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Remote Accounting Manager - AI Trainer ($50-$60/hour)
Data Annotation
Remote assistant account manager job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Bachelors level education or higher
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 8d ago
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Senior Account Manager, Retail & Food Service - Remote
Sandbox Industries Inc. 3.8
Remote assistant account manager job
A leading agricultural technology firm is seeking a Senior AccountManager to scale and grow relationships with Retail and Food Service buyers. The role offers the chance to leverage a national network and technology platform to enhance sales, with opportunities for steady income and equity. Ideal candidates will have 3-10 years of experience in sales and established relationships in the industry, alongside a collaborative mindset and passion for innovation. This position is remote and will be based in California.
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Statistics show that women and underrepresented groups tend to apply to jobs only if they meet 100% of the qualifications. Sobi encourages you to change that statistic and apply. Rarely do candidates meet 100% of the qualifications. We look forward to your application!
At Sobi, each person brings their unique talents to work as a team and make a difference. We are dedicated to developing and delivering innovative therapies to improve the lives of people who live with a rare disease. Our edge comes from our team of people and our commitment to patients.
Our Mission And Culture At Sobi North America Get Us Excited To Come To Work Every Day, But Here Are a Few More Reasons To Join Our Team
Competitive compensation for your work
Generous time off policy
Summer Fridays
Opportunity to broaden your horizons by attending popular conferences
Emphasis on work/life balance
Collaborative and team-oriented environment
Making a positive impact to help ultra-rare disease patients who are in need of life saving treatments
Job Description
The Clinical AccountManager (CAM) acts as the primary customer contact for sales demand creation by executing marketing strategy and promoting Sobi products as lead by the Regional Sales Director. In this strategic role, the CAM provides current and comprehensive clinical knowledge of Sobi's products and effectively communicates the on-label clinical benefits of the products. As a sales leader, the CAM is expected to achieve territory sales by executing Plan of Action (POA) marketing strategies, which includes delivering branded sales messages to customers, representing Sobi at local meetings, and achieving or exceeding sales targets.
Please note this is a remote position but candidate must reside within the territory (Cleveland, OH)
Responsible for representing Sobi's products and services to a defined customer base, generating and growing sales and consistently achieving or exceeding sales goals within a specific geographic area and actively promotes the appropriate use of Sobi products to healthcare professionals in accordance with all Corporate, PhRMA, and OIG guidelines
Comprehensive understand of Sobi and competitor products in their therapeutic area, and an in-depth knowledge of the disease states.
Develops and implements a territory business plan to meet customer needs and achieve sales goals and weekly analysis of territory sales data to help prioritize physician targeting and ensure accurate reporting of physicians
Strict compliance with all regulatory agencies, state, and federal law is required.
Prepares territory budget plans for customer contacts, local symposia, and other miscellaneous external expenditures
Assists in the identification and resolution of issues and opportunities and communicates proactively to sales and marketing management.
Reports all adverse events to Sobi's Drug Safety department as appropriate per required guidelines
Performs all administrative functions require of the position, including reporting call activity and customer information into the appropriate call reporting system in a timely manner, submitting expenses, etc.
Qualifications
Located within the territory
BA/BS in business or science
Minimum of 5 years' with dedicated hospital selling experience in the Pharmaceutical or Biotechnology industry, with minimum of 3 years' specialty sales experience in the Pharmaceutical or Biotechnology industry
A CAM will have a minimum of 3 years' of biologics sales experience that will utilize a specialty pharmacy or 8 years with dedicated hospital selling experience. Experience with a transition of care/patient journey process from the hospital to the outpatient setting
Demonstrated history of high sales performance
Experience with single source pharmacies, reimbursement programs, managed care, and formulary
Strong work ethic, ability to develop priorities, and manage time appropriately in a large, assigned geography.
Travel within the assigned territory, including overnights, which could be as high as 40-50% in some cases. Must be based in, or located near given geographic territory (relocation will not be provided)
This individual will also be responsible for accurately performing all administrative functions require of the position, including reporting call activity and customer information into the appropriate call reporting system in a timely manner, submitting expenses, etc., and travel within the assigned territory, including overnights, which could be as high as 40-50% in some cases. Must be based in or located in close proximity to given geographic territory (relocation will not be provided).
Additional Information
Compensation and Total Rewards at Sobi
At Sobi, we are dedicated to providing our employees with a comprehensive and industry-competitive total rewards package. Our compensation philosophy is designed to recognize and reward talent, ensuring that your contributions are valued and reflected in your overall rewards.
Benefits
Your total compensation at Sobi goes beyond just your base salary and annual bonus. It also includes a robust suite of benefits, such as:
A competitive 401(k) match to support your financial future.
Tuition and wellness reimbursements to invest in your personal and professional growth.
A comprehensive medical, dental, and vision package to prioritize your health and well-being.
Additional recognition awards to celebrate your achievements.
The base salary range for this role is 120,000 - 190,000. Each individual offer will be determined based on several factors, including your experience, qualifications, and location. Additionally, this role is eligible for both short-term and long-term bonuses, as outlined in the plan details.
All Sobi employees need to demonstrate behaviors in line with Sobi's core values: Care, Ambition, Urgency, Ownership and Partnership. Are you ready to be on the Sobi team? Come join a culture that empowers every person to be the person that makes a difference for rare disease.
