To retain customers in a competitive landscape, organizations must offer exceptional CX across many customer journey phases, including post-sale interactions. Post-sales support comes in many forms, ...

Welcome to Insurance Journal’s Most Valuable Players recognition awards report. This report features 15 MVPs who define what it means to be a successful CSR and/or account manager in today’s ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. As the saying goes, do not keep all your eggs in one basket ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Amy Kunzman's journey at Meyers from a temporary worker to Manager of Account Management reveals an inspiring career evolution, underscored by her application of a Human Development and Family Studies ...

Welcome to Insurance Journal’s fourth annual Most Valuable Players recognition awards report for insurance agency customer service representatives and account managers. This report features 18 MVPs ...