OTHER

FEED

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago.

<b><b>Overview</b></b><br/><br/>Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.<br/><br/>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. <br/><br/>Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.<br/><br/>Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.<br/><br/>Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.<br/><br/><b><b>Job Description:</b><br/><br/></b><br/>Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. <br/><br/><br/><br/>Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. <br/><br/>Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. <br/><br/>Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.<br/><br/>Due to the continued growth of our consulting practice, we are currently recruiting for <b>Epic Application Analysts / Consultants</b> to join our Epic Practice with the Digital Solutions Healthcare team. As a part of the Epic Practice, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' most important needs. As a member of our team, you will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.<br/><br/>Our Epic Practice team members have expertise in one or more Epic applications including: EpicCar

Baker Tilly Advisory Group, LP

Temporary Application Analyst

Broadbean

UNKNOWN

Perform professional accounting and administrative work which assists in maintaining the university's accounting and payroll functions and responsibilities while exercising discretion in planning and carrying out the duties of work procedures. Resolve invoice/payment discrepancies by communicating with vendors and university employees.

<p><strong>PURPOSE:</strong></p><p>Perform professional accounting and administrative work which assists in maintaining the university's accounting and payroll functions and responsibilities while exercising discretion in planning and carrying out the duties of work procedures.</p><p><strong>ESSENTIAL JOB FUNCTIONS, DUTIES & RESPONSIBILITIES:</strong></p><ul><li>Data entry, balancing and record keeping for payroll office.</li><li>Answer questions from employees concerning payroll inquiries.</li><li>Process vendor invoices for payment.</li><li>Resolve invoice/payment discrepancies by communicating with vendors and university employees.</li><li>Prepare checks for disbursement by the Cashier's Office.</li><li>Reconcile vendor statements.</li><li>Preparation of month end journal entries.</li><li>Reconcile daily cashier till reports.</li><li>Assist with Time & Effort Reporting.</li><li>Contributes to the overall success of the office by performing all other duties and responsibilities as assigned.</li></ul><p><strong>KNOWLEDGE, SKILLS & ABILITIES:</strong></p><ul><li>Strong data entry skills.</li><li>Strong customer service skills (both verbal and written).</li><li>Strong time management skills.</li><li>Ability to work independently and in a team setting.</li><li>Strong computer / electronic spreadsheet skills.</li><li>Ability to multi-task.</li><li>Analytical thinking.</li></ul><p><strong>QUALIFICATIONS:</strong></p><ul><li>High school diploma required.</li><li>Minimum 2 years of office experience required.</li></ul><p><strong>PREFFERRED QUALIFICATIONS:</strong></p><ul><li>Bachelor's degree in business/accounting preferred.</li><li>Experience with accounts payable, payroll and general accounting.</li></ul><p><strong>PHYSICAL DEMANDS:</strong></p><ul><li>Light sedentary office work.</li><li>Prolonged periods of sitting at a desk and working on a computer.</li><li>Ability to lift up to 25 lbs.</li></ul><p><em>This job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is<br/>subject to review and change at any time, with or without notice, in accordance with the needs of Lincoln University. Since<br/>no job description can detail all the duties and responsibilities that may be required from time to time in the performance of<br/>a job, duties and responsibilities that may be inherent in a job, reasonably required for its performance, or required due to the<br/>changing nature of the job shall also be considered part of the jobholder's responsibility.</em></p><p> </p>

Lincoln University of Missouri

Accounting Clerk

Accounting

Accounts Payable

Analysis Skills

Billing

Customer Support/Service

Data Entry

Disbursements

High School Diploma

Journal Entries

Lift/Move 25 Pounds

Multitasking

Payroll Accounting

Presentation/Verbal Skills

Reconciliation

Record Keeping

Spreadsheets

Team Player

Time Management

Writing Skills

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

Best Practices

Brokerage

Business Support

Childcare

Construction

Continuous Improvement

Corporate Policies

Customer Retention/Renewal

Customer/Client Research

Data Quality

Diversity

Health Insurance

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

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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Temporary Application Analyst Baker Tilly Advisory Group, LP

Accounting Clerk Lincoln University of Missouri

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

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