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International Search Consultants
Pasadena, CA, United States
Real Estate Accounting Manager Pasadena, CA Are you a seasoned accounting professional who delivers financial excellence and can shape the success of UHNW real estate portfolios? ISC's team of Financial Services Recruiters has been retained by a leading and highly ranked Multi-Family Office & Trust Company on an Accounting Manager opportunity.
Job Source: International Search ConsultantsGG Homes LLC
Los Angeles, CA, United States
Are you a killer salesperson? If so, please read further. This position entails making rapid decisions, often based on very little information. Novel ideas and confidence are required to deal with quickly changing conditions. Challenge and pressure are the norm. There is a good degree of difference from one day to the next, with shifting priorities
Job Source: GG Homes LLCGG Homes LLC
Los Angeles, CA, United States
Job Description Job Description Are you a killer salesperson? If so, please read further. This position entails making rapid decisions, often based on very little information. Novel ideas and confidence are required to deal with quickly changing conditions. Challenge and pressure are the norm. There is a good degree of difference from one day to
Job Source: GG Homes LLCArmanino LLP
El Segundo, CA, United States
Real Estate Manager, Accounting Outsourcing At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Manager, Accounting Outsourcing - Real Estate Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work .
Job Source: Armanino LLPAlliant Insurance Services
, CA, United States
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our client
Job Source: Alliant Insurance ServicesArmanino
El Segundo, CA, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Manager, Accounting Outsourcing - Real Estate Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work . We have a community of resources that are read
Job Source: ArmaninoWhittier Trust
Pasadena, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families to help them reach their long-term goals is our only mission.
Job Source: Whittier TrustModern Animal
Los Angeles, CA, United States
We are hiring a Real Estate Manager to help us realize our mission to better the lives of animals by building a place that's better for all of us who love them. Acting as a strategic thought leader to the organization, this role will be responsible for driving execution of our real estate strategy including market and site evaluation as well as end
Job Source: Modern Animal, CA, United States
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com .
Summary
Responsible for providing customer service and assisting Producers and the service team in the support of existing accounts and the solicitation of new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.
Essential Duties And Responsibilities
Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Conducts marketing, negotiates rates, reviews quotes and coverage for competitiveness and accuracy;
Reviews and summarizes marketing results and prepares proposals;
Finalizes proposals and presentations in coordination with Producers;
Binds insurance coverage, prepares and reviews binders of insurance, and delegates certificates issuance;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Prepares summaries and/or schedules of coverage for clients;
Prepares and maintains bordereaux for accounting and midterm transactions;
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Provides technical guidance to staff assisting with client needs or procedural issues;
Notifies Producers of pertinent information related to client retention;
Meets with clients as needed or directed by Producer;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
Qualifications
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
Skills
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good problem solving, analytical, organizational and time management skills
Excellent attention to detail
Proficient in Microsoft Office Suite
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the “Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here .
Apply Now
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Email Alert for Account Manager - Real Estate jobs in , CA, United States
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