Account Manager

2 weeks ago


Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Summary:

The Account Executive plays a pivotal role in managing the Employee Benefits book of business, fostering strong client relationships, and driving sales and administrative processes for Oakbridge Insurance Agency LLC.

Key Responsibilities:
  • Oversee the entire Employee Benefits book of business to ensure exceptional client satisfaction and adherence to all coverage and service commitments.
  • Collaborate with senior producers to achieve new business and retention goals, identifying opportunities for cross-selling and upselling.
  • Conduct thorough reviews of existing plans and coverages to ensure alignment with client needs and goals.
  • Lead the renewal marketing process by coordinating with producers to develop proposals and recommendations, negotiating renewals with carriers, and presenting findings to clients.
  • Manage the implementation process of new business and renewals, including renewal meetings, onboarding, and delivery of administrative resources.
  • Build and maintain strong relationships with key client contacts under the direction of senior producers.
  • Assist with obtaining reports and meeting with clients regarding claims, risk management, and employee benefits compliance, conducting regular check-ins as needed.
  • Maintain relationships with carrier representatives, staying up-to-date on new products, procedural changes, and market trends.
  • Collaborate with the Proactive Services Team to ensure clients receive appropriate services, including creating and delivering Proactive Services schedules for clients.
  • Keep clients informed on compliance requirements and industry changes through meetings, webinars, legislative updates, and other available resources.
  • Act as the liaison between the client, carrier, and internal staff on escalated service issues, ensuring concerns are resolved efficiently and effectively.
Job Requirements:
  • Ability to plan, organize, implement, monitor, and adapt within a team-oriented environment.
  • Strong interpersonal and communication skills.
  • Excellent customer service, organizational, and time management abilities.
  • Proficiency in Microsoft Office applications.
Preferred Education & Experience:
  • Minimum of 5 years in client service and/or sales, preferably in Employee Benefits.
  • 2 or more years of experience in underwriting, sales, or account servicing in Employee Benefits.
  • Strong knowledge of Employee Benefits plans, carrier guidelines, compliance regulations, and legislative changes.

  • Accounting Manager

    1 month ago


    Atlanta, Georgia, United States Jobot Full time

    Job Title: Receivables Accounting ManagerJobot is seeking an experienced Receivables Accounting Manager to join our team. As a key member of our accounting department, you will be responsible for managing the accounts receivable process, including invoicing, collections, and reconciliations.Key Responsibilities:Manage the accounts receivable process,...

  • Accounting Manager

    2 weeks ago


    Atlanta, Georgia, United States GHJ Full time

    Accounting Manager OpportunityGHJ Search and Staffing, the recruitment division of GHJ, a leading national accounting and advisory firm, is seeking an experienced Accounting Manager to join their team in the Atlanta area.As a key member of the construction accounting function, the successful candidate will be responsible for managing the accounting team,...

  • Accounting Manager

    1 month ago


    Atlanta, Georgia, United States Next Level Resources Full time

    Accounting Manager Job DescriptionNext Level Resources, Inc. is seeking a highly skilled Accounting Manager to join their finance team. As the Accounting Manager, you will play a critical role in overseeing the company's financial operations and ensuring accurate financial reporting.Key Responsibilities:Financial Operations Management: Manage daily...

  • Accounting Manager

    1 month ago


    Atlanta, Georgia, United States Accountants One, Inc. Full time

    Accounting Manager Job DescriptionAccountants One, Inc. is seeking an experienced Accounting Manager to join our team in Atlanta, GA. The successful candidate will be responsible for supervising and performing various tasks related to day-to-day accounting activities and financial statement preparation for multiple properties.Key Responsibilities:Supervise...

  • Accounting Manager

    2 weeks ago


    Atlanta, Georgia, United States Staff Financial Group Full time

    Accounting ManagerWe are seeking an experienced Accounting Manager to lead our financial accounting functions related to our P&C insurance operations. The ideal candidate will bring leadership, deep industry knowledge, and experience in managing accounting teams and processes.Key Responsibilities:Lead the accounting team in managing all financial operations...

  • Accounting Manager

    1 week ago


    Atlanta, Georgia, United States NorthPoint Search Group Inc Full time

    Accounting ManagerOur client, a strong and growing company, is seeking an experienced Accounting Manager to join their team. The ideal candidate will have a background in Big 4 or National/Regional CPA firm Audit and corporate accounting experience.The Accounting Manager will be responsible for managing the month-end, quarter-end, and year-end closing...

  • Accounting Manager

    4 days ago


    Atlanta, Georgia, United States ZOLL Resuscitation Full time

    Accounting Manager Job DescriptionZOLL Resuscitation is seeking an experienced Accounting Manager to oversee the daily operations of the Accounting Department. This role will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements.The ideal candidate will possess...

