Dynamic Account Sales Manager

Location: This position requires a hybrid work schedule, with one day a week in our San Francisco office.SUMMARY:The Client Manager for Property & Casualty Accounts is pivotal in fostering strong client relationships while delivering exceptional service. Successful candidates will have a proven ability to effectively manage various client queries, ensuring comprehensive risk management and compliance with contractual obligations.ESSENTIAL DUTIES AND RESPONSIBILITIES:• Serve as the primary contact for clients, addressing inquiries related to risk management, coverage options, and compliance with government regulations. You will also prepare endorsements as requested and keep clients informed about trends and legal updates.• Analyze client data for new and renewal business, evaluate market comparisons, and strategize with senior-level executives to recommend optimal coverage solutions. Your negotiation skills will be essential in securing favorable premium and commission rates for clients.• Provide marketing and business development support to producers, including creating presentations and proposals, and participating in client meetings as part of the team.• Mentor and support team members, fostering a culture of growth through training opportunities.Client Service:• Cultivate and maintain strong, trust-based relationships with clients by proactively engaging and resolving issues promptly.• Work collaboratively with clients and internal teams to develop and implement a comprehensive customer service plan.• Analyze data to prepare insurance renewal options and advise clients accordingly.• Negotiate with carriers to obtain the best possible premiums and coverage for clients.• Maintain expert knowledge of industry trends, legislation, and regulations, while preparing resource materials for client education.• Collaborate with claims advocates to ensure timely response to client needs.

Location and Work Schedule This Senior Assistant Client Manager role follows a hybrid schedule. Expect to work onsite two days each week at our Concord, CA office (1390 Willow Pass Road, Suite 800). About EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants, founded in 2007 and headquartered in New York City, has grown to over 3,000 employees nationwide. Our teams work across the United States, supporting clients with local and global insurance needs. Our Approach We believe in an owner mindset, building trust, thinking ambitiously, and delivering results. Our growth reflects the drive and dedication of our people. We look for colleagues who set clear goals and pursue them with determination. Why Join EPIC? Hybrid work model with regular in-office collaboration Access to a broad network of industry professionals Company culture shaped by ambition and shared values If these values align with your own, consider bringing your experience to our team.

About EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants was founded in 2007 and is headquartered in San Francisco. With more than 3,000 employees nationwide, EPIC combines local expertise with broad industry knowledge to serve clients across regions and around the world. The company’s core values include an ownership mindset, building trust, thinking big, and delivering results. These principles guide teams and shape the way EPIC works with clients and colleagues. Role Overview: Assistant Client Manager – Property & Casualty Accounts The Assistant Client Manager supports the servicing and management of Property & Casualty insurance accounts. This role offers the chance to build a strong foundation in insurance operations, client service, and agency systems. The position is designed for those who are eager to learn and enjoy working as part of a collaborative team. Location and Work Schedule This is a hybrid role based in Northern California. The schedule includes two days per week in the office at 1390 Willow Pass Road Suite 800, Concord, CA 94520, or another EPIC Northern California location. For more information on office locations, see EPIC Office Locations. Who Thrives Here Service-oriented professionals who enjoy helping clients and supporting teams Individuals eager to learn the details of insurance operations and agency systems Team players who value collaboration and clear communication People who appreciate a workplace guided by strong values and a focus on results

The Senior Client Manager role at Edgewood Partners Insurance Center centers on building and maintaining strong client relationships. This position is responsible for ensuring clients receive attentive service and ongoing support across several California offices, including Rancho Cordova, Concord, Los Angeles, and Newport Beach. Key responsibilities Manage and nurture relationships with clients, acting as a primary point of contact Lead efforts to improve client satisfaction and encourage long-term retention Work closely with teams across the organization to deliver insurance solutions tailored to client needs Collaboration This role involves frequent coordination with colleagues from different departments to ensure clients receive comprehensive and responsive service. Location Offices are located at 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670; 1390 Willow Pass Road Suite 800, Concord, CA 94520; 350 South Grand Avenue Suite 4500, Los Angeles, CA 90071; 4601 Wilshire Boulevard Suite 200, Los Angeles, CA 90010; and 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660.

