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Commercial Lines Account Manager Gregory & Appel Insurance
Job Description:
The Commercial Lines Account Manager (AM) provides support in
obtaining, maintaining, expanding and servicing accounts. The AM
possesses more technical and coverage knowledge than that of a CSA and
can handle medium to large accounts with minimal to no assistance.
Experience and Skills:
The Account Manager is responsible for assisting the Producer in
writing new accounts and rounding out existing accounts. You'll work
with top-notch industry leaders to ensure our clients' policies cover
their exposures, are up-to-date and in compliance. Always keeping an
eye out for legal and compliance alerts, you'll send out notifications
as needed. Working as a team, you'll strive to continuously improve
the client's experience from sign-on to renewal.
Responsibilities
Proactively identifies inadequacies and gaps in coverage
Assists Producer with new and renewal business per agency
workflows including, but not limited to, preparing new applications
in agency management system, ordering loss runs, submitting
applications to carriers, obtaining client signatures as
appropriate, and following up to ensure timely responses in
conjunction with Producer
Processes or assigns all incoming items, including but not limited
to, change requests, requests for certificates, audits, notice of
cancellations and endorsements
Maintains current knowledge of the marketplace
Confirms the carrier-produced documents for accuracy including,
but not limited to, policies, endorsements, audits, cancellations
and secures corrections from carriers on incorrect items
Performs contract reviews on complex Certificates of Insurance
Prepares finance agreements and collects down payments
Invoices transactions accurately including new business, renewals,
endorsements, cancellations, and audits
Responds to client requests professionally and within 24 hours of receipt
Follow-up on open tasks/activities daily
Process and/or assign un-routed attachments daily
Create new business or renewal proposals
Request quotes from carriers and brokers and review for accuracy
Other duties as may be assigned
Bachelor's Degree; or combined equivalent years of education and experience
Must be a licensed Property & Casualty insurance agent
Minimum 3 years of Commercial insurance service experience
Possession of professional designation such as CIC, CPCU, CRM,
CISR, or ARM preferred
Successfully manages minimum revenue of $400,000
Comprehensive knowledge of insurance products, trends, markets,
and underwriting procedures
Good organizational, verbal, and written communication skills necessary
Ability to utilize computer programs and understand functionality
Strong knowledge of Microsoft products (Outlook, Word, Excel)
Basic understanding of standard accounting practices
Ability to carry out complex tasks
Ability to communicate orally and in writing with others to
explain detailed issues and receive and interpret information
Ability to maintain a positive attitude, express enthusiasm and be flexible
Meets or exceeds expectations regarding job knowledge, quality,
efficiency, initiative, cooperation, customer service and overall performance
Ability to work independently or as part of a team
Maintains a professional, helpful and courteous demeanor with
clients, carrier personnel, and agency personnel
Benefits
Medical, Dental & Vision
Short-Term & Long-Term Disability
Extended Holiday Weekends
Flexible PTO
Paid Parental Leave
Company Matching Donations
401k, Roth Option & Matching
Life Insurance
Hybrid Work Environment
Wellbeing Coaching
Mental Health Sessions
Tuition Reimbursement
Fully remote position will be considered if candidate is more than
50 miles from local Indianapolis office
Why Work at G&A?
Gregory & Appel helps organizations and people grow through
tailored risk management strategies. From helping companies with their
business insurance programs and employee benefits offerings to helping
individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:
Supports community involvement
Prioritizes diversity, equity and belonging
Invests in your future
Gives 10% of profits back into the community Indianapolis, IN, US, 46202Posted 15 days ago Small Business Underwriter/ Sr. Small Business Underwriter (Hybrid) Selective Insurance Selective is seeking a Small Business Underwriter who underwrites and markets new small business accounts for assigned agencies and assists Agency Management Specialists with their efforts to fully capitalize on small account production opportunities. Partners effectively with field underwriting staff to seek out and develop these opportunities. Provides responsive support and guidance to agents. Indianapolis, IN, US, 46240Posted 15 days ago Medical Billing & Collections Generalist. Rotech Healthcare Inc. Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetic solutions and home medical equipment. We help patients lead a more comfortable and productive life by keeping them engaged in their care and empowering them to manage their health and treatment at home. Rotech provides high quality medical products, services and outstanding customer care through hundreds of locations across 45 states. For additional information, visit our company homepage Lafayette, IN, US, 47904Posted 15 days ago Seneca Custom Property Sr. Underwriter - Chicago. Crum and Forster Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $86,775 to a maximum of $144,625. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee's contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs. Indianapolis, IN, US, 46262Posted 15 days ago Medical Billing & Collections Specialist (Audit) Rotech Healthcare Inc. Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetic solutions and home medical equipment. We help patients lead a more comfortable and productive life by keeping them engaged in their care and empowering them to manage their health and treatment at home. Rotech provides high quality medical products, services and outstanding customer care through hundreds of locations across 45 states. For additional information, visit our company homepage Lafayette, IN, US, 47904Posted 15 days ago Underwriter, Middle Market - Package Lines. Encova Insurance The middle market underwriter reviews risks, determines acceptability, and successfully writes profitable business accounts. Within designated authority, reviews insurance applications to evaluate, classify and rate each risk to determine acceptability, coverage and pricing. Responsible for the financial performance of the assigned book of business and is expected to achieve profitable retention and new business growth. Focused on taking action to achieve results that positively impact sales and profitability while ensuring excellent customer service and timely responsiveness to independent agents for their commercial lines accounts. Indianapolis, IN, US, 46262Posted 15 days ago Specialist, Operations Audit. RXO As the Specialist, Operations Audit at RXO, you will be responsible for reviewing and analyzing and auditing carrier freight bills, proactively resolving potential errors and duplicate billing, and facilitating the billing of orders to customers. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of. Mishawaka, IN, US, 46546Posted 15 days ago Sr. Manager, Accounting . Odyssey Logistics & Technology Corporation {"@context":"","@type":"JobPosting","title":"Sr. Manager, Accounting","datePosted":"2024-04-19T00:00:00","validThrough":null,"description":"See yourself at Odyssey...Join the team as our new Senior Manager, Accounting!Who We Are & Why We're HiringOdyssey is building the teams and technology required to make supply chains more responsive, more affordable and more environmentally sound. To create what we envision, we need diverse teams of people who love to collaborate and contribute in exciting new ways.\nOdyssey's multimodal services offer cost-effective, end-to-end freight solutions equipped to deliver on evolving customer requirements. Combined, Odyssey delivers innovative, high-value logistics services & technology solutions to support diverse customer requirements. In addition to being certified by the American Chemistry Council as a Responsible Care partner company we consistently exceed customer expectations by integrating analytics, carrier relationships, specialized assets, sustainability strategies and deep international expertise. Our unique approach ensures that customer shipments keep moving at full speed, even in the face of ever-changing market headwinds.\nBased in vibrant Chesterton, IN Odyssey is on a journey to constantly innovate logistics. We're actively recruiting for this key, high profile role in the company because we have experienced tremendous growth and would love for you to join us!\nVisit us \n\nAbout the Job:The Senior Manager, Accounting will have the primary responsibility of performing in-depth month-end duties for the Transport & Warehouse division, which is comprised of three business units, in accordance with established Company policies and procedures.\nIn This Role, You Will:\n\nSupervisory responsibility of between two and five employees within the accounting department of the division. \nManagement and oversight of direct reporting employees including performance evaluations and disciplinary actions.\nParticipate in the recruitment of department staffing or the division with approvals from the executive leadership teams.\nParticipate in the continual improvement and development of processes, procedures and training documentation.\nMonthly and Quarterly fuel tax reporting. \nBusiness filings and real & personal property tax returns\nAssist with annual insurance and financial audits.\nAssist with annual budget preparation.\nFacilitate monthly financial closing in accordance with the timelines and processes established.\nEvaluate subsidiary journals for obvious errors and omissions and enter corrected data into general ledger.\nReview monthly account reconciliations.\nFinancial preparation and analysis.\nCross-functionally train within the department to provide back-up to the Division Controller, and other positions as needed.\nParticipate in meetings, training sessions, etc. as needed and required. \nALL OTHER DUTIES AND PROJECTS AS ASSIGNED.\n\nQualifications:\nWe recognize not all applicants have every skill or qualification to match a job description exactly. Odyssey values diverse experiences in other industries, and we encourage everyone who meets most required qualifications to apply. While having "desired" qualifications make for a strong candidate, we encourage applicants with alternative experiences to also apply. We are always looking for people who will bring something new to the table!Required:\n\nBachelor's degree in accounting, finance, or business management is required.\nSeven to ten years of previous relevant experience in an accounting position is required.\nBlend of public and private accounting is preferred.\nPrevious work experience within transportation and logistics strongly preferred.\nWorking knowledge of Oracle finance platform preferred.\nIn-depth knowledge and experience in Microsoft Excel (i.e., filters, pivot tables, v-lookups, etc.).\n\n\nLocation:This is an in-office role based in Chesterton, IN\n\nTravel Requirement:\nApproximately 10% travel is anticipated. Travel to TMS or Grand in Denver, CO and Chicagoland.\n","employmentType":"FULL_TIME","hiringOrganization":{"@type":"Organization","name":"Odyssey","logo":""},"jobLocation":[{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"1801 Technology Dr","addressLocality":"Chesterton","addressRegion":"Indiana","postalCode":"46304","addressCountry":"US"}}],"jobLocationType":null,"baseSalary":{"@type":"MonetaryAmount","value":{"@type":"QuantitativeValue","value":null,"minValue":null,"maxValue":null,"unitText":"YEAR"}}} Chesterton, IN, US, 46304Posted 15 days ago Sr Accounting Processor. Aon In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Fort Wayne, IN, US, 46804Posted 15 days ago Accounts Receivable Credit Analyst.Truck Country, Inc. The Accounts Receivable Credit Analyst provides support to dealerships and accounting by performing the following duties personally or with administrative support.
