Account Specialist
Reserve Advisors
Description: Position Title: Account Specialist FLSA Status: Non-Exempt Reports to: Account Specialist Manager Position Overview The Account Specialist processes client information, creates proposal documents and performs a range of sales support and office management duties for a regional office while supporting business development activities. Duties and Responsibilities Performs workflow of all sales support activities, research of client property facts in support of client needs assessment, preparation of proposal, time estimation on the contract, and other statistics in support of the sales team Initiates and tracks the processing of requests for proposals to completion Set up and maintain client information in CRM technology Interact with the client to obtain information required to prepare a proposal Manage the proposal delivery process to clients Triage client requests or complaints Coordinate tradeshow, meetings, and industry events (registration, attendance, supplies, post-event follow up) in support of business development activities Partner with internal customers to manage client relationships Communicate effectively with all contacts regarding proposals and studies Answer phones and other office management duties Requirements: Qualifications High school diploma or higher 1-2 years customer service experience in a professional environment PC Proficiency, particularly in Microsoft Office and Google Suite preferred Experience in B2B sales environment or in business development role a plus Exceptional accuracy in written and oral communication Experience using a CRM highly preferred; experience using Microsoft Dynamics a plus Working Conditions Standard office environment with frequent computer use. Occasional necessity to lift and carry packages weighing up to 30 pounds. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Employment Opportunity/M/F/disability/protected veteran status Compensation details: 26-30 Hourly Wage PI2ec3f470b3ac-25448-42065398aa415a4b-8b21-40fc-a65c-70d2b25ca29a
$77k - $143k
...RemoteThis is a field-based and remote opportunity supporting key accounts in an assigned geography. Novartis is unable to offer... ...will not sponsor visas for this position.As a Territory Account Specialist (TAS), you’ll lead with purpose - crafting personalized experiences...SuggestedFull timeInternshipLocal areaRemote workHome officeVisa sponsorshipRelocation package- ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a clear and professional manner Conduct virtual meetings and communicate with clients by phone, email, and video Maintain accurate client and...SuggestedRemote jobFull time
$97.5k - $130k
...Account Specialist, Affiliate Growth Chicago, IL FIS Amount provides a unified digital origination and decisioning platform that helps financial institutions meet the moment. Designed to scale with banks and credit unions at any stage of their digital journey, FIS...SuggestedWork at officeFlexible hours- ...Neurocrine Biosciences seeks a Rare Disease Account Specialist for CAH in Milwaukee, WI. You will educate providers, build COE partnerships, and drive access for a first-in-class rare CAH treatment. Expect collaborative, cross-functional work across endocrine networks...SuggestedRemote work
$132.76k - $228.95k
Ready to make a difference in the lives of patients with gynecology and genitourinary cancer? As an Oncology Account Specialist (OAS) , you'll be at the forefront of transforming patient care and demonstrate your deep disease-area expertise to engage healthcare professionals...SuggestedFull timeTemporary workLocal area- ...Account Specialist Applied Industrial Technologies is currently seeking an Account Specialist to join our team. In this role, you'll get to flex your muscles by planning, implementing, and executing target industry marketing programs. You'll help bring it all together...Work experience placementWork at officeFlexible hours
- ...International Airport (MKE)! Freight Runners Express / Air Charter Express (FRE/ACE) is looking for a detail-oriented Account Reconciliation Specialist to join our team at Milwaukee Mitchell International Airport. If you enjoy working with numbers staying...Full timeWork at officeAfternoon shift
- ...Account CoordinatorAre you someone who knows how to keep clients happy, projects moving, and teams aligned? Looking for a role where relationships matter just as much as results?Stamm Media is an audio visual production company and digital content studio that partners...Work at office
- ...Client Account Coordinator REMOTE - U.S. ImpactBio is growing, and we're looking for a highly organized, proactive, and client-focused Client Account Coordinator to join our team. In this role, you'll work closely with the Program Leads to support client programs...Work at officeRemote workFlexible hours
- ...Territory Account SpecialistReporting to the Director of Sales Operations, the ideal candidate will have knowledge in the customer... ...internal and external, shipping and invoicing. The Territory Account Specialist will be the central point of contact within an assigned...
