Senior Account Manager | Property
2 weeks ago
With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Best Places to Work in Insurance
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
Essential Functions and Primary Duties
- Provide service delivery to an assigned block of more *complex commercial insurance clients
- Resolve the most complex customer service problems directly
- Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
- Build relationships with clients and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
- Escalate client concerns when appropriate
- Maintain data integrity and quality with any applicable software on a timely basis
- Take lead on designated renewals; prepare renewal information and present the CBIZ solution
- Works with senior staff to create needed communication materials
- Oversee new client set-up, renewals and meetings
- Establish and preserve a solid business rapport with clients and vendors
- Discuss with clients applicable legislation and market trends
- Generate client interest in additional lines of coverage
- Coach and assist less tenured client services staff
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
- Valid Property & Casualty license
- High School Diploma or GED required
- More than 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Advanced customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
#LI-Hybrid
-
Account Manager | Property
2 weeks ago
Sarasota, United States CBIZ Full timeWith over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...
-
Senior Cost Accountant
5 days ago
Sarasota, United States Creative Financial Staffing Full timeSenior Cost Accountant Location: Sarasota, Florida About the Company and Opportunity: Work for a large, well-known company in the Sarasota area The company has been in business for over 100 years Great opportunity for someone looking to have a rewarding career Work for a company where you will gain tons of experience and industry knowledge Opportunity for...
-
Senior Cost Accountant
3 weeks ago
Sarasota, United States SourcePro Search Full timeSourcePro Search is conducting a search for a Senior Cost Accountant. Job Summary: This position will be responsible for the cost accounting function for the Sarasota location of the firm. This includes inventory accounting, product costing for existing and new products, sales margin analysis and related month-end close accounting activity, as well as...
-
Senior Staff Accountant
4 weeks ago
Sarasota, United States Congdon & Co Full timeJob DescriptionJob DescriptionWe are looking for a Senior Staff Accountant to join our team! You will be responsible for preparing and analyzing financial records for various companies. Qualified candidates will have prior experience in write-up, sales tax for multiple states, payroll tax and have demonstrated strong accounting knowledge in a similar role....
-
Senior Cost Accountant
3 weeks ago
Sarasota, United States SourcePro Search, LLC Full timeJob Summary This position will be responsible for the cost accounting function for the Sarasota location of the firm. This includes inventory accounting, product costing for existing and new products, sales margin analysis and related month-end close accounting activity, as well as other projects as needed. The collective goal in this position is to provide...
-
Maintenance
1 week ago
Sarasota, United States KW Property Management & Consulting Full timePerforms routine maintenance on building interior and exterior. Please ensure you are able to work weekend hours and late evening until sunset, especially during peak season. Contacts and schedules vendors and contractors for necessary building repai Maintenance Supervisor, Maintenance, Property Manager, Maintenance Engineer, Mechanical, Auditor, Property...
-
Manager/Sr. Tax Accountant
7 days ago
Sarasota, United States Kalos Consulting, Inc. Full timeJob DescriptionJob DescriptionCompany HighlightsOur client is a boutique public accounting firm.With a team under 50 CPAs and staff, everyone has a voice and is recognized for their contributions.For over a decade, this firm has been a loyal and trusted resource of accounting advice for their clients.Benefits and FeaturesHighly competitive Total Compensation...
-
Manager/Sr. Tax Accountant
4 weeks ago
Sarasota, United States Kalos Consulting, Inc. Full timeJob DescriptionJob DescriptionCompany HighlightsOur client is a boutique public accounting firm.With a team under 50 CPAs and staff, everyone has a voice and is recognized for their contributions.For over a decade, this firm has been a loyal and trusted resource of accounting advice for their clients.Benefits and FeaturesHighly competitive Total Compensation...
-
Senior Manager, Financial Reporting
2 weeks ago
Sarasota, United States Helios Technologies Full timeJob DetailsJob Location Helios Technologies Incorporated - Sarasota, FL Position Type Full Time Education Level 4 Year Degree (Bachelors) Travel Percentage Negligible Job Shift Day Job Category Accounting Description The Senior Financial Manager will play a crucial role in overseeing the month-end close processes for our operating entities while also leading...