Why Join Us?
We are a global company with over 1,700 employees in more than 30 countries and are committed to the societies where we operate. With a deeply skilled management team directing our day-to-day wins, and a Board with a stellar track record, we're ready to take on the world's diseases, ailments and adversity. Our people believe they have the power to make a positive impact in others' lives because that's exactly what we do here. If you're seeking a career that taps into your talents in a way that makes the world a better, healthier place, we just may have a job for you.
We know our employees are our most valuable asset, and our culture conveys that. We offer a competitive benefits package, to support the health and happiness of our staff.
Sobi Culture
At Sobi, we refuse to accept the status quo. This is because we have witnessed first-hand the challenges facing those affected by rare diseases, and have used this knowledge to shape our business to find new ways of helping them.
As a specialized biopharmaceutical company, we are dedicated to rare diseases. And we see this focus as a strength. By effectively turning our research into ground-breaking treatments, we help make medicine more accessible and open up more possibilities for patients and more opportunities for those caring for them. This has been our approach since day one, but we know we can't change the world of rare diseases on our own. Accomplishing this requires strong partnerships with patients, partners and stakeholders across the entire value chain. Together, we define how our business can create solutions that serve the needs of those affected by rare diseases while facilitating sustainable growth.
An Equal Opportunity Employer
Sobi is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at Sobi are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity, protected veterans and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status or protected groups by the laws or regulations in the locations where we operate.
Sobi is an affirmative action and equal opportunity employer. Disabled/Veterans. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this website to apply for a vacancy as a result of your disability. You can request reasonable accommodations by sending an email to *******************
COVID-19 Policy
For the safety of our employees and all individuals with whom we interact professionally, Sobi North America requires all new hires in the U.S. to be fully vaccinated for COVID-19 with proof of vaccination status. We will consider requests for reasonable medical or religious accommodations, as well as any state-specific exemptions, as required by applicable law.
$73k-118k yearly est. 2d ago
Account Services Project Manager
Cleverley + Associates 3.7
Assistant account manager job in Worthington, OH
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow.
Position:
Account Services Project Manager - Full Time
Travel Requirements:
Hybrid, in Worthington, Ohio, office 4 days per week
Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success.
Responsibilities:
Manage and improve our CRM (customer relationship management) software
Communicate project status/updates with clients in a timely and accurate manner
Track and record status of engagements with clients as well as internal initiatives
Leverage business knowledge to determine project requirements, resolve issues and identify new solutions
Document and improve processes and procedures
Develop and monitor internal production resource allocation
Client account maintenance
Sales support
CMS Price Transparency support
Additional responsibilities could be added
Required Qualifications:
Previous experience with a customer relationship or project management software
Excellent communication skills (written and verbal) and organizational skills
Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively
Exercises critical thinking skills
Possesses strong problem solving, analytical, and leadership skills
Interested in procedures and documentation
Attentive to detail
Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required
Ability to prioritize and work efficiently on multiple projects in a high-stress environment
Ability to meet tight deadlines while producing high quality results
Ability to review and discuss a concern wholistically, in a team environment
Ability to be flexible and adaptable to client and other team members' needs
Ability to learn in a fast-paced environment
Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise
Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner
Ability to effectively present product information and respond to questions from customers
Interest in hospital finance and business relationships
Background in Sales, Communications, or Health Information Management (not required)
About:
Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry.
We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable.
We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off.
Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status.
Candidates for this position must be employable in the United States without sponsorship.
Sensitive Data Access:
The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties.
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
$54k-86k yearly est. 4d ago
Senior Remote Enterprise Account Director
Infuse Inc. 3.8
Remote assistant account manager job
A leading sales organization is seeking a Sr. Enterprise Account Director to manage and expand revenue opportunities in a fully remote capacity. The role requires strong experience in strategic demand generation and consultative selling, with a solid track record of winning and retaining key accounts. The ideal candidate will possess a bachelor's degree in business administration or sales & marketing, and have 5-7+ years of relevant experience. This position offers a chance to work independently while being part of a supportive team.
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$112k-178k yearly est. 3d ago
Client Partner - USA
Frameplay Corp
Remote assistant account manager job
About the Company
We're a team of passionate gamers and advertising innovators united by a shared vision: transforming how brands authentically connect with the world's most engaged audiences. As the global leader in intrinsic in‑game advertising, Frameplay is revolutionizing the intersection of gaming and marketing. We create seamless advertising experiences that enhance rather than disrupt gameplay, delivering measurable results for brands while respecting the gaming community we're part of and keeping gamers engaged with their favorite games!
Based in the Bay Area, California, with remote‑friendly opportunities worldwide, you'll have the opportunity to shape an emerging industry while working with breakthrough technologies in gaming and AdTech. We're committed to fostering both professional growth and personal development, offering the chance to innovate alongside industry experts who are defining the standards for in‑game advertising.
About the Role
As a Client Partner at Frameplay, you'll be at the forefront of redefining how brands connect with gamers through authentic, immersive in‑game experiences. You'll manage a portfolio of agency and brand partners - from initial outreach to campaign activation - helping them understand the power of Frameplay's technology and the impact of native in‑game placements.
