Account Manager

2 weeks ago


San Diego, United States The Agency Recruiting Full time
Job Description
The position will provide top quality and timely assistance to ensure accuracy and client satisfaction and will be responsible for but not limited to the below listed responsibilities, as well as to assist in handling miscellaneous activities as needed in the day-to-day operation.

  • Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions in a timely manner.
  • Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Responsible for quoting new lines of business.
  • Understands, introduces, and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.
  • Conduct client renewal reviews.
  • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
  • Communicates client's risk solution and binding instructions to carriers.
  • Accountable for client retention through delivery of exceptional client service.
  • Provide a high level of client service on a daily basis.
Requirements
  • High School Diploma required / College Degree preferred
  • 5+ years or more of related experience in Private Client/High Net Worth Client Services.
  • Exceptional computer skills (Microsoft Office Suite -Word, Excel, Outlook, etc.)
  • Ability to prioritize workload according to volume, urgency, and deadlines, etc.
  • Strong organizational skills and high attention to detail
  • Work collaboratively with others
  • Ability to be discrete and maintain confidentiality on a wide range of issues
  • Strong ability to communicate both verbal and written
  • Resourceful and proactive
Benefits
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

  • Controller

    2 weeks ago


    San Diego, United States Web Shop Manager Full time

    Web Shop Manager has been at the forefront of Automotive eCommerce for 25 years, providing robust and scalable e-commerce solutions to over 300 clients. As a trusted partner in the industry, we blend innovative software solutions with professional services to deliver exceptional results. Our commitment to excellence and client success has cemented our...

  • Accounting Manager

    1 month ago


    San Diego, United States Calqulate Full time

    About the job Accounting Manager Position: Accounting Manager-Biotech Responsibilities: Oversee day-to-day accounting operations, encompassing accounts receivable, accounts payable, account reconciliations, and cost accounting. Prepare and review monthly financial reports and conduct weekly cash forecasting for investor communication. Ensure company-wide...

  • Accounting Manager

    6 days ago


    San Diego, United States Mor Furniture For Less Inc Full time

    Description Mor Furniture for Less, Inc. is a West Coast furniture retailer that offers promotional and high-value home furnishings for any budget. Mor was family-owned and operated until Healthcare Co. Ltd., a publicly traded company in China, acquired a majority position to enhance developing domestic operations. Mor continues to be managed and operated by...

  • Accounting Manager

    7 days ago


    San Diego, United States Ledgent Full time

    Oversee the preparation and analysis of financial statements, ensuring accuracy, completeness, and compliance with accounting standards. Manage day-to-day financial activities, including accounts payable, accounts receivable, and general ledger functions. Prepare and present monthly, quarterly, and annual financial reports to senior management. Conduct...

  • Accounting Manager

    6 days ago


    San Diego, United States Trinion America Inc. Full time

    The role of the Accounting & Tax Manager involves analyzing our daily financial operations and developing recommendations for future financial plans, which are then presented to senior management. You will play a key role in assisting company leaders in making effective business decisions and achieving business objectives. Additionally, you will oversee and...

  • Account Manager

    6 days ago


    San Diego, California, United States Hiring Now Full time

    We re looking for an Account Manager to cover the Western Region of the U.S.The position is based out of California.Here's an opportunity to work autonomously from home.Competitive salary with a car allowance and full benefits at affordable cost. TheAccount Manager is a company employee who is tasked with operational duties within a broad area.The position...

  • Accounting Manager

    4 days ago


    San Diego, United States axosbank.com Full time

    Target Range: $115,000.00/Yr. - $135,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target...

  • Accounting Manager

    6 days ago


    San Diego, United States Brilliant Corners Full time

    Location: San Francisco, California, United States - Finance - Full time Salary: $105,000 Organization Overview Founded in 2004, Brilliant Corners provides innovative housing and housing-related services to California's most vulnerable individuals, with an emphasis on those transitioning from, or at risk of, homelessness or institutionalization. We are...

  • Accounting Manager

    5 days ago


    San Diego, United States Axos Bank Full time

    Target Range: $115,000.00/Yr. - $135,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary...

