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Reposted 8 Days AgoSaved
In-Office
5 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Placement Specialist will manage new business and renewal processes for insurance accounts, oversee timelines, analyze exposure, negotiate terms, and prepare client proposals in collaboration with teams and carriers.
Top Skills: EpicExcelMs Office ProductsWord
Reposted 8 Days AgoSaved
In-Office
Burlington, VT, USA
90K-115K Annually
Mid level
90K-115K Annually
Mid level
Fintech • Software • Financial Services
The Employee Benefits Account Executive manages client accounts, overseeing policy quotes, compliance, and addressing client needs through strategic solutions and relationship management.
Top Skills: MS Office
Reposted 9 Days AgoSaved
In-Office or Remote
6 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Provide stewardship for high-net-worth personal insurance clients: conduct exposure and renewal reviews, recommend coverage, manage client relationships, collaborate with internal teams, resolve coverage issues, and maintain policy data in EPIC.
Top Skills: Applied EpicEpicExcelMicrosoft Word
Reposted 9 Days AgoSaved
In-Office
Chicago, IL, USA
86K-117K Annually
Senior level
86K-117K Annually
Senior level
Fintech • Software • Financial Services
The Senior Analyst will manage federal and state tax compliance, assist in tax provision processes, handle audits, and support tax planning in a fintech environment.
Top Skills: AlteryxAsc 740CorptaxOnesource
Reposted 9 Days AgoSaved
In-Office
Columbus, OH, USA
90K-105K Annually
Mid level
90K-105K Annually
Mid level
Fintech • Software • Financial Services
The Territory Manager is responsible for prospecting new clients, conducting payroll presentations, closing sales, and training Senior Product Advisors in a fast-paced sales environment.
Top Skills: Atlas Crm
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Reposted 9 Days AgoSaved
In-Office
Cincinnati, OH, USA
90K-105K Annually
Junior
90K-105K Annually
Junior
Fintech • Software • Financial Services
The Territory Manager is responsible for prospecting and closing deals by presenting Auris Payroll solutions to small and mid-sized businesses, training team members, and maintaining client records in the Atlas CRM system.
Top Skills: Atlas Crm
Reposted 9 Days AgoSaved
In-Office
Wallingford, CT, USA
80K-100K Annually
Junior
80K-100K Annually
Junior
Fintech • Software • Financial Services
The Client Advisor develops client relationships, executes strategic plans for revenue growth, and utilizes technology for business development in the insurance sector.
Top Skills: Ai ApplicationsAnalytics PlatformsCRM
10 Days AgoSaved
In-Office
Grand Rapids, MI, USA
Senior level
Senior level
Fintech • Software • Financial Services
The IT Audit Manager will plan and execute IT audits, manage multiple audits, evaluate IT controls, and provide actionable recommendations to stakeholders. Collaborate with teams to assess IT risks and ensure compliance with regulations.
Top Skills: Applied EpicAWSAzureCisaCismCisspCpaCriscGdprIso 27001Microsoft 365NistOraclePower BISoxWorkday
Reposted 10 Days AgoSaved
In-Office
6 Locations
90K-105K Annually
Junior
90K-105K Annually
Junior
Fintech • Software • Financial Services
The Territory Sales Manager manages client prospecting, presentations, and closing deals for Auris Payroll services, while training and mentoring Senior Product Advisors.
Top Skills: Atlas Crm
Reposted 10 Days AgoSaved
In-Office
Uniondale, NY, USA
38K-70K Annually
Mid level
38K-70K Annually
Mid level
Fintech • Software • Financial Services
The Client Advisor drives business growth by managing client relationships, utilizing technology for insights, and achieving sales objectives through strategic planning and collaboration.
Top Skills: Ai ApplicationsAnalytics PlatformsCRMSales Enablement Tools
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