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Associate Forward Deployed Accountant
Floqast 4.3
Remote registered account administrator job
As an Associate Forward Deployed Accountant (AFDA), you'll lead the deployment of FloQast's Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. You'll work directly with customers to understand their processes, configure automation solutions, and deliver tangible outcomes.
This is a customer-facing role for accounting professionals who are eager to apply their domain knowledge in a technical setting and grow their skills at the intersection of finance and AI-powered automation.
*Visa sponsorship is NOT available at this time What You'll Do:
Build and deploy AI Agents that automate low-complexity accounting workflows for corporate accounting teams, ensuring proper configuration, testing, and documentation.
Enable corporate accounting teams to build and deploy AI Agents by facilitating training programs, hands-on workshops, guided build sessions, and office hours that support users as they learn to automate their financial workflows.
Support adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents.
Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed.
Assist product improvement efforts by documenting customer feedback and observations gathered during training sessions and submitting them through established feedback channels.
Assist with partner-led implementations by working closely with partner consultants and ensuring adherence to internal delivery guidelines
Travel as needed (up to 20%) to customer sites for hands-on deployment, training, and adoption workshops.
What You'll Bring:
1 - 3 years of experience in accounting advisory, consulting or operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities.
Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting strongly preferred.
Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams.
Ability to break down complex accounting processes and convert them into structured automation steps
Strong organizational skills to manage training schedules, documentation, and customer enablement activities.
Willingness to travel for corporate customer training, workshops, and enablement engagements.
Nice-to-haves:
CPA or degree in Accounting or Finance
Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions.
Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes
Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders
Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect
Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems
Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows
Background in SaaS platforms focused on finance transformation, compliance, or accounting automation
The base pay range for this position is $76,000 - $114,000. This position is eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
#LI-LB1#LI-remote
About FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors-and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!- Inc. Magazine's Best Workplaces in 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that's 8 years!)- Built In's Best Place to Work in Los Angeles 6 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
Link to FloQast Recruiting AI Usage Policy
$76k-114k yearly Auto-Apply 46d ago
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Client Service Administrator - Small Business
World Insurance Associates 4.0
Registered account administrator job in Columbus, OH
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Primary Responsibilities
Primary Activities
Respond to client requests for changes
Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinates the delivery of Proofs of Insurance
Responds to client billing / payment questions
Coordination of claim escalation
Position Specific Skills/Qualifications
Work Experience
3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license, or ability to obtain within 90 days of hire
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve routine problems
Education
College degree is preferred.
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
#LI-HZ1
$45k-57k yearly est. Auto-Apply 24d ago
Junior SAAS Account Manager
Sony Corporation of America 4.7
Remote registered account administrator job
Sony Electronics Inc. is looking for the risk-takers, the collaborators, the inspired and the inspirational. We want the people who are brave enough to work at the cutting edge and create solutions that will enrich and improve the lives of people across the globe. In addition to competitive pay and benefits, we offer an environment and culture that promotes Diversity, Equity and Inclusion. In addition, our team members enjoy innovative work-life balance opportunities including a hybrid home/office workplace, monthly “Free Fridays”, and early shutdowns on Fridays throughout the year (including half-days during the summer).
So, if you want to join a “Best Place to Work” company and make the world say wow, let's talk.
Job Description
We're looking for a results-driven Account Manager to grow revenue for our cloud-based media management and collaboration platform, serving customers across media, entertainment, and sports. This role owns the full sales cycle, from qualifying inbound leads to hunting and closing outbound opportunities, across a wide range of deal sizes, from fast-moving SMB deals to complex enterprise engagements.
You'll work closely with marketing, product, and customer success, engaging with creative, production, post-production, and technical stakeholders to help teams securely manage, collaborate on, and distribute media at scale.
