Customer Service jobs in Estados Unidos - Page 4

Job DescriptionSalary: $80k - $100k per year About the Company:Empowering Health, Enriching Lives: True Cares Enduring Mission At True Care, we stand as a beacon of compassion and excellence in home healthcare. With a profound commitment to enhancing the quality of life for individuals and families, our mission is to provide holistic, personalized care that empowers and enriches lives. Every day, we embark on a journey to bring comfort, vitality, and dignity to those we serve. Our mission is driven by a deep understanding of the unique needs and aspirations of each individual under our care. We believe that home is not just a place but a sanctuary where healing and well-being flourish. Hence, we endeavor to make this sanctuary a haven of health and happiness. At True Care, we don't just offer home healthcare we offer hope, healing, and a brighter tomorrow. Schedule:Monday - Friday 9 am-5 pm Location:Field-Based NYC Metropolitan Area Position Summary: As an Account Manager, you will play a key role in expanding True Cares referral network through strong, established relationships with healthcare facilities and community partners. This role focuses on developing and maintaining referral pipelines withhospitals, skilled nursing facilities (SNFs), nursing homes, rehab centers, and related healthcare organizations, while also increasing brand awareness within diverse communities. Your ability to build trust, navigate healthcare systems, and communicate across cultures will help ensure True Cares services are accessible, respected, and consistently top of mind. Key Responsibilities • Develop, manage, and grow referral relationships withhospitals, SNFs, nursing homes, rehabilitation centers, and other healthcare providers, • Proactively identify new referral sources within healthcare and community-based organizations to drive consistent client growth, • Build and sustain long-term partnerships that align with True Cares mission and support ongoing referral generation, • Conduct in-person outreach and relationship management with discharge planners, case managers, social workers, and community liaisons, • Design and execute outreach strategies tailored to the needs of diverse patient populations, including culturally and linguistically appropriate materials, • Represent True Care at healthcare networking events, community meetings, and health fairs; serve as a trusted brand ambassador, • Maintain accurate and timely documentation of outreach activities, contacts, and referrals in Salesforce, • Collaborate closely with intake, clinical, and operations teams to ensure smooth referral follow-up and client onboarding, • Support special projects and organizational initiatives as needed Key Performance Indicators (KPIs) • Referral Growth:Generate 1520 new client referrals per month, • Healthcare Engagement:Establish regular contact with at least 4 new healthcare or community referral sources per month, • Strategic Partnerships:Secure 3+ new healthcare or community partnerships per quarter, • CRM Accuracy:Maintain 100% accurate and timely data entry in Salesforce (within 48 hours of contact), • Start-of-Care Conversion: Achieve 10+ successful service starts per month Qualifications • 3+ years of experiencein community outreach, healthcare sales, business development, or account management, • Direct experience working with hospitals, SNFs, nursing homes, or healthcare referral partners, • Demonstrated success in building referral relationships and converting leads into active clients, • Strong interpersonal, communication, and relationship-management skills, • High level of cultural competence and experience working with diverse populations, • Russian or Spanish language proficiency strongly preferred, • Proficiency with Microsoft Office and CRM systems (Salesforce preferred), • Valid drivers license and reliable transportation for local travel Benefits • Health, dental, and vision insurance, • 401(k) with company match, • Paid vacation, company holidays, sick leave, and floating holidays, • Professional development and growth opportunities, • Mission-driven work in a growing, innovative healthcare organization

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development Agent Consuelo Santiago-Martinezs journey began with the inspiring work ethic and sacrifices of her immigrant parents from the Dominican Republic. Since joining State Farm alongside her husband in 2008, Consuelo has helped grow their business to three thriving offices. Passionate about serving her community, she is dedicated to helping families prepare for the unexpected and build generational wealth, while setting a strong example for her own children. Agent Santiago-Martinez is grateful for the opportunity to make a positive impact and empower others to achieve their dreams. ROLE DESCRIPTION: As an Account Manager you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Property/Casualty license (must obtain before start date)., • Bilingual Spanish preferred.

Job Description Accounting Manager Murphy Brothers Contracting, Inc., a general construction company, is seeking an experienced and detail-oriented Accounting Manager to handle a wide array of financial, compliance, and administrative responsibilities. Key Responsibilities Accounting & Finance Manage all core accounting functions, including completing bank reconciliations. Oversee accounts payable (A/P) and accounts receivable (A/R) reconciliations. Prepare and distribute all customer invoices and necessary paperwork for customer bank loans. Determine and make A/P payments while distributing lien waivers. Complete monthly General Ledger closings for Murphy Brothers Contracting and the property holding company. Prepare monthly financial statements and conduct asset and liability analysis for both entities. Maintain books on all inter-company balances. Manage banking issues and ensure compliance. Job Costing & Documentation Prepare all contracts and contract documents. Type proposals and complete cost breakdowns. Prepare and distribute change orders. Create billing schedules and projections. Estimate versus actual analysis for each job and distribute to project managers. Payroll & HR Compliance Prepare quarterly payroll tax returns and distribute W-2's and 1099's. Keep employee salary and expense sheets updated. Answer all inquiries regarding unemployment and garnishments. Deal with all workers’ compensation issues, including reporting injuries and follow-ups. Maintain 401k and general company policy manual compliance documents. Help with interviews and hiring processes when needed. Audits & Insurance Prepare for various audits, including NYSIF and General Liability Insurance audits. Prepare the NYSIF CPAP credit application. Research and review new health insurance plans. Company DescriptionOur award-winning firm is known throughout the greater Westchester, lower Hudson Valley, and southern Fairfield region for building beautifully designed residential and commercial projects, from custom homes and picture-perfect whole home renovations to private clubs and other commercial buildings. Highlighted by our attention to detail and customer service, we consistently provide our clients with the highest level of quality and professionalism in the construction industry, delivering outstanding results regardless of the size or complexity of your project.Our award-winning firm is known throughout the greater Westchester, lower Hudson Valley, and southern Fairfield region for building beautifully designed residential and commercial projects, from custom homes and picture-perfect whole home renovations to private clubs and other commercial buildings. Highlighted by our attention to detail and customer service, we consistently provide our clients with the highest level of quality and professionalism in the construction industry, delivering outstanding results regardless of the size or complexity of your project.

Job DescriptionYour Next Opportunity in Commercial Insurance Starts Here Partner with an Independent Insurance Recruiter Who Works for You An independent insurance recruiter is your trusted partner for navigating career transitions within the commercial insurance industry. We connect you to exclusive opportunities with top agencies and brokers, offering a broader range of roles than an in-house recruiter tied to a single company. Best of all, your search is completely confidential—perfect for professionals who are currently employed and exploring new roles discreetly. Multiple Roles Available: Remote | Hybrid | In-OfficeNew York, NY (Manhattan) – Small to Mid-Accounts Manager | $70k–$80k | AMS360 preferred Manage small to mid-sized commercial accounts in a fast-paced, client-focused environment. Collaborate closely with producers and clients to ensure exceptional service.White Plains, NY – Middle Market Account Manager | $80k–$90k | EPIC | $400k–$600k BOB Oversee a diverse book of middle-market accounts, handling renewals, policy changes, and client communications with precision. Collaborate with underwriters to secure competitive coverage.Buffalo, NY – Large Accounts Specialist | $100k–$120k | Construction-focused | EPIC | CRIS preferred Focus on large, complex construction accounts. Advise clients on risk management strategies, review contracts, and manage carrier relationships. CRIS designation preferred.Rochester, NY – Marketing Manager | $85k–$105k | Supports 4 producers | Renewals and New Business | EPIC or AMS360 Lead marketing efforts for new business and renewals. Work closely with producers, carriers, and clients to deliver competitive proposals and ensure seamless submissions.Albany, NY – Client Service Manager | $80k–$95k | Commercial Lines | NY-focused | EPIC Manage day-to-day servicing of commercial lines clients across New York. Handle policy changes, certificates, and client inquiries while supporting a collaborative team.Syracuse, NY – Commercial Lines CSR | $65k–$80k | Remote | AMS360 required Support account managers by preparing renewals, certificates, endorsements, and documentation. Ensure accuracy and timeliness in servicing a high-volume book of business.New York (Statewide) – Transportation Specialist | $95k–$110k | Large fleet/trucking accounts | EPIC Manage large fleet trucking accounts across New York. Collaborate with underwriters, ensure compliance with regulatory requirements, and provide expert guidance on transportation risks.Long Island, NY – Commercial Lines Generalist | $80k–$95k | $300k–$600k BOB | 1 producer | EPIC Work as a versatile account manager supporting a dedicated producer. Manage a diverse book of business, handle renewals, and provide exceptional client service. Key Responsibilities • Manage and service Property & Casualty commercial accounts with expertise and care, • Respond to client inquiries, process policy changes, and advise on coverage options, • Market and quote new business and renewals, ensuring competitive and comprehensive coverage, • Build and maintain strong relationships with clients, underwriters, and carriers, • 5–10 years of commercial lines insurance experience (independent agency preferred), • Active New York Property & Casualty license, • Professional designations such as CIC, CRIS, or CPCU are a plus, • Proficiency with EPIC, AMS360, or TAM, • Strong technical knowledge of commercial insurance products and markets, • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Job Description Assistant Account Manager – Commercial Lines (Real Estate) Location: Hewlett, NY Compensation: Up to $90,000 (commensurate with experience) Schedule: Full-time, in-office during training (60–90 days). Hybrid option (3 days in office / 2 remote) available thereafter. About the Opportunity Harrison Gray Search has partnered with a well-established retail insurance agency in Hewlett, New York to identify an Assistant Account Manager – Commercial Lines. This individual will support a senior account manager on a high-profile book of large commercial real estate accounts, including clients with premiums exceeding $10M and hundreds of locations. The ideal candidate is an experienced commercial lines professional with Applied EPIC expertise and prior exposure to large real estate accounts in a retail insurance agency setting. Key Responsibilities • Issue and manage Certificates of Insurance for a certificate-heavy real estate book of business., • Handle endorsement requests, loss run requests, and policy checking with accuracy and attention to detail., • Support invoicing, billing, and premium tracking within Applied EPIC., • Process recommendations and maintain accurate account documentation., • Collaborate with the senior account manager to deliver consistent, high-quality service to clients., • 5+ years of commercial lines experience within a retail insurance agency (required)., • Proven experience servicing real estate accounts of significant size and complexity., • Applied EPIC proficiency (required)., • Strong technical knowledge of commercial P&C coverages., • Excellent organizational skills, accountability, and ability to manage multiple priorities., • Salary: Up to $90,000, depending on experience., • Hours: 8:30 AM – 4:30 PM, Monday–Friday., • PTO: 3 weeks’ vacation, 1 week sick time, and 15–16 additional paid Jewish holidays annually., • Retirement: 401(k) with up to 6% match through Fidelity., • Health Insurance: Comprehensive medical coverage, • Join a respected, established agency with a high-retention real estate client base., • Partner with a highly experienced senior account manager who knows the book inside and out., • Benefit from an unusually generous PTO structure and industry-leading benefits., • Hybrid flexibility is available after the initial training period.

