Financial Account Specialist
1 month ago
We are seeking a highly organized and efficient Financial Account Representative to join our team at Mike Potter - State Farm Agent. As a key member of our team, you will be responsible for establishing customer relationships, providing exceptional customer service, and promoting the development of our business.
Responsibilities- Establish and maintain strong relationships with customers to ensure their needs are met.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries and resolving issues.
- Use a customer-focused approach to educate customers about insurance options and promote our products.
- Collaborate with our team to achieve mutually agreed-upon marketing goals.
- Dedicated to providing exceptional customer service.
- Previous sales experience, preferably in an outside sales or inside sales role.
- Able to obtain Property and Casualty License and Life/Health License.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Competitive salary and commission/bonus structure.
- Paid time off and health benefits.
- Opportunity for growth and advancement within our agency.
-
Financial Associate
1 week ago
Boca Raton, Florida, United States Creative Financial Staffing Full timeAccounts Receivable Associate Role OverviewAt Creative Financial Staffing, we are seeking a skilled Accounts Receivable Associate to join our team. As an Accounts Receivable Associate, you will play a critical role in processing accounts and incoming payments in compliance with financial policies and procedures.Key Responsibilities:Process accounts and...
-
Financial Account Specialist
2 months ago
Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time{"title": "Financial Account Representative", "description": "Role OverviewWe are seeking a highly organized and efficient specialist to join our team as a Financial Account Representative. As a key member of our State Farm Agent team, you will be responsible for establishing customer relationships, providing prompt and accurate customer service, and using a...
-
Financial Services Specialist
7 days ago
Boca Raton, Florida, United States Imz Financial Services Inc Full timeAt Imz Financial Services Inc., we provide expert financial guidance and portfolio management services to individuals and corporations.Our team focuses on delivering personalized financial solutions, tailored to meet the unique needs and goals of our clients.This is a full-time on-site role for a Financial Services Specialist at Imz Financial Services Inc....
-
Accounting Specialist
2 weeks ago
Boca Raton, Florida, United States LHH Recruitment Solutions Full timeJob SummaryWe are seeking a highly skilled Accounting Specialist to join our team at LHH Recruitment Solutions. As an Accounting Specialist, you will be responsible for maintaining the integrity and accuracy of our company's financial records.Key Responsibilities:Maintain accurate and up-to-date financial recordsOversee accounts receivable...
-
Financial Operations Specialist
2 weeks ago
Boca Raton, Florida, United States Solomon Page Full timeFinancial Operations SpecialistAs a key member of our client's financial team, you will play a pivotal role in maintaining accurate financial records, analyzing financial data, and providing strategic financial guidance to support the company's continued success.Responsibilities:Maintain accurate financial records and perform general cost accounting...
-
Financial Operations Specialist
2 weeks ago
Boca Raton, Florida, United States Envision Staffing Solutions Full timeJob OverviewAs a key member of our finance team, the Financial Operations Specialist will play a crucial role in ensuring the accuracy and integrity of our financial transactions. This includes reviewing and recording financial data, preparing financial reports, and analyzing financial statements to identify trends and areas for improvement.Key...
-
Financial Planning Specialist
1 week ago
Boca Raton, Florida, United States Corebridge Financial Full timeAbout the Role:We are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in helping plan sponsors and employees make informed decisions about their retirement savings plans.Key Responsibilities:Conduct individual and group presentations to improve awareness of plan...
-
Senior Financial Reporting Specialist
2 months ago
Boca Raton, Florida, United States Robertson, Anschutz, Schneid, Crane & Partners, PLLC Full timeSenior Financial Reporting SpecialistThe Senior Financial Reporting Specialist plays a crucial role within the Finance and Accounting Division, reporting directly to the Senior Finance and Accounting Leadership. This role is designed to assist the CFO, Controllers, and departmental leaders in delivering financial data and insights aimed at enhancing...
-
Structured Product Sales Specialist
1 month ago
Boca Raton, Florida, United States Mesirow Financial Full timeJob Title: Structured Product Sales SpecialistDescription:Mesirow Financial is seeking an experienced structured product sales specialist to join our team. As a specialist in investment, risk management, and advisory services, we are committed to helping our clients achieve their objectives.Responsibilities:Sell and distribute structured products across...