Responsibilities
Revenue & Pipeline
Own and close new business opportunities with ACVs ranging from $15K to $500K+
Manage a balanced mix of inbound leads and outbound prospecting
Run efficient sales cycles for smaller deals (~30 days) while managing longer enterprise cycles (~6-12 months)
Accurately forecast pipeline and revenue using CRM tools
Customer Engagement
Conduct discovery calls to understand customer workflows, technical requirements, and buying criteria
Present and demo solutions to creative, operations, IT, and executive stakeholders
Build business cases and ROI narratives tailored to media & entertainment use cases
Negotiate pricing, contracts, and close deals in collaboration with leadership
Outbound & Market Development
Identify and pursue target accounts in media, entertainment, and sports
Develop outbound strategies across email, phone, LinkedIn, and industry events
Build long-term relationships with key decision-makers and influencers
Collaboration & Feedback
Partner with marketing on lead quality and campaign feedback
Work with customer success and product teams to ensure smooth handoffs and customer satisfaction
Share market and customer insights to influence product roadmap and positioning
Minimum Requirements
Experience
3+ years of B2B SaaS sales experience, preferably in media, entertainment, sports, or adjacent industries
Proven experience closing both transactional and enterprise deals
Comfort owning the full sales cycle, including outbound prospecting
Experience selling to creative, production, post-production, broadcast, or IT teams is a strong plus
Skills
Strong discovery, qualification, and consultative selling skills
Ability to manage multiple deals at different stages and sizes simultaneously
Confident presenter to both technical and non-technical audiences
Excellent written and verbal communication skills
Experience with CRM tools (Salesforce, Zoho, or similar)
Attributes
Self-motivated and comfortable working remotely
Organized, detail-oriented, and strong at follow-through
Curious about customer workflows and technology
Team-oriented with a low-ego, high-ownership mindset
Preferred Qualifications:
Bachelor's degree or equivalent practical experience
Experience selling cloud solutions
Proven track record of driving revenue growth and achieving quota targets
Experience working collaboratively with customer success and marketing
The anticipated base pay range for this position is $73,409 to $97,878. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.
In addition to a competitive base salary, this position is also eligible for a sales incentive plan. The specifics of the plan vary by role and can include elements related to both individual and company performance. In addition, this position is also eligible for a comprehensive benefits package including healthcare benefits (medical, dental, and vision), paid medical leave, a 401k plan with matching company contributions, vacation time, education assistance, student loan assistance program, eighty hours of paid sick leave time annually, and up to twelve weeks paid parental leave.
Sony Electronics is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state or local law.
Disability Accommodation for Applicants to Sony Electronics Inc. and Sony of Canada ULC.
Sony Electronics Inc. and Sony of Canada Ltd. provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. For reasonable accommodation requests, please contact us by email at **********************, or you can mail your resume to: Sony Electronics, Human Resources Department, 16535 Via Esprillo, San Diego CA 92127. Please indicate the position you are applying for.
EEO is the Law
EEO is the Law Supplement
Right to Work (English/Spanish)
E-Verify Participation (English/Spanish)
$73.4k-97.9k yearly Auto-Apply 3d ago
V104- Client Services and Administrative Support
Flywheel Software 4.3
Remote registered account administrator job
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!
Job Description:
Join Job Duck as a Client Services and Administrative Support assistant and become an integral part of a dynamic team supporting a growing business in the banking sector. In this role, you will manage client data, streamline processes, and ensure smooth communication across platforms. Your work will directly impact operational efficiency and client satisfaction by handling CRM systems, scheduling, and marketing tasks. This position is ideal for someone who thrives in a structured environment, enjoys organizing information, and brings creativity to marketing initiatives while maintaining a proactive and detail-oriented approach.
• Salary Range: from $1,150 USD to $1,220 USD.
Responsibilities include, but are not limited to:
Make outbound calls when necessary to support client engagement
Manage email communications and maintain organized inboxes
Schedule events and coordinate logistics, including creating flyers and PowerPoint presentations
Handle data intake and upload lead information into the system
Utilize Canva for visual content creation
Oversee pipeline management to track progress and opportunities
Execute marketing tasks and assist with campaign planning
Manage Salesforce CRM, ensuring accurate and timely data entry
Collaborate with team members to ensure smooth onboarding and training processes
Requirements:
• Location & Time Zone: Remote, CST (Central Standard Time)
• Working Hours: 8:30 AM - 5:30 PM CST
• Software/Tools Required:
• Salesforce (mandatory)
• Salesloft
• Microsoft 365
• Canva
Required Skills:
•Minimum of 1 year of experience with a client-facing role/intake role.
•Advanced/native-level English skills (both written and spoken)
• Marketing or sales background preferred
• Organized
• Attention to detail
• Proactive
• CRM proficiency (Salesforce) preferred
• Customer service
• Basic Excel experience
• Creative
• Systematic
• Leadership
Work Shift:
Languages:
English
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
$34k-54k yearly est. Auto-Apply 60d+ ago
Client Services / Travel
HB Travels
Remote registered account administrator job
Are you passionate about travel and enjoy helping others create unforgettable experiences? Were seeking motivated, customer-focused individuals to join our team in a Client Services / Travel role. Work remotely while guiding clients, managing bookings, and delivering exceptional service.
