• Meet or exceed all assigned quotas and targets while forecasting weekly, monthly and quarterly revenues for the assigned account set and overall territory • Meet or exceed the required number of face-to-face meetings each month with customers and partners in territory to identify new opportunities and grow existing opportunities. • Full participation in all team activities for enablement, forecasting, partner updates, partner sales efforts and recognition. • Create and track sales opportunities (leads, renewals, deal registrations and quotes in Salesforce.com) • Address any customer satisfaction issues and/or requests in a timely manner • Drive sales cycles to close while establishing relationships and credibility, and provide necessary presales support for prospects & customers. • Work closely with your local Channel Account Manager (CAM) and our reseller partner network to drive deals, increase revenue, and enable channel partners’ success in the Mid-Market segment. • Follow up on inbound, web and corporate event leads • Accept inbound and perform outbound prospecting activities to identify new sales opportunities. • Meet and exceed the sales activity metrics designed to make you productive and successful. • Lead customer presentation and demos via online tools (GO TO MEETING) • Perform ongoing analysis and report on opportunities that are supported • Act as a liaison between partner, customers, and appropriate Fortinet team members • Perform other duties and projects, as assigned to support the growth or our business • Execute the role with the utmost professionalism and in a way that aligns to Fortinet’s core values

Role Description The Third-Party Origination (TPO) Account Manager, Senior is responsible for managing and optimizing the company’s pricing and promotion strategies to drive profitability through increased margins and loan volume. This role focuses on maximizing the value of trade promotion investments while developing and maintaining strong relationships with existing clients and high-level Account Executives. - Manage loans submitted by third-party originators. - Oversee pipeline management to ensure loans progress efficiently from file receipt through closing, maintaining turn times of 21 days or less. - Advanced responsibility for condition authority, including clearing conditions across multiple credit authority levels while ensuring a high standard of quality and compliance. - Support training initiatives and the development of training documentation to promote consistency, efficiency, and operational excellence across the team. Qualifications - Strong analytical, problem-solving, and decision-making skills to effectively resolve complex issues. - Excellent written/verbal communication skills with all levels of the organization. - Superior customer service skills. - Knowledge of mortgage lending, including mortgage laws, procedures, and regulations. - Ability to work independently and as a team player. - Strong attention to detail and excellent research abilities. - Ability to organize, prioritize, and multi-task. - Critical thinking and responsiveness to time-sensitive needs of clients. - Initiative, drive, self-motivation, good judgment, and commitment to assuming roles of increasing responsibility. - Experience with MS Office and Excel. Requirements - Added requirements related to credit and condition authority. - JR underwriting authority. - Training and mentorship responsibilities. - Maintaining disciplined turn times. - Supporting efficient clear-to-close execution. Benefits - Medical - Dental - Vision - Basic Life & AD&D - Matching 401(k) - Paid Time Off - Paid Holidays Company Description We are a high-growth Company that doubled our staff in 2022. We offer a competitive salary and a wide range of product options including Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans, and more. Our company culture is described as Family, Accountability, Integrity, Teamwork, and having fun along the way. Start your career today with American Heritage Lending!

Role Description The primary function of this role is to manage a designated book of clients, deliver exceptional service, support renewals and enrollments, and ensure the accurate and timely processing of information. This role serves as a key liaison between clients, carriers, and internal departments to maintain high satisfaction and retention. Key Responsibilities - Client Service and Relationship Management - Serve as the primary point of contact for assigned clients - Achieve a 92% retention rate on assigned book of business - Proactively reach out to clients and conduct ongoing account reviews - Remarket renewals when necessary - Provide timely, proactive communication and education throughout the client lifecycle - Address and resolve service issues related to billing, eligibility, claims, and coverage - Revenue Growth and Account Development - Review accounts during client interactions and recommend improved coverage - Identify account rounding opportunities and pursue them proactively - Identify coverages held with other agents - Renewals and Plan Marketing - Coordinate the renewal process including collecting census data, submitting to carriers, and reviewing proposals - Present renewal options to clients with attention to compliance and cost impact - Ensure timely execution of renewal materials and carrier requirements - Document all interactions in the management system - New Business and Sales - Audit new business files for accuracy and completeness - Send onboarding materials to clients post-sale - Quote and follow up on new business opportunities within 48 hours - Close business according to agency sales process - Earn commission when writing business not closed by Producer - Team and Carrier Coordination - Collaborate with producers, underwriters, carriers, and internal departments to ensure smooth plan administration - Manage day-to-day carrier and vendor communications on behalf of clients - Participate in team meetings and support agency-wide initiatives Qualifications - Active Texas General Lines Property and Casualty license, or ability to obtain within 90 days of hire - Personal Lines Account Management experience - Experience with Applied Epic; will consider other agency management systems - Proficiency with Microsoft Office Suite - Excellent verbal and written communication skills - Strong interpersonal skills with a client-first mentality - Highly organized with strong attention to detail and follow-through - Comfort with managing multiple deadlines in a fast-paced environment - Ability to work both independently and collaboratively - Positive attitude and professional working relationships - Strong attention to detail - Dependability and punctuality - Ability to pass a criminal background check, as permitted by law Benefits - Competitive Compensation Package - Health Insurance Plans (PPO, HSA, Copay Options) - Dental Insurance - Vision Insurance - Company Paid Disability Insurance - Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance - 401(k) with Safe Harbor Match - Paid Time Off and Paid Holidays

Role Description Performs more complex investigation and resolution of workmanship warranty, liability damage and performance related matters involving network contractors. Qualifications - Empowered to grow - Emboldened to act - Inspired to innovate Requirements - Pay and incentive plans that recognize performance excellence - Benefit programs that empower financial, physical, and mental wellness - Training programs that promote continuous learning and career progression while enhancing job performance - Sustainability programs that give back to the communities in which we live and work - A culture of respect, collaboration, entrepreneurial spirit and inclusion Benefits - Total compensation plans providing far more than just a great salary Company Description At Crawford, employees are empowered to grow, emboldened to act and inspired to innovate. Our industry-leading team pioneers new solutions for the industries and customers we serve. We’re looking for the next generation of leaders to take this journey with us. We hail from more than 70 countries and speak dozens of languages, reflecting the global fabric of the audience we serve. Though our reach is vast, we proudly operate as One Crawford: united in purpose, vision and values. Crawford & Company participates in E-Verify and is an Equal Opportunity Employer. M/F/D/V Crawford & Company is not accepting unsolicited assistance from search firms for this employment opportunity.