Accounting Account Manager

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🔥 0 minutes ago

🌴 South Carolina – Remote

🌴 South Carolina – Remote

💵 $45.8k - $58.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Angela Adams Consulting Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

👥 HR Tech

💸 Finance

Consulting • HR Tech • Finance

Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.

📋 Description

• Manage assigned client relationships • Oversee accounting functions and deliver accurate financial reporting • Ensure all contractual obligations are met including scope, timelines, and billable hours • Deliver accurate month-end reporting, analysis, and General Ledger reviews • Manage and track project revenue, budgets, and contractual commitments • Delegate work to Junior Account Managers and Support Center resources and verify accuracy and timeliness • Provide proactive client communication and manage expectations • Identify risks, discrepancies, and improvement opportunities through GL review and project oversight • Mentor and train Junior Account Managers through coaching and feedback • Maintain accurate, compliant timekeeping for all billable and non-billable work • Protect client confidentiality and adhere to company policies and standards

🎯 Requirements

• Insurance accounting experience • Strong organizational and client communication skills • Ability to manage multiple accounts independently • Proficiency with Microsoft Office and agency systems • Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work

🏖️ Benefits

• Health Insurance • Paid time off • Dental Insurance • Vision Insurance • Life Insurance • 401(k) plan with matching