OTHER

FEED

UNKNOWN

Assists accountant in the maintenance of cash disbursement journal, general and cost ledgers, posting accounting transactions, preparing reconciliations, and performing financial tabulations. Complies with all DOL guidelines, OFCCP regulation, Quality Assurance Plan (QAP), Serrato policies and procedures, Job Corps notices and bulletins, and Center policies and procedures.

<div><strong>Primary Position Objective</strong></div><br/><div>Performs clerical duties in support of the finance department and in compliance with government regulations and corporate policies, and procedures.</div><p><br/><br/></p><div><strong>Brief Description of Duties</strong></div><div><div><ul><li>Performs administrative and clerical functions in support of the department supervisor.</li><li>Assists in the preparation and distribution of student pay.</li><li>Assists accountant in the maintenance of cash disbursement journal, general and cost ledgers, posting accounting transactions, preparing reconciliations, and performing financial tabulations.</li><li>Assists in the accounts payable process.</li><li>Establishes a high degree of student rapport.</li><li>Works towards meeting performance standards and goals.</li><li>Adheres to required property control policies and procedures.</li><li>Provides regular feedback to student regarding appropriate employability skills.</li><li>Maintains good housekeeping in all areas and complies with safety practices.</li><li>Complies with all DOL guidelines, OFCCP regulation, Quality Assurance Plan (QAP), Serrato policies and procedures, Job Corps notices and bulletins, and Center policies and procedures.</li><li>Demonstrates and abides by Serrato Corporation's core values and operating principles.</li><li>Models, mentors, monitors appropriate Career Success Standards.</li><li>Helps students become more employable through continuous reinforcement.</li><li>Participates in PRH-mandated staff training. Failure to participate may result in disciplinary action up to and including termination.</li><li>Follows CDSS plan and Code of Conduct system daily.</li><li>Performs other duties as assigned.</li></ul><br/><div><strong>Qualifications</strong></div><br/><div>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. </div><ul><li>Proficiency with Microsoft Office applications including Word, PowerPoint, Outlook, and Excel.</li><li>Computer literacy with basic computer functions, email, internet, and basic programs such as Adobe Acrobat.</li><li>Knowledge of accounting/finance software and/or programs.</li><li>Attention to detail and a high level of accuracy in all input.</li><li>Ability to work in fast paced deadline-oriented situation.</li></ul></div></div><br/><div><div><strong>Experience</strong></div><br/><div>Minimum of one to two years accounting/finance or related experience.</div></div><p><br/><br/></p><div><strong>Education</strong></div><br/><div>High school diploma or equivalent.</div><p><br/><br/></p><div><strong>Certificates/Licenses/Registration</strong></div><ul><li>Valid State Driver's License</li></ul><br/><div><strong>Benefits Offered</strong></div><div><ul><li>Paid Short Term / Long Term Disability and Basic Life Insurance.</li><li>Health care insurance available (medical, dental, vision, critical illness, accident, HSA, and FSA)</li><li>Paid Holidays</li><li>Paid Time Off</li><li>401(k) retirement plan with company match</li><li>Tuition Reimbursement</li><li>Employee Assistance Counseling Service Programs Available</li></ul></div><br/><div><strong>Disclaimers</strong></div><div><ul><li>Serrato Corporation is an Equal Opportunity Employer</li></ul><p>#INDNT</p></div><br/><ul><li>Serrato Corporation conducts background checks and drug screens.</li></ul>

Serrato Corporation

Accounting Clerk

Accounting

Accounts Payable

Administrative Skills

Adobe Acrobat

Background Investigation

Computer Skills

Corporate Policies

Detail Oriented

Disbursements

Disciplinary Action

Driver's License

Finance

Finance Software

Flexible Spending Accounts

Government Regulations

Health Insurance

Insurance Regulations

Internet Programming

Mentoring

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

OFCCP (Office of Federal Contract Compliance Programs)

Quality Assurance

Reconciliation

Regulatory Compliance

Staff Training

Time Management

Talent Acquisition

FULL_TIME

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.

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: 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

Continuous Improvement

Customer Retention/Renewal

Customer Support/Service

Customer/Client Research

Data Quality

Diversity

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Policy Development

Problem Solving Skills

Real Estate

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Work From Home

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Accounting ClerkSerrato Corporation

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

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