Account Manager
4 weeks ago
Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.
Personal Touch
Accountability
Resolution
Intellectual Capital
Delivering Value
Position Purpose & Focus
The
Property & Casualty Account Manager
holds primary responsibility for managing an established book of local and national accounts. Collaborating closely with a Producer and Account Executive, the role entails both servicing existing clients and fostering new business relationships. The Account Manager will oversee daily operations, nurture client connections, and play a pivotal role in delivering exceptional service, thereby fortifying ongoing and enduring client partnerships.
Essential Duties and Responsibilities
Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
Manage ongoing client service relationship with approximately 60 group accounts
Maintain open and clear communication channels with clients, insurance carriers, and internal partners
Foster carrier relationships through monthly and quarterly meetings
Develop connections beyond the producer’s relationship with the key decision-makers in the book of business
Identify problems, summarize, and develop strategic solutions
Communicate due dates, timelines, and expectations to clients and partners
Prepare ACORD Forms and specific marketing applications through communication with producer and prospect/client
Collect loss history from carriers and prospect/client
Submit ACORD Form data, specific marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portal
Phone and email follow-up with prospects and clients to secure additional underwriting data or misc. info
Phone and email follow-up with carriers and wholesalers to secure quotations and misc. data by set deadline
Prepare proposals for new business and client renewals
Review proposals with prospects and clients by phone or in-person based on client needs
Monthly or quarterly phone and in-person communication with key referral contacts
Make sure the client is aware of all resources Bryson offers
Qualifications | Competencies |Success Factors
Qualifications:
High level of technical insurance knowledge
A California State Property & Casualty License
Two years of insurance agency customer service experience
Bachelor’s degree, preferred
Sound professional and personal judgment
Strong business acumen
Polished interpersonal skills
Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Competencies:
Possess a strong teamwork orientation
Demonstrate strong prioritization and multitasking skills
Organized with excellent verbal and communication skills
Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC
Success Factors:
Proficient in Microsoft Office and EPIC applications
Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
Ethical business standards and transparency
Promote open communication and high morale
Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, accountability, resolution, intellectual capital, and delivering value.
#J-18808-Ljbffr
-
Account Manager
4 weeks ago
Los Angeles, United States Peterson Power Full timePeterson Power Systems has a need for an Account Manager who can based at our San Leandro, CA location or who can be based remotely in the state of California. The Account Manager, will be responsible for developing and managing the relationship and business strategies for identified Mission Critical Accounts. The primary focus of the Account Manager will be...
-
Accounting Manager
3 days ago
Los Angeles, United States AutoPort Full timeAutoPort, Inc. is seeking a detail-oriented, trustworthy Accounting Manager/Bookkeeper to join our team at our New Castle, DE location! This person will manage and oversee our financial data and compliance by maintaining accurate books on accounts payable and receivable, and daily financial entries and reconciliations. The Bookkeeping Manager’s...
-
Accounting Manager
2 weeks ago
Los Angeles, United States PE Firm LLC Full timeCareer Opportunity: The Accounting Manager will play a key role in this entrepreneurial private equity firm, acting as a trusted member of the Finance team, working closely with both the VP, Finance and CFO. The Accounting Manager position is focused on management company accounting and GP tax work, with exposure to the fund side as well. Key...
-
Accounting Manager
4 days ago
Los Angeles, United States Alabaster Co Full timeJob DescriptionJob DescriptionWe are seeking a meticulous and versatile Accounting Manager to join our team. As a key contributor, you will be responsible for managing our accounting and compliance functions, ensuring the accuracy and timeliness of financial records, and streamlining our financial processes. You will collaborate with a Bookkeeper and manage...
-
Accounting Manager
6 hours ago
Los Angeles, California, United States Digital Green Full timeWe are seeking an experienced and detail-oriented Accounting Manager, operating as an independent business entity, to join our team. This position requires a strategic thinker with excellent analytical skills and a comprehensive understanding of accounting principles.The Role:The Accounting Manager will oversee our accounting operations, ensure the accuracy...
-
Account Manager
3 weeks ago
Los Angeles, United States Website Depot Full timeWebsite Depot Inc, a Google Premier Partner website development and digital marketing company is looking for a Digital Marketing Account Manager to manage our clients’ SEO Digital Marketing accounts. The ideal candidate will be responsible for essentially managing the various digital marketing needs of our client’s SEO Digital Marketing accounts with our...
-
Accounting Manager
4 weeks ago
Los Angeles, United States Hire Resolve Full timeJob DescriptionJob DescriptionHire Resolve is currently looking for a skilled and experienced Accounting Manager to join our team. As the Accounting Manager, you will be responsible for overseeing the financial management and accounting functions of our company. You will be working closely with our finance team to ensure accurate and timely financial...
