14 client account manager jobs at 8 companies in Lancaster, WI
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Account Manager - SISCO
Dubuque, Iowa, United States
RemoteFull Time
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
Microsoft Excel
2w
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Transportation Account Manager (82264)
Dubuque or Platteville
OnsiteFull Time
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
2w
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TRANSPORTATION ACCOUNT MANAGER (82203)
Dubuque, Iowa, United States
OnsiteFull Time
Client-facing insurance role requiring account servicing, risk assessment, client relationship building, accurate file documentation, and continuing insurance education.
1mo
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Account Manager
Dubuque, Iowa, United States
RemoteFull Time
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Microsoft Excel
1mo
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Business Account Manager (81978)
Dubuque, Iowa, United States
OnsiteFull Time
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
2mo
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Claims Account Manager
Des Moines or Dubuque or United States
RemoteFull Time
3+ YOE3+ years TPA/insurance/claims experience; strong auto/general liability or workers' comp knowledge; client-facing account management, analytical and presentation skills; bachelor’s degree preferred; AIC/CPCU a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA required, 5+ years tax experience in public accounting, knowledge of tax principles and IRS regulations, client management and staff supervision experience, authorized to work in the U.S. without sponsorship.
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA, 5-7 years public accounting tax experience, extensive tax knowledge, client relationship and supervisory experience, and ability to perform tax planning and special projects.
3d
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Legal Billing Coordinator
Chicago or Milwaukee or Minneapolis or California or Dallas or Austin or Houston or San Antonio or Bloomfield Hills or Detroit or Lansing or Ann Arbor or Washington, D.C.
$60k-$90k/yr OnsiteFull Time
Requires client revenue accounting knowledge, Aderant Billing, Prebill Manager, e-billing and revenue-cycle software experience, Microsoft Office proficiency, analytical problem-solving, communication, organization, and customer service skills.
Aderant Billing, Prebill Manager, BillBlast, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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BB Relationship Officer II
Dubuque, Iowa, United States
$68k-$100k/yr OnsiteFull Time
5+ YOEManage and grow business banking client relationships, originate and underwrite credit, analyze financial statements, and generate new business; requires 5+ years business banking sales experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Financial Advisor
Manchester, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and legal US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
1w
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Branch Office Administrator
Elizabeth, Illinois, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology use while supporting financial advisors.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Elizabeth, IL
Elizabeth, Illinois, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Mt Horeb, WI
Mount Horeb, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch business planning; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office