Job Description Job title: Residential Aide Reports to: Program Director and Director of Social Services FLSA Status: Non-Exempt (Hourly) / Full Time Date Issued: August 2021 POSITION SUMMARY: The House Manager/Intake Specialist overseas the direct care of the residents, manages the intake process, and coordinates with the security department to ensure the safety of clients residing in the facility. ESSENTIAL JOB FUNCTIONS: Through the employee’s own efforts, the employee accomplishes the following essential functions: • Supervises staff. Participates in training and evaluation of work performance of staff and volunteers., • Participates in-group training sessions in first aid, security techniques., • Facilitates and coordinates the intake process for all incoming residents in accordance with DHS., • Maintains the house log, prepare incident reports, and serves as mediator for client disputes., • Conduct weekly unit inspections for ACS and new born 0-12 months., • Conducts regular inspections of the buildings. Ensures client safety and compliance with operational procedures, standards and regulations., • Responds to emergencies as they arise. Interface with police department, fire department, EMS and other public service entitles., • Conducts required periodic fire drills, informs staff of safety and building policies and procedures., • Records and reports maintenance needs to violations of the building and fire codes to the program Director., • Arranges with housekeeping staff for bedding, linens and personal hygiene needs of consumers., • Attends staff meetings as requested., • Light maintenance - unclogged toilets, sink, emergency water shut offs, emergency salting during necessary weather., • Assist Security guards when needed., • Conduct monthly house meetings., • Perform other job duties and special projects assigned by management. ADDITIONAL JOB FUNCTIONS: • Adheres to all policies and procedures, including those prescribed in the Highland Park CDC Employee Handbook., • Maintain confidentiality and do not disclose information learned through the course of the job with people other than those who need to know including employee information, financial information, client information, etc. COMPETENCIES: To perform the job successfully, an individual demonstrates the following competencies. • Customer Service Orientation: Manages difficult or emotional situations with internal and external stakeholders; Responds promptly to customer needs; Responds to request for service and assistance. Maintains and communicates a positive “can do” attitude with internal and external stakeholders., • Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason when dealing with emotional topics., • Systems Thinking: Demonstrates an ability to (a) see how organizational systems (e.g., internal/external conditions, processes, people) interact and influence each other, and (b) how these systems create and contribute to specific issues (e.g., high voluntary turnover) and strengths (e.g., strong customer focus)., • Planning / Organization: Prioritizes and plans work activities; Uses time efficiently: Plans for additional resources; Develops realistic action plans. Leverages tools to manage workflow and reprioritizes accordingly., • Service and Teamwork - Understands the needs and wants of the organization, customers, co-workers and supervisors in order to provide accurate, complete and timely service and to further the mission, values and goals of the organization., • Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification., • Written Communication: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information., • Ethics: Treats people with respect: Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Dependability: Follows instructions; Responds to management direction; Takes responsibility for own actions; Keeps commitments., • Initiative: Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. QUALIFICATIONS: To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. • Minimum Required Education & Experience:, • HS Diploma or GED required and, • 2 years of supervisory or management experience, • Certification in First Aid, CPR, • Fire Safety Coordinator F80, • Requires the ability to work late nights, weekends and revolving shifts. The building requires 24-hour coverage., • Food handlers Certification, • Preferred Education & Experience:, • Bachelor’s degree preferred, • Computer Skills:, • Proficient in computer software programs (Word, Excel, Power Point, CARES, etc.), • Language skills:, • Excellent verbal and written communication skills. Reads and comprehends simple instructions, short correspondence, and memos; Writes simple correspondence; Presents information in one-on-one and small groups situations outside stakeholders, clients and other employees., • Bilingual is preferred GENERAL PHYSICAL REQUIRMENTS AND WORKING CONDITIONS: • GENERAL WORKING HOURS:, • This position requires coverage 24 hours 7 days a week., • Shift schedules for staff may be revolving at times to ensure staff coverage., • This position may require working shifts longer than 8 hours. All employees who work overtime will be paid accordingly under state and federal law., • WORKING FROM HOME:, • Most essential functions of this job cannot be completed working from home., • TRAVEL:, • May be required to travel about 5% of the time to purchase items or to attend a training or go to the post office as needed., • PHYSICAL REQUIREMENTS:, • The physical activity for the Intake Specialist is:, • Climbing & Ambulating Stairs: Ascending or descending stairs and ramps using feet and legs and/or hands and arms. Must be able to walk up and down stairs (about 10 flights) in order to patrol stairways, respond to security incidents, and assist in the evacuation of clients during an emergency. Body agility is emphasized. The amount of climbing required exceeds that required for ordinary locomotion., • Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles., • Kneeling: Bending legs at knee to come to a rest on knee or knees., • Crouching: Bending the body downward and forward by bending leg and spine., • Reaching. Extending hand(s) and arm(s) in any direction., • Walking. Moving about on foot to accomplish tasks, and has an ability to navigate from one location to another., • Standing: Remaining upright on the feet, particularly for sustained periods of time., • Lifting. Must raise objects from a lower to a higher position or move objects horizontally from position to-to-position., • Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Ability to use computer tablet to write reports, notes and document compliance with patrol stops., • Grasping: Applying pressure to an object with the fingers and palm., • Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly., • Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound., • Feeling. Must be able to perceive attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips. Assesses potential safety threats, such as by exposure to chemicals and heat from malfunctioning equipment., • Physical requirements for the Intake Specialist:, • Sedentary work: Exerting up to 10 pounds of force occasionally and / or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, with walking and standing required only occasionally., • The visual acuity requirements for the intake Specialist (including color, depth perception and field vision)., • Required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal; extensive reading; visual inspection to determine the accuracy, neatness, and thoroughness of the work., • The Intake Specialist will be subject to the following conditions in this position:, • The worker is subject to inside environmental conditions, protected from weather conditions but not necessarily from temperature changes. The physical demands described here are representative of those that must be met by an employee to successfully perform the Essential Functions. Reasonable accommodations may be made upon an employee’s request and assessed on a case by case basis. This Job Description is not intended, and should not be construed, to be an exhaustive list of all Job Functions, Competencies, Skills and Work Environment/Conditions associated with this job. It is meant to be an accurate reflection of principal job elements useful for recruiting and selecting employees, assigning work and evaluating performance. Additional responsibilities may be assigned, and management retains the right to change this Job Description at any time. Acceptance of this Job Description does not constitute an employment agreement or contract. The Company is an at-will employer and reserves the right to terminate employment for any reason or no reason, with or without notice to the employee. JOB DESCRIPTION ACKNOWLEDGEMENT AND ACCEPTANCE Employee Signature Date Supervisor’s Signature Date

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Property and Casualty license (must have currently) This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement Position Responsibilities • Provide appointments to customers delivering to Mill Wright, • Enter Delivery Order information and Booking details into our system, • Track containers and update system, • Provide customers status updates, • Export Documentation (AES, Bookings, Shipping Instructions), • Communicate customer expectations to dispatch and operation team to provide exceptional customer serviceThe ideal candidate has experience with the above-mentioned processes. We are seeking a motivated individual to be a part of our team that shares our dedication to success. Beneficial Qualities • Experience with Magaya and Google Sheets, • Export Documentation, • Familiarity with Container Drayage or Transloading

