Account Manager

• Manages a book of insurance business with a high degree of independent discretion and decision-making
• Provides professional service to clients, carriers, underwriters, and business partners
• Offers a high level of support to Producers in obtaining, maintaining, and expanding business
• Works closely with Producers on all aspects of client service, marketing, and renewal
• Oversees preparation and implementation of all transactions and correspondence for assigned accounts
• Analyzes clients' insurance objectives and compares insurance plans
• Makes appropriate recommendations to clients independently
• Acts as liaison between clients and insurance carriers to resolve complex service issues
• Develops new business from existing accounts and assigned leads

Commercial Lines Account Manager

• Manage distributors assigned as follows: Review inventory and fill rates.
• Conduct business review meetings.
• New item placement.
• Get pricing to distributor that is inline with the suggested list price.
• Promotion participation (national & regional).
• Handle deductions, returns, and credits.
• Coordinate shows and order samples for them.
• Order samples for distributor reps.
• Attend distributor sales meetings and set up trainings.
• Set up inside/outside blitz.
• Manage retail locations/direct buying accounts in assigned states as follows: Grow sales in the store.
• Get new products placed.
• Gain shelf space in the store.
• Gain off shelf secondary placement in stores.
• Set up POP and signage in store.
• Conduct training for store employees.
• Business reviews.
• Set up marketing promotions.
• Write turnover orders in the store.

Account Manager – South Carolina

• Draft press releases, media advisories, and statements that reflect the university's strategic priorities and mission.
• Pitch story ideas to local, regional, and trade media.
• Manage media lists, track beat reporters and keywords, and cultivate press relationships.
• Respond to routine media inquiries and coordinate interviews and media requests.
• Identify storytelling opportunities and develop written content including features, profiles, and news stories that elevate the university's reputation.
• Support crisis communications by drafting holding statements, FAQs, and updates; monitor coverage and sentiment.
• Track and compile daily media coverage; prepare reports and briefings for leadership.
• Conduct research to support messaging, media outreach, and reputation insights.
• Partner with internal teams to ensure alignment on messaging and timing of external communications.

Public Relations Manager

• Lead retention and expansion efforts while meeting or exceeding quota attainment
• Develop strategic account growth plans, including annual plans for cross-functional initiatives, new use cases, and stakeholder engagement
• Serve as a strategic advisor to C-level and VP-level executives to identify opportunities that align with Medbridge’s evolving solution suite
• Lead consultative engagements to uncover client business challenges, build consensus, and influence enterprise-wide decisions
• Deeply understand client ecosystems and key success metrics
• Partner with internal teams (Product, Strategy, Clinical) to shape and deliver impactful customer outcomes
• Lead internal strategic account reviews and communicate client voice to inform product development and go-to-market initiatives
• Coordinate across Medbridge stakeholders to align resources, ensure exceptional delivery, and support long-term partnership success

Account Manager – Enterprise

• Lead the strategy and evolution of key Tier 1 national partnerships in the US.
• Build deep, transparent, and dependable long-term relationships with partners.
• Negotiate and navigate operational and contractual challenges with data-driven insights.
• Act as the primary connector between partners and internal teams (Finance, Legal, Product, Ops).
• Proactively analyze data to formulate proposals and execute contract amendments.
• Represent North American supply landscape in discussions with Executive Leadership Team.
• Inspire and empower others by caring for your own wellbeing and that of colleagues.

Partnerships Director – National Partnerships

• Managing the sales process and advancing profitable sales growth within an assigned market area for both existing and new Airgas customers.
• Meeting and surpassing both organizational and regional milestones for profitable sales growth, A/R management, and customer retention.
• Building and nurturing relationships and providing solutions to both existing and new Airgas customers, utilizing technology to enhance overall effectiveness.
• Developing and implementing sales plans utilizing Airgas' sales initiatives and guidelines to service existing accounts, obtain orders, and establish new accounts.
• Qualifying and connecting with sales leads and nurturing customer relationships by developing a thorough understanding of the customer's business.
• Preparing sales proposals by quoting pricing, establishing credit terms, and estimated date of delivery to customer based on knowledge of Airgas' production/delivery schedules and logistics.
• Keeping current with industry insights, current Airgas product mixes, and gathering current relevant marketplace intelligence.