- ...Account Representative The Account Representative position is a highly competitive field sales role. Account Representatives develop successful strategies to source and qualify new accounts and work with existing accounts to execute productive blood drives to meet monthly...Flexible hoursAfternoon shift
- ...Account Representative The Account Representative role at TQL is an opportunity to build a career with a logistics industry leader that offers an award-winning culture and high earning potential with uncapped commission. More than just an entry level sales role, you...
- ...Steel Craft Corp in Wisconsin is seeking a Customer Service Representative who also serves as the strategic partner for key accounts. This role blends traditional customer service with account management, consultative selling, and revenue growth initiatives to drive client...
$96.8k
...grow relationships while identifying and pursuing new client opportunities to meet a predetermined sales quota. The Outside Software Account Representative conducts greater than 50% of their work outside of their home office. Contacts assigned clients and presents...Local areaRemote workWork from homeHome officeDay shift$50k - $70k
Job DescriptionJob DescriptionThis Job is Posted by Leofroce on behalf of Briggs Job Title: Field Marketing Representative – Roofing & Storm Restoration, $50K–$70K+ Launch a rewarding career in home improvement with paid training, a steady base plus bonuses, and a real...Hourly payLocal areaImmediate start- ...streams and departments, timely and accurate financial reporting is critical to support informed business decisions. As a Senior Accounts Payable Coordinator, you will play an important role in ensuring the efficient execution of the accounts payable cycle while supporting...Weekly payWork at officeShift workNight shiftWeekend workDay shiftEarly shift
$70k - $78k
...Execution Sources and secures creator talent for campaigns, balancing quality, speed, and strategic fit. Embed yourself within the account pod as a creator procurement expert, with a deep understanding of your client’s brand archetype, ideal talent personas, and vetting...Permanent employmentFor contractorsFixed term contractFreelanceLocal areaRemote workShift work$69k
Job DescriptionJob DescriptionRemote Insurance Sales Representative | Flexible Schedule | Commission-BasedThis position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance...Remote workWork from homeFlexible hours$60k - $70k
...leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team...Bank staffRemote workFlexible hours- ...prospecting. This role sits at the intersection of Marketing and Sales, ensuring a seamless handoff of qualified opportunities to our Account Management team. If you’re curious, motivated, and eager to build a career in technology sales, this is your chance to learn...Work at office1 day per week
$20 - $22.5 per hour
Job Title: Forklift OperatorLocation: West Bend, Germantown and RichfieldPay Rate: $20 - $22.50 per hourJob Type: Temp-to-HireShifts: 1st, 2nd, and 3rd Shift AvailableJob SummaryWe are seeking dependable and safety-focused Forklift Operators to join a growing team. This...Hourly payTemporary workLocal areaShift workNight shiftDay shiftAfternoon shift- ...Customer Account Specialist / Front Office Administrator Signarama Menomonee Falls is looking for a Customer Account Specialist / Front Office Administrator to join our growing, multi-location team. This position combines customer service, inside sales, estimating,...Temporary workWork at office
- ...Deliver exceptional customer service before, during, and after the sale.Maintain regular communication with customers through scheduled account reviews.Identify life changes that create insurance opportunities.Educate customers on policy coverage, endorsements, and available...Local area
- ...Position Highlights Bachelor's degree is preferred Establishes and maintains great working relationships with assigned business accounts, serving as the main day to day contact between program administrators or relationship managers Answers, researches, and...Temporary workMonday to Friday
$105k
...territory/region (including overnights) as needed.Preferred:Referral development or market development experience.Territory support or account management experience.Clinical experience supporting healthcare providers.Excellent communication, negotiation, and relationship-...Work experience placementWork at officeLocal areaRelocationFlexible hoursNight shift- ...performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & development ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Bob Vitt - State Farm Agent, you are vital to our daily business operations and...
$70k - $75k
...Account Representative for Joe Tamm - State Farm AgentAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents...For contractorsWork at office- ...ideal candidate is consultative, metric-driven, and thrives in a fast-paced sales environment. This position partners closely with Account Executives to drive revenue growth and market expansion. Responsibilities Prospect and qualify new business opportunities through...Work at office
$60k
...learning and executing on all steps associated with the sales process. The Sales Development Representative must identify target accounts in defined territory and make cold calls to set meeting at perspective targets. This entry-level sales role is designed for individuals...Hourly payFor contractorsInternship- ...maintenance and repair revenue. This role is responsible for developing and expanding relationships with larger, multi-location customer accounts across the Lakeside territory. The Service Development Representative partners closely with internal stakeholders to identify...Flexible hours
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