Job Description Make up top 100K Fast Cash!! Top Dollar!! Want to make MONEY? APPLY TODAY!! Business Development Center (BDC) | Internet Sales Representatives Along with department team members, this role responds to all internet leads, confirms sales appointments and performs long-term follow-up on all unsold customers (e.g., internet leads, showroom visits, and incoming calls). BDC Representatives strive to generate repeat business by reaching out to current customers and ensuring complete satisfaction in ownership, as well as in marketing efforts by accurately obtaining and logging customer sources. BDC Reps report directly to the Internet Sales Director. Responsibilities • Create, maintain and measure the internet and business development processes (for both sales and service), • Manage a group of customer service representatives in a call center environment, • Develop and maintain the new hire and interview processes for all BDC reps/appointment coordinators, • Cultivate engaged, intelligent, and consistent staff, • Attract potential clients and retain current clientele by answering product and service questions received via phone and/or internet, • Contribute to high scores for the manufacturer’s customer satisfaction index (CSI), • Strive for continual improvement in the BDC and the company as a whole. Give recognition when it is earned, • Paid training, • bonuses, • Health, dental, vision, life, disability insurance Maplecrest Ford Lincoln does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability or any other characteristic protected by law. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Maplecrest Ford Lincoln will be based on merit, qualifications and abilities. Job Description The statements included in the job description are intended to outline the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed Powered by JazzHR 6eiLXaDOnb

Job DescriptionCompany Description Healthcare | Public Company Environment Metro Physical & Aquatic Therapy is a comprehensive multidisciplinary company who offers Physical, Occupational, Speech Therapy, Massage and Acupuncture services. We take great pride in inspiring our team to create an everlasting bond with our patients, our doctors, and our community. But it’s not just what we do, it’s who we are. We are driven by our mission to continually invest in our people and offer the best workplace environment possible. Job Description The Accounting Manager is a key member of the controllership function within a publicly traded healthcare organization. This role is ideal for a senior level Accountant with strong public accounting roots who is seeking hands-on ownership of technical accounting, SOX compliance, and external reporting in a complex, multi-entity environment. The Accounting Manager partners closely with finance leadership, external auditors, and cross-functional teams to ensure accurate financial reporting, sound judgment, and full compliance with U.S. GAAP, SEC regulations, and Sarbanes-Oxley (SOX) requirements. Key Responsibilities • Assist the Senior Manager in overseeing all accounting operations, including cash management, billing, accounts receivable, accounts payable, general ledger, revenue recognition, and fixed asset accounting, with a strong emphasis on accuracy and GAAP compliance, • Support monthly, quarterly, and annual close processes, including preparation and review of journal entries, account reconciliations, and variance analysis, to ensure accurate and timely financial reporting to the parent company, • Oversee and maintain SOX compliance, including control documentation, walkthroughs, testing, remediation, and coordination with internal and external auditors, • Coordinate and lead external audits, internal audits, and regulatory examinations, serving as a primary point of contact and ensuring timely, high-quality audit deliverables, • Support M&A activities, including financial due diligence, purchase accounting considerations, and post-acquisition financial integration, • Drive process improvements and accounting automation initiatives to strengthen controls, improve efficiency, and support scalability, • Partner with the CFO and Regional Directors to prepare, analyze, and monitor budgets and financial forecasts, providing accounting insight and risk assessment, • Assist in publishing monthly consolidated financial statements with a targeted 10-day close cycle, ensuring completeness and technical accuracy, • Prepare and distribute monthly regional and clinic-level profit and loss statements, including analytical commentary for management review, • Identify financial trends and perform comparative and period-over-period analyses to support informed decision-making across all clinic locations, • Collaborate with Directors and Regional leaders to identify cost-reduction opportunities, enhance financial literacy, and assist in defining, measuring, and interpreting key performance indicators (KPIs), • Continually update accounting policies, memos, and business processes to reflect evolving guidance, strengthen internal controls, and deploy best practices Oversee and mentor staff accountants to ensure: • Timely and accurate payment processing, as well as thoughtful analysis and resolution of past-due accounts, • Accurate and timely bank reconciliations with appropriate review and documentation, • Proper accounting and management of lease obligations, including rent schedules, tenant improvement allowances, and rent escalations, • Accurate maintenance of fixed asset and intangible asset schedules, including depreciation and amortization in accordance with GAAP, • Effective vendor management and coordination of financial relationships to support favorable terms, compliance, and service qualityQualifications, • Bachelor’s degree in Accounting (BBA required), • Public accounting experience required (Big 4 or national/regional firm a plus), • Minimum of 10 years of progressive experience in accounting or corporate finance, • Deep working knowledge of U.S. GAAP, SEC reporting requirements, and SOX compliance frameworks, • Experience working with ERP systems and financial reporting tools (e.g., Sage, Workday), • Strong technical accounting, research, and documentation skills, including policy and memo preparation, • High attention to detail with strong organizational skills and professional judgment, • Familiarity with spend management and accounts payable platforms such as Bill.com, Ramp, and Expensify is a plus, • Proven ability to manage multiple deadlines and priorities in a fast-paced, public-company or audit environment, • Strong leadership presence with the ability to communicate clearly with auditors, executives, and cross-functional partners Additional Information What We Offer! • Competitive compensation package, • 401(k) plan with company matching options, • Generous Paid Time Off, • A rich benefits package, including medical, dental, life and long-term disability insurance, • Progressive Leadership Development Programs, • New York's 529 College Savings Program, • Employee Perks: discounted rates for entertainment, travel, fitness, insurance plans, etc. through our partnership with Plum Benefits, • FSA Plans- pre tax savings plans to pay for unreimbursed medical and dental expenses, travel to & from work, • Company Events- Annual Family Field Day, Leadership Retreats, and Holiday Awards Celebration

Job DescriptionAt Fun.xyz, we believe a tokenized future is a beneficial inevitability, granting financial emancipation to everyone with an internet connection. For a blockchain-first global economy to exist, value exchange must become intuitive, secure, and seamless. Enter Checkout - the highest converting payment solution in web3. By integrating Checkout, dApps enable users to complete any on-chain action using crypto from a wallet, centralized exchange, or on-ramped fiat from a card or bank account. With access to market-leading routing and their asset portfolio at the point of sale, users are faster, stickier, and more engaged. For dApps, Checkout scales their user acquisition potential without launching new chains or integrating multiple third party providers. We built Checkout because we envision a world where anyone, anywhere, can purchase anything with any asset. If that sounds like a vision you can get behind, we want to hear from you. About the Role We’re looking for a Finance & Accounting Manager to help us build out robust financial operations in support of exponential growth. Reporting directly to the CFO/COO, you will work closely with leadership across multiple functions to ensure accurate financial reporting, strong internal controls, and scalable accounting processes. You will help mold the financial foundation for the company, challenged with the increasing complexity of managing a fiat and on-chain business. This opportunity is uniquely tailored towards candidates with an accounting-heavy background that are looking to gain more exposure on the finance side.Responsibilities • Oversee and drive monthly financial close processes, including journal entries, reconciliations, and budget-vs-actual variance analysis, • Maintain accurate general ledger accounting, ensuring compliance with US GAAP and internal control standards, • Manage fiat and digital asset liquidity, balancing operational efficiency against yield and risk, • Partner cross-functionally with engineering, product, operations and business development to ensure timely and accurate reporting, • Manage crypto and fiat accounting workflows, including complex transaction reconciliation, revenue recognition, and digital asset reporting, • Prepare both routine and ad-hoc financial analyses for leadership, playing a key role in the business forecasting process, • Enhance and document scalable accounting processes and controls to support operational growth, audit readiness, tax preparation and regulatory reporting needs, • Lead or coordinate strategic initiatives including financial systems implementation, automation, and tooling improvements (in particular on the digital asset sideRequirements, • 4–8 years of finance & accounting experience, with an emphasis on full-cycle accounting responsibilities, • Prior experience in crypto / blockchain accounting, and familiarity with digital asset treatment, • Strong understanding of US GAAP, financial statements, and month-end closing processes, • Experience and expertise handling high volumes of on-chain crypto transactions, ensuring proper accounting treatment and ERP implementation, • Ability to work both independently and collaboratively with a high degree of autonomy and ownership, • Able to handle a tremendous amount of ambiguity amidst an extremely fast-moving startup environment, • Extremely adept at influencing stakeholders, communicating effectively and working in cross-functional settingsNice to Have, • Experience in payment operations (either in fiat or crypto), • Passion for blockchain technology (and all of its glory), • Professional credentials (e.g. CPA) or equivalent, • Familiarity with traditional financial startup tooling (e.g. QuickBooks, Ramp, Meow, etc) This role is primarily in-person at our Midtown, NYC headquarters. We work together Monday through Thursday for fast, iterative collaboration and optional WFH Fridays to reset and recharge. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description HG Insights is a leader in technology intelligence, providing data-driven insights that help businesses make strategic decisions about technology investments and market opportunities. We transform raw data into actionable intelligence that drives revenue growth and competitive advantage for our customers. We're hiring Mid level, Senior and Principal Account Managers to nurture and grow relationships with enterprise customers. You'll serve as the primary point of contact post-sale, responsible for renewal, satisfaction, and in-year expansion. With recent acquisitions enabling us to deliver a comprehensive, end-to-end solution, you'll need a strong grasp of our customers' evolving business needs and the ability to drive adoption across their organizations. What You'll Do • Manage a portfolio of enterprise accounts, ensuring a seamless onboarding and consistently high customer satisfaction., • Own the post-sale customer lifecycle: onboarding, adoption, retention, renewal, and expansion., • Partner with customer stakeholders to understand their goals, uncover new use cases, and drive value realization., • Identify and pursue in-year expansion and upsell opportunities through proactive engagement and account planning., • Use AI and modern sales/customer success tools to analyze account health, identify signals of risk or opportunity, and prioritize outreach., • Develop and execute strategic account plans in collaboration with internal teams (Product, Marketing, Sales)., • Act as a customer advocate, bringing feedback to leadership and helping refine our offerings and processes. What We're Looking For • Proven experience managing and growing enterprise customer relationships ($1B +), ideally with renewals and upsell track record., • Ability to deliver against renewal and expansion quotas, with examples of successful account growth., • Strong critical thinking, consultative, and communication skills to become a trusted advisor to customers., • Comfort with change—able to adapt to new tools, customer needs, and processes quickly., • Resourceful, organized, and self-directed, thriving without a rigid playbook., • Required: Demonstrated ability to quickly adopt and use AI tools to enhance client engagement, analyze account trends, and drive expansion and retention strategy. You should be able to evaluate new AI features, integrate them naturally, and continuously improve your approach., • Industry experience in data, SaaS, or B2B tech is helpful but not required. Why This Role Might Be Right for You • You're energized by building lasting customer relationships and driving mutual success., • You excel at balancing a portfolio, prioritizing effectively, and delivering results., • You value collaboration and continuous learning, seeking to improve through feedback., • You're driven by the challenge of improving retention and growth, not just maintaining the status quo. #SalesJobs #RevOps #AccountExecutive #Hiring #B2BSales

