2w
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Client Manager - Business Insurance
Corvallis, Oregon, United States
OnsiteFull Time
Deliver exceptional client service, manage commercial accounts, negotiate policies, perform coverage analysis, maintain accurate records, and pursue up-sell/cross-sell opportunities.
4w
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Client Manager - Personal Insurance
Corvallis, Oregon, United States
OnsiteFull Time
Provide exceptional client service, handle service requests with customers and carriers, manage new and renewal insurance marketing, analyze coverage placement, maintain accurate account data, and pursue up-sell/cross-sell opportunities.
1mo
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Client Accounting Services - Manager
Bend or Eugene
OnsiteFull Time
Full-cycle accounting including payroll and month-end close; strong QuickBooks Online skills; experience with Syft or similar; KPI/dashboard development; budgeting, cash flow, forecasting; process improvement; staff supervision.
QuickBooks Online, Syft
1mo
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Senior Account Manager, Commercial Lines
Eugene or Spokane or Pasco or Bothell or Lake Oswego
$90k-$100k/yr HybridFull Time
5+ YOEProperty & casualty producer license, high school diploma, 5+ years P&C/account management experience preferred; proficiency in Microsoft Word/Excel/Outlook; EPIC AMS experience preferred; strong communication, mentoring, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC Agency Management System
2mo
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Account Manager, Commercial Lines
Eugene or Medford or Lake Oswego
HybridFull Time
2+ YOE2-5 years insurance brokerage experience; P&C license required; High school or equivalent; strong client service, communication, and organizational skills.
EPIC Agency Management System, Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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Sales Account Manager
Eugene, Oregon, United States
$48k-$60k/yr OnsiteFull Time
Relationship-driven salesperson with CRM experience; build and maintain client referrals; must have Oregon driver's license and clean driving record; able to pass background check.
CRM, Computer
2mo
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Experienced Assurance Senior Accountant / Assurance Manager
Eugene, Oregon, United States
$70k-$110k/yr HybridFull Time
5+ YOEBachelor's in accounting or related field; 5+ years public accounting experience; CPA; willing to travel; manage multiple client engagements; strong analytical, communication, and MS Office skills.
Microsoft Office, Accounting software
1mo
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Branch Office Administrator - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
3mo
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Managing Director Financial Services
Eugene, Oregon, United States
HybridFull Time
3+ YOE3+ years in financial services; active Life/Health license; FINRA licenses 6/7 and 63/66 preferred; proven client development and leadership; authorized to work in the US.
3mo
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Managing Director Financial Services
Springfield, Oregon, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active Life/Health license; FINRA Series 6/7 and 63/66 preferred; strong client development and leadership skills; authorized to work in the US.
3mo
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Managing Director Financial Services
Walton, Oregon, United States
HybridFull Time
3+ YOEMinimum 3 years in financial services with a growing personal practice; active Life and Health license; FINRA Series 6/7 and 63/66 licenses preferred; client development and leadership experience; authorized to work in the United States.