  • Accounting Manager

    5 days ago


    San Diego, United States Home Start Full time

    JOB DESCRIPTION Title: Accounting Manager Classification: Exempt Supervised By: CFO Guided by our mission to assure the safety and resiliency of children by strengthening families and their communities , Home Start, Inc., a non-profit child abuse prevention and treatment agency, has strengthened and developed San Diego's families, communities, and systems of...

  • Account Manager

    4 days ago


    San Diego, United States Triden Group Full time

    Company Description Triden Group is a cybersecurity company located in San Diego, CA. We specialize in providing innovative and intelligent defense against cyber threats. As the landscape of cybersecurity evolves, we prioritize staying ahead of the latest risks by offering creative and effective solutions. Our team of skilled experts employs a holistic...

  • Accounting Manager

    4 weeks ago


    San Diego, United States Sempra Infrastructure Full time

    Primary Purpose The Parent Accounting Manager is responsible for overseeing all accounting and accounting-related reporting activities for Sempra Infrastructure's Parent functions. Acts as team lead for the monthly accounting close and complies with accounting policies and procedures and ensures that company transactions are recorded in accordance with...

  • Accounting Manager

    1 month ago


    San Diego, United States Prmech Full time

    The Accounting Manager will work directly with the Controller. Regular and thorough communication with Project Managers Strong organizational skills, able to work independently to meet deadlines Advanced Microsoft Excel skills managing large workbooks Critical thinker with problem solving skills using research & analytics as well as by a team...

  • Account Manager

    5 days ago


    San Diego, United States Triden Group Full time

    Company Description Triden Group is a cybersecurity company located in San Diego, CA. We specialize in providing innovative and intelligent defense against cyber threats. As the landscape of cybersecurity evolves, we prioritize staying ahead of the latest risks by offering creative and effective solutions. Our team of skilled experts employs a holistic...

  • Accounting Manager

    2 weeks ago


    San Diego, United States Recooty Full time

    Del Mar Firm Seeks Accountant! We are Wastvedt & Company, one of the leading CPA and Tax firms in both San Diego, CA and Denver, CO. Headquartered in Del Mar, we take great pride in not only being our clients’ trusted advisors but partners in their long-term tax strategy. Our personalized approach to every clients’ specific needs creates value with both...

  • Account Manager

    2 weeks ago


    San Diego, United States Kuraray America , Inc. Full time

    Morrison Hershfield is a multi-disciplinary consulting engineering and management firm located throughout the US and Canada. We are a dynamic, employee-owned, team-oriented firm with a diverse project list that ensures you will be working on exciting, high-profile and challenging projects. For more than 75 years, the people at Morrison Hershfield have been...

  • Account Manager

    1 week ago


    San Diego, United States Triden Group Full time

    Company Description Triden Group is a cybersecurity company located in San Diego, CA. We specialize in providing innovative and intelligent defense against cyber threats. As the landscape of cybersecurity evolves, we prioritize staying ahead of the latest risks by offering creative and effective solutions. Our team of skilled experts employs a holistic...

  • Accounting Manager

    7 days ago


    San Diego, United States Home Start Inc Full time

    Job DescriptionJob DescriptionJOB DESCRIPTIONTitle: Accounting ManagerClassification: ExemptSupervised By: CFO Guided by our mission to assure the safety and resiliency of children by strengthening families and their communities, Home Start, Inc., a non-profit child abuse prevention and treatment agency, has strengthened and developed San Diego’s families,...

  • Account Manager

    2 weeks ago


    San Diego, United States GG Homes Full time

    Job Description Job Description Salary: $225,000+ Account Manager - GG Homes | San Diego, CA Are you ready to shape the future of real estate investment? Join GG Homes as an Account Manager and make a significant impact by connecting with high-power investors, negotiating deals, and driving innovative outcomes. About Us: At GG Homes, we are visionaries in...

  • Accounting Manager

    2 weeks ago


    San Diego, United States Professional Search Group Full time

    PSG has partnered with a high growth company looking for an Accounting Manager to join their team. This is an exciting time to join an expanding business and will require someone who has the ability to be hands on, and possesses a strong leadership to mentor and grow the team. Responsibilities: Handle full month end close process through producing financial...