This is a high‑visibility, high‑growth role for someone who thrives at the intersection of media strategy and technology. You'll collaborate closely with our product, tech, and operations teams to bring campaigns to life, delivering measurable results for clients and meaningful experiences for players. Whether you're building new relationships or growing existing ones, your work will directly shape how the world's most innovative brands show up in gaming.
Role Responsibilities
Manage the full sales cycle from prospecting, pitching, and proposal creation to negotiation and close, focusing on both agency and brand‑direct opportunities.
Serve as the primary contact for clients, ensuring smooth campaign delivery and high satisfaction throughout the partnership lifecycle.
Build and maintain strong relationships with key agency teams and decision‑makers across media, strategy, and innovation.
Translate client goals into actionable in‑game solutions, collaborating with internal teams to deliver exceptional creative and performance outcomes.
Represent Frameplay at client meetings, industry events, and conferences to drive visibility and evangelize intrinsic in‑game advertising.
Maintain an accurate pipeline and forecasting discipline using CRM tools (Salesforce experience a plus).
Contribute to the ongoing evolution of Frameplay's go‑to‑market strategy through feedback, insight sharing, and collaboration with leadership.
Your Skills and Experience
3+ years of experience in advertising, media sales, or accountmanagement (gaming or digital media preferred).
Proven success managing client relationships and driving revenue through consultative, solution‑oriented selling.
Excellent communication and presentation skills - comfortable engaging C‑level decision‑makers and cross‑functional stakeholders.
A self‑starter who is detail‑oriented, organized, and thrives in a fast‑moving, collaborative environment.
Genuine curiosity and passion for gaming, innovation, and new media formats.
Ability to work within a highly collaborative, dynamic environment.
Preferred Additional Qualifications
Gaming background
Ad Tech background
Agency side experience
Benefits/Reasons to work at Frameplay
Receive a competitive salary, and attractive benefits package
Be a thought leader and advocate for the partners we work with and the in‑game ads ecosystem
Make your mark on a quickly evolving industry, in which Frameplay is leading the charge
Join a progressive, open‑minded company
Work in the games‑tech industry, one of the fastest growing in all of tech!
This position is a Remote position, and we will consider applicants in the Eastern (EST), Central (CST) and West (PST) Time Zones.
We honor pay transparency, and the base compensation range for this position is $100,000 - $150,000 plus commissions, a suite of employee benefits, paid time off, and a 401(k) plan.
Actual compensation will vary based on qualifications, level, experience, and location.
Frameplay is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. Therefore, we provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, or any other protected status in accordance with applicable law. If there are preparations, we can help ensure you have a comfortable and positive interview experience, please let us know.
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$100k-150k yearly 1d ago
Client Partner, Media Alliances
Liveramp 3.6
Remote assistant account manager job
Client Partner, Media Alliances page is loaded## Client Partner, Media Allianceslocations: New York: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR011840**LiveRamp is the data collaboration platform of choice for the world's most innovative companies. A groundbreaking leader in consumer privacy, data ethics, and foundational identity, LiveRamp is setting the new standard for building a connected customer view with unmatched clarity and context while protecting precious brand and consumer trust. LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.****Hundreds of global innovators, from iconic consumer brands and tech giants to banks, retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements.****You will:*** Grow and maintain relationships and revenue with our top Media and Publisher clients, Director level and above (C-suite)* Exceed sales goals on a consistent basis* Outline strategy for the growth of partnership with our top Media and Publisher clients* Effectively liaise internally with all internal stakeholders at the forefront of emerging LiveRamp solutions* Contribute to the overall LiveRamp Media and Publisher strategy based on client needs and industry experience**Your team will:*** The Media and Publisher team is responsible for the growth of our vertical within LiveRamp, as well as maintaining an effective partner ecosystem for our brand counterparts.**About you:*** 10-15 years Enterprise sales experience, ideally in sell side Media or Publishing partnerships. SAAS background a plus.* Act as the CEO of your book of business.* Be charged as the quarterback on a list of named accounts.* For current clients, be responsible for all revenue, renewal, variable spending, overage spending, whitespace of that account.* Experience navigating complex organizations (Fortune 500)* Exceptional communication skills. Both verbal and written.* Be super independent and self sufficient, needing little management, only coaching and mentorship.* History of exceeding revenue and sales goals* Thorough knowledge of the Media and Publisher landscape* Type S(tartup) personality: smart, ethical, friendly, hard-working and proactive (no exceptions).**Bonus Points:*** Experience with Identity, Connectivity or Measurement solutions The approximate annual base compensation range is $154,000 to $181,000. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, geography, as well as internal equity among our team.## Benefits:* People: Work with talented, collaborative, and friendly people who love what they do.* Fun: We host in-person and virtual events such as game nights, happy hours, camping trips, and sports leagues.* Work/Life Harmony: Flexible paid time off, paid holidays, options for working from home, and paid parental leave.* Comprehensive Benefits Package: LiveRamp offers a comprehensive benefits package designed to help you be your best self in your personal and professional lives. Our benefits package offers medical, dental, vision, life and disability, an employee assistance program, voluntary benefits as well as perks programs for your healthy lifestyle, career growth and more.