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.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$68k-$126k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
5+ YOE4+ MgmtRequires 5+ years in Customer Success, Account Management, Professional Services, or SaaS; 4+ years leading teams of 5+; SaaS metrics, renewals, executive presentations, cross-functional leadership, and bachelor's degree.
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.
Alliant Insurance Services: National provider of insurance brokerage and risk management services.
2+ YOE2+ years related experience, associates degree or equivalent preferred, valid insurance license, strong communication, customer service, analytical and Microsoft Office skills.
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.
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.
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.
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+ YOEAssociate degree or equivalent, valid insurance license, 2+ years related experience, strong communication, customer service, organization, analytical skills, and Microsoft Office proficiency.
Aspen Standard Wealth: Holding that acquires and supports independent RIAs.
5+ YOEBachelor's degree in a quantitative field and 5-15 years in investment, financial operations, accounting, or related work; requires process design, communication, confidentiality, and multitasking.
Schwab Advisor Center, Orion, Microsoft Office Suite
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.
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