Account Manager

2 weeks ago

Gaithersburg, United States Blue Ridge Risk Partners LLC Full time
Job Summary:

The Account Manager is responsible for overseeing a portfolio of clients through relationship building and client account development. Other responsibilities include identifying potential risk issues, quoting additional coverages/policies, and tracking renewals. The Account Manager performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.

Essential Functions:
  • Manages assigned book of business and client transactional needs including sales, marketing and service according to agency standards and procedures.
  • Provides technical support to Account Executive(s), specifically in analyzing client needs, coverage forms and quotations.
  • Interacts with clients (in person, via telephone conversations, or via email) to discuss service needs, billing, and coverage questions.
  • Processes renewals following agency procedures.
  • Remarkets accounts identified for renewal marketing following agency procedures.
  • Provides quotes to existing clients for additional lines of business as needed.
  • Attempts to cross sell additional lines of business for existing clients.
  • Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes (but is not limited to:)
  • Policy issuance and endorsements
  • Binders, certificates, and ID cards
  • Proposals, schedules, and summaries of insurance
  • Audits, facilitating corrections as needed
  • Client/carrier correspondence (mail and email) and phone requests
  • Coverage analysis and recommendations
  • Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manages cancellation processes according to agency standards, addressing both carrier and client request as received and advising the Account Executive.
  • Assist clients in submitting claims reports or respond to inquiries. Identifies exposure to loss and recommends appropriate coverages in coordination with Account Executive.
  • Maintains a concern for timeliness and completeness when interacting with customers, agency & company personnel to minimize potential for errors and omissions claims. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
  • Coach and mentor team members on technical, procedural and relationship skills.
  • Comply with departmental reporting requirements.
Knowledge, Skills & Abilities:
  • Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately. Bilingual abilities is required.
  • Ability to understand written and oral communication and interpret abstract information.
  • Knowledge of insurance products, markets, rating and underwriting procedures.
  • Excellent interpersonal and customer service skills.
  • Confident, self-starter who works well independently.
  • Excellent organizational skills, attention to detail and time management skills with a proven ability to meet deadlines and multi-task.
  • Proficient with Microsoft Office Suite or related software.
Requirements

Education and Experience:
  • A current Property & Casualty Agents License is required.
  • Two years of previous insurance experience is preferred in handling personal and small business products.
Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • Work is normally performed in a typical interior/office work environment. The employee frequently is required to remain in a stationary position, often standing or sitting for prolonged periods.
  • While performing the duties of this job, the employee is regularly required to communicate, listen and observe. Specifically, the employee must be able to communicate clearly on the telephone with others.
  • This position frequently communicates with clients who have inquiries about their renewal policy premiums. Must be able to exchange accurate information in these situations.
  • Constantly operates a computer and other office productivity machinery, such as calculator, copy machine, and computer printer. This includes repeating motions that involve the wrists, hands and/or fingers.
  • High stress, fast-paced environment with a high volume of work to be completed daily.
  • Limited physical effort required or exposure to physical risk. However, must be able to lift 15 pounds at times.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected

  • Accounting Manager

    16 hours ago

    Gaithersburg, United States Randstad North America, Inc. Full time

    This role is for an Accounting Manager who will oversee the full accounting process for a nonprofit organization focused on the medical field. Ideal candidates should have experience in nonprofit accounting, and while medical industry experience is a Accounting Manager, Accounting, Manager, Processing, Staffing

  • Account Manager

    2 weeks ago

    Gaithersburg, United States Blue Ridge Risk Partners LLC Full time

    Job Summary: The Account Manager is responsible for overseeing a portfolio of clients through relationship building and client account development. Other responsibilities include identifying potential risk issues, quoting additional coverages/policies, and tracking renewals. The Account Manager performs the essential functions of the position noted below,...

  • Finance-Accounting Manager

    3 months ago

    Gaithersburg, United States Victory Christian Church International Full time

    Job DescriptionJob DescriptionFinance/Accounting Manager to manage the accounting, payables, contributions/receivables, payroll and financial reporting activities of the church.Must have a minimum of an Associate’s degree in accounting, finance, business administration or a related degree from an accredited educational institution or equivalent level of...

  • Finance-Accounting Manager

    3 months ago

    Gaithersburg, United States Victory Christian Church International Full time

    Job DescriptionJob DescriptionFinance/Accounting Manager to manage the accounting, payables, contributions/receivables, payroll and financial reporting activities of the church.Must have a minimum of an Associate’s degree in accounting, finance, business administration or a related degree from an accredited educational institution or equivalent level of...

  • Director, Account Management

    2 weeks ago

    Gaithersburg, United States ATCC Full time

    Director, Account ManagementJob Locations US-VA-Manassas | US-MD-GaithersburgRole Type HybridDepartment Sales & MarketingJob ID 2024-3812Scientific Background Biology, BiotechnologyOverviewReady to shape the future of science and global health? ATCC is seeking a Director of Account Management for a hybrid role (2 - 3 days per week in office) in...

  • Account Manager

    2 weeks ago

    Gaithersburg, United States Boland Trane Associates Inc & Boland Trane Services Inc Full time

    Join the industry leader! BOLAND provides clients with sustainable and energy efficient solutions for commercial, institutional and industrial buildings in the Washington, DC / Baltimore metropolitan area. We allow building occupants and owners to do what they do best -- focus on business, not buildings.Did you know we have been named a "Best Place to Work"...