Join our dynamic team at EPIC Insurance Brokers & Consultants! EPIC has rapidly become one of the leading firms in the insurance sector, propelled by our dedicated and skilled workforce who embody our core values. We are on the lookout for individuals who possess the determination and ambition to achieve their professional goals. Founded in 2007 and headquartered in San Francisco, EPIC has expanded to over 3,000 employees across the nation. Our extensive market knowledge and industry expertise enable us to effectively address our clients' local and global needs. Our ongoing growth and success are a testament to the hard work and forward-thinking mindset of our team. If you resonate with our values of ownership, trust, ambition, and results, we invite you to explore a career with us! Location: Concord, CA (Hybrid)

advantagegroup3 seeks a Senior Accountant with experience in public accounting to join the Concord office. This role centers on managing client financial records, ensuring compliance, and providing clear financial analysis. Key responsibilities Maintain and oversee accurate financial records for clients Verify that all accounting activities meet current laws and standards Analyze financial data and prepare reports to assist client decision-making Role impact The Senior Accountant helps clients by offering reliable financial guidance and supporting their financial goals through careful analysis and compliance.

Advantage Group 3 is seeking a Senior Tax Accountant to join the team in Concord. This role centers on managing complex tax compliance and reporting, supporting the company’s efforts to maintain tax efficiency and meet all regulatory standards. What you will do Coordinate and oversee tax compliance processes for the organization Prepare and review tax filings and related reports Collaborate with the finance team to ensure submissions are accurate and deadlines are met Track updates in tax regulations and assist with implementing any required changes Work location This position is based in Concord.

Global Elite Careers is hiring a Remote Client Benefits Advisor based in Concord, North Carolina. This position focuses on assisting clients who have already expressed interest in learning about their benefits options. The role does not involve cold calling or micromanagement. Instead, it follows a clear, structured process that recognizes individual contributions. Key Responsibilities Reach out to clients who have requested information about their benefits Guide clients through straightforward benefit selections Assist clients in setting up their chosen benefits Benefits Work fully remote from anywhere Flexible scheduling options Performance-based, unlimited earning potential Comprehensive training and ongoing mentorship Who Succeeds in This Role This position suits individuals who are motivated to grow personally and professionally, and who prefer to manage their own schedules rather than rely on a fixed paycheck. Self-direction and good time management are important for success. Interview Process All interviews take place via Zoom video conferencing. Note: Global Elite Empire Consultants is a third-party recruiter, not an insurance agency.

Global Elite Careers seeks a Remote Client Services Representative based in Concord, New Hampshire. This role centers on supporting families with financial guidance and protection, all from a home office. The team values integrity and aims to make a real difference in clients’ lives. What you will do Support families and children by providing financial guidance and protection Work remotely, balancing professional responsibilities with personal needs Guide clients through financial decisions, especially during uncertain times Uphold honesty and trust in every client interaction Why work here Make a direct impact by helping secure financial futures Shape your work-life balance with remote flexibility Opportunities for advancement as talent is recognized Work in a team that values meaningful service and integrity Requirements Sincere interest in helping others and making a positive impact Strong communication and interpersonal skills Ability to work independently and collaborate with a team High ethical standards in all professional interactions Interview process All interviews are held via Zoom video conferencing.

Global Elite Careers is looking for a Remote Bilingual Client Services Representative to join the team in Concord, North Carolina. This position offers remote work flexibility while supporting both clients and internal teams. Role overview This role focuses on assisting clients and providing service in more than one language. The representative will help maintain strong client relationships and contribute to the company’s ongoing growth. What you will do Support clients in their preferred language Assist with client inquiries and service needs Work with colleagues to ensure a positive client experience Requirements Bilingual proficiency Motivation and leadership qualities Ability to work remotely from Concord, North Carolina

Global Elite Empire Consultants seeks a Remote Part-Time Client Benefits Representative based in Concord, North Carolina. This role suits those looking for flexible, supplemental income in the financial services field. Most representatives dedicate about 20 hours per week, making it possible to balance this position with other work or personal commitments. All work is performed from home. Key Responsibilities Conduct virtual consultations to discuss and develop personalized financial benefit solutions for clients Build and maintain ongoing client relationships Stay informed about industry trends and product offerings to better serve clients Collaborate with a remote team to achieve shared objectives and provide peer support Typical Day-to-Day Tasks Communicate with clients by phone Arrange appointments for clients interested in benefit programs Present and explain insurance products and benefits in a virtual setting Guide clients through the insurance application process Participate in optional ongoing training sessions to develop skills What to Expect Fully remote work setup Comprehensive training provided Supportive team culture Opportunities for advancement based on performance Weekly compensation Interviews for this position are held via Zoom video conferencing. Global Elite Empire Consultants acts as a third-party recruiter and is not an insurance agency.