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Dental insurance Were actively involved in the Summit community, participating in events like the Summit Street Fair and Movie Night at Screen on the Green, as well as hosting educational insurance seminars to help residents better understand their coverage options. We also support local organizations including the Summit BIG (Believe/Inspire/Grow) POD, GRACE Food Pantry, Seton Hall Universitys Joseph A. Unanue Latino Institute, and local high school sports and theater programs. Professional development is at the heart of our agency. We support every team member through the licensing process and provide continuous training from structured programs and companywide sessions to one-on-one coaching and leadership development. We offer clear career paths for advancement, including opportunities to become an Agent Aspirant and ultimately own your own agency. Our office culture blends professionalism with celebration. We recognize hard work through bonuses, production-based awards, and even a weekly lottery drawing with cash or time-off prizes. Throughout the year, we host team bonding events that celebrate milestones, achievements, and the joy of working together. We offer a comprehensive benefits package including medical, dental, vision, life insurance, a retirement plan, and ongoing bonuses and incentives. Were looking for team members who are truly people-first reliable, motivated, analytical, and ready to learn. If youre passionate about helping others, eager to grow, and thrive in a collaborative, culturally rich environment, youll fit perfectly in our welcoming and accomplished team. ROLE DESCRIPTION: As a Account Manager - State Farm Agent Team Member with Glisel Jimenez - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. RESPONSIBILITIES: • Generate leads and actively pursue new business opportunities., • Educate clients about insurance products and recommend appropriate coverage options., • Foster strong client relationships through regular follow-ups and proactive communication., • Maintain accurate client records and manage policy updates efficiently.QUALIFICATIONS:, • Excellent communication and relationship-building abilities., • Experience in sales or customer service preferred., • Goal-oriented and motivated by achieving measurable results., • Ability to manage multiple priorities and work effectively in a fast-paced environment., • Bilingual Spanish preferred.

Job DescriptionPosition Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Dennis Ortega - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.As an Agent Team Member, you will receive..., • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Growth potential/Opportunity for advancement within my agencyRequirements, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • People-oriented, • Self-motivated, • Pride in getting work done accurately and timely, • Bilingual - Spanish preferred, • Property and Casualty license (must be able to obtain) This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionKey Responsibilities • Support the day-to-day accounting operations, including accounts payable, accounts receivable, and treasury functions., • Support the month-end close processes, including preparing journal entries, detailed account reconciliations and conducting analytical reviews of the balance sheet and income statement in a timely and efficient manner., • Help manage treasury and intercompany workflows, in collaboration with team members., • Contribute to process improvements and systems optimization across accounting and finance operations. Including reconciling, researching, and resolving discrepancies, • Serve as a key liaison with external auditors, and tax accountants, supporting the audit process, responding to inquiries, and ensuring all required audit schedules and documentation are provided accurately and on time., • Participate in strategic projects and initiatives as required, providing accounting expertise and ensuring financial implications are properly considered., • Collaborate effectively with other departments to ensure alignment of financial information and support strategic initiativesRequirements, • Bachelor’s degree in accounting, CPA highly preferred., • 5 + years of progressive accounting experience, • Minimum 3 years’ public accounting firm experience at regional or big four firm., • Strong knowledge of U.S. GAAP, • Strong Excel skills., • Exceptional analytical skills and keen attention to detail.

Job Description An established commercial insurance company is looking for a hard-working Commercial Lines Account Manager for their Brooklyn, NY branch. After nearly a decade of providing their clients with quality service and quality products, their goal remains the same, to ensure that their clients are insured properly and sufficiently. They work with the leading insurance companies in the industry as well as a labyrinth of other companies. They work diligently and efficiently to properly tailor their client’s policies, helping them to protect their assets and their businesses. They value integrity and reliability; therefore, the company ensures dependable & high-quality service to their clients. Responsibilities: • The Account Manager will provide a high level of sales support to the Producer and customer service to clients, • The position requires a significant degree of independent judgment and discretion to meet those service levels, • The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities, • The Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, • Please note that the duties below can vary based on the workflow of your local office, • Responds to client request for policy changes, billing inquiries and verification of coverage, • Ensures that these items are given to client in a timely manner, • Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items, • Checks new and renewal policies and endorsements for accuracy in coverage, • Determines reasons for request for cancellations and acts to retain accounts, • If unable, secures Lost Policy Release and follows through to policy cancellation, • Participates in continuing professional development as required by state licensing requirements and Agency guidelines, • High School Degree or equivalent combination of education and experience, • 1–3 years of Commercial Lines experience preferred, but not required — training will be provided for the right candidate, • Professional communication, organization and writing skills, • Experience in Quoting and Marketing New and Existing accounts is preferred., • Proficient in completing applications, determining proper coverage and carrier placement is preferred., • Ability to work independently and in a team environment., • Solid background in using Applied Epic (Preferred), Excel and Microsoft Word, • Property and Casualty License Preferred; not required but must be willing to obtain

Job Description For over a century, the John C Conklin Agency has been a trusted partner for generations of clients across personal and commercial insurance needs. As a family-owned and operated generalist agency, we pride ourselves on providing exceptional service and maintaining lifelong relationships. Our commitment to client-first values, combined with modern systems and a collaborative culture, has enabled us to remain at the forefront of the industry. We offer a relaxed yet fast-paced work environment, with both in-office and remote work capabilities available from home. We are seeking a skilled and client-focused Insurance Account Manager to join our dedicated team. In this role, you will be the primary point of contact for clients, delivering outstanding service while managing a variety of account responsibilities. • Base pay starting at $55,000 or more, • Performance bonuses and professional development opportunities, • Paid Time Off, paid holidays, and paid personal/sick days, • Health, dental, vision, and life insurance, • Retirement plan, • Monday-Thursday 9-5 PM, Friday 8-4 PM Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Mon-Fri Schedule Retirement Plan Bonus Opportunities Weekends Off Paid Holidays Continuing Education Opportunities Professional Development Performance Bonuses Office Snacks and Coffee Personal Workspace Responsibilities • Develop accurate and competitive insurance quotes, • Cross-sell and round out accounts to meet client needs, • Issue insurance documentation such as certificates of insurance, ID cards, and policy endorsements, • Advise and educate clients on coverage options and policy details, • Prior experience with an active New Jersey Property & Casualty license, • Proficiency in Microsoft Office Suite and agency management systems (Applied EPIC Preferred), • Strong attention to detail and ability to manage multiple tasks, • Team-oriented mindset with excellent communication skills, • Professional phone presence and polished office etiquette

Job Description We are seeking a dynamic and experienced Commercial Insurance Account Manager for a Construction book of business. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of commercial insurance clients for the Construction industry, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 5+ Years of experience preferred in commercial insurance with at least 3 years' experience working with Construction accounts, • Experience with General Liability, Workers Compensation, Umbrella, Inland Marine, and Builders Risk exposures., • Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively

Job DescriptionJob brief We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run. Responsibilities • Understand customer needs and develop plans to address them, • Identify key staff in client companies to cultivate profitable relationships, • Resolve customer complaints quickly and effectively, • Forward upselling and cross-selling opportunities to the sales team, • Promote high-quality sales, supply and customer service processes, • Aim to preserve customers and renew contracts, • Approach potential customers to establish relationships, • Gain solid knowledge of competitorsRequirements, • Proven experience as a Client Relationship Manager, • Knowledge of customer relationship management (CRM) practices, • Experience in sales or customer service is preferred, • Problem-solving attitude, • Excellent communication skills, • Aptitude for fostering positive relationships, • Teamwork and leadership skills, • Customer-oriented mindset, • BSc/BA in Business Administration or similar field