* Savings: Our 401K matching plan-1:1 match up to 6% of salary-helps you plan ahead. Also Employee Stock Purchase Plan - 15% discount off purchase price of LiveRamp stock (U.S. LiveRampers)* RampRemote: A comprehensive office equipment and ergonomics program-we provide you with equipment and tools to be your most productive self, no matter where you're located## *LiveRamp's mission is to connect data in ways that matter, and doing so starts with our people. We know that inspired teams enlist people from a blend of backgrounds and experiences. And we know that individuals do their best when they not only bring their full selves to work but feel like they truly belong. Connecting LiveRampers to new ideas and one another is one of our guiding principles-one that informs how we hire, train, and grow our global team across nine countries and four continents. Click to learn more about Diversity, Inclusion, & Belonging (DIB) at LiveRamp.*LiveRamp is an affirmative action and equal opportunity employer (AA/EOE/W/M/Vet/Disabled) and does not discriminate in recruiting, hiring, training, promotion or other employment of associates or the awarding of subcontracts because of a person's race, color, sex, age, religion, national origin, protected veteran, disability, sexual orientation, gender identity, genetics or other protected status. Qualified applicants with arrest and conviction records will be considered for the position in accordance with the San Francisco Fair Chance Ordinance.**California residents**: Please see our for more information regarding how we collect, use, and disclose the personal information you provide during the job application process.**To all recruitment agencies**: LiveRamp does not accept agency resumes. Please do not forward resumes to our jobs alias, LiveRamp employees or any other company location. LiveRamp is not responsible for any fees related to unsolicited resumes.LiveRamp is the data collaboration platform of choice for the world's most innovative companies. A groundbreaking leader in consumer privacy, data ethics, and foundational identity, LiveRamp is setting the new standard for building a connected customer view with unmatched clarity and context while protecting precious brand and consumer trust. LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.Hundreds of global innovators, from iconic consumer brands and tech giants to retailers, financial services, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements. LiveRamp is based in San Francisco, California with offices worldwide. Learn more at LiveRamp.com.
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$154k-181k yearly 1d ago
Senior Account Director, PR & Social Media - Remote
Salaryguide
Remote assistant account manager job
A leading communications agency in San Francisco is looking for an experienced professional to take on a significant leadership role. The successful candidate will manage a team, communicate with up to twelve clients, and ensure high-quality materials are delivered. Applicants should have a Bachelor's degree in a relevant field, 8-10 years of relevant experience, and strong media connections. This position offers comprehensive benefits and the opportunity to work with a passionate team in the hospitality and food industries.
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$126k-189k yearly est. 3d ago
Remote Senior Key Account Leader - OEM/ODM Growth
Adlink Technology
Remote assistant account manager job
A leading technology firm is seeking a Senior Key AccountManager to build strategic relationships with OEM/ODM clients in the San Francisco area. The role requires at least 5 years of experience in key accountmanagement within the computer and electronics sectors. Responsibilities include exceeding sales quotas, enhancing customer satisfaction, and developing new business. The position offers a competitive salary range of $150,000-$175,000 per year and is fully remote.
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$150k-175k yearly 2d ago
Account Manager -Chicago South
Bako Diagnostics
Remote assistant account manager job
Chicago South / Northwest Indiana
Sales AccountManager
The primary accountability for the sales function and for the Sales AccountManager individually is to drive profitable growth within their assigned geography in a manner consistent to corporate mission and values. A high performing Sales AccountManager delivers profitable organic growth through the use of consultative practices that educate a prospective customer on the clinical utility of Bako's products and services. The Sales AccountManager holds lead accountability for acquiring and retaining new customers (those within their first year of using Bako). A Sales AccountManager should leverage available resources to create and implement tactics to achieve the company's revenue and activity targets within their assigned geography. The Sales AccountManager is ultimately responsible for the revenue performance of their geography.
Knowledge, Critical Skills/Expertise, Position Requirements (Education, Experience, Licensure/Certifications)
• Completed a professionally administered consultative sales course, e.g. Integrity Sales
• Demonstrated ability to learn complex technical topics & articulate what was learned well. Ideal candidate will have knowledge of basic life sciences.
• Demonstrated experience in working independently with attention to detail
• Ability to learn and employ software platforms that are required, e.g., Salesforce, Microsoft Office
• Bachelor's degree or equivalent required
• Two to five years of sales experience
• Health care services experience a plus
• Demonstrated analytical skills; capacity to use workflow tools and salesforce automation
• Experience in Clinical/Anatomic Laboratory (particularly Podiatry or Dermatology) is a plus
Tasks, Duties and Responsibilities
• Interacts with physicians, employees and clients in a positive manner consistent with the mission and values of Bako Diagnostics.
• Clinical Utility/Consultative Selling: The Sales AccountManager as their primary skill/attribute will possess a deep understanding of the clinical utility of Bako/Strata/CTS products and services. The Sales AccountManager will use a consultative process, specifically Integrity Sales, to outline how the clinical utility of the company's products and services will serve to meet the need of a prospective customer and their patients. The Sales AccountManager will stay abreast of best practices in consultative sales as well as the clinical utility of all existing and new products developed.
