UNKNOWN

ADAPTED_NOW

YEAR

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will lead and oversee the month-end close process, maintain accurate financial records, support audit and reporting requirements, integrate accounting with operational and inventory management, and assist in financial planning, analysis, and process improvements.

<b>Remote-First Role!</b><br/><br/>This Jobot Job is hosted by: Katherine Krull<br/>Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.<br/>Salary: $80,000 - $100,000 per year<br/><br/><b>A bit about us:</b><br/><br/>Come join an innovative healthcare startup company that has grown 9x in the last 5 yrs!<br/><br/>Job Title: Senior Accountant<br/>Job Location: San Jose, CA OR West Valley City, UT <br/>Work Schedule: Primarily Remote (~90%), occasional in-office collaboration (2-4 days/month)<br/>Salary: $80k-$100k base salary + 5–10% bonus + Equity (~$100k+) + Comprehensive Benefits + 401k with 4% Match<br/><br/>Must have:<br/> • 2-5 yrs of Accounting experience, with some experience working at a small company/startup<br/> • Experience with GAAP, month-end close, reconciliations, and core accounting operations<br/> • Technology-literate (ERP, AI, modern accounting tech stacks)<br/> • Bachelors degree in Accounting or Finance<br/><br/>Nice-to-Have:<br/> • CPA, CPA track, and/or public accounting experience<br/> • ERP implementation or process improvement experience<br/> • Inventory, supply chain, production, manufacturing, healthcare, or telemedicine experience<br/><br/>Personal Attributes<br/>	• High intellectual capability<br/>	• Adaptable, solution-oriented, and able to learn quickly <br/>	• Ambitious, career-focused, and motivated by growth opportunities <br/> • Can work independently, navigate ambiguity, and take ownership<br/><br/><b>Why join us?</b><br/><ul><li> Join a fast-growing, high-impact company that has grown 9x in the last 5.5 years with an IPO path projected in the future</li><li> Lead core accounting functions in a dynamic, operationally complex environment spanning eCommerce, inventory, and healthcare operations</li><li> High potential for career growth and advancement, with hands-on exposure to strategic projects and cross-functional operations</li><li> Work primarily remote (90%) with flexible in-office collaboration and a small, talented team of thinkers and problem-solvers</li><li> Gain experience with modern accounting tech stacks, ERP readiness, and inventory-heavy operations, building future-ready finance skills</li></ul><br/><br/><b>Job Details</b><br/><br/>We are seeking a proactive and high-performing Accounting Manager / Senior Accountant to join our finance team. You will lead and oversee the month-end close process, maintain accurate financial records, support audit and reporting requirements, integrate accounting with operational and inventory management, and assist in financial planning, analysis, and process improvements. This is a high-impact role in a fast-growing, dynamic company with significant growth and career advancement opportunities.<br/><br/>Key Responsibilities:<br/>· Lead month-end GL entries and oversee monthly close process.<br/>· Maintain and update accruals, prepaids, and reconciliations schedules.<br/>· Support preparation of financial statements and perform variance analysis.<br/>· Record and review daily accounting transactions and integrate with operations.<br/>· Collaborate cross-functionally to ensure operational finance alignment.<br/>· Work within ERP and other accounting systems to manage and review financial data.<br/>· Create and maintain accurate accounting documentation and reports.<br/>· Support inventory-heavy operations with reconciliations and reporting.<br/>· Research and resolve complex accounting transactions.<br/>· Assist with year-end audit preparation and other regulatory requirements.<br/>· Participate in continuous improvement and ERP implementation initiatives.<br/>· Performs other duties as assigned by the Controller.<br/><br/>Must have:<br/> • 2-5 yrs of Accounting experience working at a small company/startup<br/> • Experience with GAAP, month-end close, reconciliations, and core accounting operations<br/> • Technology-literate (ERP, AI, modern accounting tech stacks)<br/> • Bachelors degree in Accounting or Finance<br/><br/>Nice-to-Have:<br/> • CPA, CPA track, and/or public accounting experience<br/> • ERP implementation or process improvement experience<br/> • Inventory, supply chain, production, manufacturing, healthcare, or telemedicine experience<br/><br/>Personal Attributes<br/>	• High intellectual capability<br/>	• Adaptable, solution-oriented, and able to learn quickly <br/>	• Ambitious, career-focused, and motivated by growth opportunities <br/> • Can work independently, navigate ambiguity, and take ownership<br/><br/>Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.<br/><br/><sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.<br/><br/>Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.<br/><br/>Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.<br/><br/>By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>

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Jobot

Sr. Accountant - Remote-first (2-4 days/month in-office)

Accounting

Accounting Close

Accounting Software

Artificial Intelligence (AI)

Certified Public Accountant (CPA)

Continuous Improvement

Cross-Functional

Documentation

ERP (Enterprise Resource Planning)

Finance

Financial Analysis

Financial Control

Financial Management

Financial Planning

Financial Reporting

Financial Statements

Generally Accepted Accounting Principles (GAAP)

Healthcare

Inventory Management

Legal

Manufacturing

Operations Management

Problem Solving Skills

Process Improvement

Public Accounting

Reconciliation

Record Keeping

Regulatory Requirements

Small Company

Startup

Supply Chain

Systems Administration/Management

Technical Accounting

Telemedicine

Variance Analysis

eCommerce

FULL_TIME

FEED

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. Supporting: Shared Services - provides temporary service support to other IOA account teams and account management support to new producers during their first 3-6 months.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Manager - Commercial Lines</b> </p></div><div><p><b>Fully Remote: </b>candidates in Central or Mountain Time Zones<br/><b>Supporting: </b>Shared Services - provides temporary service support to other IOA account teams and account management support to new producers during their first 3-6 months.<br/><b>Seeking: </b>construction / contractor experience & real estate experience<br/> <br/><i>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. 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</i> <br/> <br/><b>About the Role:</b> Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence</b>: Maintain technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership</b>: Direct daily activities of the account management team. </p></li></ul></div><div><ul><li><p><b>Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis. </p></li></ul></div><div><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul></div><div><ul><li><p><b>Renewal Process</b>: Conduct client research, prepare submissions, negotiate coverages, and present proposals. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable</b>: Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance</b>: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>5 years of account management experience </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul></div></div><div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p/><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Commercial Insurance Account Manager (Central or Mountain Time Zone)

Accounts Receivable

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Childcare

Construction

Corporate Policies

Customer Retention/Renewal

Customer Support/Service

Customer/Client Research

Data Quality

Diversity

Health Insurance

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Policy Development

Real Estate

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Work From Home

Jobvite Talemetry Organic Easy Apply

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Senior Account Associate - Commercial Lines</b> <br/><b>Work Mode: </b>Remote, Eastern and Central Time Zones only<b> | Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>General, Construction, Hospitality, Real Estate<br/> <br/><i>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. 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</i> </p></div><div><p> <br/><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</b> Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable:</b> Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance:</b> Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> </p></div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing, professional designation (CISR) preferred </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 50-65K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Hybrid Accounting Jobs in Orem, UT

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Hybrid Accounting Jobs in Orem, UT

Sr. Accountant - Remote-first (2-4 days/month in-office) Jobot

Commercial Insurance Account Manager (Central or Mountain Time Zone) Insurance Office of America

Senior Account Associate- Commercial Insurance Insurance Office of America

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