-
Accounting Manager
4 weeks ago
Los Angeles, United States Hire Resolve USA Full timeHire Resolve is currently looking for a skilled and experienced Accounting Manager to join our team. As the Accounting Manager, you will be responsible for overseeing the financial management and accounting functions of our company. You will be working closely with our finance team to ensure accurate and timely financial reporting, budgeting, and compliance...
-
Accounting Manager
6 days ago
Los Angeles, United States KKCS Full timeWHO IS KKCS Kal Krishnan Consulting Services, Inc. (KKCS), a California Corporation, is a full-service construction management and program management organization. The firm has grown steadily in size and capability since its founding in 1987, and today employs more than 85 professionals in our regional offices. KKCS has attracted to its staff a full...
-
Accounting Manager
4 weeks ago
Los Angeles, California, United States Full Stack Finance Full timeACCOUNTING MANAGER Full Stack Finance offers a complete, end-to-end range of financial and human resources (HR) related services to early stage and high growth companies. We embed a team of experienced finance & accounting and HR professionals directly into the operations of the company. Because of this, we are a vertically-integrated and very versatile...
-
Account Manager
4 days ago
Los Angeles, United States EB Randall Insurance Services Full timeCompany DescriptionBoutique Insurance Agency Role DescriptionThe Account Manager for Personal Lines is a full-time hybrid role located in Los Angeles, CA, with flexibility for some remote work. The Account Manager will be responsible for managing a portfolio of clients, developing and maintaining relationships with clients, and ensuring client satisfaction....
-
Account Manager
1 month ago
Los Angeles, United States EB Randall Insurance Services Full timeCompany DescriptionBoutique Insurance Agency Role DescriptionThe Account Manager for Personal Lines is a full-time hybrid role located in Los Angeles, CA, with flexibility for some remote work. The Account Manager will be responsible for managing a portfolio of clients, developing and maintaining relationships with clients, and ensuring client satisfaction....
-
Accounting Manager
2 weeks ago
Los Angeles, United States Century Group Full timeJob DescriptionJob DescriptionCentury Group is partnering with a client who is seeking a Accounting Manager to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $40 to $55 per hour.Job Responsibilities:Oversee/manage accounting functions, incl. AP/AR, payroll, GL, tax, month end.Oversee...
-
Account Manager
11 hours ago
Los Angeles, United States Olive June Full timeJob Description Job Description Salary: About The Role: Olive & June is looking for a driven Account Lead with experience managing mass or drug retail accounts (Walmart, Walgreens, CVS). The scope of work for this role encompasses relationship management, holistic wholesale revenue and performance management, including buyer management, marketing / promo...
-
Accounting Manager
4 weeks ago
Los Angeles, United States Century Group Full timeJob DescriptionJob DescriptionCentury Group is partnering with a client who is seeking a Accounting Manager to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $100,000 to $125,000 per year.Job Responsibilities:Monitor and analyze accounting data to produce accurate financial reports and...
-
Account Manager
4 days ago
Los Angeles, United States EB Randall Insurance Services Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time hybrid role for a Persona Lines Insurance Account Manager with flexibility for some remote work at EB Randall Insurance Services located in Los Angeles, CA. The Account Manager will be responsible for managing a book of business with clients and ensuring satisfaction,...
-
Account Manager
1 month ago
Los Angeles, United States EB Randall Insurance Services Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time hybrid role for a Persona Lines Insurance Account Manager with flexibility for some remote work at EB Randall Insurance Services located in Los Angeles, CA. The Account Manager will be responsible for managing a book of business with clients and ensuring satisfaction,...
-
Accounting Manager
17 hours ago
Los Angeles, United States Alliance Resource Group Full timejobs.allianceresourcegroup.com.">jobs.allianceresourcegroup.com."> Job Description ARG has recently partnered with an established but rapidly growing Aerospace Manufacturer seeking to add a qualified Accounting Manager to their operations team. Must have cost accounting background. Essential Duties, Responsibilities and Competencies: Assists the company in...
-
Account Manager
7 days ago
Los Angeles, United States ANSIRA PARTNERS LLC Full timeThe Account Manager in Irvine, CA, area, is responsible for providing support for daily account activities and client needs. This position assumes basic marketing fundamentals, strong written and verbal communication skills, general office/team administrative support, the ability to adapt to many types of client and team personalities and the ability to...
-
Account Manager
1 month ago
Los Angeles, United States Olive June Full timeJob DescriptionJob DescriptionSalary: About The Role: Olive & June is looking for a driven Account Lead with experience managing mass or drug retail accounts (Walmart, Walgreens, CVS). The scope of work for this role encompasses relationship management, holistic wholesale revenue and performance management, including buyer management, marketing / promo...