AGIA Affinity
B2B • HR Tech • SaaS
AGIA Affinity is a company that develops, markets, and administers innovative benefit programs aimed at helping organizations engage and retain customers, members, or employees. Established in 1956, AGIA is known for its powerful and customer-centric solutions that deliver tangible business value, driving revenue and enhancing company culture for its partners. The company leverages modern technology platforms to automate processes and provide seamless digital customer experiences. AGIA's programs are designed to improve engagement and add incremental revenue through enhanced target audience interaction. With a focus on bespoke solutions, AGIA assists clients in revitalizing stagnant programs, increasing program growth, and transforming insureds into long-term member value, thus positioning itself as a leader in the benefits market.
Senior Account Executive – Captive Solutions
Job not on LinkedIn
November 18
AGIA Affinity
B2B • HR Tech • SaaS
AGIA Affinity is a company that develops, markets, and administers innovative benefit programs aimed at helping organizations engage and retain customers, members, or employees. Established in 1956, AGIA is known for its powerful and customer-centric solutions that deliver tangible business value, driving revenue and enhancing company culture for its partners. The company leverages modern technology platforms to automate processes and provide seamless digital customer experiences. AGIA's programs are designed to improve engagement and add incremental revenue through enhanced target audience interaction. With a focus on bespoke solutions, AGIA assists clients in revitalizing stagnant programs, increasing program growth, and transforming insureds into long-term member value, thus positioning itself as a leader in the benefits market.
📋 Description
• Utilize expertise to perform critical client functions, including evaluating risks • Help establish the growth and retention strategy for account team • Ensure the success of relationships with clients, prospects, client teams and producers • Maintain and monitor monthly account analysis and reconciliations • Prepare, review and upload monthly journal entries for month-end close • Review, document and resolve variances in monthly preliminary Financial Statements • Prepare various audit schedules as requested • Create and maintain key process flows related to position • Function as interdepartmental liaison in regards to accounting policies and procedures • Responsible for the implementation and maintenance of financial software
🎯 Requirements
• Bachelor’s Degree in Accounting or Finance or equivalent training • Licensed CPA or equivalent international credential preferred • Experience with regulatory filings • Prior P&L/revenue responsibility • Technology enthusiast • Strong collaborator • Prior direct or indirect experience managing professional staff
🏖️ Benefits
• Competitive benefits and compensation • Workplace culture empowerment • Commitment to innovation in the specialty insurance space
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