Account Associate - Insurance & Client Success
Joshin Bruguera - State Farm Agent
Joshin Bruguera - State Farm Agent is seeking an Account Associate in San Francisco to support daily operations and enhance customer relationships. You will serve as a liaison between customers and agency teams, promoting relevant products and services to improve client outcomes. The role emphasizes organization, strong communication, and a customer-focused approach, with opportunities for growth and advancement within a collaborative agency environment. #J-18808-Ljbffr
$25 - $40 per hour
...the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities:... ...Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training...SuggestedHourly payFor contractorsFlexible hours$68k - $108k
...Account AssociateMy team's mission is to help people manage the risks... ...help customers with their insurance and financial services needs,... ...insuranceRetirement planningAs an Account Associate for David Wong - State Farm... ...operations and customers' success. You help grow our office...SuggestedWork at office- ...ways to maximize value for customers? Our Account Associates team mission is to elevate customer... ...signals, and partnering with our Customer Success team to understand customers' goals and... ...000) customers, preferably with direct client management for B2B Software as a...SuggestedContract workWork at officeLocal area
- ...State Farm Agent in Mill Valley, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful... ...products and services, including auto, home, life insurance, and retirement planning, with a focus on service...SuggestedWork at office
$72k - $184.44k
...The Opportunity As a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering outsourced solutions that help clients streamline operations, reduce costs, and enhance efficiency. You will be involved in executing...SuggestedContract workH1b$40k - $50k
...Account Associate - State Farm Agent Team Member for Alan Naguit - State Farm Agent As Account... ...business operations and customers' success. You grow our agency through meaningful... ...policy changes and inquiries. Process insurance claims and follow up with customers on...For contractorsWork at officeImmediate start- ...Benefits: License reimbursement Health insurance Opportunity for advancement Paid time off... ...you get there. ROLE DESCRIPTION: As an Account Associate for Joshin Bruguera - State Farm Agent,... ...business operations and customers’ success. You help grow our office through meaningful...Work at office
$75k - $80k
...learn more. Base pay range $75,000.00/yr - $80,000.00/yr Our client is one of the largest Facilities Service companies in... ...Northern California and is seeking a strong, financially-minded Accounting Associate for a territory with active client facilities. Job Description...Full timeWork experience placement$170k - $230k
...Purpose:BTIG is seeking a Capital Markets Operations Associate / Vice President focused on account onboarding and account lifecycle management. This role... ...end-to-end onboarding for institutional and corporate clients from intake through account activation and post-opening...Full time$68k - $108k
...Valley, CA and help customers with their insurance and financial services needs, including... ...planning ROLE DESCRIPTION: As Account Associate for David Wong - State Farm Agent, you... ...daily business operations and customers' success. You help grow our office through meaningful...For contractorsWork at office- ...Account Associate OpenAI's Enterprise Go-To-Market organization helps the world's largest companies adopt and scale our AI platform across their businessfrom ChatGPT Enterprise to our developer platform and APIs. We partner with organizations across Financial Services...Work at officeRelocation package
$90k - $100k
Accounting Associate - Accounts Payable, Accounts Receivable & Payroll Position Level: Full-Time Position Summary We are seeking a detail-oriented and versatile Accounting Associate to join our finance and accounting team. This is a hands‑on role serving a growing medical...Full timeContract workWork at officeLocal area$85k - $100k
We Do Consulting Differently BRG’s Accounting & Technology teams help clients analyze complex financial,... ...boards of directors, legal counsel, insurers, and other clients by turning complicated... ...insights. About The Role As an Associate, you will support teams working on...Summer workWork at officeLocal areaImmediate start3 days per week$25 - $26 per hour
...specialize in elevating our clients' brands through unique, stylish... ...this is an entry level accounting role, applicants must have some... ...: Medical, dental, vision insurance; 401(k) plan with 3-4% match... ...letter to us with “Accounting Associate” in the subject line....Hourly payFull timeWork at officeRemote work1 day per week- ...Job Description Job Description We are looking for an Accounting Accounts Payable Specialist to join our team in Berkeley, California in a contract-to-permanent capacity. This onsite role is ideal for someone who brings solid accounts payable experience, strong attention...Permanent employmentContract workMonday to Friday
