiple factors determine individual compensation for this role, including a candidate’s relevant education, professional experience, and job-related skills or training.
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We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: [email protected].
Full Time
Financial Services
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