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Reposted 17 Days AgoSaved
In-Office
Oklahoma City, OK, USA
Mid level
Mid level
Fintech • Software • Financial Services
Responsible for managing inbound inquiries, educating clients on payroll solutions, converting leads into business opportunities, and ensuring a smooth client onboarding experience.
Top Skills: Crm SystemsGongHr SolutionsPayroll SolutionsSalesforceVirtual Presentation Tools
Reposted 17 Days AgoSaved
In-Office
Oklahoma City, OK, USA
90K-105K Annually
Mid level
90K-105K Annually
Mid level
Fintech • Software • Financial Services
The Payroll Territory Manager is responsible for prospecting new clients, conducting payroll presentations, closing deals, and training Senior Product Advisors.
Top Skills: Atlas CrmCrm Systems
Reposted 17 Days AgoSaved
In-Office
Wayne, PA, USA
Entry level
Entry level
Fintech • Software • Financial Services
As an Associate Account Manager, you will serve as a key contact for clients, support account management tasks, process insurance transactions, and maintain client data accuracy.
Top Skills: Applied SystemsEpicExcelMicrosoft WordOutlook
Reposted 17 Days AgoSaved
In-Office
Grand Rapids, MI, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Account Executive manages commercial client portfolios, delivering tailored insurance solutions while exceeding sales goals through relationship building and client support.
Top Skills: Agency Management SystemsApplied EpicMS Office
Reposted 17 Days AgoSaved
In-Office
Parsippany, NJ, USA
38K-100K Annually
Senior level
38K-100K Annually
Senior level
Fintech • Software • Financial Services
The Account Executive manages a book of business, focusing on revenue growth and client relationship management through tailored solutions and effective communication.
Top Skills: ExcelMicrosoft Office - WordPowerPoint
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Reposted 17 Days AgoSaved
In-Office
3 Locations
Entry level
Entry level
Fintech • Software • Financial Services
Manage client accounts and service delivery, coordinate with team members, ensure accurate insurance processing, and maintain client relationships.
Top Skills: ExcelPowerPointWord
18 Days AgoSaved
In-Office
Miami Lakes, FL, USA
Internship
Internship
Fintech • Software • Financial Services
The Surety Intern will support account managers and underwriters with administrative tasks, bond processing, and document organization, gaining insight into the surety industry.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
18 Days AgoSaved
In-Office
Miami Lakes, FL, USA
Internship
Internship
Fintech • Software • Financial Services
The Surety Intern will assist Surety Account Managers and Underwriters with bond processing, administrative tasks, and client service operations. Responsibilities include data entry, bond preparation, and collaboration within the Surety department.
Top Skills: ExcelOutlookPowerPointWord
Reposted 19 Days AgoSaved
In-Office
Leesburg, FL, USA
Junior
Junior
Fintech • Software • Financial Services
Manage and nurture client relationships in the insurance sector, ensuring satisfaction and retention, while leveraging technology for service delivery and cross-selling opportunities.
Top Skills: Applied Epic
19 Days AgoSaved
Remote
3 Locations
38K-80K Annually
Junior
38K-80K Annually
Junior
Fintech • Software • Financial Services
The Employee Benefits Account Manager manages client relationships, ensures satisfaction, oversees insurance consultation, and leverages technology for client success and growth.
Top Skills: Applied Epic
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