  • Account Manager

    2 weeks ago

    Gaithersburg, United States Boland Trane Associates Inc & Boland Trane Services Inc Full time

    Join the industry leader! BOLAND provides clients with sustainable and energy efficient solutions for commercial, institutional and industrial buildings in the Washington, DC / Baltimore metropolitan area. We allow building occupants and owners to do what they do best -- focus on business, not buildings.Did you know we have been named a "Best Place to Work"...

  • Account Manager

    2 months ago

    Gaithersburg, United States Boland Trane Associates Inc & Boland Trane Services Inc Full time

    Job DescriptionJob DescriptionJoin the industry leader! BOLAND provides clients with sustainable and energy efficient solutions for commercial, institutional and industrial buildings in the Washington, DC / Baltimore metropolitan area. We allow building occupants and owners to do what they do best -- focus on business, not buildings.Did you know we have been...

  • HUD Accounting Manager

    2 weeks ago

    Gaithersburg, Maryland, United States Creative Financial Staffing Full time

    About the Role:Our client, a prominent healthcare organization committed to delivering outstanding services to communities, is in search of a proficient Grants Accountant to become a vital part of their Grants/Contracts division. This role presents a unique chance to contribute significantly to the healthcare industry while benefiting from a flexible hybrid...

  • Accounts Receivable/Accounts Payable Supervisor

    5 days ago

    Gaithersburg, Maryland, United States ALTA IT Services Full time

    Job Summary:ALTA IT Services is seeking a highly skilled and experienced Accounts Receivable/Accounts Payable Supervisor to join our team. The successful candidate will be responsible for managing day-to-day departmental operations, providing organizational guidance and direction on administrative activities, and ensuring compliance with Accounts Payable,...

  • Accountant

    3 weeks ago

    Gaithersburg, United States PeopleShare Inc Full time

    Hiring Immediately! PeopleShare is looking to hire an Accountant in Gaithersburg, MD. Earning $60,000 a yearApply now! or Call at 240-841-7300Job Details for Accountant: Schedule: M-F 8:00am - 5:00pm Pay Rate: $60,000 Salary What's in it for you: Great pay rate with company bonus Prominent career path (promote within) Stable company with great culture ...

  • Custom Apparel/Sporting goods Account Manager

    5 months ago

    Gaithersburg, United States Marylands Athletic House Inc Full time

    Job DescriptionJob DescriptionResponsibilities:Create profitable Business, by continually building your sales territoryPin Point key accounts in your area, and develop ways to generate sales from themAll High School and College leads need to be serviced by the road sales rep in that territory. These accounts are held for the road sales reps due to the large...

  • Staff Accountant

    2 days ago

    Gaithersburg, Maryland, United States Pratum Companies Full time

    Job SummaryWe are seeking a highly skilled Staff Accountant to join our team at Pratum Companies. As a key member of our accounting department, you will be responsible for maintaining the financial records for a large portfolio of multi-family properties.Key ResponsibilitiesFinancial Reporting: Ensure the timely and accurate reporting of monthly, quarterly,...

  • Financial Accountant

    2 weeks ago

    Gaithersburg, Maryland, United States latitude Full time

    Key Responsibilities:Financial Statements Preparation: Develop and uphold precise financial documents, including balance sheets, income statements, and cash flow reports. Ensure adherence to applicable accounting principles and regulations.General Ledger Management: Oversee and reconcile general ledger accounts. Confirm that all entries are accurate and...

  • Staff Accountant

    9 hours ago

    Gaithersburg, Maryland, United States Addison Group Full time

    Job DescriptionOur client in the financial industry is seeking a highly skilled Staff Accountant to join their team. As a Staff Accountant, you will be responsible for a variety of financial tasks, including:Financial Statement Preparation: Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.General...

  • Accounting Professional

    1 day ago

    Gaithersburg, Maryland, United States PeopleShare Inc Full time

    Job SummaryWe are seeking a highly skilled Accounting Professional to join our team at PeopleShare Inc. as an Accountant. The successful candidate will be responsible for managing the company's financial transactions, preparing financial statements, and maintaining accurate records.Key Responsibilities:Financial Transactions: Process and record financial...

  • Senior Accountant

    3 months ago

    Gaithersburg, United States Addison Group Full time

    Role: Senior AccountantLocation: Rockville, MDRemote(Y/N): NSalary: $33/hourSenior Accountant Our client is seeking a Senior Accountant in the Rockville, MD area. Primary Responsibilities:The Senior Accountant is responsible for preparing financial statements and supporting schedules according to the monthly close schedule.The Senior Accountant will...

  • Grants Accountant

    2 months ago

    Gaithersburg, United States Creative Financial Staffing Full time

    Our client, a leading medical facility dedicated to providing exceptional care to our communities in Maryland is seeking a skilled Grants Accountant to join their Grants/Contracts department! This is an exciting opportunity to make a meaningful impact in the healthcare sector while enjoying the flexibility of a hybrid work model. Reporting directly to the...

  • Grants Accountant

    3 months ago

    Gaithersburg, United States Creative Financial Staffing Full time

    Our client, a leading medical facility dedicated to providing exceptional care to our communities in Maryland is seeking a skilled Grants Accountant to join their Grants/Contracts department! This is an exciting opportunity to make a meaningful impact in the healthcare sector while enjoying the flexibility of a hybrid work model. Reporting directly to the...

  • Sr. Staff Accountant

    1 month ago

    Gaithersburg, United States NEA Member Benefits Full time

    Job DescriptionJob DescriptionPOSITION FUNCTION AND PURPOSE This position is responsible for timely, accurate processing, recording and analysis, of all payroll activities, general ledger activities, automated accounts receivable activities, monthly reporting requirements, and will serve as backup for AP functions, under the right setting of segregation of...