-
Financial Transaction Coordinator
2 weeks ago
Boca Raton, Florida, United States Creative Financial Staffing Full timeAccounts Receivable Clerk OpportunityCreative Financial Staffing is seeking a skilled Accounts Receivable Clerk to join our team. As an Accounts Receivable Clerk, you will play a crucial role in managing cash receipts, producing statements, and collecting on overdue customer accounts.Key Responsibilities:Process and reconcile cash receipts, produce...
-
Financial Analyst
4 weeks ago
Boca Raton, Florida, United States Creative Financial Staffing Full timeJoin our team as a Junior Accountant and take the first step in your accounting career. As a Junior Staff Accountant, you will be responsible for assisting with month-end close processes, including journal entries and account reconciliations. You will also support financial audits by preparing schedules and gathering documentation. Collaborate with...
-
Accounts Receivable Specialist
3 weeks ago
Boca Raton, Florida, United States Bluegreen Vacations Full timeAccounts Receivable Specialist Job DescriptionPurpose:The Accounts Receivable Specialist plays a crucial role in ensuring the timely and accurate processing of payments, reconciliations, and settlements. This position is responsible for maintaining the integrity of financial data, resolving discrepancies, and providing exceptional customer service.Key...
-
Accounting Support Specialist
2 weeks ago
Boca Raton, Florida, United States ARW Home Full timeJob SummaryARW Home is seeking a skilled Accounting Support Specialist to join our team. As a key member of our Accounting team, you will provide critical support in various financial operations, ensuring the smooth functioning of our business.Key Responsibilities:Assist in the creation of new sales tickets, updates, reinstates, recurring invoices, and...
-
Senior Financial Reporting Accountant
2 weeks ago
Boca Raton, Florida, United States Robertson, Anschutz, Schneid, Crane & Partners, PLLC Full timeJob SummaryRobertson, Anschutz, Schneid, Crane & Partners, PLLC is seeking a highly skilled Senior Financial Reporting Accountant to join our Finance and Accounting Team. The ideal candidate will have a strong background in financial reporting and analysis, with the ability to provide accurate and timely financial information to support business...
-
Financial Planning and Analysis Specialist
3 weeks ago
Boca Raton, Florida, United States The GEO Group, Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at The GEO Group, Inc. This role will provide support in the planning, preparation, and analysis of the company's annual budget and forecasts.Key ResponsibilitiesAssist in the development and coordination of detailed checklists to meet deadlines across all...
-
Accounts Payable Specialist
1 week ago
Boca Raton, Florida, United States Global Channel Management Full timeAbout the role at Global Channel Management: Accounts Payable SpecialistKey Responsibilities:Reconcile vendor statements and manage payment processes.Coordinate with vendors to obtain necessary documentation and maintain accurate records.Provide exceptional customer service and respond to vendor inquiries in a timely manner.Requirements:3 to 5 years of...
-
Claims Resolution Specialist
4 weeks ago
Boca Raton, Florida, United States AmTrust Financial Full timeJob Title: Claims Resolution SpecialistWe are seeking a highly skilled Claims Resolution Specialist to join our team at AmTrust Financial Services. As a Claims Resolution Specialist, you will be responsible for resolving insurance claims in a timely and efficient manner, ensuring that our customers receive the best possible service.Key...
-
Financial Planning and Analysis Specialist
4 weeks ago
Boca Raton, Florida, United States The GEO Group, Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at The GEO Group, Inc. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for providing support in the planning, preparation, and analysis of the company's annual budget and forecasts.Key...
-
Senior Accounts Payable Specialist
7 days ago
Boca Raton, Florida, United States TrovaSearch Full timeSenior Accounts Payable SpecialistAt TrovaSearch, we are seeking a highly skilled Senior Accounts Payable Specialist to join our team. As a key member of our finance department, you will be responsible for the entire AP sub-ledger accounting process. Your expertise will be essential in assisting the AP Manager with the month-end closing and reporting...
-
Claims Specialist II
7 days ago
Boca Raton, Florida, United States AmTrust Financial Full timeClaims Specialist II Job DescriptionAmTrust Financial Services is seeking a highly technical and driven Claims Specialist II with expertise in handling Commercial General Liability Bodily Injury (GLBI) claims. The successful candidate will evaluate coverage issues and risk transfer opportunities, ensuring prompt investigation of underlying facts and...