Essential Duties and Responsibilities (not in order of priority):
Contact customers with past due balances on their account.
Research and solve payment discrepancies.
Review and set customer credit limits.
Running customer credit reports.
Sending customer statements.
Running credit card transactions.
Posting customer payments.
Reconciling credit card fees.
Reconciling Pinnacle Fees.
Other duties as required and assigned.
Maintain regular on-site attendance.
Work Environment:
Ability to sit frequently and for long durations.
The noise level in the work environment is usually quiet to moderate.
A cubicle setting with moderate spacing between employees.
Physical & Mental Requirements:
Ability to deal with frequent change, delays, or unexpected events.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to communicate in a clear and effective manner (verbal & written).
Ability to think logically and prioritize tasks.
Ability to work in a team and individual setting.
Education, Skills and Knowledge required:
High school diploma, GED or related work experience.
Reliable, motivated and driven to deliver quality workmanship.
Excellent verbal and written communication skills.
Basic understanding of Microsoft Office Products (Excel, Word & Outlook).
Strong attention to detail.
Affirmative Action/Equal Opportunity Employer - Qualified women, minorities and people with disabilities encouraged to apply. Indianapolis, IN, US, 46262Posted 16 days ago Description
Job Description:
The Commercial Lines Account Manager (AM) provides support in
obtaining, maintaining, expanding and servicing accounts. The AM
possesses more technical and coverage knowledge than that of a CSA and
can handle medium to large accounts with minimal to no assistance.
Experience and Skills:
The Account Manager is responsible for assisting the Producer in
writing new accounts and rounding out existing accounts. You'll work
with top-notch industry leaders to ensure our clients' policies cover
their exposures, are up-to-date and in compliance. Always keeping an
eye out for legal and compliance alerts, you'll send out notifications
as needed. Working as a team, you'll strive to continuously improve
the client's experience from sign-on to renewal.
Responsibilities
Proactively identifies inadequacies and gaps in coverage
Assists Producer with new and renewal business per agency
workflows including, but not limited to, preparing new applications
in agency management system, ordering loss runs, submitting
applications to carriers, obtaining client signatures as
appropriate, and following up to ensure timely responses in
conjunction with Producer
Processes or assigns all incoming items, including but not limited
to, change requests, requests for certificates, audits, notice of
cancellations and endorsements
Maintains current knowledge of the marketplace
Confirms the carrier-produced documents for accuracy including,
but not limited to, policies, endorsements, audits, cancellations
and secures corrections from carriers on incorrect items
Performs contract reviews on complex Certificates of Insurance
Prepares finance agreements and collects down payments
Invoices transactions accurately including new business, renewals,
endorsements, cancellations, and audits
Responds to client requests professionally and within 24 hours of receipt
Follow-up on open tasks/activities daily
Process and/or assign un-routed attachments daily
Create new business or renewal proposals
Request quotes from carriers and brokers and review for accuracy
Other duties as may be assigned
Bachelor's Degree; or combined equivalent years of education and experience
Must be a licensed Property & Casualty insurance agent
Minimum 3 years of Commercial insurance service experience
Possession of professional designation such as CIC, CPCU, CRM,
CISR, or ARM preferred
Successfully manages minimum revenue of $400,000
Comprehensive knowledge of insurance products, trends, markets,
and underwriting procedures
Good organizational, verbal, and written communication skills necessary
Ability to utilize computer programs and understand functionality
Strong knowledge of Microsoft products (Outlook, Word, Excel)
Basic understanding of standard accounting practices
Ability to carry out complex tasks
Ability to communicate orally and in writing with others to
explain detailed issues and receive and interpret information
Ability to maintain a positive attitude, express enthusiasm and be flexible
Meets or exceeds expectations regarding job knowledge, quality,
efficiency, initiative, cooperation, customer service and overall performance
Ability to work independently or as part of a team
Maintains a professional, helpful and courteous demeanor with
clients, carrier personnel, and agency personnel
Benefits
Medical, Dental & Vision
Short-Term & Long-Term Disability
Extended Holiday Weekends
Flexible PTO
Paid Parental Leave
Company Matching Donations
401k, Roth Option & Matching
Life Insurance
Hybrid Work Environment
Wellbeing Coaching
Mental Health Sessions
Tuition Reimbursement
Fully remote position will be considered if candidate is more than
50 miles from local Indianapolis office
Why Work at G&A?
Gregory & Appel helps organizations and people grow through
tailored risk management strategies. From helping companies with their
business insurance programs and employee benefits offerings to helping
individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:
Supports community involvement
Prioritizes diversity, equity and belonging
Invests in your future
Gives 10% of profits back into the community View more..