Customer Service Representative (CSR) - J C Mar

Job Description About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. Position Overview We are looking for an Account Management Director to lead and inspire a team of 6–8 high-potential account managers. This is a frontline leadership role where your decisions directly shape revenue growth, team performance, and customer success. You'll combine hands-on coaching with disciplined pipeline and forecast management, building a culture of accountability and high achievement. For the right candidate, this is a chance to leave your mark on a growing business, accelerate your career, and play a key role in scaling a world-class sales organization. What You'll Do Drive Revenue Results * You will be accountable for ensuring your team consistently achieves quota, with your success measured through team performance * Implement strategies and tactics that translate directly into strong client relationships, client retention and revenue growth Pipeline & Forecast Management * Run disciplined weekly pipeline and forecast reviews with each team member, ensuring accuracy, risk assessment, and deal progression Talent & Performance Management * Lead recruitment and hiring for open positions, including candidate evaluation and selection * Refine and implement onboarding process for new team members, including training on how to deliver platform demos, interrogate usage metrics, prepare and run client reviews and learn account management methodologies * Manage performance through structured reviews, goal setting, and improvement plans Leadership & Culture * Act as trusted coach and mentor while maintaining accountability for results * Remove obstacles and provide resources that enable team success What You'll Bring Management Experience * 5+ years of Account management experience leading teams of 5+ individual contributors * Proven track record of developing high-performing AM professionals and achieving team targets Sales Expertise * 8+ years of B2B AM experience with consistent quota achievement * Deep understanding of relationship building, client and pipeline management, forecasting, and AM methodologies Leadership Skills * Strong coaching and people development capabilities with high emotional intelligence * Excellent communication skills for internal teams and external stakeholders Technical Proficiency * Experience with CRM systems (Salesforce preferred) and usage analytics platforms * Data-driven approach to performance analysis and decision-making Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Finance & Insurance * Salary: $210,000 + competitive OTE * Equity options * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays (with the ability to exchange them for alternative days) * Hybrid working model * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company-wide social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development, • Vision insurance Position Overview Benefit Quest is seeking a dynamic and experienced Account Manager to join our growing team. Will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients. Personal Lines Account Manager Key Responsibilities We are seeking a highly organized, client-focused Personal Lines Account Manager to oversee and service a growing book of personal lines insurance business. This role requires a proactive, detail-oriented professional with experience in home, auto, umbrella, and other personal lines products. Key responsibilities include: • Account Management: Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction., • Independence: Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team., • Client Service & Retention: Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships., • Quoting & Marketing: Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation., • Policy Administration: Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity., • Reporting & Documentation: Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities., • Carrier & Producer Collaboration: Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution., • Compliance & Knowledge: Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service., • Administrative Support: Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.This position requires a strong understanding of personal lines insurance, AMS360 proficiency, and excellent organizational and communication skills. Qualifications • Current Property & Casualty License., • 3 - 5+ years New York and New Jersey Property & Casualty Account Management experience., • Excellent verbal and written communication skills to build rapport and trust with clients., • Detail-oriented with strong organizational and time management skills., • Ability to work independently and as part of a team in a remote work environment., • Strong computer and technology skills. Proficiency in Microsoft Office Suite., • Experience with AMS360.Benefits, • Competitive salary commensurate with experience., • Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match., • Opportunities for professional development and career advancement.We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive. This is a remote position.

Job DescriptionAt Morning Brew Inc., we mix what you need to know with our unique brand of wit to attract, and build real relationships with, the next generation of business leaders. We speak to them like people, ensuring they get the context and insight needed to make decisions every day. Loyalty and trust are our most valuable currencies. Whether scrolling, reading, watching, or listening, our audience trusts us for credible, entertaining business content that makes an impact on their personal and professional lives. The Morning Brew team is clever, creative, and growing fast. Want in? Read on. OVERVIEWThe Associate Director, Account Strategy will work across advertising partners in B2B verticals while overseeing a team of direct reports. They will be primarily a management role focusing on developing a team of managers + individual contributors. The team will be focused on pre-sale media strategy & planning and white-glove service in post-sale execution across our core newsletter offering through recap. The Associate Director will manage a team of direct reports. Our positions are remote hybrid; however, we have a strong preference for employees who can work from our Morning Brew HQ in NYC. WHAT YOU'LL DO The Associate Director, Account Strategy oversees a team that services the entire pre-to-post campaign lifecycle and owns all aspects of the program once the deal closes. You will be responsible for: - Media Planning & Strategy: Supporting the Account Executive team with pre-sale strategy based on client’s KPIs, budget, timing, capabilities, etc.