  • Accounting Manager

    4 weeks ago


    Atlanta, Georgia, United States Staff Financial Group Full time

    Job Title: Accounting ManagerWe are seeking an experienced Accounting Manager to lead our financial accounting functions related to our P&C insurance operations. The ideal candidate will bring leadership, deep industry knowledge, and experience in managing accounting teams and processes.Key Responsibilities:Oversee the day-to-day accounting activities and...

  • Accounting Manager

    1 week ago


    Atlanta, Georgia, United States GHJ Full time

    GHJ Search and Staffing, the recruitment division of GHJ, a prominent national accounting and advisory firm, is seeking a highly skilled Accounting Manager to join their team in the Atlanta area.The ideal candidate will have a strong understanding of GAAP and accounting principles and practices in the construction industry, as well as experience managing the...

  • Accounting Manager

    4 weeks ago


    Atlanta, Georgia, United States Creative Financial Staffing Full time

    Accounting Manager OpportunityWe are seeking a highly skilled Accounting Manager to join our team at Creative Financial Staffing. As an Accounting Manager, you will be responsible for managing the day-to-day operations of the accounting department, supervising a team of 3, and developing and analyzing operational budgets.Key Responsibilities:Manage all...

  • Accounting Manager

    2 weeks ago


    Atlanta, Georgia, United States Aerzen USA Corporation Full time

    Job DescriptionAerzen USA Corp is seeking a highly skilled Accounting Manager to join their team. As a key member of the finance department, the Accounting Manager will be responsible for managing the financial and administrative aspects of the business.The ideal candidate will have a strong background in accounting and finance, with a minimum of five years...

  • Accounting Manager

    3 weeks ago


    Atlanta, Georgia, United States Jobot Full time

    Accounting Manager Job DescriptionJobot is seeking an experienced Accounting Manager to join our team. As a key member of our finance department, you will be responsible for overseeing the accounting and financial functions of our non-profit organization.Key Responsibilities:Manage the recording and reconciliation of all revenue streams, including donations,...

  • Accounting Manager

    2 weeks ago


    Atlanta, Georgia, United States NorthPoint Search Group Inc Full time

    Accounting Manager Job DescriptionOur client, a strong and growing company, is seeking an experienced Accounting Manager to join their team. As a key member of the finance department, you will be responsible for managing the month-end, quarter-end, and year-end closing processes, ensuring timely and accurate financial reporting.Key Responsibilities:Manage...

  • Accounting Manager

    4 weeks ago


    Atlanta, Georgia, United States Next Level Resources Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Accounting Manager to join our finance team at Next Level Resources, Inc.Key ResponsibilitiesManage daily accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting.Prepare and review monthly, quarterly, and annual financial statements in...

  • Accounting Manager

    2 weeks ago


    Atlanta, Georgia, United States ALOHMA LLC Full time

    Accounting Manager Job DescriptionALOHMA LLC is seeking an experienced Accounting Manager to lead the close process and manage various accounting activities in accordance with Generally Accepted Accounting Principles (GAAP) and company policies and procedures.Key Responsibilities:Take the lead in the month-end and year-end close, including creating and...

  • Accounting Manager

    1 month ago


    Atlanta, Georgia, United States Accountants One Full time

    Accounting Manager OpportunityWelcome to a fantastic opportunity at a leading packaging equipment manufacturer in North America. We are seeking a skilled professional with a strong background in accounting to oversee our operations.Key Requirements:Minimum 3-5 years of full-cycle accounting experienceStrong SAP skills are a mustProficiency in Microsoft...

  • Accounting Manager

    4 weeks ago


    Atlanta, Georgia, United States Accountants One Full time

    Job OpportunityWe are seeking an experienced Accounting Manager to join our team at Accountants One. As a key member of our accounting team, you will be responsible for supervising and performing various tasks related to day-to-day accounting activities and financial statement preparation for multiple properties.Key Responsibilities:Lead and mentor a team of...

  • Accounting Manager

    4 weeks ago


    Atlanta, Georgia, United States Creative Financial Staffing Full time

    Accounting Manager Job DescriptionOur client, a global leader in the technology field, is seeking a highly skilled Accounting Manager to join their team. As a key member of the C-Suite, you will be responsible for managing all day-to-day operations of the accounting department.Key Responsibilities:Manage AP, AR, invoicing, collections, financial reporting,...

  • Accounting Manager

    3 weeks ago


    Atlanta, Georgia, United States Georgia Department of Public Health Full time

    Job Title: Accounting ManagerWe are seeking a highly skilled Accounting Manager to join our team at the Georgia Department of Public Health. As an Accounting Manager, you will be responsible for managing the accounting and financial operations of the department, including recommending and implementing accounting policies and procedures in accordance with...

  • Accounting Manager

    4 days ago


    Atlanta, Georgia, United States Flow Control Group Company Full time

    Job SummaryThe Accounting Manager will assist the Controller with the month end close process, with the day-to-day financial operations of their brands, and with oversight of staff. The Accounting Manager has overall responsibility for the integrity of the general ledger, general accounting functions and the maintenance of appropriate controls for their IFC...