Client Solutions Manager I

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise the daily operations of a Marketing Office

• Lead an internal sales team of Account Executives tasked with premium finance loan preparation, term/pricing analysis, negotiation, and loan processing/funding

• Plan budgets and manage human resources

• Oversee quoting, underwriting, and pricing functions

• Ensure timely provision of quotes, contracts, loan processing/funding, and customer data

• Address and resolve customer service issues

• Build and maintain customer relationships while training Account Executives on sales and relationship-building strategies

• Manage outbound calls, business solicitation, and marketing initiatives

• Monitor and report on Regional performance metrics, including loan success, financed volume, spread, late charges, and profitability

• Investigate and analyze lost quote opportunities

• Oversee loan document processing, funding arrangements, regulatory compliance, and loan approvals within authorized limits

• Hire, train, supervise, and assess Account Executives

• Analyze and recommend agent appointments to Regional Managers

• Conduct joint sales calls with outside sales representatives

• Approve credit risk and pricing within designated limits

• Manage logistical operations of the Marketing Office

⛳️ Requirements

• Bachelor's degree in finance, business-related discipline, or equivalent education and relevant training

• Outstanding written and verbal communication abilities

• Proficient in effectively engaging with diverse personalities/groups via phone and in person

• Exceptional organizational, time management, and leadership qualities

• Strong analytical, mathematical, and problem-solving skills

• Proficient in MS Office Suite (Excel, Word, Outlook, PowerPoint) and other common desktop applications

• Strong managerial capabilities in people, processes, and results

• Proven track record of sound decision-making and consistently high managerial performance

• Willingness to travel, occasionally overnight

• Experience in commercial insurance or financial services is preferred

• Familiarity with Salesforce.com or similar CRM systems is preferred

• Fluency in the English language is required

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Disability insurance

• Accidental death and dismemberment coverage

• Tax-preferred savings accounts

• 401k plan

• Minimum of 10 days of vacation during the first year of employment

• 10 sick days during the first year of employment

• Paid holidays

• Defined benefit pension plan (depending on position and division)

• Restricted stock units (depending on position and division)

• Deferred compensation plan (depending on position and division)