25 client account manager jobs at 18 companies in Interlachen, FL
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Client Success Manager
Jacksonville, Florida, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent; 3–7+ years in account, client, or relationship management; insurance industry and B2B vendor-client experience; strong communication, organization, analysis, and problem-solving skills.
Service Level Agreements (SLAs), Key Performance Indicators (KPIs)
2mo
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Account Manager
Jacksonville, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree or 10+ yrs experience; 5+ yrs account management, client services, project management, or implementation experience; knowledge of warranty/service contract industry, CRM and project management tools; strong communication and analytical skills.
CRM
3w
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Account Manager
St. Augustine, Florida, United States
$65k-$85k/yr HybridFull Time
1+ YOE1+ year employee benefits or HR experience preferred, Bachelor\u0002s preferred; health & life insurance license; strong MS Office and Salesforce skills; client management and benefits administration experience.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Personal Lines Account Manager - Private Client
Winter Park or Tampa or Gainesville or Tallahassee or Melbourne or Fort Myers or Jacksonville or Miami or Davie
HybridFull Time
5+ YOERequires 5–7 years of relevant experience, high school education, strong English communication and problem-solving skills, Microsoft Office proficiency, and an applicable Florida property and casualty license.
Microsoft Office, EPIC
2w
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Wealth Management Client Associate
Ponte Vedra Beach or Jacksonville
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Personal Lines Account Manager
St. Augustine, Florida, United States
OnsiteFull Time
3+ YOE3+ years insurance experience preferred; must hold state 4-40, 2044, or 2-20 license. High school diploma or equivalent required. Strong client service, communication, and computer skills.
2w
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Client Manager- Public Sector, K12 - Florida
Tampa or Jacksonville or Tallahassee or Gainesville or Panama City or Panama City Beach or St. Augustine
FieldFull Time
Bachelor's degree,8+ years enterprise technology sales,experience selling complex solutions to large accounts,ability to build C‑level relationships,comfortable with 50%+ travel,proficiency with Microsoft Dynamics CRM.
Microsoft Dynamics CRM
3w
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Personal Lines Account Manager
St. Augustine, Florida, United States
OnsiteFull Time
3+ YOE3+ years insurance experience preferred; must hold state 4-40, 2044, or 2-20 insurance license; high school diploma or equivalent; strong client service and computer skills.
3w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
3w
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Commercial Lines Select Business Account Manager (FL - Remote)
St. Augustine or Miramar or Palm Beach or United States
$47k-$75k/yr HybridFull Time
3+ YOEP&C insurance license required, Associates (preferred) or BA/BS, 3+ years client service or industry experience, proficiency with Microsoft Word/Excel/Outlook, strong communication and analytical skills, private home workspace for remote work.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Account Coordinator
Gainesville, Florida, United States
$35k-$45k/yr HybridFull Time
Entry-level agency role supporting client services and project coordination; strong writing, organization, time management, and willingness to learn Kantata and HubSpot.
Kantata, HubSpot
2w
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J.P. Morgan Wealth Management - Private Client Advisor - St Augustine, FL
Saint Augustine, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; goals-based planning; active Series 7, Series 66 (or obtain within 60 days), and Life/Health/Long Term Care insurance license; CFP preferred; bachelor’s preferred.
4w
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
3d
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Relationship Manager - The Villages, FL
The Villages, Florida, United States
OnsiteFull Time
1+ YOERequires Series 7 and 66 licenses or ability to acquire Series 66, 1–3 years in financial services, client service skills, financial markets knowledge, planning experience, and strong communication and collaboration.
1w
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Business Development Representative - Legal
Ocala, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years in business development, legal case management, healthcare account management, or client relationships; knowledge of injury cases, billing, liens, settlements, and treatment coordination preferred.
EMR systems, CRM software
1w
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Branch Office Administrator
Gainesville, Florida, United States
$21-$23/hr OnsiteFull Time
Strong client service, account management, administrative, operational, communication, analytical, organizational, collaboration, and computer skills; willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Customer Service Representative
Gainesville, Florida, United States
OnsiteFull Time
Handle servicing and quoting for personal lines accounts, communicate with clients and underwriters, use agency management systems and Microsoft Office, strong verbal/written communication and multitasking.
Applied Epic, Microsoft Office
2w
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Branch Office Administrator - Gainesville, FL
Gainesville, Florida, United States
OnsiteFull Time
Provide administrative support to financial advisors, strong client service, account management, attention to detail, computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2d
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Territory Field Lead
Ocala or Florida
$50k-$56k/yr FieldFull Time
2+ YOERequires 2+ years of sales and client-facing experience, territory travel, valid driver's license, strong communication, analytical, presentation, account management, and sales performance skills.
point-of-sale, Virtual Support Link
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