Account Associate - State Farm Agent Team Member
Account associate job in Salem, OR
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Salem, OR and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Christian Sammons - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage client accounts and update information in the database.
Assist clients with policy changes and inquiries.
Process insurance claims and follow up with clients on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Salem, OR
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Alex Ferry - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Salem, OR
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Suzanne Bodlovic - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in McMinnville, OR
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Mark Marshall - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Lake Oswego, OR
Job DescriptionBenefits:
Simple IRA & Matching
Paid time off
Bonus based on performance
Competitive salary
Profit sharing
Training & development
State Farm Insurance Agent located in Lake Oswego, Oregon is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for an established State Farm Agency, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to help manage the website and social media content.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Profit sharing
Paid time off (vacation and personal/sick days)
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Excellent interpersonal skills
People-oriented
Self-motivated
Ability to work in a team environment
Ability to multi-task
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Associate - State Farm Agent Team Member
Account associate job in Oregon City, OR
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jeff Landstrom - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Canby, OR
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Brian Koenig - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Beaverton, OR
Job DescriptionBenefits:
License Reimbursement
Salary Plus Commission
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Associate - State Farm Agent Team Member
Account associate job in Portland, OR
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency opened in July 2023 and has grown to a strong team of 8 talented professionals. Before opening my own office, I worked in the human services field and got my start in insurance by joining a friend who had just opened her agency. That experience inspired me to pursue the Aspirant Program and eventually build my own agency.
Im a proud graduate of the University of Oregon, where I graduated top 10 in my class. My husband and I have lived in this area our entire lives and are deeply rooted in the community. Ive also been a foster parent to five children, and our home is currently shared with our two cats.
We offer great perks for our team, including free snacks and drinks, casual Fridays, team bonuses like happy hours and breakfasts, and three weeks of combined PTO for sick, vacation, or personal time. Were big believers in celebrating wins together and making sure our team is well-fed, well-rested, and supported.
Our office culture is built on honesty, integrity, open communication, and a strong team-first mentality. Were looking for individuals who care deeply, are collaborative, detail-oriented, organized, and bring a friendly, committed energy to the team.
If youre looking for a place where you can grow, contribute meaningfully, and be part of a top-performing team, this could be the right fit for you.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Kristin Staropoli - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Portland, OR
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Associate - State Farm Agent Team Member
Account associate job in Portland, OR
Job DescriptionBenefits:
401(k)
Bonus based on performance
Health insurance
Paid time off
Flexible schedule
Opportunity for advancement
Training & development
Position Overview:
Chad Elder State Farm is searching for a Insurance Associate who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Bilingual Associate, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Genuine interest in marketing products and services that align with customer needs and preferences.
Exceptional communication skills across all channels - written, verbal, and attentive listening.
A people-centric mindset with a keen eye for detail.
Proactive problem-solving abilities, ensuring swift resolutions for customer inquiries.
Proficiency in learning and navigating computer functions efficiently.
Collaborative spirit, thriving in a dynamic team environment.
Bilingual Spanish/English (required)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
Account Associate - State Farm Agent Team Member
Account associate job in Portland, OR
Job DescriptionBenefits:
$500 bonus for pre-licensed candidates
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Company parties
Signing bonus
Position Overview:
Are you ready to join a dynamic team that's been making waves in insurance since 2009? Look no further! Our agency is expanding, and we're seeking passionate individuals to join us on our journey. With an office in Oregon and a presence in Washington - we offer flexible scheduling, a supportive work environment, and plenty of fun along the way. As part of our team of five seasoned professionals, you'll have the chance to engage with clients in Oregon and Washington, helping them discover their insurance needs. Plus, enjoy quarterly outings and become part of a community that values growth and collaboration.
Ready to make your mark? Apply now and discover why we're a top choice for job seekers like you.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Bilingual Spanish preferred
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you!
