7 client account manager jobs at 6 companies in Richland, GA
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Account Manager - Commercial Lines
Columbia or Fort Valley or Charlotte or Lexington or Greensboro or Bluffton or Hilton Head Island or Peachtree Corners
$43k-$93k/yrOnsiteFull Time
Relation Insurance: Private U.S. insurance brokerage serving businesses and individuals with employee benefits, commercial, personal, retirement, and wealth-management services.
5+ YOEProperty & Casualty license required, 5+ years commercial lines account management experience, high school diploma required (bachelor's preferred), strong communication and analytical skills, Microsoft Office proficiency, valid driver's license and ability to travel to client sites.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Marsh McLennan Agency: Marsh McLennan Agency is a wholly owned insurance brokerage serving middle-market businesses and individuals.
3+ YOE3-5 years relevant experience, Associates/Bachelors or equivalent, Property Casualty license required, proficiency with Microsoft Office and agency systems, strong account management and prioritization skills.
Agency Management System, Reference Connect, Playbook, MMA U, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
3+ YOEBachelor’s degree preferred; 3–5 years in employee benefits, insurance, or account management; strong regulatory knowledge, communication, negotiation, analytical, and client-service skills; Life & Health resident agents license required.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
McConnell Jones: Majority African American-owned CPA firm providing audit, tax, and advisory services to businesses, nonprofits, and government agencies.
3+ YOEBachelor's degree in accounting or related field, 3+ years accounting/tax experience, proficiency with tax software and Microsoft Office, tax return preparation and review, staff supervision and client communication.
CCH Axcess Tax, QuickBooks, ProSystem fx Engagement, Microsoft Office
Synovus BankNew York Stock Exchange: SNV: Financial services provider offering retail and commercial banking solutions.
10+ YOEBachelor's degree in business, finance, accounting, or related field and 10+ years of trust operations, banking, or related experience. Requires trust regulations knowledge, analytical, communication, organizational, and client service skills.
Merit Financial Advisors: National wealth management firm providing financial planning, investment management, retirement, estate, and insurance advice to affluent clients.
Bachelor's degree required; active Series 65/66 or professional designations (CFP, CFA, ChFC, CIC) required; strong financial planning and investment knowledge, excellent client communication, and willingness to learn firm technologies.
T-ROC: A sales and revenue engine for brands and retailers.
2+ YOE2+ years of sales and client-facing experience, territory travel, valid driver's license, and motor vehicle record check. Bachelor's degree, wireless, retail, training, or account management experience preferred.