-
Accounting Assistant
2 weeks ago
Sarasota, United States The Amynta Group Full timeWe're thrilled that you are interested in joining us here at the Amynta Group! The Accounting Assitant is responsible for assististing senior management and clients on a range of general accounting functions which will include journal entries, bank reconciliations, month end closing process, assistance with financial statement preparation, maintenance of...
-
Account Representative
1 month ago
Sarasota, United States Benderson Development Company, LLC Full timeJob DescriptionJob DescriptionPrinciple Duties and ResponsibilitiesPerform timely monitoring of open rent reports (weekly) and open accounts receivable report (monthly) to determine tenant lapse in payments for rent, common area maintenance (CAM), taxes, utilities, etc. Review tenant billing and payment history and update tenant lease payment records....
-
Corporate Tax Reviewer \ Senior Accountant
3 weeks ago
Sarasota, United States Famiglio & Associates Full timeJob DescriptionJob DescriptionPosition Available: Corporate Tax Reviewer \ Senior Accountant About Us: We are an established CPA firm with a strong emphasis on international taxation. Our clientele includes businesses and individuals who value diligence, accuracy, and proactive strategies.Key Responsibilities:Corporate Tax Review: Assist in examining...
-
Corporate Tax Reviewer \ Senior Accountant
4 weeks ago
Sarasota, United States Famiglio & Associates Full timeJob DescriptionJob DescriptionPosition Available: Corporate Tax Reviewer \ Senior Accountant About Us: We are an established CPA firm with a strong emphasis on international taxation. Our clientele includes businesses and individuals who value diligence, accuracy, and proactive strategies.Key Responsibilities:Corporate Tax Review: Assist in examining...
-
Accounting Analyst
2 weeks ago
Sarasota, United States Sarasota Memorial Hospital Full timeJob Summary: The Accounting Analyst will have the ability to support corporate accounting policies, systems, and controls, and is responsible for providing financial data analysis support and assistance to department leadership and senior level team members. This position will also be responsible for providing systems support in the areas such as defining...
-
Senior Manager Business Development
4 days ago
Sarasota, United States Boar's Head Provision Company Full timeSenior Manager Business Development page is loaded Senior Manager Business Development Apply locations Sarasota, FL time type Full time posted on Posted 14 Days Ago job requisition id 28357 Hiring Company: Delicatessen Services Co., LLC Overview: Business Development Managers are responsible for successfully maximizing sales, and promoting and protecting the...
-
ManagerSr Tax Accountant
2 weeks ago
Sarasota, United States Kalos Consulting Full timeCompany Highlights Our client is a boutique public accounting firm. With a team under 50 CPAs and staff, everyone has a voice and is recognized for their contributions. For over a decade, this firm has been a loyal and trusted resource of accounting advice for their clients. Benefits and Features Highly competitive Total Compensation Package with annual...
-
Payroll Account Manager
2 weeks ago
Sarasota, United States iBusinessSolutions Full timeAre you looking for a stimulating role where you can utilize your payroll expertise and build strong relationships with clients? We have an exciting opportunity for a Full Time Payroll Account Manager at iBusinessSolutions in Sarasota. As a key player in our team, you'll have the chance to demonstrate your passion for accuracy and problem-solving skills...
-
Payroll Account Manager
4 days ago
Sarasota, United States iBusinessSolutions Full timeAre you looking for a stimulating role where you can utilize your payroll expertise and build strong relationships with clients? We have an exciting opportunity for a Full Time Payroll Account Manager at iBusinessSolutions in Sarasota. As a key player in our team, you'll have the chance to demonstrate your passion for accuracy and problem-solving skills...
-
Construction Project Manager
3 weeks ago
Sarasota, United States Novax Recruitment Group Full timeJob Title: Construction Project ManagerSalary: $160k (negotiable) + bonusLocation: Sarasota FLIndustry: Multi Dwelling UnitWe have a fantastic opportunity at a local long standing, reputable turnkey contractor. Based near the beach, it's a great location and to join a company that focuses on personal growth with even better rewards.They are looking for a...
-
Construction Project Manager
3 weeks ago
Sarasota, United States Novax Recruitment Group Full timeJob Title: Construction Project ManagerSalary: $160k (negotiable) + bonusLocation: Sarasota FLIndustry: Multi Dwelling UnitWe have a fantastic opportunity at a local long standing, reputable turnkey contractor. Based near the beach, it's a great location and to join a company that focuses on personal growth with even better rewards.They are looking for a...