• Initiative/Drive: The Sales AccountManager is internally motivated to serve our customers and his colleagues. The Sales AccountManager will support the appropriate strategies and tactics entered into by the company and its management (internal and external audiences). The Sales AccountManager will support the esprit de corps within their team that is consistent with company's values. The Sales AccountManager ensures that he/she is well trained, well informed and aligned to company's objectives. Docusign Envelope ID: 8F3F50DC-8CB3-4FDD-A668-4EF65F17F863
• Tools & Processes: The Sales AccountManager is capable of utilizing the company's tools to improve the allocation of their personal resources. Salesforce.com and the functionality within are critical to the success of the Sales AccountManager and the company. The Sales AccountManager will ensure that they engage fully in all training and become wholly facile with the tool. The Sales AccountManager will understand and use the analytical tools the company has developed for the use of the Sales AccountManager to improve outcomes (request training where the Sales AccountManager does not have appropriate skill sets) and update Salesforce.com as directed by the Director of Sales.
• Company: The Sales AccountManager will complete all required training and operate within all established company policies and compliance guidelines. The Sales AccountManager on occasion will contribute to cross-functional teams that advance the completion of projects. The Sales AccountManager communicates appropriately, promptly, succinctly and through appropriate tools to internal team. The Sales AccountManager will be cognizant of all relevant company goals and specifically the expectations of performance for their role. The Sales AccountManager will operate within established expense budgets and guidelines.
• Customers & Markets: The Sales AccountManager will be an advocate for customer needs. The Sales AccountManager will have the capacity to concisely frame market information for improvement of the company's performance. The Sales AccountManager is capable of articulating the market/customer information in a manner that those outside the commercial function will understand, e.g. what, who and meaning to the company. The Sales AccountManager is encouraged to engage with Company and industry content on LinkedIn, which is emerging as the leading social media platform for the podiatry industry.
Working Conditions
Remote work arrangement. Travel within established territory is required to manage sales territory. Occasional overnight travel may be required to attend medical conferences and corporate meetings.
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 sit, use hands, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk and stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 30 pounds (as needed during trade shows). Positions Supervised
No formal supervisory responsibilities.
Requirements listed are representative of minimum levels of knowledge, skills, and/or abilities. This position description is not meant to imply that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job duties requested by the supervisor.
Employee
$52k-88k yearly est. 1d ago
Tax Manager - Reduced Hours and Unlimited PTO ($150K)
Cybercoders 4.3
Remote assistant account manager job
Tired of the endless grind during busy season? Looking for a firm where you can actually have a life, grow your career, and work with people you genuinely enjoy? We're a Top 300 CPA firm serving high-net-worth individuals and small businesses in thriving industries like technology, construction, real estate, and healthcare. What makes us different? We've built our entire culture around three pillars: balance, growth, and belonging.
Unlike most firms, we spread out workloads to avoid burnout, give you the flexibility to work remotely from anywhere in the U.S. (bonus points if you're near Nashville or Clarksville), and provide a clear path to partner for those who want it.
Why You'll Love Working Here
Real work-life balance - long weekends in the off-season, no "always on" culture
4-5 weeks PTO + holidays right from the start
Career growth you can see - mentorship and a transparent path to partner
Supportive culture - from top to bottom, our team is kind, collaborative, and approachable
Full benefits - 401(k) match, medical, dental, and vision
Competitive pay + bonus potential - 130-150K + Bonus
What You'll Do
We're hiring for multiple Tax roles, including HNW-focused Senior Tax Managers and Tax Managers with specializations in:
Generalist
Real Estate
Tax Strategy
Your work will include:
Reviewing and managing tax returns, extensions, and tax planning for HNW clients
Preparing and reviewing complex projections for individual and corporate tax liability
Overseeing client deliverables and deadlines with a focus on quality and relationships
Leading tax research and communicating findings to clients and team members
Mentoring staff and being a resource on tax processes, software, and workflows
What You'll Bring
4-12+ years of relevant tax experience
Strong background in individual tax compliance and planning (CS Suite/UltraTax experience a plus)
Bonus points for gift, estate, trust, or partnership tax exposure
Curious, forward-thinking mindset with a passion for improvement
A collaborative, positive personality that makes you a great team player and mentor
The Bottom Line
At our firm, you won't just clock in and out-you'll grow, thrive, and enjoy the work you do. If you're looking for a place where culture and balance are more than just buzzwords, we'd love to talk.
Kiefer.Cundy@cybercoders.com
$66k-93k yearly est. 1d ago
Account Manager-Healthcare Supply Chain
Surgical Resources Group
Remote assistant account manager job
AccountManager - Healthcare Supply Chain
📍 Remote (U.S.) | Occasional Travel to Clearwater, FL
🕒 Full-Time | Sales
(SRG)
Surgical Resources Group (SRG) delivers innovative healthcare supply chain solutions that help hospitals, ambulatory surgery centers (ASCs), and healthcare systems reduce costs while improving efficiency. We specialize in surgical product sales, surplus liquidation, inventory management, and cost-saving supply chain solutions.
The Opportunity
We're looking for a motivated AccountManager to help grow our healthcare client base and strengthen existing relationships. In this role, you'll act as a strategic partner to healthcare leaders, helping them solve procurement challenges through smart, cost-effective supply chain solutions.
This is an ideal opportunity for a sales professional who thrives in relationship-based selling, enjoys working independently, and wants to make a measurable impact in healthcare.
