Hummel Group: Provides insurance and risk management services for businesses and individuals.
Requires high school diploma, property and casualty license, valid driver\u0002s license and insurable driving record; provides client retention, policy review, quoting, and account service for personal lines.
3+ YOE3+ years employee benefits experience managing medium accounts; skilled in client relationship management, renewal management, claims and financial analysis, EPIC, and Microsoft Office (Excel/PowerPoint). Bachelor's preferred.
EPIC, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
True North: Delivers outsourced bookkeeping and financial management services to franchises.
Experience in revenue cycle management, accounts receivable and healthcare reimbursement; strong client relationship, analytical, project management, and communication skills; familiarity with Medicaid/VA payer requirements preferred.
Commercial Lines Senior Client Manager - Medical Malpractice
Solon, Ohio, United States
OnsiteFull Time
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years commercial property & casualty experience, state P&C license required, strong Excel and EPIC proficiency, client service and risk analysis skills.
Microsoft Excel, Microsoft Word, Microsoft Office, EPIC
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Pittsburgh or Tampa or Boston or Rochester or Ravenna or Fort Worth or Pennsylvania or Florida or Massachusetts or New York or Ohio or Illinois or Texas
$91k-$171k/yrRemoteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech or merchant services; strong relationship, organizational, and judgment skills; bachelor’s degree preferred; willingness to travel up to 20%.
PDMI: Provides pharmacy claims processing and benefit administration technology solutions.
2+ YOEBachelor's or equivalent, 2+ years 340B experience, completion of 340B University within one year, experience with client data feeds/SFTP, POS and pharmacy replenishment workflows, strong communication and client-management skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, strong client focus, detail orientation, proficiency with Microsoft Office and Salesforce, FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Advantage Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
1+ YOEDrive client sales and distribution, retail and eCommerce execution, budget management, syndicated data knowledge, strong sales and communication skills, HS diploma/GED required, 1+ years relevant experience.
Sequoia Financial Group: Provides wealth management and financial planning services.
2+ YOE2+ years client service experience in wealth management, knowledge of complex entity structures and alternative investments, proficiency with Salesforce and Microsoft Office, strong communication and organizational skills.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, DocuSign, Schwab, Fidelity
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; FINRA licenses preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Commercial lines insurance experience handling complex or multi-state accounts, ability to participate in virtual meetings, train on agency systems, and perform occasional local client visits.
Litigation Management, Inc.: Provides technology-driven litigation support and medical data analytics services.
5+ YOE5+ years in consultative sales, strategic account management, or business development; experience in legal services or insurance defense; strong communication and executive presence; able to navigate complex client environments; strategic growth mindset.
Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
Olathe or Charleston or Akron or Louisville or Michigan or Indianapolis or Cincinnati or Parma or Gahanna
$104k-$162k/yrRemoteFull Time
Terracon: Provides geotechnical, environmental, construction, and facilities engineering services.
8+ YOEBachelor's in business/engineering or related with 8+ years (or 12+ without degree); experience managing national A/E/C accounts, marketing professional services, and client relations; valid driver’s license may be required.
United States or Virginia or Akron or Cleveland or Pittsburgh
$75k-$85k/yrFieldFull Time
Team Velocity: Provider of a digital retailing platform for automotive dealerships.
3+ YOEBachelor's degree,3+ years automotive digital marketing experience in client-facing/account management roles,proven strategy and relationship skills,ability to travel; proficiency with Microsoft PowerPoint,Microsoft Excel,Salesforce,CRM and Google Suite.
Microsoft PowerPoint, Microsoft Excel, Salesforce, CRM, Google Suite, Apollo
Insurance Account Representative - State Farm Agent Team Member
Wexford, Pennsylvania, United States
$40k-$60k/yrOnsiteFull Time
Peter Piotrowski State Farm Insurance: Provides insurance and financial products to local residents.
2+ YOEPA Property and Casualty license preferred; 2 years sales experience; strong communication and customer service; ability to grow client relationships.
Cleveland or Akron or Baltimore or Pittsburgh or Chicago or New York or Westchester County or Deer Park or Youngstown or Troy or Philadelphia or Denver or Detroit or Buffalo or Milwaukee
$85k-$250k/yrHybridFull Time
Cohen & Company: A professional services firm providing transaction tax and advisory services focused on client outcomes and team development.
5+ YOE5+ years public accounting with dedicated M&A/transaction tax experience, demonstrated deal leadership, client relationship and team management, CPA/JD or advanced tax degree preferred.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEManaging client relationships, originating and analyzing credit and financial solutions, identifying sales opportunities, and managing risk; typically requires a bachelor’s degree and 3+ years of relevant experience.