Account Manager, Direct Mail

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🏄 California, District of Columbia, +11 more states – Remote

🏄 California – Remote 🏛️ District of Columbia – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $60k - $66k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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WD & Associates, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

⚕️ Healthcare Insurance

👥 HR Tech

Finance • Healthcare Insurance • HR Tech

WD & Associates, Inc. is a comprehensive insurance agency established in 1992 by William Delmage with headquarters in East Providence, Rhode Island. The company offers a broad range of services including employee benefits, property and casualty insurance, individual life and disability insurance, retirement planning services, and HR assistance. They specialize in providing real insurance solutions tailored to the needs and budgets of both businesses and individuals. The firm is noted for its personalized concierge services and strategic alignment to help employers become an employer of choice while maintaining compliance with federal and state guidelines. With a strong presence in Rhode Island and New Jersey, it is one of New England's premier health care consulting firms.

📋 Description

• Assist Account Lead in developing client annual plans • Ensure accurate program and project reporting • Assist Account Lead in forecasting client annual expenses • Draft year-long fundraising schedules • Guide production management and design process for projects • Create and manage approval of project budgets • Create draft project strategies • Draft project list orders • Create package specs • Manage production vendors • Manage all project schedules and deliverables • Proof memos, strategy briefs, copy and art for clients

🎯 Requirements

• Minimum years of experience required: 4 • In the following areas: project management, fundraising, advocacy, nonprofit, production management, or similar • Required experience & knowledge: Experience and comfort with working on multiple projects simultaneously • Working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) • Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, zoom, and online workflow tool) • Basic production knowledge • Desired but not required: Experience with nonprofit fundraising and/or advocacy

🏖️ Benefits

• A starting salary range of between $60,000 - $66,000, with performance evaluations and review of salary at least annually • Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company • Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars • 35% employer share of cost for dependent health insurance • Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan • 401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period) • Equalized profit sharing • Paid Time Off, including: 13 company holidays • Early release every Friday and on days preceding company holidays • Vacation time – starting at 15 days per year (increases over tenure) • Sick Leave – 1 day per month • Personal time – 3 days per year • Paid Parental Leave – 8 weeks • Volunteer Leave – 3 days per year • Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations • Access to industry conferences & professional development opportunities • A remote-first work environment with access to offices for local staff (Berkeley | DC)