What You'll Do
Prospect and develop new healthcare accounts within hospitals, ASCs, and healthcare systems
Manage and grow an assigned territory and existing account list
Build strong relationships with supply chain, clinical, and executive decision-makers
Lead virtual meetings to assess needs and present SRG solutions
Develop customized proposals, pricing, and cost-savings analyses
Negotiate and close contracts for surgical supplies and supply chain services
Collaborate with Operations, Customer Service, and Marketing teams
Maintain accurate CRM data, forecasts, and sales activity reporting
Consistently meet or exceed sales goals
What We're Looking For
2+ years of quota-carrying sales experience (healthcare, medical device, or medical supply preferred)
Proven success by closing and managingaccounts
Experience selling to mid-level and senior healthcare decision-makers
Strong communication, presentation, and negotiation skills
Ability to manage the full sales cycle independently
Comfortable working remotely and managing a territory
Bachelor's degree preferred
Nice to Have
Medical device, surgical supply, or healthcare distribution experience
Healthcare supply chain or hospital procurement background
Compensation & Perks
Competitive base salary
Performance-based commission structure
Growth and advancement opportunities
Work-from-home flexibility
Why Join SRG?
Being part of a growing healthcare organization is making a real impact
Work with industry-leading hospitals and surgical centers
Join a collaborative, results-driven sales team
$39k-67k yearly est. 1d ago
Remote Tax Manager-Lead In-House Tax Team
Solid Rock Recruiting LLC
Remote assistant account manager job
A rapidly growing financial services company is seeking a Tax Manager to lead and build in-house tax services. This role offers a unique opportunity for growth and ownership in shaping a new department. Ideal candidates will have CPA qualifications, strong tax experience, and leadership skills. Compensation ranges from $120,000-$170,000+ based on experience, alongside comprehensive benefits and performance bonuses.
#J-18808-Ljbffr
A leading outdoor exploration platform is seeking an AccountingManager in San Francisco. The ideal candidate will have extensive experience in accountingmanagement, oversee financial operations, and ensure compliance with US GAAP. Key responsibilities include managingaccounts payable, leading the financial close process, and supervising the accounting team. The role offers a competitive salary ranging from $140,000 to $170,000, along with benefits that support professional growth and well-being.
#J-18808-Ljbffr
$140k-170k yearly 4d ago
Manager, Finance & Accounting - Temporary Remote
Vaco By Highspring
Remote assistant account manager job
Finance Manager Do you have the right skills and experience for this role Read on to find out, and make your application. $Vaco has partnered with a respected company in the education space to find their next Finance Manager. This role provides leadership over corporate budgeting, forecasting, and monthly financial planning cycles, while delivering insights to drive strategic decisions. You will develop and maintain KPIs and dashboards, streamline reporting, and partner across teams to support key initiatives and process improvements. Immense growth opportunity
Flexible, results-driven work environment
Competitive and rewarding compensation structure
Lead corporate budgeting, forecasting, and monthly financial planning cycles, including model ownership and scenario analysis.
Drive close-related analytics, variance commentary, and performance insights to support senior leadership decisions.
Develop and maintain KPIs, dashboards, and reporting tools to measure operational and financial performance.
Partner across operations, accounting, and business units to support strategic initiatives and validate financial assumptions.
Identify process improvements, enhance financial models, and streamline reporting to improve accuracy and speed of insights.
Power BI and advanced Excel experience required
BS in finance or related field required
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
Virginia residents may access our state specific policies here .
Residents of all other states may access our policies here .
Canadian residents may access our policies in English here and in French here .
Residents of countries governed by GDPR may access our policies here .
the individual's skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses. xevrcyc
Remote working/work at home options are available for this role.
$68k-98k yearly est. 1d ago
Senior Commercial Lines Account Manager - Remote - CA Residents
Insurance Relief
Remote assistant account manager job
If you are looking to join an independent insurance brokerage that prioritizes its employees and has an awesome team of dynamic insurance professionals, no need to look any further because this is the company you have been searching for! This California-based brokerage embodies the phrase “teamwork makes the dream work.” If you are a Commercial Lines professional who thrives working within a team and is passionate about providing stellar customer service, this may be the perfect position you have been looking for! If you still aren't sure about applying to this awesome opportunity, here are even more reasons to apply:
The Benefits:
A base pay of $90k-120k+, depending on experience
Remote work schedule
A full suite of benefits, including health, dental, vision, life insurance, 401k, and more
Enjoy going to work each day! This team is excited about its work and truly tries to make each day better than the last!
The Position:
Consult with clients on coverage options and offer the most appropriate coverage for the client on the phone
Responsible for staying in direct contact with clients
Presenting renewal commercial accounts to clients and cross-selling new business leads
Handle higher-level commercial accounts while providing excellent customer service such as explaining coverage, claims, policy changes, and related matters
Developing and maintaining relationships with carriers
Performing other job-related duties as assigned
The Experience Needed:
4+ years of experience with small to mid-sized accounts on a generalist book of business in a retail brokerage setting
Extensive experience with General Liability and Workers' Compensation is required
Extensive experience with standard carriers as well as surplus lines
Knowledge of various lines of commercial insurance coverages and products
Knowledge of Med Mal and EPLI is a plus
Property & Casualty license required
Apply now!
Why Work with Insurance Relief?
We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. Give us a call to hear about all of the other opportunities we have available.
