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Develops new business and expands existing accounts by selling tailored financial solutions. Responsibilities include prospecting, consultative selling, client relationship management, pipeline advancement, pricing negotiations, cross-selling services, market analysis, onboarding collaboration, and issue escalation support. The role requires fluent bilingual communication in English and one of several specified languages, strong phone-based sales experience, and regular onsite attendance in Chicago.

Develops new commercial insurance business through prospecting, networking, referrals, and lead generation. Manages client relationships and ongoing policy needs, presents tailored coverage options, negotiates terms, and identifies cross-selling opportunities for insurance and related transportation services. The role requires meeting sales targets, maintaining a large client portfolio, communicating insurance concepts clearly, and holding a valid state insurance producer license.

Develop new business and expand existing accounts through consultative sales of financial solutions. Responsibilities include prospecting, qualifying leads, managing the sales pipeline, negotiating pricing, cross-selling services, maintaining client relationships, supporting onboarding and escalations, and monitoring market trends. Fluency in Spanish and English is required, along with strong communication, customer service, and sales skills.

Manage an assigned portfolio of financial clients by processing invoices, maintaining accounts receivable records, handling funding and collections, assessing risk, resolving service issues, and providing customer support. The role also involves analyzing customer needs, recommending products or services, and ensuring accurate, timely account updates. Fluency in Punjabi and English, strong communication, problem-solving, data-entry, analytical, and Microsoft Office skills are required. Regular onsite attendance is essential.

Lead daily operations for a commercial transportation insurance division, managing service teams, policy administration, renewals, endorsements, certificates, and account maintenance. Improve workflows, productivity, scalability, and customer satisfaction while monitoring market and underwriting trends. Build relationships with carriers and agency partners, ensure regulatory and carrier compliance, and support sales growth through efficient agency operations.

Develop new business and expand existing accounts by prospecting, qualifying leads, presenting tailored financial solutions, negotiating terms, and managing the sales pipeline. The role builds client relationships, supports onboarding and escalations, cross-sells services, monitors market trends, and achieves monthly sales targets through consultative phone-based selling.

Leads an on-site technical support team serving business users across multiple offices. Responsibilities include mentoring staff, setting performance goals, improving operational efficiency, managing incidents and escalations, training employees, supporting small projects, analyzing productivity, and recommending process improvements. The manager also serves as an escalation point for 24/7/365 on-call operations and collaborates with technical teams, business leaders, and customers.

Manage multistate state and local tax compliance, including franchise, excise, and property tax returns, registrations, audits, notices, nexus studies, and year-end calculations. Conduct SALT research, identify tax-saving opportunities, advise leadership, improve compliance processes and controls, and recommend tax technology enhancements. Partner with Legal, Sales, Operations, Finance, external accountants, and taxing authorities to optimize the company’s tax position.

Provide customer service for financial clients, maintain account records, process invoices and adjustments, manage daily funding and collections, assess risk, resolve account issues, and recommend relevant products or services. The role requires fluent business Mandarin and English, strong communication, attention to detail, data-entry proficiency, and deadline management. Regular onsite attendance is required.

Build and maintain Databricks gold tables, metric views, and AI/BI dashboards while supporting and migrating existing Power BI reporting. Reverse-engineer DAX measures, define governed business metrics, validate data accuracy, and create reusable migration patterns. Partner with divisional stakeholders and data teams to deliver trusted reporting, document solutions, apply version control and code reviews, and help BI analysts adopt Databricks.