36 assistant account manager jobs found

Position Title Branch Banking - Client Consultant I   Location South Bend, IN 46619   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C lient...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Accounting Consultant is responsible for reconciliation of unmatched accounting items in suspense generated from transactions processed within the ILFS operational functions. The role will work closely with the ILFS operational areas and Corporate Finance to ensure accuracy and completeness of ILFS operational area’s revenue reporting. Primary responsibilities include but are not limited to: Responsible for reviewing and clearing unmatched suspense items within accounting systems; This includes clearing suspense, monitoring suspense and...

Position Title Branch Banking - Client Consultant I - Float   Location Fort Wayne, IN 46815   Job Summary A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets...

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

Position Summary:   The  Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Advocacy Coordination Team Specialist Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Chicago, IL : 175 W. Jackson Blvd. 12th Fl. Chicago IL 60604 Indianapolis, IN: 8909 Purdue Road Suite 501 Indianapolis, IN 46268 Irving, TX: 2201 W. Royal Lane Suite 125 Irving, TX 75063 West Hills, CA : 8521 Fallbrook Ave West Hills, CA 91304  PRIMARY PURPOSE :...

Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions What We Offer You At HUB International we want you to...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...

Position Title Branch Banking - Client Consultant I   Location Fort Wayne, IN 46804   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C lient...

At WorldTrips, a proud member of the Tokio Marine HCC group of companies, we believe in more than just business—we believe in empowering our people. As a global leader in specialty travel medical and trip protection insurance, we are passionate about preparing travelers for the unpredictable while fostering a work environment where bold ideas and transformative solutions are valued at every level. Our mission, "To Be a Good Company," reflects our commitment to people and community, recognizing the importance of giving back and driving positive change. We are proud to be named as a Top Workplace Winner for the past three years by IndyStar! Our renovated office, located in Carmel, IN, is only steps away from the Carmel City Center for shopping, dining, and entertainment. This is a hybrid position (3 days in office). Tokio Marine HCC offers a competitive salary and a generous employee benefit package that includes among other benefits, subsidized medical, prescription,...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Indianapolis, IN: 8909 Purdue Road, Suite 501, Indianapolis, IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Account Manager to join our growing team in Ft. Wayne, IN .  The Account Manager provides account management and a high level of customer service excellence to our brokers and insureds and prospective insureds by assisting the Programs team. The Account Manager must be able to manage an organized desk and meet tight deadlines when needed, be detail-oriented, apply critical thinking and possess effective communication skills. How You Will Contribute: Respond to all inquiries within prescribed timelines; route calls elsewhere as needed. Manage renewal account list. Provide risk management and insurance guidance to custom account clients. Evaluate service requests from custom account clients and determine the best method to respond in compliance with standard industry protocols....

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success. Job Summary We are seeking a highly organized and proactive Administrative Assistant Sr. to provide comprehensive support for the Vice President Chief Accounting Officer. This role requires a self-starter who thrives in a fast-paced environment, demonstrates exceptional discretion, and excels at managing multiple priorities with minimal supervision. Why Join Us? - This is an opportunity to work closely with executive leadership and contribute to the success of a high-impact division. If you are a detail-oriented professional who enjoys being at the center of operations, we encourage you to apply. Responsibilities: Serve as a...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Individual Life Operations Processor works in a team environment and is responsible for managing various financial requests across multiple platforms, including loans, withdrawals, surrenders, transfer of value, payments research, automated bank drafts and other financial-related functions. This individual will develop expertise with core products, as well as proficiency with the team's major workflows. The Individual Ops Processor provides quality customer service to agents, brokers, independent producers, and clients by demonstrating strong...

Job Title: Accountant I - Affiliates FLSA Status: Exempt Job Family: Affiliates - Finance Department: Affiliates - Finance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Assist the Affiliates finance team with the company’s Affiliates’ financial records by the input of all financial transactions including the review and processing of all affiliate entities cash disbursements and deposits, verifying the accuracy of all financial ledgers, and providing timely and accurate management reports.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal entries, enter financial transactions into the company ledgers, reconcile bank and account balances, and record...

Personal Lines Account Manager   Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.  HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions....

Company: Marsh McLennan Agency Description: Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at Horton, A Marsh Business. Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). What You Do Account Manager Receive phone calls and office visitors regarding changes to existing and or new policies. Determine...

THIS ROLE REQUIRES 4 DAYS IN OFFICE IN OUR JEFFERSONVILLE, INDIANA LOCATION. The Financial Analyst, US Warranty , will be responsible for assisting the Global Warranty Financial Analysis Manager with regular reporting deliverables as well as business support for the broader Warranty Finance team, predominantly with respect to the US clients.  The individual will also work to document and improve efficiencies within the financial reporting processes and procedures, as well as participate in special projects as needed. Key Responsibilities: Provide support to the Global Warranty Finance team and by extension, the business, underwriting, actuarial, and O&S teams they partner with Source and populate financial figures and metrics for periodic reporting deliverables covering production, losses, expenses, and head count, and others. Support the annual and quarterly Strategic Planning and Forecasting processes by gathering inputs from the business teams and...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Sr. Accounting Associate within Employee Benefits (EB) is responsible for analyzing, balancing, and reconciling daily general ledger processing for the business operations. This includes ensuring all discrepancies are corrected and documented to support our internal controls and completeness and accuracy.  This role performs administrative financial balancing to ensure accounting is included and any discrepancies are resolved.  This role works closely with the Revenue Management team providing support and guidance around trends and/or problem resolution. What...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Representative Disability Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Indianapolis , IN :   8909 Purdue Road Suite 501, Indianapolis , IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual 21.82 per hour A comprehensive training program to help you support...