$90k-120k yearly 20h ago
Branch Manager
Sunbelt Rentals, Inc. 4.7
Assistant account manager job in Columbus, OH
Are you seeking an entrepreneurial, empowering workplace that allows you to:
• Have overall responsibility for the performance of a multi-million dollar revenue business
• Leverage your current leadership skills to build a success driven team
• Build a successful career with a multi-unit or sales leadership career track
Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager.
The Sunbelt Rentals branch manager is titled "Profit Center Manager" because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions.
Education or experience that prepares you for success:
• Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience
• Must have a valid driver's license and acceptable driving record history
Knowledge/Skills/Abilities you may rely on
• Strong leadership and communication skills
• Understanding of P&L and other key financial controls
• Experience in outside sales or other experience in negotiation and influencing
• Experience in construction or industrial markets helpful
• High level of accountability, time management and willingness to learn all aspects of the business
$37k-50k yearly est. 4d ago
Client Executive (Remote - US)
Atmosera 4.0
Remote assistant account manager job
Atmosera empowers businesses to redefine what's possible with modern technology and human expertise. Our exceptional experience across Applications, Data & AI, DevOps, Security, and the Microsoft Azure platform enables organizations to accelerate innovation, enhance security, and optimize operational agility. As a Microsoft Partner with nine specializations, GitHub AI Partner of the Year, a member of the GitHub Advisory Board, and a member of the prestigious Microsoft Intelligent Security Association (MISA), Atmosera expertly delivers cutting-edge, integrated solutions that deliver business value.
We exist to accelerate the value of Azure for our clients. As a Client Executive, you'll be responsible for promoting our expert approach and selling our world-class Azure Operations Services, security application, DevOps and Data/AI. Most importantly, you'll work passionately to generate opportunities that translate into profitable deals while delivering long term, demonstrable client value.
Our ideal candidate is a curious and inquisitive storyteller that treats urgency with the respect it deserves.Responsibilities
Negotiate, close and win new business and existing customer extensions through excellent sales execution
Design and implement regional & industry-based market strategies for Atmosera's solution offerings
Identify and develop relationships with key corporate C-level and Senior Leadership representatives through prospecting, Microsoft Seller engagement and Microsoft Programs
Develop and maintain strong, trusted and mutually beneficial relationships with Microsoft Field Representation, and the wider Microsoft community
Learn and understand business and technical requirements of clients to sell effective solutions that drive business value and a clear customer ROI
Be the quarterback; Manage all phases of the sales cycle, including lead identification and qualification, scope construction, proposal development and client presentations
Build and maintain a strong sales pipeline and forecast accuracy through discovery calls and joint meetings with Microsoft Sellers
Drive client awareness across all three service lines focusing on a balanced business approach across the clients Azure solutions
Holistically understand an account's current technology platform and help shape plans to move to cloud-based solutions. Become the trusted cloud advisor for your assigned portfolio of accounts and region
Successful positioning to Microsoft Sellers around Atmosera's solutions; focused on Application Innovation, Advanced Data Services and AI, DevOps, Security & Cloud Architecture
Required Skills & Experience:
7+ years enterprise sales experience. Complex sales, solution selling, strategic accounts leadership is a plus
Candidates with prior sales experience in Microsoft services and solutions are preferred
Strong written, verbal, presentation, and persuasion skills are critical
Proven track record of successful solutions-oriented sales
Strategic account planning and execution skills
Proven track record of meeting and exceeding quota
Services sales experience selling through a channel environment
Passion to introduce and drive disruptive solutions to help customers evolve and transform into digital-first organizations
Passion for client experience and for consulting as a vehicle to help clients achieve their goals
#LI-PS1#LI-Remote
We value our employees and are committed to providing a comprehensive and competitive benefits package designed to support your well-being and financial security. Here's what you can look forward to:
Financial Security & Growth: Competitive Salary: We offer competitive salaries commensurate with experience and skills. Generous 401(k) Plan: Secure your financial future with our generous 401(k) plan, featuring a 100% company match on your contributions up to 4% of your salary! This is a fantastic opportunity to build your retirement savings with our support. Performance-Based Compensation: Your hard work and dedication will be recognized and rewarded through our performance-based compensation program, which includes bonus potential in addition to your base salary.
Health & Well-being: 100% Employer-Paid Health, Vision, and Dental Insurance for employees: Say goodbye to expensive premiums! We cover 100% of the cost of your health, vision, and dental insurance premiums, saving you potentially thousands of dollars each year. Focus on your health, not your healthcare costs. Company-Paid Life, AD&D, Short and Long-Term Disability Insurance: We provide company-paid life, accidental death & dismemberment, and short- and long-term disability insurance to protect you and your family.
Time Off & Work-Life Balance: Generous Paid Time Off (PTO): Enjoy a healthy work-life balance with three weeks of paid time off, allowing you to relax, recharge, and pursue your personal interests. This flexible PTO can be used for vacation, personal time, or sick leave. 11 Paid Holidays: We observe 11 paid holidays throughout the year, giving you additional time to spend with family and friends. Community Service Leave: We believe in giving back to the community and offer paid time off for you to volunteer with organizations that are meaningful to you.
Additional Perks & Recognition: Employee Recognition and Reward Program: We celebrate and reward outstanding performance and contributions through our employee recognition program. We value your dedication and are committed to showing our appreciation.
This is a full-time position in the United States with the ability to work from home, or from one of our many US offices if local. Atmosera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need.
