Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
Marsh McLennan AgencyNYSE: MMC: Provides insurance brokerage and risk management to mid-sized organizations.
Provide client service for commercial insurance accounts, negotiate renewals, prepare proposals, analyze coverage, maintain agency management records, pursue up-sell/cross-sell, and ensure accuracy and confidentiality.
Alliant Insurance Services: National provider of insurance brokerage and risk management services.
8+ YOEBachelor's degree or equivalent, eight+ years related experience, private client experience preferred, valid insurance license, proficient with Microsoft Office Suite, strong communication and problem-solving skills.
Glacier BancorpNYSE: GBCI: Regional bank holding providing commercial and consumer banking services.
5+ YOEHigh school diploma, 5+ years client-focused banking or professional services experience, supervisory experience, strong relationship-building and communication skills, ability to recommend financial products.
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Hub International: Provides global insurance brokerage and risk management services.
2+ YOEP&C insurance producer license required, high school or equivalent required, minimum 2 years account management/property-casualty experience preferred, strong customer service, data entry, communication, and Microsoft Office skills; EPIC experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC Agency Management System, Internet
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/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
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
Portland or Fresno or Spokane or Medford or Eugene or Seattle or Phoenix
$84k-$135k/yrHybridFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
5+ YOEBachelor's degree or equivalent experience; 5+ years related resource or staffing experience preferred; proficiency with Microsoft Excel; strong communication, organization, and client service skills; PMP or RMCP preferred.
Daikin Comfort TechnologiesTokyo Stock Exchange: 6367: Manufactures and distributes residential and commercial HVAC systems.
10+ YOE5+ MgmtOver 10 years HVAC experience, 5-10 years in leadership; bachelor’s degree preferred; HVAC certification/degree; travel to client sites; service sales leadership.
Canopy Village: Residential treatment and emergency shelter for at-risk youth.
Engage and assess families using validated tools, develop client-centered case plans, coordinate referrals and community resources, provide after-care follow-up, and facilitate groups and workshops.
San Francisco or Fresno or Modesto or Stockton or San Luis Obispo or Portland or Seattle or Spokane or Phoenix or Boise or Salt Lake City or Las Vegas or Reno
$55k-$115k/yrFieldFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEH.S. diploma required; <1 year Paychex experience with training or 2 years relevant sales/sales management; completes SAFE exams; strong sales and client relationship skills.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Deliver front-desk client service including greeting visitors, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness.
Referral and Care Coordination Specialist (Temporary)
Spokane or Ferry County or Stevens County or Pend Oreille County or Lincoln County or Adams County
$69k-$80k/yrFieldFull Time, Contract
Better Health Together: Coordinating regional health and social service systems for equity.
Experience with care coordination, outreach, client management systems, Microsoft Office proficiency, cultural humility, and ability to work independently in rural and community settings.
Microsoft Office, Client Management System, CCH Client Management System
Excelsior Wellness: Integrated behavioral health, primary care, and educational services provider.
3+ YOE3+ years leadership or coordination experience in healthcare or related fields; strong referral management, client navigation, communication, and organizational skills.
3+ YOE3+ years in financial services or wealth management with a personal practice; active life and health insurance required; FINRA Series 6/7 and 63/66 preferred; strong leadership, client acquisition, planning, and US work authorization.