What You'll Do
Assist Clients- Help travelers plan and book personalized trips, including flights, hotels, cruises, and excursions
Provide Exceptional Service- Maintain communication before, during, and after travel to ensure client satisfaction
Stay Informed- ️ Keep up with industry trends, top destinations, and travel deals to offer expert recommendations
Manage Bookings- ️ Handle all reservations and logistics accurately and efficient
Problem-Solve- ️ Address client challenges before or during travel with proactive solutions
What Were Looking For
Passion for travel and helping others explore the world
Strong communication and interpersonal skills
Excellent organization and attention to detail
Self-motivated and comfortable working independently in a remote environment
Sales or customer service experience is a plus (not required)
Reliable internet, computer or smartphone, and a dedicated workspace
Must be 18+
What We Offer
Comprehensive training and ongoing support
Flexible remote work- full-time or part-time
Exclusive travel discounts and perks
Supportive, collaborative remote team environment
Unlimited earning potential
🪪 IATA cards available for qualified agents
Apply Today!
Turn your love for travel into a fulfilling career as a Client Services / Travel professional!
$34k-47k yearly est. 60d+ ago
Account Associate - State Farm Agent Team Member
Danny Patel-State Farm Agent
Remote registered account administrator job
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
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.
This is a remote position.
$48k-70k yearly est. 29d ago
Account Associate - State Farm Agent Team Member
Diane Smith-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
Diane Smith - State Farm Agent is looking for a highly motivated Sales Producer with prior experience and a current insurance license to drive new business and grow our agency. In this role, you will actively prospect, generate leads, and convert opportunities into long-term customer relationships. Your in-depth knowledge of insurance products and industry trends will enable you to effectively market solutions, close deals, and exceed sales targets.
If you are a driven, sales-focused professional who thrives in a fast-paced environment, we are eager to see how your talents can contribute to our agencys success.
Note: We are open to Part-Time schedules as well as Full-Time.
RESPONSIBILITIES:
Proactively generate and follow up on leads to drive new business.
Meet and exceed sales targets by closing policies across multiple lines of insurance.
Identify customer needs and present tailored insurance solutions.
Conduct policy reviews and recommend coverage adjustments.
Assist with renewals, cross-selling, and upselling to maximize retention.
Maintain accurate records of sales activities and customer interactions.
QUALIFICATIONS:
Prior insurance experience highly preferred.
Must hold current insurance licenses (Property/Casualty and Life/Health).
Strong sales and negotiation skills with a proven track record of success.
Ability to build rapport and establish long-term client relationships.
Self-motivated, goal-oriented, and eager to grow within a sales-driven environment.
This is a remote position.
$45k-67k yearly est. 2d ago
Account Associate - State Farm Agent Team Member
Lelly Woo-Grimes-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
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...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
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 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.
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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity.State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
This is a remote position.
$48k-72k yearly est. 10d ago
Account Associate - State Farm Agent Team Member
Robert Ndegwa-State Farm Agent
Remote registered account administrator job
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...
Simple IRA
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement
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
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.
This is a remote position.
$40k-59k yearly est. 14d ago
Account Associate - State Farm Agent Team Member
John Tyler Carlson-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
WFH options available at 6 months
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
Our agency is built on a strong foundation of experience, dedication, and a commitment to exceptional service. As a fourth-generation State Farm Agent with 17 years in the business, I take pride in leading a team that values both professional growth and personal well-being. Our Evanston office is home to four talented team members, and we offer competitive benefits, including health, dental, vision, and a Simple IRA.
We believe in setting our team up for success, providing thorough training, and creating an environment where hard work is recognized and rewarded. After six months of training, we offer the flexibility to work from home 1-2 times per week. With a background in Marketing and a minor in Spanish from Miami University in Oxford, Ohio, I understand the importance of communication, collaboration, and continuous learning. If youre looking for a supportive team where you can grow and make an impact, wed love to connect with you!
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
Bilingual Spanish preferred
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.