**********************
Ben Brown State Farm Agency is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Account Associate - State Farm Agent Team Member
Account associate job in Estacada, OR
Job DescriptionBenefits:
Licensing paid by agency
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
As a proud Troutdale native and current Sandy resident, Im passionate about serving the community I call home. I graduated from Mt. Hood Community College and stay actively involved through local volunteer work and partnerships with businesses throughout Multnomah and Clackamas counties. Being part of this community and contributing to its growth is truly fulfillingand Im excited to welcome a new team member who shares that same spirit of service.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Amanda Kimber - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Account Associate - State Farm Agent Team Member
Account associate job in Forest Grove, OR
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Account Associate - State Farm Agent Team Member
Account associate job in Gresham, OR
Job DescriptionBenefits:
License Reimbursement
Simple IRA
Salary plus commission/bonus
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Juana Mendoza - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
Senior Specialist, Account Management
Account associate job in Salem, OR
**What Account Management contributes to Cardinal Health:** **Account Management is responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers. Provides new and existing customers with the best possible service and recommendations in relation to billing inquiries, service requests, improvements to internal and external processes, and other areas of opportunity. Provides product service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships.**
**Responsibilities:**
**Oversee assigned Medical Products and Distribution customer(s) as it pertains to supply chain health and general service needs**
**Bridge relationships between the customer's supply chain team and internal Cardinal Health teams to ensure flawless service**
**Support customer expectations and requirements through proactive account reviews, and regular engagement and review of key initiatives**
**Prevent order disruption to customer through activities such as: elimination of potential inventory issues, substitution maintenance, core list review, and product standardization and conversions**
**Resolve open order issues by reviewing open order and exception reports, analyzing trends, and partnering with customer to take alternative actions as needed.**
**Advocate for customer and partner across Cardinal Health servicing teams to bring rapid and effective resolution to customer's issues, requests and initiatives**
**Track, measure, and report key performance indicators monthly**
**Build and maintain long-term trusted relationships with customer to support retention and growth of the account**
**Qualifications:**
**Bachelor's degree in related field, or equivalent work experience, preferred**
**2-4 years of customer management experience, preferred**
**Strong knowledge of MS Office applications (Excel, PowerPoint, Word and Outlook), preferred**
**Demonstrated ability to work in a fast-paced, collaborative environment, preferred**
**Highly motivated and able to work effectively within a team, preferred**
**Strong communication skills with the ability to build solid relationships. preferred**
**Ability to travel to customer locations, as needed is preferred**
**What is expected of you and others at this level:**
**Applies working knowledge in the application of concepts, principles, and technical capabilities to perform varied tasks**
**Works on projects of moderate scope and complexity**
**Identifies possible solutions to a variety of technical problems and takes actions to resolve**
**Applies judgment within defined parameters**
**Receives general guidance may receive more detailed instruction on new projects**
**Work reviewed for sound reasoning and accuracy**
**Anticipated salary range:** $57,000.00 - $81,600.00
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
**Medical, dental and vision coverage**
**Paid time off plan**
**Health savings account (HSA)**
**401k savings plan**
**Access to wages before pay day with my FlexPay**
**Flexible spending accounts (FSAs)**
**Short- and long-term disability coverage**
**Work-Life resources**
**Paid parental leave**
**Healthy lifestyle programs**
**Application window anticipated to close:** 1/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Junior Account Executive
Account associate job in Portland, OR
We are a direct sales and marketing firm and are proud to be an authorized dealer of AT&T services and products. We are looking for a motivated and eager individual to join our team as a Junior Account Executive. We are spearheading AT&T's growth in the local markets, so this role requires a highly motivated and results-driven individual with a strong understanding of the sales processes. The Junior Account Executive role focuses on building and maintaining strong relationships with residential clientele, identifying their communication needs, and providing tailored AT&T solutions.
The Junior Account Executive team is the heart of our business and our primary driver of growth. As a Junior Account Executive, you will be the face of the company and responsible for presenting and demonstrating AT&T service solutions to new and existing customers, highlighting the product value.
Sales Associate Trainee Responsibilities:
Provide tailored solutions and support to residential customers to meet their wireless and internet telecommunications needs during a sales solution consultation
Maintain an up-to-date knowledge on all of AT&T wireless services and promotions to position products to drive revenue and exceed sales goals
Work closely with the Junior Account Executive team and Management to develop and implement effective sales strategies
Track the progress of leads throughout the sales cycle, scheduling follow-ups and addressing customer inquiries as needed
Effectively prioritizing tasks and managing time to meet deadlines and achieve a high rate of client satisfaction.
Junior Account Executive Qualifications:
Prior sales experience or customer service experience is a plus
Ability to adapt to and work with various individuals external and internal to the company
Comfortable collaborating with diverse internal teams and external individuals
Eager to learn, embraces change, adept at problem-solving, and possesses a high multitasking ability
Experience with mobile order entry is a bonus
Our company is looking for someone who thrives on creating new connections and establishing lasting customer partnerships. If you are ready to join our Junior Account Executive team, then we highly encourage you to apply.
This is a performance-based position with unlimited commission potential-your earnings reflect your drive, not a salary cap. Annual compensation figures are based on average earnings in the role.
Auto-ApplyBookkeeper
Account associate job in Tualatin, OR
The Bookkeeper provides financial accounting for assigned Client(s) and Trust Fund(s) in accordance with company policies, regulatory requirements, and plan guidelines.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Balances FICA, federal withholding, and payroll taxes; makes appropriate deposits.