Job DescriptionOur client is one of Europe's fastest-growing companies and provides open-source solutions and offers their own widely adopted Linux-based operating system. They provide licensed enterprise software products, commercial support, managed services, consulting and training services to customers who are deploying open source applications on the cloud, in their data centre, or to the connected device and IoT ecosystem. We are seeking a sales professional to act as a sole contributor, engaging with Telecom Service Providers across the USA and Canada. Telecommunications is one of our clients' strongest sectors, and they are involved with many O-RAN, IoT, and Data Center initiatives (along with many other IT Digital Transformation / Infrastructure Transformation programs). Their customers include a Tier 1 Mobile Telco Service Provider in the United States.In terms of the candidates, we are looking for people who have: • Empathy for the customer, • High intellect (you must be willing to undertake and pass a GAI test), • Passion for technology, • Teamwork, • Energy, • A strong sales track record or hitting targetsThe Client's Linux OS is already very widely adopted, which gives us a credible basis for conversations in the market. Nevertheless, it requires real work for sales professionals to build on that adoption to create trusted and profitable commercial relationships with the enterprises in their territory. The successful candidate will carry an annual bookings quota within their assigned territory. They should be able to travel regionally for client engagement, industry conferences, and internationally for company events.They will be expected to demonstrate professionalism and effectiveness, to prospect accounts for new business, maintain and develop existing relationships, and work with colleagues and partners on account strategy. They must be comfortable selling enterprise software, open source, cloud, virtualisation, container technologies and technical software solutions to senior levels of the enterprise. There will be some lead generation support from sales development representatives, but the Sales Director / Enterprise Account Executive must be willing to prospect and drive their sales pipeline.Location: remote The client will engage by offering a local payroll.Please ignore the salaries mentioned on the job board - there is flexibility for the right profile

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description About Us We are a growing home-based ABA company in Brooklyn, NY, dedicated to providing high-quality Applied Behavior Analysis (ABA) services to children and families. Our team is passionate about making a difference, and we are seeking an organized, compassionate, and detail-oriented Client Intake Specialist to be the first point of contact for new families. Position Overview The Client Intake Specialist plays a key role in welcoming new families, guiding them through the intake process, and ensuring all documentation and authorizations are completed accurately and efficiently. This role requires excellent communication skills, cultural sensitivity, and the ability to work in a fast-paced environment while maintaining a warm, professional demeanor. Experience working in the ABA field preferred. Responsibilities • Serve as the primary point of contact for new client inquiries and referrals, • Conduct intake calls with families (in English and Spanish) to gather essential information, • Assist families in completing intake paperwork and required documentation, • Verify insurance eligibility and authorization requirements, • Maintain accurate records in company systems and ensure compliance with HIPAA and company policies, • Coordinate with the clinical, coordination and recruitment department to ensure proper delivery of comprehensive services., • Follow up with families and referral sources to ensure smooth onboarding, • Full Time: M-F 9:00am-5:00pm, • Hybrid work model (Friday's are remote), • Be part of a mission-driven ABA company making a positive impact on families in NYC and surrounding areas., • Supportive team environment with opportunities for growth, • Bilingual - Spanish required, • Strong background in intake, case management, or client services (ABA, healthcare, or related field preferred), • Knowledge of health insurance processes and authorizations strongly preferred, • Excellent organizational and time-management skills, • Strong written and verbal communication skills with attention to detail, • Ability to multitask and work independently while maintaining a team-oriented mindset, • Proficiency in Microsoft Office, Google Workspace, and EMR systems (preferred) PTO Health Insurance 401(K)

Job DescriptionBenefits: • License Paid by Agency, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Wealth Management LOCATION: Fully Remote - CA West Coast SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Wealth Management at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management segment in North America with a focus on the West Coast and Mountain Region. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and multi family office segments. What You’ll Do: * Identify and target potential clients * Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities * Conduct thorough research to understand the needs, pain points, and priorities of prospective clients * Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions * Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process * Negotiate contract terms and pricing agreements to drive successful deal closures * Provide accurate sales forecasts and reports to the sales management team * Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: * 5+ year track record of success in fintech sales and business development * Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends * Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences * Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers * Strong negotiation and closing skills, with a focus on driving revenue growth * Self-motivated, proactive, and results-oriented mindset * Ability to work effectively in a fast-paced, dynamic startup environment * Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot) * MBA highly preferred What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Position Overview We are seeking an experienced Accounting Manager with specialized expertise in tax accounting and a thorough understanding of Professional Employer Organization (PEO) and Administrative Services Organization (ASO) business models. This strategic role will oversee accounting operations, ensure tax compliance across multiple jurisdictions, and provide financial leadership in support of our growing client base. Key Responsibilities Tax & Compliance Management • Oversee all tax-related accounting functions including payroll tax reconciliation, quarterly filings, and year-end reporting for multiple client entities, • Ensure compliance with federal, state, and local tax regulations across diverse jurisdictions, • Manage tax audits and coordinate responses to tax authority inquiries, • Direct monthly, quarterly, and annual close processes with emphasis on revenue recognition specific to PEO/ASO service models, • Oversee accounts payable, accounts receivable, and general ledger functions, • Manage client billing processes and revenue reconciliation, • Apply deep knowledge of PEO and ASO business structures to accounting practices, • Manage complex multi-entity accounting arrangements and client fund segregation, • Ensure proper accounting treatment of co-employment relationships and service fee structures, • Supervise accounting staff and provide mentorship for professional development, • Partner with payroll processing team to ensure seamless financial operations, • Work closely with Executive Vice President of HR & General Counsel on compliance matters, • Serve as key liaison with external auditors and tax advisors Required Qualifications • Bachelor's degree in Accounting, Finance, or related field (CPA strongly preferred), • Minimum 5-7 years progressive accounting experience, with at least 3 years in PEO, ASO, or related service industry, • Comprehensive knowledge of tax accounting principles and multi-state tax compliance requirements, • Proven expertise in PEO/ASO business models and associated accounting complexities, • Strong understanding of payroll tax regulations and employment-related tax obligations, • Proficiency in accounting software systems and advanced Excel skills, • Experience with high-volume, multi-client accounting environments Preferred Qualifications • Active CPA license, • Experience with 401(k) plan accounting and compliance, • Knowledge of workers' compensation insurance accounting, • Familiarity with benefits administration financial processes, • Prior experience managing accounting teams Core Competencies • Exceptional attention to detail and commitment to accuracy, • Strong analytical and problem-solving abilities, • Excellent organizational skills with ability to manage multiple priorities, • Clear communication skills for explaining complex financial concepts, • Collaborative mindset with ability to work cross-functionally, • Ethical approach to handling confidential financial information, • Adaptability in fast-paced, evolving business environment What We Offer • Competitive compensation package, • Comprehensive benefits including health insurance and 401(k) plan, • Professional development opportunities, • Collaborative work environment with experienced HR and finance professionals, • Opportunity to make significant impact in growing organization

Job DescriptionJob Title: Accounting Manager (Architecture | Engineering | Construction) Job Description As an Accounting Manager, you will play a crucial role in analyzing firmwide financial performance, identifying trends, variances, and risks. You will develop dashboards and reports for leadership to assess operational health and make data-driven decisions. You will also partner with leadership to develop annual budgets, long-range financial plans, and firmwide financial strategies. Your role will involve presenting financial performance, forecasts, and KPIs to leadership in a clear and accessible manner. Additionally, you will monitor project budgets, work-in-progress, billing, and profitability throughout the project lifecycle. Collaborating with project managers to ensure proper cost tracking, change order management, forecasting, and performance measurement is also part of your responsibilities. You will recommend and implement process improvements to increase automation, accuracy, and financial clarity. Responsibilities • Analyze firmwide financial performance, identifying trends, variances, and risks., • Develop dashboards and reports for leadership to assess operational health., • Partner with leadership to develop annual budgets and long-range financial plans., • Present financial performance, forecasts, and KPIs to leadership., • Monitor project budgets, work-in-progress, billing, and profitability., • Collaborate with project managers to ensure proper cost tracking and performance measurement., • 4+ years of accounting experience., • Proficiency in accounting software such as Deltek and Quickbooks., • Strong understanding of project accounting, revenue recognition, and budgeting., • Excellent communication skills to explain financials to non-financial stakeholders., • Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred., • Experience in architecture or engineering industries., • Familiarity with KPI, budget planning, and budget preparation. The work hours are 9am-6pm with a 1-hour lunch break. There is an option for working from home on Mondays. You will work closely with three tenured partners and have the opportunity to be the first true accounting hire alongside a part-time bookkeeper. Job Type & Location This is a Contract to Hire position based out of New York, NY. Pay and Benefits The pay range for this position is $40.00 - $50.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in New York,NY. Application Deadline This position is anticipated to close on Feb 27, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Job DescriptionSalary: $100,000 - $125,000 plus annual discretionary bonus Position Overview Nardello & Co., a leading global investigations firm, seeks a Client Relationship Manager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement. Key Responsibilities • Develop and execute client relationship strategies and growth plans., • Monitor client-related news and share updates internally., • Identify cross-selling opportunities with Client Relationship Leads., • Coordinate client training sessions, CLEs, and events., • Manage client gifting programs and maintain client databases., • Track expenses and ensure alignment with marketing budgets., • Research and build targeted event lists., • Analyze client data and prepare BD activity reports., • Collaborate with Marketing, IT, Legal, and Operations on client initiatives. Qualifications • Minimum of 57 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred., • Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus., • Strong project management, communication, and organizational skills., • Ability to work independently in a fast-paced environment., • Proficiency in Microsoft Office; Salesforce experience highly preferred., • Bachelors degree preferred. Additional Details • Hybrid work environment; some travel required., • Competitive compensation and benefits., • Nardello & Co. is an Equal Opportunity Employer. Who We Are With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance. Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner. We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.