$40k-58k yearly est. 20d ago
Account Associate - State Farm Agent Team Member
Brandon Burke-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
401(k)
Competitive salary
Signing bonus
- must be licensed and have prior insurance / sales experience* 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
Paid time off (vacation and personal/sick days)
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
Must currently hold relevant insurance licenses
Prior insurance / sales experience (2+ years preferred)
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.
This is a remote position.
$36k-52k yearly est. 1d ago
Account Associate - State Farm Agent Team Member
Grant Gingerich-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Flexible schedule
Opportunity for advancement
Training & development
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Associate - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
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.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Growth potential/Opportunity for advancement within my agency
Requirements
Must be licensed
Would prefer State Farm experience
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Dedicated to customer service
Must be available to work the following schedule: Monday-Friday, 8am-5pm
If you are motivated to succeed and can see yourself in this part time 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.
This is a remote position.
$35k-50k yearly est. 8d ago
Account Associate - State Farm Agent Team Member
Tyler Cheshire-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Since opening in February 2012, our agency has built a strong reputation for teamwork, success, and a fun, energetic work environment. With a team of four full-time and two part-time members, we believe in working hard, supporting one another, and celebrating our wins. We offer generous benefits, including 100% paid group health insurance with dental and vision, a $100 monthly stipend for disability and life insurance, and 401k benefits after two years. Depending on performance, our team enjoys the perk of working from home on Fridays or having every other Friday off.
Our office culture is lively, collaborative, and goal-driven. We share lunch together every Thursday, whether dining out or bringing food in, to connect and recharge. We take pride in hitting big milestones Honor Club and Ambassador Club every year since opening.
Born and raised in Cobb County, I attended Harrison High School before earning my bachelors in business and finance from Kennesaw State University. Outside of work, I love attending Braves games, trying new restaurants, and spending time on the water. I also stay involved in the community, sponsoring my nephews high school football team and participating in a local BMI group that gives back. If youre looking for a supportive, high-energy team with a strong track record of success, wed love to have you join us!
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Tyler Cheshire - 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.
$36k-52k yearly est. 27d ago
Account Associate - State Farm Agent Team Member
Reed McNeer-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
ROLE DESCRIPTION: As a sales associate for Reed McNeer-State Farm, 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:
Generate leads through outbound calls, emails, and networking.
Conduct virtual sales presentations and product demonstrations.
Follow up with clients to ensure satisfaction and identify opportunities for additional coverage.
Manage time effectively to maximize sales productivity in a remote environment.
QUALIFICATIONS:
Proven experience working with State Farm insurance products and processes.
Must hold a valid insurance license(s) in the state(s) of operation.
High level of professionalism and integrity.
Ability to work independently and manage time effectively in a remote setting.
This is a remote position.
$27k-40k yearly est. 8d ago
Retirement Plan Account Administrator - PA2025BPO-R-006
Intralinks 4.7
Remote registered account administrator job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Retirement Plan AccountAdministrator, Command Center
Location: Florida | Remote
Get To Know Us:
SS&C Retirement Solutions Team. A full suite of solutions for core recordkeeping to help firms master complexities across the retirement lifecycle from accumulation to drawdown.
The Retirement Solutions Group is seeking experienced accountadministrator to join our rapidly growing Relationship Management Team. In this role, you will be the primary contact on an assigned “book of business” of small asset, complex and sensitive plan sponsors and brokers. Accountadministrators are the liaison between the plan sponsors and various internal groups.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Serves as the primary contact and resource for plan sponsors, Third Party Administrators, broker/dealers, and other financial intermediaries regarding all retirement plan accountadministration aspects.
Coordinates various administrative tasks, fulfills requests from internal and external contacts, and researches and resolves plan issues as they arise.
Promotes customer satisfaction through effective service delivery and demonstrates a complete understanding of the plan sponsor and their plan, including the administration of the plan as well as the client's sensitivities, needs, and objectives concerning the plan.
Intermediate professional working on projects of moderate scope or varied tasks requiring resourcefulness, self-initiative, and significant independent judgment
Demonstrates a developing functional knowledge to evaluate the implications of issues and make solutions recommendations. Guides less experienced team members.
Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
Assist in the collection, review and preparation of client information used for compliance testing and filings.
Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.
What You Will Bring:
Bachelor's degree or a Master's degree with work-related experience
3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint.
Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
Possess a strong understanding of governmental plans (ex. 403(b) and 457 plans)
Able to work hybrid in local office 6 days per month.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-JS1
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
$37k-47k yearly est. Auto-Apply 14d ago
Account Associate - State Farm Agent Team Member
Elnora Hubbard-State Farm Agent
Remote registered account administrator job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
Elnora Hubbard - State Farm Agent is looking for a highly motivated Sales Producer with prior experience and current insurance licenses to drive new business and grow our agency. In this role, you will actively prospect, generate leads, and convert opportunities into long-term customer relationships. Your in-depth knowledge of insurance products and industry trends will enable you to effectively market solutions, close deals, and exceed sales targets.
If you are a driven, sales-focused professional who thrives in a fast-paced environment, we are eager to see how your talents can contribute to our agencys success.
RESPONSIBILITIES:
Proactively generate and follow up on leads to drive new business.
Meet and exceed sales targets by closing policies across multiple lines of insurance.
Identify customer needs and present tailored insurance solutions.
Conduct policy reviews and recommend coverage adjustments.
Assist with renewals, cross-selling, and upselling to maximize retention.
Maintain accurate records of sales activities and customer interactions.
QUALIFICATIONS:
Prior insurance experience highly preferred.
Must hold current insurance licenses (Property/Casualty and Life/Health).
Strong sales and negotiation skills with a proven track record of success.
Ability to build rapport and establish long-term client relationships.
Self-motivated, goal-oriented, and eager to grow within a sales-driven environment.
This is a remote position.
$33k-48k yearly est. 20d ago
Account Administrator - Andy Assessment Testing
American Express 4.8
Remote registered account administrator job
At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally.
The objective of the Control Management Governance team is to establish the Operational Risk and Controls strategy for Global Merchant & Network Services (GMNS), set up a foundational governance structure that ensures operational risks are identified, assessed, and managed in compliance with enterprise Operational Risk Management programs and reporting.
Global Merchant & Network Services (GMNS) is looking for a Sr. Analyst of Governance focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.
Required Qualifications:
2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities
Project management, communication, and interpersonal skills
Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards
Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively [BU-SPECIFIC]
Preferred Qualifications:
Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous
Experience in at least one of the following:
Translating operational risk strategy and appetite into execution guidelines
Tracking and identifying issues with Key Risk Indicator (KRI) limits and risk appetite to ensure operational risks are managed within agreed thresholds
Facilitating the implementation of the operational risk governance frameworks
Developing, communicating and ensuring understanding and adherence to operational risk procedures and standards
Supporting the operational risk exam management processes
The Sr. Analyst, Global Merchant & Network Services Governance will:
Support certain execution plans for operational risk management within the business unit (BU), including BU specific guidelines, project plans, etc.
Track specific issues with KRI limits and risk appetite for Global Merchant & Network Services to ensure operational risks are managed within agreed thresholds
Assist in the implementation of portions of the operational risk framework to enable effective risk management and decision making in the BU
Help in the development of BU-specific procedures and additional standards (i.e., escalation protocols), related to the execution of the Operational Risk Management programs
Facilitate the understanding and use of the risk governance framework basics across BUs through regular communication
Support the day-to-day internal and external exam management process, working with the Enterprise functions (e.g., data request compilation, action implementation, and regulatory adherence)
Aggregate specific reporting areas, approvals/exceptions and support "change-the-function" activities for the BU
Administer implementation of specific training initiatives and clear career progression plans that align with Operational Risk Management
Review processes to ensure and monitor the integration of regulatory changes & updates into the Operational Risk framework and training materials
Support sharing insights, better practices, themes, etc. across the enterprise
$40k-54k yearly est. Auto-Apply 60d+ ago
Account Associate - State Farm Agent Team Member
David Cripe-State Farm Agent
Remote registered account administrator job
Job Description ROLE DESCRIPTION: As a part time Account Associate for David Cripe Insurance Agency, Inc, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relationships. 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:
Requires Outbound calls to market and sell insurance products
Discuss coverage and policies options with prospective customers
Present and bind insurance auto and homeowners' insurance polices
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred.
This is a remote position.
$40k-58k yearly est. 18d ago
Associate, Strategic Planning- Global Strategic Accounts
Vertiv 4.5
Registered account administrator job in Westerville, OH
As an Associate, Strategic Planner within Vertiv's Global Strategic Accounts (GSA) organization you will be the execution heartbeat for high-visibility programs: building analyses, crafting executive-ready deliverables, structuring work plans, and drafting crisp communications that move decisions forward. You will support data-driven Commercial insights, by translating wide-ranging data into decision-quality analyses. You will work at the cutting edge of AI infrastructure, as the industry experiences unprecedented capital investment.
