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Support the Client Services Director in account planning and implementation of the plan. Proficiency in productivity tools like: Microsoft office, Clickup/Asana/Trello/Jira; Salesforce.com and digital marketing tools like Google Analytics, AdWords, CMS.
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Tools: CRM (Salesforce), BI Tool (Looker), SpotHero Admin Backend, Google Workspace, Zoom, Microsoft Office, Sales Enablement (Highspot), Groove (Email Tracking) Seeking candidates in: Seattle, WAOffice Environment/Remote + travel to client meetings and conferences (up to 20-25% of time) required.
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Bachelor's degree or equivalent work experience, preferred Two years minimum Personal Lines account management or support experience required Property & Casualty License required, or agreement to obtain within 3-6 months of employment Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred.
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Senior Client Services Account Manager, Family Office. Proficiency in Microsoft Excel and QuickBooks Desktop and QuickBooks Online required. Minimum of 5 years of experience working with high-net-worth clientele in an accounting or family office function required.
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We're excited to continue solidifying that foundation as we are looking for a Personal Lines Client Account Manager to join our growing team in Fort Myers, Florida. Proficiency in Microsoft Office 365, requiredExceptional customer service and interpersonal skills, requiredPreferred Qualifications: Experience working with AMS360 and ImageRight, preferred.
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The role – Account Manager. Fantastic office with gym, canteen, open plan, smart casual dress code, regular incentives, and company events. They partner with many of the best-known tech brands, including Adobe, Amazon Web Services, Dell, IBM, Microsoft, Oracle and Zoom.
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Role Requirements: 3+ years of related experience within P&C personal lines in an independent agency (high net worth experience preferred) Property & Casualty license (insurance designations are preferred) Proficient in an Agency Management System (AMS360 preferred) Proficient in Microsoft Office (Word, Excel, Outlook) Superior written/verbal and organizational skills What's In It For You.
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Our Client is a highly successful and growing commercial insurance agency located in Sussex County, NJ.They are seekinga licensed Commercial Lines Account Manager with at least 3 years’ experience servicing commercial business.
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Due to expansion we are on the lookout for a talented and experienced PPC Account Manager to join the team which is exceptionally strong and some of the best in the business. PPC Account Manager.
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Starting Monday September 13th, they will be returning to Hybrid model with 3 days in the office and 2 days remote/WFH. The Accounting Manager/Senior Accounting Manager will be responsible for maintaining the books and records for various private partnerships and accounts, as well as reporting to clients and the portfolio group.
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Job Title: Account Manager - Microsoft/MSP. Role Overview: The company is seeking an experienced Account Manager to join their team. This role is hybrid, requiring 2-3 days a week in the Central London office.
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As an Account Manager, you'll be key to our growth and client satisfaction. Proficient in Microsoft Office; HubSpot CRM is a plus. Exciting Opportunity: Account Manager.
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Serve as a focal point of contact for clients to ensure work performed satisfies company and client quality standards; Manage, expand, and diversify client relationships with an eye toward potential add-on sales opportunities; Be the voice of the client as you direct Account Manager(s) how to work with Independent Contractors, and crew members to meet/exceed client expectations; Lead the execution of company policies and procedures associated with client service levels.
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Client Engagement: Build strong relationships, promote sales, and deliver impactful presentations. Exciting Opportunity: Account ManagerWhy You'll Love Working with Us:We're driven by innovation and excellence.
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The Client Relationship Manager will be required to manage workloads and prioritize work across the team as well as develop strategy for improving account management and strategic roadmap for clients.
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microsoft office client account manager jobs Title: account manager in Enfield, Connecticut
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