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. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

YEAR

<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 Manager - Commercial Lines</b> <br/><b>Hybrid Preferred: </b>1-2 days in Columbia, SC office<br/><b><u>OR</u> Fully Remote</b>: for applicants in Eastern and Central Time Zones<br/><b>Book Focus: </b>Generalist, Contractors | <b>Requirement: </b>active P&C license<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> 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. Serve as a subject matter expert for the account management team. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence:</b> Maintain a high degree of technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership:</b> Direct daily activities and workflow 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>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, or 7+ years 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 property & casualty licensing; professional designation (CISR, CRIS, CIC, CPCU or equivalent) strongly 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/><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 $80,000.00 to $95,000.00 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

Senior Account Manager - Commercial Lines

Accounts Receivable

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Childcare

Continuous Improvement

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

Problem Solving Skills

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Work From Home

Jobvite Talemetry Organic Easy Apply

OTHER

Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. For extra assistance in your job search journey, explore EB Career Resources—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

Overview:
<p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong>Location:</strong> Aberdeen, SD</p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">            </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong>Work Arrangement: </strong>In-office, or Hybrid </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Typical Day in the Life</em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em> </em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">A typical day as a Tax Senior Associate in Aberdeen, SD might include the following:</p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><ul style="margin-bottom:0in;margin-top:0px"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">Prepare a high-level return for a multi-million-dollar business or high net worth individual.</li><li style="margin:0in 0in 0in 0px;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects.</li><li style="margin:0in 0in 0in 0px;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Gathering relevant tax-related information from the client so an accurate tax return can be prepared.</li><li style="margin:0in 0in 0in 0px;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Looking at tax situations from various angles to ensure the maximum tax benefit is applied.</li><li style="margin:0in 0in 0in 0px;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Developing solutions and communicating those solutions to the engagement team and client.</li><li style="margin:0in 0in 0in 0px;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Preparing accounting-related reports through a paperless office environment.</li></ul><ul style="margin-bottom:0in;margin-top:0px"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">Trains and mentors lower-level employees in the tax department.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">Attends training seminars, professional development and networking events.</li></ul><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Who You Are</em></strong></p><ul style="margin-bottom:0in;margin-top:0px"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You have a Bachelor's degree in Accounting.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You have active CPA license or working towards obtaining CPA license preferred; Enrolled Agent (EA) certification also accepted.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You have 2-4 years of tax experience within public accounting.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You have a well-rounded knowledge of tax accounting principles and IRS regulations.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You actively stay up-to-date on the ever-changing tax industry's regulations and policies.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You are a self-starter who enjoys working independently and in a team environment.</li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:11pt;font-family:'calibri' , sans-serif">You are able to focus on complex tasks and will quickly understand the firm’s comprehensive compliance processes.</li></ul><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><em>Must be authorized to work in the United States now or in the future without visa sponsorship</em><em>.</em></p><p style="line-height:150%;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em> </em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Making an Impact Together</em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. <a href="https://app.altrulabs.com/eidebailly/careers" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">Hear what our employees have to say</a> about working at Eide Bailly.  </p><p style="margin:0in 0in 0in 0.25in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="line-height:107%;background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Compensation </em></strong></p><p style="background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.</p><p style="background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Benefits</em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><strong><em>Next Steps</em></strong></p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.facebook.com_EideBailly&d=DwMGaQ&c=xu_5lAfKHjInGFR3ndoZrw&r=lZXk7hGBTs1VMxMwN4VuDCFhPzMUNZ1xIaYYP5iDhf8&m=G7PYlKhsfQ9_EloonmORKNkSY1CaZ3OknkuH-N6aKFA&s=t7vNWOUBkX2k4M_viGwoaHGF596RsdiKdsyngmhauSQ&e=" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">Facebook</a>, <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__twitter.com_EideBaillyLLP&d=DwMGaQ&c=xu_5lAfKHjInGFR3ndoZrw&r=lZXk7hGBTs1VMxMwN4VuDCFhPzMUNZ1xIaYYP5iDhf8&m=G7PYlKhsfQ9_EloonmORKNkSY1CaZ3OknkuH-N6aKFA&s=UUA0kouZISo07TiRHTiuW9EQ5-hic-BF_g8Mgpd2hIo&e=" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">Twitter</a>, <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.instagram.com_eidebailly_&d=DwMGaQ&c=xu_5lAfKHjInGFR3ndoZrw&r=lZXk7hGBTs1VMxMwN4VuDCFhPzMUNZ1xIaYYP5iDhf8&m=G7PYlKhsfQ9_EloonmORKNkSY1CaZ3OknkuH-N6aKFA&s=hua_kwZII9IMFCVGq9vK4eqHtzQO43DeVvaJ9YkRl6M&e=" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">Instagram</a>, <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_company_eide-2Dbailly-2Dllp&d=DwMGaQ&c=xu_5lAfKHjInGFR3ndoZrw&r=lZXk7hGBTs1VMxMwN4VuDCFhPzMUNZ1xIaYYP5iDhf8&m=G7PYlKhsfQ9_EloonmORKNkSY1CaZ3OknkuH-N6aKFA&s=hGHPMQ1-wKYQEMuvuwdjprPWIYpZgIF0ymSiPtVFO1E&e=" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">LinkedIn</a> or our <a href="https://www.eidebailly.com/about-us" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank">About Us</a> page. </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black">For extra assistance in your job search journey, explore<a href="https://eidebailly.yournextstep.com/login" rel="noopener nofollow noreferrer" style="color:blue;text-decoration:underline" target="_blank"> EB Career Resources</a>—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.</p><p style="background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"><em>Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.</em></p><p style="background:white;margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p><p style="margin:0px">#LI-LH1</p><p style="margin:0px">#LI-HYBRID</p><p style="margin:0in;font-size:11pt;font-family:'calibri' , sans-serif;color:black"> </p>

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Senior Business Jobs in Aberdeen, SD

Senior Account Manager - Commercial Lines Insurance Office of America

Tax Senior Associate Eide Bailly LLP

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