Job Description The Rizzuto Law Firm is seeking an ambitious intake specialist for our personal injury department. ESSENTIAL REQUIREMENTS strong knowledge of personal injury cases so you can determine what cases should be signed up; excellent communication skills; impeccable organization skills. Candidate must have the desire to take our intake system to the next level by taking part in the development and implementation of policies and procedures to track new case calls, and maximize our want to signed ratio. The Rizzuto Law Firm puts employees first, we have a great work atmosphere & function as a TEAM! We offer an excellent benefits package which includes health insurance, vision and dental options, life insurance, disability, and 401(k) Plan. Compensation: $30 hourly Responsibilities: • Conduct initial intake interviews with potential personal injury clients, • Review and analyze case information to determine next steps in the legal process, • Coordinate with attorneys and legal staff to ensure smooth case progression, • Maintain detailed and accurate records of client interactions and case developments, • Provide excellent customer service and support to clients throughout the intake processQualifications:, • The ideal candidate should have at least 2 years of experience managing personal injury intakes., • Proficiency in Microsoft Office is a must., • Strong verbal and written communication skills are essential for this role., • The candidate should be comfortable working in a fast-paced environment., • Familiarity with legal procedures and terminology is required.About Company At The Rizzuto Law Firm, we put our employees first so clients can come first. Our CORE VALUES • Honesty, • Team Work, • Respect, • Accountability, • Pride, • Understanding, • Communication, • Excellence!

Job DescriptionROLE DESCRIPTION: As an Account Manager - State Farm Agent Team Member for Emond Richardson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. BENEFITS: • Paid time off (holidays and personal/sick days), • Hourly Salary plus commission/bonus, • Health Insurance: Medical, Dental, Vision, and Life Insurance, • 401k + company matching, • Company sponsored insurance licensing, • Growth potential/opportunities for advancement within my agencyRESPONSIBILITIES:, • Develop insurance quotes, make sales presentations, and close sales., • Establish customer relationships and follow up with customers, as needed., • Handle client inquiries and provide timely responses., • Promote successful and long-lasting customer relations.QUALIFICATIONS:, • 1 year sales experience required, • Bilingual Spanish, preferred, • Excellent communication skills - written, verbal, and listening

Job Description The Position Phillips & Associates seeks an intake specialist to join the team in our downtown Manhattan office, located at 45 Broadway. The intake specialist will be responsible for handling a large volume of incoming leads (via phone, email, texts, etc.). We are looking for a team player with outstanding interpersonal and communication skills who is self-motivated, professional, capable of managing their work load while prioritizing tasks. Our ideal candidate will have a strong work ethic, will always be willing to go the extra mile and thrive in a fast paced and intellectual environment. The Firm Phillips & Associates has established itself as the go-to law firm in New York for victims of sexual harassment and discrimination. Most recently, Phillips & Associates was selected as one of the “10 Best Employment & Labor Law Firms” in New York” by the American Institute of Legal Counsel. Additionally, many of our attorneys have achieved “best of” status in employment law. We only represent plaintiffs, not employers or management. Phillips & Associates is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Phillips & Associates encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status. Responsibilities • Handle a large number of incoming leads (via phone, email, texts, etc.)., • Handle a large number of follow-up calls, emails, and texts., • Handle phone calls in a professional and friendly manner., • Collect and store potential clients information., • Collect facts from potential clients and send to attorneys for evaluation., • Assist attorneys in scheduling appointments with potential clients., • Send e-retainers to potential clients using AssureSign., • Provide outstanding customer service and support., • General administrative support. Qualifications • Bachelor’s degree highly preferred., • Proficient in Dropbox and Microsoft Office, including Word, Excel, PowerPoint, One Drive, and OneNote., • Exceptional interpersonal and communication skills., • Detail oriented, • Previous experience in a law firm highly preferred., • Previous experience in employment law highly preferred., • Customer service experience Location: • New York, NY, • Hours are 10:00am - 7:00pm, Monday through Friday.

Job DescriptionMISSION STATEMENT Acacia Network, the leading Latino integrated care nonprofit in the nation, offers the community, from children to seniors, a pathway to behavioral and primary healthcare, housing, and empowerment. We are visionary leaders transforming the triple aim of high quality, great experience at a lower cost. Acacia champions a collaborative environment to deliver vital health, housing and community building services, work we have been doing since 1969. By hiring talented individuals like you, we’ve been able to expand quickly, with offices in Albany, Buffalo, Syracuse, Orlando, Tennessee, Maryland and Puerto Rico. POSITION OVERVIEW Responsible for wide range of case management duties assisting applicants and referents to Greenhope’s residential and outpatient services. Will admit new clients and assist medical staff as needed with admission documents. KEY ESSENTIAL FUNCTIONS • Primary liaison with internal and external referral sources for residential and outpatient services., • Maintains a stream of referrals to ensure residential bed and outpatient slots are covered on a weekly basis., • Complete preliminary telephone or face-to-face screening to determine eligibility for services as delineated by contractual requirements via electronic health record system.. Conducts screening interview and complete LOCADTR, WNRA, and other assessment documents. Obtain detailed demographic information on client criminal, family, substance, mental health and other relevant data., • Answers all inquiries from potential program clients, returning all calls within 24-48 hours., • Maintain a calendar noting work schedule to be shared with managers, receptionist, outreach staff and program managers., • Help to develop partnerships and linkages with all referral sources (hospitals, community agencies, crisis system, corrections, family, and other community partners) via phone and letters. Schedule recruitment activities for outreach staff. Input new and updated referral sources in AWARDS Electronic Health Record system., • Receives and coordinates all referrals to include notification of insurance providers for prior authorization and services covered. Coordinate with the Benefits department to ensure client financial status via Medicaid and other managed care funding source. May need to review financial information as needed to determine ability to pay for services., • Meet with residential clients within discharge phase to refer to Outpatient aftercare services, • Along with department manager, maintains all program waiting lists, admissions, discharges and updates all lists on an on-going basis. Maintains weekly/monthly contact with referring case managers and other providers., • Conduct induction process with residential clients and deliver to primary counselor. Coordinate with department manager to have active list of primary counselor assignments., • Distribute email notification of pending admission and actual admission report in a timely manner to include chart number, name, children and any other pertinent documents., • As needed, participate in clinical staff meetings and case conferences as necessary to ensure good coordination and continuity of care., • Receive regular weekly supervision from Department Manager., • The competitive candidate will have a High School Diploma or GED with a minimum of five (5) years’ experience in the health and social service field., • Must have a CASAC-T or be a qualified health professional., • Knowledge of DSM-IV diagnoses, substance abuse, and recovery, • Knowledge of state and local behavioral health and related services, • Ability to communicate effectively, both orally and in writing, • Ability to work independently and with others and on a team, • Ability to maintain confidentiality of information, • Ability to work under pressure and handle issues which develop unexpectedly Acacia Network provides a comprehensive and competitive benefits package to our employees. In addition to a competitive salary, our benefits include medical, dental, and vision coverage. We also offer generous paid time off, including vacation days and paid holidays, to support a healthy work-life balance. We prioritize the well-being of our employees both professionally and personally. As an Equal Opportunity Employer, we encourage individuals from all backgrounds to apply.