Reconciles checking, savings, and investments accounts.
Posts journal entries to general ledger.
Prepares and distributes Trust financial statements and statistics.
Assists in the preparation of 941 and 945 forms.
Ensures accounting files are current and in good order.
Reviews vendor invoices for accuracy and reasonableness.
Makes daily/weekly money transfers as needed.
Prepares and sends disbursement letters.
May also perform accounts payable function.
Performs other duties as assigned.
Minimum Qualifications
High School diploma or GED.
Two years of experience in an accounting role.
Knowledge of common accounting principles and practices.
Excellent verbal and written communication skills, including interpersonal skills.
Ability to read and understand financial statements.
Computer proficiency including Microsoft Office tools and applications.
Preferred Qualifications
Experience in a third-party administrator.
Familiarity with accounting software.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Auto-ApplyBookkeeper
Account associate job in Portland, OR
The Bookkeeper provides financial accounting for assigned Client(s) and Trust Fund(s) in accordance with company policies, regulatory requirements, and plan guidelines.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Balances FICA, federal withholding, and payroll taxes; makes appropriate deposits.
Reconciles checking, savings, and investments accounts.
Posts journal entries to general ledger.
Prepares and distributes Trust financial statements and statistics.
Assists in the preparation of 941 and 945 forms.
Ensures accounting files are current and in good order.
Reviews vendor invoices for accuracy and reasonableness.
Makes daily/weekly money transfers as needed.
Prepares and sends disbursement letters.
May also perform accounts payable function.
Performs other duties as assigned.
Minimum Qualifications
High School diploma or GED.
Two years of experience in an accounting role.
Knowledge of common accounting principles and practices.
Excellent verbal and written communication skills, including interpersonal skills.
Ability to read and understand financial statements.
Computer proficiency including Microsoft Office tools and applications.
Preferred Qualifications
Experience in a third-party administrator.
Familiarity with accounting software.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Auto-ApplyTemporary Accounting Assistant III -
Account associate job in Tigard, OR
About Us
Compensation: $22.00-$25.00
Schedule: Monday-Friday (8am-5pm)
Hours: 40 Full Time
Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit
* Salary is typically hired between minimum and midpoint of salary range depending on experience and any rent benefit adjustments.
Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values.
Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive.
Essential Functions and Responsibilities
SUMMARY
The Temporary Accounting Assistant III - AP will process miscellaneous accounting duties, filing and support. Ideal candidate skills include:
- Enjoy working hard and pursues everything with energy and has a drive and need to finish
- Has a strong ethic of accountability and dedication to the job
- Has functional and technical knowledge and skills to do the job at a high level of accomplishment
- Be a team member that is easy to approach and talk to-builds rapport well
- Provides excellent customer service to internal and external customers
- Listens and communicates effectively and professionally both verbal and in writing
- Uses time effectively to meet deadlines
- Concentrates efforts on most important priorities
- Higher level of complex responsibility
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Financial statement preparation *
- Reconcile several general ledger detail accounts *
- Assist with quarterly and annual accounting reports *
- Trains and assists new accounting employees *
- Provide training to new hires on accounting software during new hire orientation *
- Acts in the capacity of the support for compliance, portfolio managers, and/or upper management involving challenging issues surrounding HUD and or RD subsidies *
- Post rent collections and adjustments as needed *
- Review tenant activity in Boston Post and ResMan for accuracy. *
- Post rent corrections or adjustments as needed in Boston Post and ResMan. *
- Bi-weekly payroll processing including checking cash balances for available funds *
- Daily manual and AVID check processing *
- Downloading miscellaneous bank statements *
- Researching bank and payroll JEs for others *
- Timely processing of security deposit dispositions (Move out packets) to include review of required documents *
- Set up bank transfers *
- Post security deposit payments into Accounting software *
- Prepare & post various journal entries. *
- Reconcile bank accounts. *
- Travel as required for in person classes and annual education conferences*
- Performs other duties as assigned. *
SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities
*Essential Functions
Qualifications and Physical Demands
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED) and Associates Degree or three to four (3-4) years related experience; or equivalent combination of education and experience. Ability to understand Debits and Credits. SAGE and ResMan experience a plus. Excel experience required.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid Driver's License
OTHER QUALIFICATIONS
Ability to operate basic office equipment such as telephones, typewriters, 10 key, photocopier, and fax machine.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move 25-50 lbs. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to outside weather conditions and risk of electrical shock. The noise level in the work environment is usually moderate.
Cascade Management Inc. is an Equal Opportunity Employer dedicated to an inclusive and diverse environment.
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