Treasury Management Sales Specialist | Tyler, TX

that prides itself on values and the people that we employ. We offer YOU: Competitive salary Excellent benefits package that includes 4 medical plans, 2 dental plans, vision, and additional company paid and voluntary ancillary coverages Superior retirement savings plans that include both a 401(k) & pension plan Awesome PTO that includes an accrual of up to 3 weeks vacation, 12 sick days, and 11 holidays Flexible work arrangements including hybrid remote work and flex time Innovative training opportunities Outstanding Career Development Program Primary Function: The Senior Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty

clients.

With the producer, this position manages the clients exposure to risk and coordinates services for the development, retention and rounding of accounts.

This position focuses in transportation. Typically assigned to the largest and/or most complex clients. May assist in preparing RFP responses. Typically reports to a department manager. This position can be located in Springfield, MO; Nacogdoches, TX; Tyler, TX; Houston, TX; Little Rock, AR; Jonesboro, AR. Primary Responsibilities: Functions independently to inform and educate, answer questions, resolve issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients' coverages.

Provides exceptional customer service for assigned accounts, including correspondence, communication and meetings with customers, producers and insurance carriers.

Independently, or in partnership with producer(s) and marketing, manages new/renewal business strategy including the coordination of roles and the obtaining of information. Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department. Maintains accurate and up-to-date data in agency management system according to agency workflows. Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows.

Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to client in a timely manner. Coordinates clients' needs with the support team regarding the issuance of binders, certificates and evidence of property. Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows. Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.

Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency. Maintains current knowledge of industry trends, new product information, legislation, coverages and technology. Provides guidance and direction to account associates and less experienced account managers as needed. Overtime work, as needed. Other duties as assigned.

Qualifications: Education/Designations College degree preferred, high school diploma or equivalent required Appropriate active Property & Casualty license required CIC or equivalent designation required Skill Requirements Experience and proficiency using Microsoft Word and Excel and/or G Suite products including Gmail, Docs word processing, Sheets and Drive cloud storage Excellent verbal and written communication skills Ability to work with numbers including basic calculations Organizational and time management skills Ability to work in a team environment Projects professional appearance and manner Self-starter with the ability to be flexible High attention to detail Work Experience Typically has up to 7+ years of account management experience Experience handling transportation accounts Expert working knowledge of insurance brokerage industry including products, rating, underwriting, coverages and industry operations Physical Requirements Must be able to communicate effectively with clients, producers, carriers and staff Ability to stand or sit at a workstation during a standard workday Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine and printer Ability to move about the office to access office machinery and supplies Mental Requirements Ability to work and meet challenging deadlines and expectations Job entails meticulous attention to detail.

Must perform well with frequent interruptions or distractions Ability to quickly adjust priorities, focus and direction as circumstances dictates

Sales & Business Development jobs are roles focused on driving business growth by identifying new sales leads, promoting products or services, and building relationships with potential clients. Sales professionals often engage in direct contact with customers, negotiating deals, and closing sales. Meanwhile, Business Development personnel work on strategic partnerships, market research, and new market entry strategies. Both roles require strong communication skills, a results-driven mindset, and the ability to adapt to fast-paced environments. Their success is typically measured by achieved sales targets and the establishment of long-term business growth opportunities.

Sales & Business Development jobs involve activities aimed at expanding a company's market reach and increasing its revenue. Professionals in this field focus on identifying new business opportunities, building relationships with potential clients, and negotiating deals. They must possess excellent communication skills, strategic thinking, and the ability to analyze market trends. Sales roles typically involve direct product or service promotion, while business development can also encompass partnerships, market research, and long-term growth strategies. These roles are crucial for company expansion and require individuals who are not only persuasive but also adept at understanding customer needs and aligning them with the company's offerings.

and plan sales efforts. Recognize need for additional technical expertise and to evaluate the needed skills to add to conclude a successful sale. Clearly and effectively communicate to all coworkers the needs of the customer to help develop a winning solution.

Work closely with Service Manager Technical Sales and Field Application to provide targeted proposals to customers. When necessary, assist and contact customers who have not submitted payment for products and services. Provide sufficient data in customer data in CRM to assist in forecasting and projections for materials and equipment. Create and maintain accounts in CRM with relevant and timely data. Assist with accurate and timely

customer specific billing. Determine which customers have unique invoicing instructions and document accordingly. Timely invoicing may ensure timely payments from the customer.

Qualifications: Intermediate to advanced computer skills is needed; Intermediate Microsoft Word and Excel skill are required Ability to think critically and problem-solve Knowledge of DC power and critical power applications High level of written and verbal skills Understanding of the sales cycle and ability to win and close profitable projects Understanding of CRM functions and ability to organize programs of sales and campaigns Self-motivated and self-starter