- ...Client Success Specialist We are looking for a proactive, organized, and client-focused Client Success Specialist to build strong client... ...Previous experience in Client Success, Customer Success, Account Management, Customer Support, or a similar role. Experience...Remote work
$21.05 - $44.92 per hour
The primary focus of the Client Administrator is to provide technical... ...in maintaining Business Insurance insurance policies in... ...working relations with other Associates and clients. Education and/... ...insurance. Demonstrated ability to successfully perform the duties of an...Hourly pay$52.6k - $98k
Client AdvisorOur not-so-secret sauce. Award-winning, inclusive, Top Workplace culture... ...McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...engaging annual Client Advisory reviews. Your success will be measured by client retention...Minimum wageLocal areaNight shift$120k - $160k
...full-service national accounting, advisory and consulting... ...based in numbers, our success is truly based on... ...join our Banking and Insurance practice within the Financial... ...and developing Associates, Senior Associates, and... ...closely with Partners on client service, project management...Flexible hours$67.88k - $128.69k
...Tax Senior Associate in Private Wealth/Private Client Services Moss Adams and Baker Tilly are now in their... ...second year merged into the #6 public accounting and advisory firm in the US, and... ...life balance Qualifications: Successful candidates will have: ~4-year...Local area$41.21 - $65.52 per hour
...Together. Summary The Client Accounts Administrator - PT/MT, working... ..., is expected to successfully manage the firm’s top-tier... ...full-cycle billing functions associated with both the firm’s and the... ...including medical/dental/vision insurance, and 401(k). Applicants...Hourly payWork at officeRemote workRelocationVisa sponsorshipRelocation package$110.5k - $130k
...Job Title Senior Client Accountant Job Description Summary Responsible for all phases of accounting... ...including health, vision, and dental insurance, flexible spending accounts, health... ...that will be offered to the successful candidate will depend on factors such...Minimum wageWork experience placementLocal areaFlexible hours$19 - $25 per hour
...hard work and dedication that drives our success. ROLE DESCRIPTION: Alan Naguit -... ...lasting customer relationships. As our Insurance Account Position - State Farm Agent Team Member... ...equips you to communicate directly with clients, identify their needs, and market products...Hourly payFor contractorsWork at officeLocal areaImmediate startFlexible hours$95k - $115k
...communicate with leaders and client personnel to complete... ...University Who is successful at BPM: • Caring people... ...the CPA. • BS/BA degree in Accounting, Finance or related field.... ...throughout the year. • Supervise associate level professionals and delegate...Summer workRemote workFlexible hours- Mann Consulting LLC in San Francisco is seeking an Account Coordinator to delight customers, support our consultants, and help design better processes for growth. You will answer calls and emails, schedule appointments with technical consultants, assist customers with orders...
- Canteen is hiring a Client Services Specialist in the San Bruno area. The role supports school programs, manages orders, and ensures... ...available, with some in-office time required. Ideal candidates have account management and customer service experience, plus strong...Remote jobFull timeWork at office
$140k - $170k
...hard stuff — payroll, health insurance, 401(k)s, and HR — so owners... ...Gusto should share in its success. Offer amounts are determined... ...Gusto’s payment operations, accounting and risk/credit infrastructures... ...cost of funds programs associated with cash/liquidity usageExplore...Full timeWork at officeLocal area2 days per week3 days per week$150k - $190k
...About MGT Insurance MGT is the first AI-driven, neo-insurer focused on evolving commercial... ...seeking an Assistant Controller to lead our accounting operations. As MGT continues to scale we... ..., or public accounting serving those clients. 3+ years directly managing accounting...3 days per week$50k - $60k
...Accounting Clerk Role The Accounting team at Hive is responsible for the financial health... ...Resolve and verify discrepancies by clients' billing issues Facilitate payment of... ...verbal communication skills ~ Demonstrated success in a competitive environment ~ Highly...Work experience placement$24 - $28 per hour
...Assistant Account Manager In a rapidly changing world, HUB advises... ...one of the world's largest insurance brokers, our focus is... ...insurance solutions that put our clients in control. Our growing team... ...employees for longevity and success. At HUB, we believe in investing...Work at officeLocal areaFlexible hours
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