Job DescriptionHome Care Intake Coordinator/Specialist Salary: $22.00/hr - $28.00/hr (DOE) Location: Inwood, NY About Us Rockaway Home Care is a licensed home care agency serving the NY Metropolitan area, including Long Island, Rockland, and Westchester counties. We’re seeking an experienced Intake Coordinator to join our team in our Inwood office and support our continued growth in one of the fastest-growing healthcare industries. Role Overview The Home Care Intake Coordinator is responsible for processing patient referrals and guiding patients and families through a smooth start-of-care experience. You’ll contact patients to explain our services, gather required information, and help coordinate their home care needs from discharge through long-term care enrollment, keeping everyone informed throughout the process. The ideal candidate understands home care regulations and processes related to Medicare, Medicaid, and MLTC insurance, and is committed to delivering excellent patient care and customer service. This role is a strong fit for someone who’s motivated, organized, able to work independently, and also enjoys being part of a supportive, team-based intake environment. REQUIREMENTS * One year of experience in home care intake * Ability to communicate effectively with employees, patients and families, and medical/community affiliates to build positive relationships * Computer-efficient and comfortable learning new systems * Investigative ability; highly organized; self-motivated; takes initiative * Excellent written/verbal communication and strong analytical/critical thinking skills * Able to perform with minimal supervision * Understanding of the requirements for MLTCs * Organized and punctual JOB RESPONSIBILITIES * Receive referrals from referral sources * Verify patient insurance to determine eligibility * Educate patients on the services we provide * Send referrals to MLTC for potential enrollment or Medicaid assistance * Determine which services were approved by insurance * Ensure Rockaway Home Care receives authorization for MLTC cases and provide case specifics to the Coordination Department BENEFITS * PTO * Sick days * Paid legal holidays * Health, dental, and vision insurance offered * Flexible Spending Account (FSA) * Weekly Direct Deposit * Daily Pay Available #ZR

Job Description This is a position within Keller Executive Search and not with one of its clients. Reporting to the senior leadership team, the Senior Customer Experience Manager in New York sets direction for Customer Service priorities, strengthens cross-functional execution, and enables scalable growth. Key Responsibilities • Manage budgets, vendors, and resource planning for the Customer Service function., • Lead, coach, and develop a high-performing team, setting clear goals and accountability., • Identify risks and implement controls to protect service quality, data, and reputation., • Partner with sales, delivery, research, and leadership teams to streamline workflows and remove friction., • Define and execute the Customer Service strategy aligned with business priorities and service standards., • Present insights and recommendations to leadership, translating data into practical action., • Ensure adherence to internal policies, quality standards, and relevant regulatory requirements., • Establish KPIs, dashboards, and operating rhythms to track outcomes and drive continuous improvement. Requirements • Data-driven approach with comfort using metrics, reporting, and process improvement methods., • Strong stakeholder management and experience working across functions and geographies., • Knowledge of relevant local regulations and best practices that impact Customer Service operations., • Bachelor’s degree required; advanced degree or professional certification preferred., • Proven ability to set strategy and deliver measurable outcomes in a fast-paced professional services environment., • Experience managing budgets, vendors, and complex initiatives end-to-end. Benefits • Salary range: 115,000 - 160,000, • Opportunities for professional growth through leadership development and high-visibility projects., • Flat management structure with direct access to decision-makers., • Open communication environment., • Full medical coverage. To learn more about Keller Executive Search, please see: Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job DescriptionBenefits: • Salary plus commission/bonus, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Excellent communication skills - written, verbal and listening, • Organizational skills, • Self-motivated, • Proactive in problem solving, • Ability to multi-task, • Bilingual - Spanish required, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Bachelor's degree required

Job Description Position Overview The Accounting Manager– Billing & Revenue oversees billing operations within the Accounting function, ensuring accurate revenue recognition, strong internal controls, and timely accounts receivable processing across all locations. This role provides day-to-day leadership to the billing team and maintains accountability for invoicing integrity, revenue capture, credit activity, and related financial reporting. The position acts as a key liaison between Operations, Sales, Collections, IT, and Accounting to ensure billing aligns with accounting policies, month-end close requirements, and compliance standards. This is a hands-on supervisory role combining accounting oversight with operational billing leadership. Key Responsibilities Accounting Oversight & Revenue Integrity • Oversee billing processes to ensure completeness, accuracy, and proper revenue recognition, • Ensure AR invoices are timely, properly coded, and accurately posted to the general ledger, • Review and approve credit notes, billing adjustments, and write-offs, • Monitor billing activity to ensure alignment with contractual pricing and customer agreements, • Support month-end and year-end close processes, including revenue review and AR analysis, • Assist with internal and external audit requests related to revenue and billing controls, • Supervise billing team workload, training, performance oversight, and scheduling, • Provide guidance on complex or non-standard billing scenarios, • Oversee weekly billing reports across all locations for completeness and accuracy, • Identify process gaps and implement improvements, • Partner with Collections to resolve billing discrepancies impacting AR aging, • Monitor invoice activity and adjustments for accuracy, • Assist in AR trend analysis and billing variance investigations, • Oversee billing systems to ensure financial accuracy and data integrity, • Review electronic invoice error reports and coordinate timely resolution, • Monitor invoice transmissions for completeness and accuracy, • Serve as accounting liaison to Operations and Sales regarding billing policies, • Develop and maintain billing SOPs aligned with accounting standards, • Improve data flow, system integration, and reporting transparency, • Oversee communications related to billing policies and pricing updates, • Provide backup support for ACH processing and reconciliation, • Review billing adjustments and ensure proper financial treatment, • Support expanded revenue reporting initiatives Qualifications & Skills • Bachelor’s degree in Accounting or Finance preferred, • 5+ years of accounting, AR, or revenue experience, • Prior supervisory experience required, • Strong understanding of GL processes, revenue recognition, and month-end close, • Experience with billing systems and EDI platforms preferred, • Advanced Excel and strong analytical skills, • Excellent communication and leadership abilities, • Ability to manage both detailed transactional work and high-level financial oversight

Job Description Position Overview: This position leads the organization’s accounting function, with oversight of the general ledger and core financial operations. The role is responsible for managing the close process and delivering timely, accurate financial reporting in compliance with U.S. GAAP. This individual will supervise the Accounting team, oversee key operational accounting areas, and serve as a primary liaison with external auditors and tax advisors throughout the year. Key Responsibilities: • Lead, coach, and oversee the Accounting team to ensure accurate work, efficient processes, and strong internal controls., • Direct the monthly, quarterly, and annual close cycles, including journal entries, account reconciliations, and timely completion of financial reporting requirements., • Review financial statements and investigate balance sheet and income statement fluctuations, summarizing trends and explanations for leadership., • Manage inventory and cost accounting activities, including reconciliation of cost of sales and analysis of gross profit by project or business line., • Provide oversight of core accounting functions including accounts payable, accounts receivable, and customer billing activities., • Prepare bank reconciliations and generate sales commission reporting as needed., • Manage payroll administration to ensure accurate processing and compliance with applicable employment regulations., • Ensure compliance with local, state, and federal reporting obligations, including preparation and filing of sales and use tax returns., • Support the annual budgeting process and assist with recurring forecast updates., • Serve as a key point of contact for external auditors and tax advisors during the annual audit and tax preparation processes., • Assist in developing and monitoring key performance indicators (KPIs) to support organizational objectives., • Perform additional accounting or finance-related duties as assigned. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field., • Approximately 6-8 years of progressive accounting experience, or an equivalent combination of education and professional background., • Strong understanding of U.S. GAAP standards and financial reporting requirements., • Hands-on experience overseeing transactional accounting functions such as accounts payable, accounts receivable, and payroll., • Experience working with ERP or financial management systems., • Proficiency in Microsoft Excel and other Microsoft Office applications., • Excellent written and verbal communication skills, with the ability to partner effectively across departments and with leadership., • Demonstrated leadership ability and experience working in a collaborative, team-oriented environment., • Strong analytical, problem-solving, and organizational skills with high attention to detail., • Ability to manage competing priorities, meet deadlines, and thrive in a fast-paced setting., • Fluent in English with the ability to communicate clearly in a professional environment. Salary Range: $110k - $130k

Job DescriptionInsurance Commercial Account Manager Salary: $70,000 - 85,000 (depending on experience and qualifications) Benefits: Competitive Benefits Package Location: Sparkill, NY Position Summary Independent insurance agency is seeking Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Responsibilities: Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, E&O, GL Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 5-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience preferred Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Verbal and written communication skills All inquiries will be kept 100% confidential

Job Description A leading Japanese IT company is seeking an Accounting Manager in New York. Position: Accounting Manager (Full-time, Exempt) Education • Solid understanding of general bookkeeping principles and practices., • Ability to work accurately and efficiently with numerical data and perform arithmetic computations quickly., • Skilled in preparing routine financial reports and records, and following both oral and written instructions., • Skilled in Microsoft Office (especially Excel) and familiar with basic accounting software functions. Internal: • Senior Accounting Manager and team – implement accounting procedures as directed., • Department Managers – coordinate vendor or customer relationships, invoice payments, and resolve account issues., • Customers – manage invoice delivery and resolve account discrepancies., • Record vendor invoices in the general ledger., • Process vendor payments accurately and on time., • Prepare routine A/R and A/P reports and coordinate invoice approvals with department managers., • Record issued invoices and customer payments in the general ledger., • Maintain schedules for fixed assets, prepaid expenses, loans, and accrued expenses; post entries to the system., • Execute and review monthly closing tasks and results, ensuring compliance with US GAAP, IFRS., • Prepare and oversee consolidated financial statements, including monthly reporting package to HQ., • Perform fluctuation analysis for Profit & Loss and Balance Sheet accounts., • Provide supporting documentation to internal and external auditors., • Review and recommend improvements to accounting operations and systems., • Enhance functionality and capabilities of the companys accounting systems., • Support financial tasks for subsidiaries, as well as special projects in a dynamic environment., • Ensure authorized access for clients, vendors, and visitors in compliance with Security Policies and Procedures. Benefits · Medical, Dental and Vision Coverage · Basic Life Insurance and AD&D · Short-Term and Long-Term Disability Insurance · Flexible Spending Account (FSA) · 401(k) with company match · Paid Time Off (PTO): Vacation, sick, and floating holidays; plus 13 paid holidays · Tuition Reimbursement Program · Gym Reimbursement Program · Employee Assistance Program (EAP) · Wellbeing Solutions Program

