Account Associate

1 day ago

Westlake, United States State Farm Full time

Responsive recruiter Replies within 24 hours Benefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY:With 19 years of experience in the insurance industry, Candice leads our dedicated team including Don, who manages office services; Terry, specializing in life sales; Nancy, handling customer service; Danielle, focusing on property and casualty sales; and Jessica, our office manager. We offer employee benefits including vacation, paid time off, and a retirement match to support work-life balance and financial well-being. Our agency values a collaborative office culture, emphasizing mutual respect and teamwork. We are also actively engaged in community involvement, participating in local events and charitable initiatives to make a positive impact. ROLE DESCRIPTION:As Account Associate - State Farm Agent Team Member for Candice Stryker-Irlbacher - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries. Process insurance claims and follow up with customers on claim status. Coordinate with underwriters to ensure timely policy issuance. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred. Compensation: $50,000.00 - $75,000.00 per year Do you want a career and not just a job? We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. About Our AgencyOur mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our office is located in Westlake, OH. I am a proud graduate of Miami University Graduate - Oxford, Ohio, B.A.; Tiffin University MBA. We currently have 3 team members at our agency. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Bronze Tablet We look forward to speaking with you State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

  • YearUp Associate, Operational Account Solutions

    2 weeks ago

    Westlake, Texas, United States Charles Schwab Full time

    Your opportunityYour OpportunityOperational Services Account Solutions (OSAS) is the primary operations arm for Advisor Services and Investor Services Account Maintenance. OSAS provides service to our retail clients and financial advisors to fulfill our purpose of helping everyone become financial fit. We inspire client loyalty by providing guidance and...

  • Director, Fund Accounting

    2 days ago

    Westlake, United States Fidelity Investments Full time

    Job Description: The Role As Director, you will provide strategic leadership across assigned accounting teams, overseeing all aspects of daily operations and key initiatives. You will collaborate closely with stakeholders across Accounting, Pricing, and broader business units, operating with a high degree of autonomy and engaging regularly with senior...

  • Accountant

    2 weeks ago

    Westlake, Ohio, United States ALLQUIK Full time

    (NEED SOMEONE WITH EXPERIENCE IN CONNECTWISE FOR AN MSP)Job Summary We are seeking a dynamic and detail-oriented Bookkeeper to join our team and help us maintain accurate financial records across various accounting functions. In this vital role, you will oversee day-to-day bookkeeping activities, ensure compliance with accounting standards, and support the...

  • Senior Manager, Derivative Accounting

    1 week ago

    Westlake, TX, United States Fidelity Investments Full time

    Job Description: The Role As a Senior Manager, Derivative Accounting you will lead a team of analysts supporting ETFs, digital currency, derivatives and alternative products. You will oversee a staff of associates performing accounting and pricing functions and act as the primary contact for daily operational needs, while providing leadership and support in...

  • Accounts Receivable Specialist II

    1 week ago

    Westlake, United States Equity Trust Company Full time

    Join to apply for the Accounts Receivable Specialist II role at Equity Trust Company 1 week ago Be among the first 25 applicants Join to apply for the Accounts Receivable Specialist II role at Equity Trust Company This position is based out of our Westlake, OH office and will have a hybrid schedule after the probationary period. This position is based out of...

  • Account Executive II

    23 hours ago

    Westlake, United States Equity Trust Full time $52,500 - $109,500

    *This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video! Join the Equity Trust Sales team today!As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:Medical, Dental and Vision coverage first of the month following start date20 days PTO per calendar...

  • Accounts Receivable Specialist II

    3 weeks ago

    Westlake, United States Equity Trust Company Full time

    About the Job *This position is based out of our Westlake, OH office and will have a hybrid schedule after the probationary period. JOB OVERVIEW: The Accounts Receivable Specialist II is responsible for reconciling fees, researching disputes, posting payments, making collection calls, and assisting with billing. RESPONSIBILITIES & DUTIES: Accurately assesses...

  • Accounts Receivable

    1 week ago

    Westlake, United States Core-Mark International Full time

    Accounts Receivable (AR) Analyst, Corporate Apply Job ID: 136445BR Type: Finance Salary: $27.50 Primary Location: Westlake, TX Date Posted: 01/20/2026 Job Details: Company Description:Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the convenience...

  • Alternative Accounting Product Leader

    3 weeks ago

    Westlake, United States Fidelity Investments Full time

    Job Description: The Role As an Alternatives Accounting Product Leader, you will blend hedge fund/private equity/private debt/real assets accounting and back-office operations expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure,...

  • Manager, Regulatory Accounting

    2 weeks ago

    Westlake, TX, United States Fidelity Investments Full time

    Job Description: The Role As a Manager, Regulatory Accounting, this role is responsible for oversight of the workflow to ensure accuracy and timely delivery of audit package materials. The team supports regulatory filings for 40 act mutual funds, ETFs, institutional accounts and alternative products including private credit funds. Data analysis and...