While the specific job deliverables will vary according to unique project and integration needs, you will have the broad skills needed to exercise strong analytical and critical thinking capabilities while helping to solve complex problems and communicate plans and progress. You will work in a fast-paced and collaborative environment that exposes you to a variety of experiences across the organization while you develop business skills and increase the bandwidth and velocity of the GSA Strategy Team as the organization attempts to capture unparalleled top-line growth.
This position requires extensive interaction and collaboration across business functions including business leaders and subject-matter-experts. Top performers will be able to reach Director-level within 3 years through demonstrated excellence.
Essential Job Functions
Deliverable creation
: Develop structured models and sensitivity analyses for high priority initiatives including Commercial demand planning, Sales forecasting and planning, and Orders execution.
Analytical rigor
: Ability to bring structure to ill-defined problems and intellectual leadership to problem solving; synthesize insights from analysis and ensure credible, actionable recommendations
.
Communications skills
: Ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively. Ability to draft executive updates, decision memos, and other briefs with consistent narratives.
Program management:
Support program management for high priority initiatives including tracking KPIs, surfacing cross-functional blockers, and driving issue closure with owners and timelines
Business results:
Desire to understand, influence, and support management of GSA orders and sales throughout the opportunity identification to order conversion lifecycle.
PRINCIPLE RESPONSIBILITIES
50% - Support day-to-day management of GSA sales function
Develop monthly, quarterly, and annual forecasts for orders and sales across GSA accounts, leveraging latest market intel and customer insights.
Build account planning materials for Global Account Directors, including market intelligence, key opportunities, threats to Vertiv position, and asks of the Business.
Assist share of wallet analysis across GSA Accounts, identifying products and business units that represent the greatest opportunity for share gain potential with specific customers.
Review GSA Sales pipeline, ensuring that pipeline appropriately reflects customer demand signals and confidence levels.
25% - Provide program support for strategic initiatives, including the broader GSA strategic planning process
Build executive-ready presentations and analysis that translate data into crisp insights for a given scenario. Leadership adopts your analysis as they run the business, creating fewer cycles to decision
Compile market and customer fact-base, synergy models, project management trackers, and integration playbooks.
Map spans / layers, role charters, org models in support of high priority org design sprints
Support subject matter experts in documenting processes to support activities and drive improvement.
25% - Develop executive communication for internal and external purposes
Develop concise executive-level presentations and communications to drive timely and informed decision making.
Partner with internal teams to identify core messages for delivery; unify messaging across the Americas region to ensure alignment for key deliverables.
QUALIFICATIONS
Minimum Qualifications: (education, experience level, knowledge, skills, certifications).
Bachelor's degree in Business, Engineering, or Technology/Operations preferred; MBA / MS a plus.
2-5 years of experience, including tenure in a top-tier management consulting firm, Corporate Strategy / FP&A / Operations, PE Ops, or high-performing rotational program.
Demonstrated experience building executive-level presentations, models, and work plans for cross-functional initiatives
Advanced Microsoft Suite skills including Excel, PowerPoint, and Word
POSITIONS ELIGIBILITY REQUIREMENTS:
Travel: As needed (
The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities.
OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.
OUR STRATEGIC PRIORITIES
Customer Focus
Operational Excellence
High-Performance Culture
Innovation
Financial Strength
OUR BEHAVIORS
Own It
Act With Urgency
Foster a Customer-First Mindset
Think Big and Execute
Lead by Example
Drive Continuous Improvement
Learn and Seek Out Development
At Vertiv, we offer the stability of a global leader in a growing industry
and
the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.
Vertiv is an Equal Opportunity/Affirmative Action employer.
We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to
**********************
. If you are interested in applying or learning more about this role, please visit the company's career page located on Vertiv.com/Careers
Work Authorization
No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
$36k-50k yearly est. Auto-Apply 60d+ ago
Account Associate - State Farm Agent Team Member
Christian McClung-State Farm Agent
Remote registered account administrator job
Job Description*Fully Remote - Must be currently licensed* Christian McClung - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Account Associate - State Farm Agent Team Member, 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.
As an Agent Team Member, you will receive...
Simple IRA
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
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
Property/Casualty License
Life/Health License
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.
This is a remote position.
$41k-60k yearly est. 27d ago
Learn more about registered account administrator jobs