Sales Account Manager — Lending & Insurance

Job overview

The Sales Account Manager — Lending & Insurance role is onsite in Fairfield, OH. Compensation is stated as $55,000 annually plus bonuses. The confidential client seeks support for business development and relationships with lending institutions and related partners. The role manages existing accounts and supports growth by coordinating lending-insurance and title-related services, tracking sales activity, and working with internal teams to deliver timely service. It contributes to customer retention and business development through sustained partner relationships.

What you'll do

• Track customer interactions and sales activity in CRM systems
• assist with reporting and pipeline management
• coordinate lending-insurance and title-related services
• collaborate with internal teams on service delivery
• build relationships with lending institutions and industry partners
• support business development and identify growth opportunities
• manage client accounts and provide customer service.

What we're looking for

Skills & competencies

sales account manager

lending & insurance

fairfield oh

confidential recruiting partners

full-time

onsite

first shift

account management

business development

lending institutions

insurance

title services

$55k annual base

bonuses

Work arrangement

• Weekend coverage required

Why this role

Requires a high school diploma or equivalent, at least two years of account-management experience, direct experience with lending institutions, knowledge of lending insurance, and experience supporting title-related transactions or documentation. A P&C license and CRM experience are preferred.

About the employer

Confidential Recruiting Partners is hiring for this role. Industry: International, Secondary Market, and All Other Nondepository Credit Intermediation. Sector: 52.