Business Development Account Representative

• Develops and maintains a trusted advisor relationship with existing customers and stakeholders to enhance customer experience and retention
• Collaborates with multiple internal stakeholders and external vendor partners to ensure best in class customer service and benefit solutions delivered efficiently and effectively
• Facilitates client meetings to advise and advance resolution of open action items and/or provide routine status updates
• Facilitates the process for new benefit changes on behalf of client and provide direction on how those changes need to be implemented
• Responds to client inquiries, issues and concerns in a timely, concise and accurate manner
• Provides clients with system support and collaboration tools
• Supports client renewal activities in partnership with the Account Executive and Clinical Account Executive
• Supports clients by executing regular account maintenance such as reporting, member-specific requests, open enrollment support and other tasks as needed
• This role may require participation in conference calls, attendance at meetings or, travel outside of normal business hours
• Other duties as assigned

• Researches and develops an understanding of our client’s industry, competition, customer base, and drivers that impact their business.
• Understands client requests thoroughly before bringing to their manager or Creative.
• Can craft POVs that demonstrate understanding of client’s and EP+Co’s priorities.
• Shows openness to feedback, new ideas and suggestions from others. Is quick and nimble to implement.
• Demonstrates an ability to learn and to handle more complex projects over time.
• Displays self-awareness and shows eagerness to learn and develop.
• Champion of the work. Have an informed opinion to improve it and how to sell it.
• Identifies issues and, when possible, makes new and creative recommendations on improvements to their manager.
• Takes some calculated risks and brings forward creative suggestions.
• Understands the “why” behind Creative work and client requests and is able to communicate this clearly and efficiently to others (verbally and in writing).
• Is a true collaborator. Builds strong working relationships with internal and external partners. Receptive to new ideas, creates an environment that encourages information sharing, and actively works with the team to help bring ideas to fruition.
• Actively researches, synthesizes and communicates current trends and changes in our industry as well as their client’s business.
• Asks open-ended questions to get to the root of issue.
• Manages change and conflict by offering guidance and support.
• Demonstrates a desire and aptitude to present in small and large, internal and external groups.
• Demonstrates an aptitude to lead meetings with clear agendas, direction and next steps.
• Uses clear and concise communication; is efficient both verbally and in writing.
• Manages projects efficiently and effectively so they are completed on time, on budget and in line with client expectations.
• Encourages and supports team members.

Account Supervisor

• Drive sales growth by meeting and exceeding sales goals and objectives.
• Develop and maintain strong customer relationships.
• Identify individual territory sales strategies for all customers.
• Support Product management for territory Pricing and Sales forecasting.
• Work with customer service representatives on complaint resolution upon receipt from customer.
• Provide KPIs on a monthly, quarterly, or annual basis; SIP, Monthly report out, etc.
• Ensure customer master data is up to date in systems and profiles.

Sales Account Manager – Building & Construction Compounds

• Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M
• Proactively consult the business owners in achieving their financial goals by providing smart financial solutions for personal and business needs
• Serve as a trusted advisor for businesses; collaborate with a team of product and retail partners utilizing the One Bank Sales Cycle to understand the clients' holistic business needs
• Develop revenue growth by identifying needs and providing needs based solutions and services to the client
• Effectively retain and grow long-term, profitable, lead client relationships
• Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with the ultimate goal of being clients' Lead or primary bank
• Responsible for planning and conducting relationship strategy and relationship review meetings with product partners
• Coordinate all client-facing activities including credit support and other product partners
• Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit Utility) on credit requests and adhere to established Portfolio Management guidelines
• Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly

Business Banking Relationship Manager III

• As Regional Account Manager, you are the regional business owner with focus on increasing HCP awareness and understanding of promoted Mirum product
• Identifies and establishes strong relationships with key thought leaders and customers; demonstrated ability to recognize and devote the necessary time and resources needed to engage with HCP’s to create advocates
• Possesses an entrepreneurial approach with a focus on ownership and accountability to maximize/exceed individual and company goals
• Understand healthcare trends in the Rare Disease community and apply strategies to mitigate account access challenges
• Employ strong organizational and analytical skills to optimize growth, including the ability to analyze business data to develop strategic and actionable business plans
• Demonstrates and enhances Mirum’s culture of compliance, integrity, and transparency
• Development and maintain strong partnerships across commercial, compliance, medical affairs functions.
• Drive change through influence and innovation

Regional Account Manager – Liver Portfolio

• Identify, develop, and cultivate new business opportunities, maximizing ADI presence and market share in designated accounts and territory.
• Maintain and grow existing key customer relationships, define and execute sales and growth strategy, while aligning with critical sales business objectives
• Actively engage with Datacom Vendors to develop a regional go-to-market strategy
• Prepare and conduct presentations on ADI's Datacom products and services to existing and prospective customers, delivering a value proposition that focuses on the features and benefits as they relate to customer needs
• Manage all aspects of engagements with existing and new customers for our Datacom Team
• Act as an escalation point and advocate for critical customer issues, ensuring customer satisfaction and client retention
• Support the regional sales team as Datacom subject matter expert, demonstrating market knowledge and competitive knowledge opportunities
• Drive continuous improvement and lead change in a premiere Sales Organization