- Client Onboarding: Owning the advertising partner’s transition from pre-sale to post-sale, supporting IO and other documentation logistics, booking in OMS system, establishing KPIs and other benchmarks for success and facilitating kick-offs.- White Glove Service: Facilitate smooth creative process, maintain campaign timelines, manage client feedback, and ensure approval prior to launch. - Reporting + Insights: Deliver campaign reporting, offer mid-campaign optimizations, and post-campaign delivery and wrap reporting.- Client retention, renewal and growth: Collaborate with the Account Executive team to develop client renewal strategy based on performance and client objectives.- Management: Hiring, onboarding, training & developing a team of direct reports. You will be responsible for managing team bandwidth, developing your managers on how to become coaches, hosting team meetings, and developing learnings & development trainings based on team needs. - Identifying Process Optimizations: Identifying, evaluating & suggesting key workflow optimizations to support cross-departmental teams. WHAT YOU'LL BRING- 8+ years experience in media working with cross-functional teams in a digital or creative environment- 5+ years of management experience working with minimum of 3 direct reports- training, managing + growing talent - Deep understanding of the digital media landscape, digital activations and execution, experience with custom/branded content, social media, and audio.- Deep experienceof pre-salemedia planning to build media plans, understand strategy + story-tell through planning- Ability to lead + coach on pertinent client presentations (i.e. kick-off meetings, mid-campaign reports, and wrap reporting decks) and manage client/agency relationships.- Drive Renewal + Incremental Opportunities- Ability to understand and interpret data to craft stories, make recommendations to drive account strategy, and incremental + renewal business. - Outstanding organizational and communication skills to manage multiple projects and internal work relationships- Strong problem solving skills and a solutions-oriented approach.- Strong EQ Skills: Ability to read the room & collaborate effectively, leaderships skills, executive presence.- Excellent verbal & written communication skills The ability to get the best out of the people and the projects you oversee and deliver feedback with tact- Passionate about Morning Brew and the work we do- No ego. BONUS POINTS- Familiarity with Google Drive, Keynote, Sheets, OMS, IMS and project management software like Monday.com- Experience in newsletters - Experience working with Pricing + Revenue Operations MANAGERIAL REQUIREMENTS- 5+ years of management experience- Responsible for hiring, onboarding + training of that individual and managing continuous check-ins.- Responsible for developing new managers. - Ability to prioritize workload + time management effectively. - Ability to provide direct feedback. - Ability to decipher when to be an individual contributor and when to be a manager. - Ability to support a direct report on their day to day work. - Ability to manage up appropriately to leadership. COMPENSATION $130K-135K base *Final offers for this job will be made within the parameters of the salary range provided, commensurate with experience. Total offer package to include benefits highlighted under our perks section below.HOW WE TREAT EACH OTHERRespectful Candor -- We believe that engaging in timely, constructive, and open discourse is an act of respect that makes for a more transparent and productive work environment.Empathy -- We establish a strong partnership of trust with our co-workers and partners. We build human connections in order to understand each other.Inclusivity -- Morning Brew Inc is deeply committed to fostering a transparently inclusive workplace environment, and people of color, women, people with disabilities, veterans, and LGBTQIA+ candidates are strongly encouraged to apply. HOW WE TREAT OUR WORKCuriosity -- We learn every day through deliberate inquiry and exploration. We re-examine assumptions to be a better company, offer better products, and become better colleagues.Accountability -- We celebrate our successes and own our failures. Taking responsibility for our actions allows us to learn from our experiences.Bias Toward Action -- We know speed matters in business so we embrace quick and calculated risk-taking. We understand that many actions are reversible and therefore we are solutions-oriented, even when facing obstacles and challenges.Challenger Mentality -- We don’t allow ourselves to be comfortable with our success. We are hungry to become the best and create more value for our audience.Clarity of Purpose -- We understand the “why” in our work, which helps us to operate at our highest level of performance and efficiency. PERKSWhile being surrounded by a bunch of cool people who look great in crewnecks is its own reward, we have plenty more to offer. Brew’s HQ: Pick an adjustable standing desk or cozy corner and load up on free coffee (duh) and snacks at our new two-story office space in NYC’s Flatiron District.401(k) employer match: We want to help you prepare for the future, now. Premium health, vision, and dental plans: Your health matters!Mental health benefits: Personalized plans and programs to promote your mental well-being.Extra help when you need it: Including a care concierge, plus free access to One Medical and the Calm app.Family planning: Want to join #brewparents? Generous paid parental leave and fertility coverage for eligible employees.Employee Resource Groups: Black Coffee, LGBTQ Brew, AAPI Brew, Cafe Con Leche, and GroundedGym and workout class reimbursements: It pays to be healthy.Annual learning credit: Want to learn something new? We'll reimburse you. BRIEF BREW HISTORYMorning Brew Inc. was founded in 2015 by two entrepreneurial college students who noticed their peers were not consuming legacy media resources about business and finance news, but had a high desire to learn about those topics. What started as a small on-campus email has since evolved into a multi-channel media company that operates 20+ unique content franchises. All while maintaining our witty, honest and engaging tone that millions of loyal MBI audience members rely upon daily to better navigate the world. In 2020 a majority stake in MBI was acquired by Axel Springer SE and in February 2025 that position was increased to full ownership of the business. Axel Springer SE is a family-owned, transatlantic media company headquartered in Berlin and New York that is committed to the values of a free and informed society. To learn more about Axel Springer SE and what defines us, visit axelspringer.com. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.