A. O. Garcia Agency seeks a Part-Time Client Services Representative to join the team remotely in Concord, New Hampshire. This role centers on helping clients from a home office, providing information and support as they navigate agency services. Key Responsibilities Respond to client questions with professionalism and care Offer clear, accurate details about agency services Maintain strong client relationships through effective communication Help foster a supportive team culture Requirements Friendly, motivated approach to work Excellent verbal and written communication skills Ability to work independently from a home office Dedication to high-quality client service

About EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants, founded in 2007 and based in San Francisco, has grown to over 3,000 employees nationwide. The firm combines local market insight with broad industry experience to address a wide range of client needs, both regional and global. The Concord, CA office is located at 1390 Willow Pass Road, Suite 800. What Drives EPIC EPIC’s growth comes from dedicated team members who value hard work and share a commitment to high standards. The company’s culture centers on four core values: Owner Mindset Inspire Trust Think Big Drive Results Who Thrives Here People with ambition and the drive to make a difference find opportunities to grow at EPIC. The firm looks for individuals who want to contribute, take initiative, and align with its values.

A. O. Garcia Agency seeks a Client Benefits Specialist to work remotely, serving clients based in Concord, NH. This role centers on guiding clients through their benefits, answering questions, and offering attentive support. Key Responsibilities Assist clients with questions about their benefits Explain plan details and help clients understand available options Respond to client inquiries with clear and accurate information Deliver reliable and friendly customer service Requirements Strong communication skills Ability to work effectively in a remote setting Genuine interest in helping people resolve issues

Join our dynamic team at dev2 as a Certified Tax Accountant! This fully remote position invites you to leverage your expertise in tax preparation and compliance from the comfort of your home. We are looking for a dedicated professional with a minimum of 2 years of paid tax experience who is passionate about delivering exceptional service to our clients.

Join our dynamic team at dev2 as a Credentialed Tax Accountant and take your career to new heights! This fully remote position is perfect for individuals with a passion for tax accounting and a solid foundation of over 2 years of paid tax experience.Your expertise will contribute significantly to our clients' financial success as you manage tax preparation, compliance, and strategic planning. If you thrive in a fast-paced environment and are eager to enhance your skills, we want to hear from you!

Join our dynamic team at latitudeinc as a Regional Account Executive specializing in Construction and Manufacturing Sales. In this pivotal role, you will be responsible for driving sales growth and building strong relationships with clients across your designated region. Your expertise in the construction and manufacturing sectors will enable you to understand client needs and provide tailored solutions that enhance their operations.We are looking for a passionate and results-driven professional who thrives in a fast-paced environment. You will be tasked with identifying new business opportunities, managing existing accounts, and ensuring customer satisfaction through exceptional service.

About Rewards Network For over 41 years, Rewards Network has empowered restaurants to enhance revenue, attract more diners, and foster customer loyalty through our unique financial and marketing services, as well as our premier dining rewards programs. Our innovative card-linked offers connect diners with exceptional restaurant experiences, utilizing cutting-edge technology and data analytics to create value for restaurants, diners, and the loyalty programs of our strategic partners. Our Culture At Rewards Network, we cultivate a diverse and driven team committed to collaboration, resolving challenges, and taking ownership of both personal development and the company's success. We take pride in collaborating with some of the most influential loyalty programs worldwide, driving full-price paying customers to local restaurants through our marketing services and flexible funding options. Our engaging and supportive environment is designed to help you realize your full potential. Job Overview As an outside Account Executive, you will play a crucial role in propelling the company’s growth while simultaneously advancing your career and reaping lasting rewards. Your sales expertise and motivation will be vital in helping local restaurants flourish within your territory. Join Our Team! This is a fully remote field sales position based in the Concord, NH area. Candidates must reside locally. Responsibilities Prospect and secure new customers through cold calling, door-to-door sales (25+ daily), and various outreach methods to meet and exceed sales quotas. Develop and nurture a strong pipeline by scheduling in-person meetings with decision-makers and advancing sales through the sales process. Foster lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings. Consistently meet and exceed weekly and monthly sales targets, including cold calls, in-person meetings, presentations, and closing deals. Collaborate with internal teams, including account managers and revenue operations, to ensure achievement of both individual and company-wide objectives. Maintain comprehensive sales records, tracking progress and performance.

Join our dynamic team at dstaff as a Coding Manager. In this pivotal role, you will lead our coding team, ensuring high standards of coding practices and quality assurance. Your expertise will guide our projects and help foster a culture of continuous improvement.