Senior Account Manager, Datacom

• Prepares, reviews, and processes all transactions, correspondence, and documents for assigned accounts
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
• Provides quality customer service to clients, team members, and carriers
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Navigates and utilizes carrier websites to obtain documents and/or information as needed
• May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Provide mailroom and switchboard support, when needed
• Other reasonable duties as assigned by your supervisor

Commercial Lines Assistant Account Manager

• Manage a book of insurance business with independent discretion
• Provide service to clients, carrier representatives, and HUB colleagues
• Support Producers in obtaining and maintaining business
• Oversee transactions and paperwork for assigned accounts
• Analyze and compare insurance plans for clients
• Resolve escalated complex service issues and negotiate with underwriters
• Troubleshoot claims and billing issues
• Develop new business from existing accounts and identify cross-selling opportunities
• Document conversations and update HUB systems as needed
• Travel on company business as required

Commercial Lines Insurance Account Manager, Small Business Unit

• Develop and execute a multi-year strategic account plan for the DOE ecosystem, including national labs, program offices, and prime contractors
• Identify, qualify, and pursue high-value opportunities aligned with DOE priorities (e.g., clean energy, grid modernization, nuclear, critical materials)
• Increase revenue, pipeline expansion, and market penetration across assigned accounts
• Build and maintain strong relationships with key DOE stakeholders, including senior leadership, program managers, and technical influencers
• Establish trusted advisor status by understanding mission objectives, funding priorities, and operational challenges
• Lead executive engagement strategies and facilitate high-level business reviews
• Lead opportunity identification, pursuit, and closure strategies across federal procurement channels
• Navigate complex government acquisition processes, including IDIQs, GWACs, OTAs, and contract vehicles
• Collaborate with capture teams and partners to develop winning proposals and differentiated value propositions
• Coordinate internal resources across sales, engineering, marketing, and services teams to deliver integrated solutions
• Lead account teams to ensure alignment on strategy, execution, and customer engagement
• Collaborate with product management to align solutions with DOE-specific use cases and requirements
• Maintain knowledge of DOE programs, funding streams (e.g., ARPA-E, Office of Clean Energy Demonstrations), and policy trends
• Track competitive landscape and provide actionable insights to leadership
• Represent Rockwell at industry events, conferences, and DOE-related forums

Strategic Account Manager – Department of Energy

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
• Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
• Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

Partner Account Manager

• Gain distribution and utilization of the Impella 5.5 (left sided treatment)
• Manage EXCEL sites and clinicals on new Surgery, Heart Failure, ECMO technologies
• Work collaboratively within the area to achieve quarter over quarter growth
• Drive excitement and vision of heart recovery solutions with existing devices and future technologies
• Call point(s): Cardiac Surgeons, Heart Failure Cardiologists, “Heart Team” (to include Interventional Cardiologists, Intensivists, & Perfusionists)
• Staff major conferences: HFSA, AHA, STS, AATS, and ISHLT
• Staff local heart failure symposiums
• Build surgical vertical in established Impella programs – Full product portfolio

Associate Surgical Account Manager – South Carolina

Associate Surgical Account Manager

• Develop and execute comprehensive sales & marketing plans, strengthen product positioning, increase brand awareness, and drive customer engagement with key accounts and prospects.
• Identify growth opportunities and competitive advantages using data-driven market and customer analysis.
• Support go-to-market decisions by defining where to compete and how to win.
• Identify and document customer markets, ideal customer profiles (ICPs), and buyer roles and behaviors.
• Analyze market trends, competitive landscapes, and customer needs to inform commercial strategy.
• Develop, maintain, and execute account plans for major existing and prospective accounts within the assigned territory or portfolio.
• Establish and maintain multi-level relationships within customer organizations.
• Conduct regular in-person customer visits to strengthen relationships and identify growth opportunities.
• Maintain accurate opportunity pipelines and prospect reports with strong data quality.

• Serves as the internal day-to-day client account manager
• Works with Consultants, Client Advocates, NA Operations and Support, Reporting Medical Management, Product Development, etc.
• Participates in the implementation of new clients
• Assists in the assessment of client-specific benefits to determine set up in the Group Library
• Monitors key deliverable dates related to marketing
• Trains clients and consultants on E bill
• Handles escalated or system problems identified by the Account Advocates
• Assures quality including accuracy of SBCs, Benefit Booklets and other client/member facing materials

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