Neil Daly State Farm: Local insurance agency providing personal and commercial insurance solutions.
Manage customer accounts, assist with policy changes and claims, coordinate with underwriters, and provide strong customer service and attention to detail.
EY: Global firm providing audit, tax, and professional consulting services.
10+ YOE10+ years account management experience, bachelor’s degree preferred, strong influencing, communication, strategic thinking, and ability to work with cross‑functional teams; must be based near Portland.
The Partners Group: Independent insurance brokerage and financial services firm.
5+ YOEActive property and casualty insurance license, 5+ years of customer service experience including 3+ years in an independent insurance agency, personal lines knowledge, communication, organization, and Microsoft Office proficiency.
Microsoft Office, AMS360, PL Rater, Safeco, Chubb, Travelers, Progressive, PURE
Chad Elder State Farm: Independent agency providing personal insurance and financial protection services.
2+ YOERequires 2+ years of State Farm experience and active Property, Casualty, Life, and Health licenses before starting. Requires organized, self-motivated client outreach and appointment-setting skills.
Commercial Lines Associate Account Rep - January 2027 Career Development Program
Portland, Oregon, United States
$60k/yrOnsiteFull Time
USI Insurance Services: Insurance brokerage and risk management consulting services.
Bachelor’s degree earned within the past two years; organized, detail-oriented, accountable, communicative, collaborative, and comfortable using Microsoft Office, Excel, Word, and PowerPoint.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOE3+ years public accounting tax experience, ability to prepare and review tax returns, mentor others, strong research and communication, bachelor’s degree in accounting or finance; CPA/JD/EA preferred.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED. Accounting or finance degree preferred.
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$68k-$126k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOE4+ Mgmt5+ years in Customer Success/Account Management/SaaS with 4+ years leading teams; experience owning SaaS metrics, renewals and expansions; bachelor’s degree or equivalent; executive presentation and cross-functional leadership skills.
Aprio: Provides business advisory, accounting, and tax services globally.
3+ YOEBachelor's degree in Accounting, accounting firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Corporate, S-Corp, or partnership returns experience required; CPA or EA preferred.
KBF CPAs: Provides professional tax, audit, and business advisory services.
2+ YOEBachelor's degree, academic credits to sit for CPA exam, minimum 2 years public accounting experience, strong U.S. GAAP and SEC reporting skills, supervisory experience, eligible to work in the U.S.
2+ YOEBachelor's degree and 2+ years experience; strong communication, organizational and time-management skills; compliance adherence; CRM maintenance; knowledge of investment accounts and processing paperwork.
Portland Public Schools: Public school district serving students in Portland, Oregon.
1+ YOEAssociate's degree in business, finance or related field and 1–3 years fiscal experience depending on level. Requires knowledge of accounting, payroll, purchasing, budgeting, specialized financial software, spreadsheets, record keeping, and strong communication skills.
2+ YOERequires two years as a Registered Client Associate, securities licensing or ability to obtain it, securities industry knowledge, technology proficiency, client service skills, attention to detail, and multitasking ability.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
Becker Capital Management: Independent investment management firm serving individuals and institutions.
2+ YOERequires 2+ years in a similar role, adviser back-office knowledge, professional communication, collaboration, multitasking, problem solving, and deadline management. Experience with portfolio accounting, CRM, DocuSign, and Microsoft Office preferred.
Tamarac, Addepar, DocuSign, CRM, Microsoft Office Suite, Microsoft Excel
Bozeman or Spokane or Tacoma or Portland or Boise or Las Vegas or Reno or Missoula or Jackson or Seattle
$78k-$156k/yrRemoteFull Time
AbbottNYSE: ABT: Manufactures medical devices, diagnostics, and nutritional health products.
4+ YOERemote sales role with up to 75–80% travel. Requires valid driver’s license, Bachelor’s degree (or Associate +2yrs sales), 4 years relevant experience, strong sales and financial acumen, and proficiency with Microsoft Office and SalesForce.
Bozeman or Spokane or Tacoma or Portland or Boise or Las Vegas or Reno or Missoula or Jackson or Seattle
$78k-$156k/yrFieldFull Time
AbbottNYSE: ABT: Provides medical devices, diagnostics, and science-based nutritional products.
4+ YOETerritory sales role covering the Pacific Northwest requiring 4+ years relevant experience, bachelor’s degree (or associate + experience), ability to travel up to 80%, valid driver’s license, strong selling and financial skills, Microsoft Office and Salesforce proficiency.