$102k-172k yearly est. Auto-Apply 60d+ ago
Surety Client Executive
Epic Stores 4.5
Remote assistant account manager job
EPIC Insurance Brokers is looking for an experienced Surety Account Executive.
This role will be remote with occasional travel to any our of EPIC offices. We will be considering candidates located within about one hour of driving distance to our offices: *********************************************
Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams.
Key Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients regarding surety needs.
Build and maintain strong, trust-based relationships with clients.
Advise clients on complex surety matters and bonding strategies.
Surety Program Development:
Understand clients' business operations and financials to tailor bonding solutions.
Analyze financial statements, credit reports, and project histories to assess bonding capacity.
Coordinate market selection and negotiate terms with surety carriers.
Marketing & Business Development:
Assist producers in soliciting new surety business.
Develop leads through industry networking, internal referrals, and market research.
Participate in formal presentations to client decision-makers.
Carrier Relations:
Maintain effective relationships with surety carriers.
Stay informed on industry trends, regulations, and available products.
Ensure compliance with underwriting standards and carrier expectations.
Internal Collaboration:
Work closely with producers, client executives, and support staff.
Mentor junior team members and contribute to a collaborative work environment.
Coordinate servicing efforts to ensure high-quality client support.
Qualifications:
Bachelor's degree in Business, Finance, Accounting, or related field, preferred.
Minimum of 10 years of experience in the surety or insurance industry is required.
Strong understanding of surety products, underwriting principles, and financial analysis.
Excellent communication, organizational, and problem-solving skills.
Proficiency in Microsoft Office Suite; experience with Tinubu preferred.
Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus.
Competencies:
Client-focused with a commitment to delivering exceptional service.
Critical thinking and analytical skills.
Professionalism and reliability.
Ability to manage multiple priorities and meet deadlines.
Strong interpersonal and negotiation skills.
This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment..
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
• For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf).
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
• Conducts marketing and new business development for employee's book of business.
• Delegates office administrative work to appropriate staff and oversees tasks.
Business Growth
• Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, accountmanagement, employee benefits, branch management, claims, etc.) to produce, service and retain business;
• May have a production goal. Production goals are subject to periodic adjustment by the Company.
Service
• Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs;
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
• Interface with clients, producers and other team members to develop a comprehensive customer service plan;
• Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives;
• Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage;
• Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication;
• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate.
Marketing
• Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies;
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct sales presentations as part of team;
• Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments.
Personal and Organizational Development
• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
• Enjoy active participation in community organizations;
• Project a professional image in action and appearance.
SUPERVISORY RESPONSIBILITIES:
• None
KEY COMPETENCIES:
• Full knowledge of commercial lines of coverage and services;
• Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include
Windows, Outlook, Word, PowerPoint, Publisher & Excel;
• Strong attention to detail and time management abilities;
• Strong ability to multi-task and assign priority;
• Ability to work effectively and efficiently both with and without direct supervision;
• Ability to work effectively and efficiently in a team environment as well as independently;
• Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
• High school diploma or G.E.D. equivalent required. College degree or equivalent experience required;
• Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts
One year of direct supervisory experience required.
• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
State Property & Casualty License required;
Valid Driver's License required.
COMPENSATION:
The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
#LI-LL1
#LI-Remote
$150k-200k yearly Auto-Apply 1d ago
Commercial Lines - Client Executive
C3 Risk & Insurance 4.4
Remote assistant account manager job
Full-time Description
WHO WE ARE
C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.
At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors.
WHO YOU NEED TO BE
You are the best of the best. Your producers and clients love you and you know how to keep them delighted!
You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role.
Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say.
You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery.
You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills.
Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly.
You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend.
If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor!
THE JOB
A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:
Model the C3 culture to service teams through demonstration of company values, mission, and vision.
Provide guidance to team on coverage, process adherence, and quality standards.
Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually.
Monitor service level adherence based on client segment to include the following activities:
Meet regularly with Producers to update, advise, and inform.
Coordinate all activities on accounts.
Complete and/or review new and renewal proposals.
Participate and/or lead in all meetings with clients.
Prepare and present pre-renewal strategy documents.
Provide support and develop strong client relationships.
Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
Participate in new business development and presentations.
Manage all facets of the renewal process:
Initiate client contact and orchestrate renewal strategy meetings.
Coordinate early renewal negotiations with incumbent carriers.
Oversee the process of preparing and updating specifications.
Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
Coordinate coverage placement through marketing efforts and provide direction to the service team
Review all quotes and manage coverage comparisons and rate negotiations
Prepare and deliver proposals.
Prepare all binding instructions to carriers.
Manage Expiration Lists
Establish and consistently maintain effective and positive working relationships with all associates and clients.
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
Stay up to date on industry trends and changes including state and governmental regulations.
Participate in continuing education and industry events.
Support carrier relationships and build contacts through industry partnerships and associations.
Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3's Quality Management Program.
May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process.
Perform other responsibilities and duties as needed.
THE FINE PRINT
Work Environment & Physical Demands
You must be able to use a keyboard and other office equipment.
Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits.
C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
Competitive salary
100% employer-paid benefits
401K match
Opportunities for growth
Flexible working schedules
Unlimited PTO to support work/life balance (with a two-week minimum)
Fun atmosphere
No micromanagement
Opportunity to work from home/remote
The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Salary Description $145,000 to $175,000 per year