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Peco Pallet
Sacramento, CA, United States
Job Description Job Description Position Summary: The PECO Account Manager establishes relationships with customers to develop pallet pooling solutions and ensures that all necessary physical and administrative controls are in place. The Account Manager works with all levels of the customer’s organization, including education of warehouse pers
Job Source: Peco PalletPenn Foster
Sacramento, CA, United States
The NEW Hyatt House Sacramento/Midtown is currently seeking an experienced Accounting Manage rto deliver the highest quality of service to all guests, external and internal within the hotel operation. As part of the property team you will help us craft inspired workplaces that enable all Associates to deliver kick-ass guest experiences and maxi
Job Source: Penn FosterRS Medical
Sacramento, CA, United States
RS Medical designs and builds prescription-grade medical devices that provide pain relief and muscle rehabilitation. Our DME products empower patients suffering from severe, often debilitating musculoskeletal conditions to get safe and effective on-the-spot treatment at home. Since its founding in 1990, RS Medical has helped over 1.5 million patien
Job Source: RS MedicalNational Financial Partners
Sacramento, CA, United States
Who We Are NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth
Job Source: National Financial PartnersCity Wide Facility Solutions
Sacramento, CA, United States
Are you in search of a dynamic and forward-thinking team that prioritizes your success in the first 90 days of your role? Do you excel in building connections and nurturing relationships? Are you someone who thrives in structured environments and welcomes challenges? If your answer is yes, then the Account Manager position could be an ideal match f
Job Source: City Wide Facility SolutionsVaronis
Sacramento, CA, United States
Job Title:Account Manager FLSA Status:Exempt Department:Sales Summary The Account Manager is responsible for selling and presenting Varonis’ products and services to current and net-new prospective enterprise accounts. The Varonis Account Manager will be aligned with a local Sales Engineer. The goal, as a team, will be to build a strong busine
Job Source: VaronisTevisHR
North Highlands, CA, United States
Good Life Construction, Inc. is looking for a dynamic Account Manager to join our team of professionals. This individual contributor role is an hourly, full-time position located in North Highlands, California. Job Title: Account Manager Job Description: We are seeking a detail-oriented and organized individual to join our team as an Accounts Recei
Job Source: TevisHRProven Recruiting
Sacramento, CA, United States
Accounting Manager - $125K-$135K + Bonus | Sacramento, CA - HQ Company (Hybrid)Accounting Manager looking for the next step in your career and the ability to break into a great management team, apply today! Here's your chance to make a real impact on a mid-size company, well-established company working on a fantastic team of motivated accountants.
Job Source: Proven RecruitingSacramento, CA, United States
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com .
Summary of Role:
The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
Essential Duties and Responsibilities:
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.
Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem solving skills
Sharp attention to detail, decision making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology.
Education and/or Experience:
Associates degree (or equivalent), and BA/BS preferred
More than 3 years’ client service and/or industry and product line experience.
Certificates, Licenses, Registration:
P&C Insurance License required.
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
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Account Manager jobs in Sacramento, CA, United States
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