FULL_TIME

FEED

UNKNOWN

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

HOUR

DescriptionJob Description:Title: Account Associate - Shared Services Fully RemotePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations   About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.   Key Responsibilities: <ul><li>Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </li></ul><ul><li>Office Support: Assist with general office tasks and administration. </li></ul><ul><li>Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </li></ul><ul><li>Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </li></ul><ul><li>Data Management: Maintain accurate and up-to-date data in agency systems. </li></ul><ul><li>Activity Monitoring: Ensure timely completion of tasks and activities. </li></ul><ul><li>Communication: Keep the account team informed of workload status and any issues. </li></ul><ul><li>Service Excellence: Provide proactive and responsive service. </li></ul><ul><li>Performance Monitoring: Ensure productivity and quality standards are met. </li></ul><ul><li>Promote Culture: Participate in team building and promote a positive work environment. </li></ul><ul><li>Continuous Improvement: Seek and adopt best practices. </li></ul><ul><li>Compliance: Stay updated on company policies and procedures. </li></ul><ul><li>Professional Development: Enhance technical skills and industry knowledge. </li></ul><ul><li>Relationship Building: Foster positive relationships with colleagues and leadership. </li></ul><ul><li>Champion IOA Values: Demonstrate integrity and leadership. </li></ul>  Ideal Candidate Qualifications: <ul><li>3+ years of industry experience</li></ul><ul><li>Thorough knowledge of insurance brokerage and client needs </li></ul><ul><li>Required active licensing </li></ul><ul><li>Strong analytical, problem-solving, and decision-making skills </li></ul><ul><li>Exceptional customer service, communications. multitasking, and organizational skills </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Employee stock plan participation </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul>Salary RangeThe expected pay range for this position is $20.67 to $24.00 per hour, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Insurance Office of America

Account Associate - Shared Services

Administrative Skills

Aged Care

Best Practices

Billing

Brokerage

Childcare

Continuous Improvement

Corporate Policies

Customer Support/Service

Data Management

Diversity

Health Insurance

Insurance

Leadership

Licensing

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Organizational Skills

Performance Analysis

Quality Metrics

Stock Purchase Plans

Time Management

Work From Home

Jobvite Talemetry Organic Easy Apply

ADAPTED_NOW

If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position! Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.

YEAR

OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we do—from how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day. We are currently seeking an experienced and strategic Vice President of Finance to join our Executive Team. This position is remote, with a preference for candidates located in OR, WA, or ID. The salary range for this role is $197,000 – $235,000, depending on experience and qualifications.About the Role:The Vice President of Finance plays a critical leadership role in guiding OCCU’s financial health and long-term strategy. This position leads core finance functions, including accounting, financial reporting, budgeting, and forecasting, while providing insight and recommendations to support strategic decision-making. You will lead the design, delivery, and continuous improvement of financial processes and systems while ensuring compliance with regulatory requirements and industry standards. Acting as a key advisor to executive leadership, this role helps drive organizational performance, profitability, and sustainable growth.Key Responsibilities:<ul><li>Lead and execute OCCU’s financial strategy, aligning with organizational goals and long-term objectives.</li><li>Oversee accounting operations, including general ledger, receivables, payables, and financial reporting.</li><li>Ensure timely and accurate forecasts, financial modeling, and analysis of financial trends.</li><li>Manage budget development, rolling forecasts, and performance tracking against organizational goals.</li><li>Interpret financial, economic, and statistical data to inform strategic decisions.</li><li>Ensure compliance with GAAP and all regulatory reporting requirements.</li><li>Oversee reporting to regulatory agencies and ensure timely and accurate submissions.</li><li>Address audit findings and ensure appropriate resolution of financial exceptions.</li><li>Lead, coach, and develop finance team members, fostering a highly engaged and high-performing team.</li><li>Build strong relationships with internal stakeholders to support collaboration and execution.</li></ul>What We’re Looking For:<ul><li>Minimum of seven years of directly related finance and accounting experience.</li><li>Demonstrated knowledge of generally accepted accounting principles. (GAAP)</li><li>Strong analytical, problem-solving, and strategic thinking skills.</li><li>Proven ability to manage multiple priorities and deliver results in a dynamic environment.</li><li>Strong decision-making skills and attention to detail help ensure efficient, accurate task completion in planning, workflow, and project prioritization.</li><li>Excellent organizational, communication, and decision-making skills.</li><li>Bachelor’s degree in finance and/or a strong record of achieving business results required.</li></ul>Preferred Qualifications:<ul><li>Experience in financial services, banking, or credit union environment</li><li>Advanced degree (MBA or related field)</li><li>Professional certifications such as CPA, CFA, or CMA </li></ul>Why Join OCCU:OCCU offers a comprehensive compensation and benefits package designed to support your well-being and professional growth, including:<ul><li>Low-cost medical, dental, and vision insurance</li><li>401(k) retirement plan with employer match</li><li>Paid time off plus 13 paid holidays</li><li>Tuition reimbursement for eligible education and training</li><li>Company-paid long-term disability</li><li>40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities</li></ul>OCCU is committed to being an Equal Opportunity Employer and encourages applications from all qualified candidates. If you are an experienced financial leader with demonstrated success in strategic leadership and operational excellence in the financial services industry, we encourage you to apply for the VP of Finance position!

Hybrid Accounting Jobs in Eugene, OR

Resume Resources

Get noticed by top employers!

Hybrid Accounting Jobs in Eugene, OR

Account Associate - Shared Services Insurance Office of America

Vice President of Finance - Credit Union (Remote) Oregon Community Credit Union

Resume Resources