Job DescriptionThe Accounting Success Manager I will be joining a growing Customer Success team to help support the mid-market customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long-term success with the solution. Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our mid-market customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within our mid-market accounts., • Deliver Consultative Solutions: Provide great customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business., • Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)., • Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients., • Advocate for Clients: Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction., • Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter., • Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business or pilots., • Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients., • Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality., • Lead Strategic Meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn., • Develop Account Strategies: Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates., • Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs)., • Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals.What You'll Bring:, • BA/BS degree in Business Administration, Accounting, Finance or relevant fields., • At least 2 years of accounting experience required, • Thorough knowledge of basic accounting procedures and principles, • Experience working with cross-functional teams, • Proven ability to manage multiple projects; meeting deadlines and strong attention to detail, • Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day, • Strong listening and presentation skills, • Strong verbal and written communication skills, • Ability to travel up to 30%Nice-to-haves:, • Experience in a customer facing role, • CPA or related professional accounting certification., • Prior experience with FloQast or other close management tools will make you a seamless addition to our team, • Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationshipsThe base pay range for this position is $68,000 - $106,000. This position is eligible for up to an annual 20% bonus, paid out quarterly in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-LB1#BI-Hybrid#LI-Hybrid About FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly Authentic Ambitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)- Built In’s Best Place to Work in Los Angeles 6 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description [Position] Accounting/Finance Manager [Job Description] • Work in close collaboration with the Senior Accounting Manager to manage daily accounting operations including accounts payable, accounts receivable, general ledger, and expense management. • Support the Senior Accounting Manager in leading monthly, quarterly, and year-end closing processes, including journal entries, account reconciliations, and supporting schedules. • Prepare and review financial statements and management reports for local management and headquarters, ensuring accuracy and compliance with U.S. GAAP. • Manage cash flow, banking relationships, and forecast short-term funding needs of the U.S. sales entity in coordination with the Senior Accounting Manager. • Ensure compliance with federal, state, and local tax and reporting requirements in coordination with external tax advisors. • Maintain and improve internal controls, accounting policies, and procedures to safeguard assets and support audit requirements. • Coordinate and support annual financial audits and other external reviews as needed., • Provide guidance to junior accounting staff or external service providers, under the overall direction of the Senior Accounting Manager. • Collaborate with Sales, Logistics, and HQ finance teams to support business decisions with financial analysis and reporting. • Managed office operations, facilities, and vendor contracts, • Supported HR administration, compliance, and internal communications, • Controlled GA budget and administrative expenses, • Perform other related administrative and general affairs duties, as assigned. Requirements [Qualifications] • Bachelor’s degree in Accounting, Finance, or related field preferred, • Typically 5+ years of progressive accounting experience, including closing and reporting; experience working with a Senior Accounting Manager or similar senior-level role is a plus. • Strong knowledge of U.S. GAAP and general corporate tax and compliance concepts., • Proficiency with accounting/ERP systems and MS Excel; experience with mid-size ERP preferred., • Language : English and Korean

Job Description Inside Account Manager About the Role: We are seeking a driven Inside Account Manager to join our growing sales team. In this role, you’ll engage with businesses and professionals across a variety of industries, introduce them to BuzzTechMedia’s solutions, and match them toward the services that best fit their operational needs. You’ll play an essential part in driving company growth by nurturing relationships, managing inbound and outbound leads, and converting qualified prospects into long-term clients. Key Responsibilities: * Identify and contact potential clients through outbound outreach, inbound follow-ups, and networking * Present our services clearly and confidently to prospective customers * Assess client needs and recommend tailored service solutions * Maintain accurate records of leads, communications, and deals in CRM tools * Partner with internal teams to ensure smooth onboarding and an exceptional client experience What We’re Looking For: * Experience in sales or account management is preferred but not required * Strong communication and presentation skills * Highly organized, goal-oriented, and self-motivated * Ability to manage a fast-paced inside sales pipeline and multiple priorities What We Offer: * Competitive base salary plus performance-based bonuses * Full benefits package including medical, dental, 401k, and paid time off * Supportive, team-oriented work environment * Opportunities for growth and advancement within a rapidly expanding company Powered by JazzHR zcHjVciEdp

Job Description Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish) Account Manager - State Farm Agent Team Member. Insurance experience not required we will train the right person with the right skill set. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: • Establish customer relationships and follow up with clients, as needed, • Develop new service opportunities with both existing and new clients, • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification, • Use a customer-focused, needs-based review process to educate clients about insurance options, • Develop insurance quotes, makes sales presentations, and close sales, • Develop ongoing networking relationships, • Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... • Salary plus Bonus, • Paid Time Off (vacation and personal/sick days), • Health Insurance, • Retirement Plan, • Insurance training and support, • Nice place to work, • Valuable experience, • Growth potential/Opportunity for advancement within my office Requirements: • Bilingual English/Spanish required, • Excellent interpersonal skills, • Excellent communication skills - written, verbal and listening, • People-oriented, • Organizational skills, • Self-motivated, • Detail oriented, • Proactive in problem solving, • Dedicated to customer service, • Able to learn computer functions, • Pride in getting work done accurately and timely, • Ability to work in a team environment, • Ability to multi-task, • Provide timely and thorough activity reports to agent, • Property & Casualty license (must be able to obtain), • Life and Health license (must be able to obtain), • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off We offer perks like paid vacation, performance bonuses, and health insurance stipends, along with hands-on training to support your success. As a business graduate from the University of Delhi, I bring a global perspective and a passion for giving back, including supporting education and school supply donations for underserved children in India. If youre looking for a supportive, growth-oriented environment, wed love to have you on our team! ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Hemant Jiwnani - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to clients., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Strong leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish preferred.

Job DescriptionBenefits: • Health insurance, • Paid time off Position: Intake Specialist Location: Brooklyn, NY Onsite Employment Type: Full-Time Salary Range: 50,000 - 60,000 Application Deadline: 11/15/2025 Position Overview The Intake Specialist is the first point of contact for clients and NHS partners and must maintain a cordial and professional attitude in person and on the telephone. The Intake Specialist is responsible for maintaining standard operating office procedures and performing support services for the programs. The ideal candidate will be highly motivated, have a high standard of ethics and strong communication skills. Core Responsibilities Serves as the first point of contact for the counselors intake process, meets with clients, collects documents, sets up files and makes sure that files are completed prior to the clients meetings with the counselors. Answers the telephone, screens call, transfers call and takes messages when appropriate Assists counselors with the coordination and delivery of counseling and educational programs Proactively manage workload, calendar, and client appointments to help meet the goals of the organization and serve the client effectively. Adhere to all guidelines related to the confidentiality of client records and information and requirements per the HUD Housing Counseling Handbook and National Industry Standards for Homebuyer Education, Financial Coaching and Foreclosure Prevention Accurately and timely enter data into the organizations client management system Counselor Max. Maintain contact with clients and follow-up until termination/an outcome is reached. Contribute to the process of preparing regular monthly reports. Assists the team with special projects as assigned and other tasks deemed necessary to achieve overall goals and operate a successful program. Participate/conduct homeownership program outreach events Qualifications/Skills Requirements High School Diploma. At least one year customer service experience Computer literacy with proficiency in MS office products (Word, Excel, PowerPoint). Ability to work effectively with people from diverse backgrounds. Ability to work effectively as a member of a team. A highly detail-oriented and organized approach to work Multitask: excellent time management and organizational skills | | | Strong computer skills with experience in Microsoft Word, Outlook, and Excel. Training/Certifications Continuous training is provided by Neighborhood Housing Brooklyn CDC, Inc Support Task Contribute to newsletter by referring clients to tell their story Provide staff support for coordination of annual fair and outreach events. 0ther duties as assigned

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Submit titles to US CBP, • Provide customers status updates, • Create and send Dock Receipts, • Export Documentation (AES, Bookings, Shipping Instructions), • Communicate customer expectations to dispatch and operation team to provide exceptional customer serviceThe ideal candidate has experience with the above-mentioned processes and is familiar with Magaya software. We are seeking a motivated individual to be a part of our team that shares our dedication to success.

Job DescriptionBenefits: • Hiring bonus, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Im a graduate of St. Johns University, married to another State Farm agent, and mom to a wonderful four-year-old. We stay connected to our community by participating in local events and supporting causes that make a difference whenever we can. Our office culture is positive, collaborative, and rooted in growth. I believe in hands-on leadership, open communication, and creating an environment where everyone can learn, improve, and succeed together. Team members enjoy PTO, paid holidays, and even their birthday off as a small way to say thank you for their hard work. Were looking for someone whos in the growth stage of their career someone coachable, motivated, and ready to learn. If you bring integrity, a positive attitude, and a true growth mindset, youll thrive here as we build this agency from the ground up. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Carla Rodriguez - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Signing bonus Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • License Reimbursement, • Salary Plus Commission, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to clients., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Strong leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.