client services account manager

Datalab USA

<div><div>Job Overview:</div>
<div>The Account Manager will implement, lead and grow client engagement activities with our top strategic accounts. Work closely with and indirectly oversee team members from shared services (e.g., Strategy, Technology, Analytics, etc.) who will help identify, drive, and implement solutions for our client(s). Establish and maintain a strong partnership with the client by ensuring successful execution of deliverables, providing thought leadership on strategic planning initiatives, and providing overall efficient account management.</div>
<div></div>
<div>Key Responsibilities:</div>
<ul><li> Executive level engagement of our key stakeholders in constant dialog around how to improve their marketing results</li></ul>
<ul><li> Leading strategic client meetings and quarterly business reviews</li></ul>
<ul><li> Interpret and lead client discussions on results and results trending</li></ul>
<ul><li> Drive business by ensuring key program goals are met</li></ul>
<ul><li> Take responsibility for strategy, accurate, and timely program execution</li></ul>
<ul><li> Establish and maintain account profitability, manage internal financial data and forecast as required</li></ul>
<ul><li> Understand, lead and/or manage account development and growth opportunities</li></ul>
<ul><li> Lead and mentor a team for successful career growth.</li></ul>
<div></div>
<div>Requirements skills and Qualifications:</div>
<ul><li> Direct experience or strong ancillary knowledge of database marketing, including key understandings of all aspects of direct response marketing and testing</li></ul>
<ul><li> 5+ years of client services/account management</li></ul>
<ul><li> 5+ years direct marketing experience</li></ul>
<ul><li> Analytically minded, specifically comfortable with data, response metrics and trends</li></ul>
<ul><li> Excellent written and verbal communication skills</li></ul>
<ul><li> Ability to analyze problems and produce a viable solution</li></ul>
<ul><li> Bachelor's degree required. Technology and math backgrounds a plus</li></ul>
<ul><li> Experience with test planning and use cases</li></ul>
<ul><li> Ability to lead and coordinate people and activities throughout a full solution lifecycle</li></ul>
<div></div>
<div>*No sponsorship available for this role*</div>
<div>**Candidate must be local to Westminster, CO**</div>
<div>The base pay range provided serves as a general guideline. The final annual salary offered to the selected candidate will vary based on factors such as years of relevant experience, qualifications, skill level, competencies, the scope and responsibilities of the role</div>
<div>401K</div>
<div>PTO</div>
<div>Healthcare option</div>
<div></div>
<div>Application Deadline: April 7th 2026</div></div>

Account Manager - Client Services Database Marketing

Geiger

<div><div><div><div><div><div><div><div><div>Geiger, the largest privately held promotional products distributor in the US, is seeking a Client Account Manager to join our company.</div><div></div> 
Job Summary
 The Client Account Manager works directly with a Geiger Sales Partner and serves as an Account Manager for that Sales
 Partner providing support to the Sales Partner as well as promotional product consultation to buyers, prospects and existing
 Key Account contacts. The Client account Manager will learn about Sales Partners&rsquo; Key Accounts, including the historical
 needs, tendencies, and service requirements of those Key Accounts. The Client account Manager has a thorough
 knowledge of industry suppliers, products, production, and decoration process.
Essential Functions
 Demonstrate outstanding sales performance and customer consultative abilities in the promotional products arena taking
advantage of inbound and outbound sales opportunities. Develop relationships with potential customers and maximize relationships with existing customers to ensure that client&rsquo;s marketing and promotional objectives are met. 
 Will understand the Sales Partners Key Account revenue goals as well as regional sales goals, and proactively assist in
meeting or exceeding those goals. Provide aggressive competitive pricing through research and negotiation, especially when volume goes beyond special pricing with Star Suppliers and Production partners or when required in competitive situations.
 Will obtain, prepare, and present product offerings, proposals, quotes, and case histories to clients. Will stay current with
 product, supplier, decoration, and service trends in the industry, and provide timely and innovative solutions to customers&rsquo;
 branding and marketing needs. 
 Will ensure product recommendations conform to Geiger purchasing objectives, understand product safety laws and ensure
 all purchasing adheres to Geiger&rsquo;s and the industry&rsquo;s guidelines and compliance standards for labeling, testing, and product
 safety requirements. 
 This position will require direct contact with a Sales Partner, their customers, and new sales prospects and contacts. In
 addition, some travel will be required to recruit new clients and strengthen our relationships with existing clients. Will serve as
 the primary coordinator of client presentations as well as participate in trade shows and conventions. 
 Based on sales, profitability, and service objectives, will develop value-added services for accounts within their portfolio. Such
 services may include but are not limited to the following: develop seasonal or event specific supplements; coordinate ancillary
sales incentive, recognition, service award programs; coordinate on-site selling or awareness events. Determine and communicate the need for additional staffing for events. Initiate, coordinate, and lead meetings with senior client representatives to review sales and marketing objectives for accounts and present additional solutions to reach those objectives. 
 Use necessary tools, such as sales analysis, profitability analysis and corporate branding guidelines. Develop and execute
 marketing plans as required. Develop and execute client Marketing Plans. 
 Other responsibilities include but are not limited to:<ul><li> 
Reach and exceed sales and customer service standards.</li><li>Up-sell, cross-sell, and offer items/specials using sales techniques to maximize every sales opportunity and promote</li></ul>
 customer brand.<ul><li>Call on self-generated customers and prospecting leads as well as company provided sales leads.</li><li>Obtain referrals from current customer base and reach out to these potential customers in a timely manner to secure</li></ul>
 additional business.<ul><li>Follow-up on quotes, samples, orders, and other ancillary lists generated in a timely and professional manner to exceed</li></ul>
 customer expectations and grow sales.<ul><li>Provide custom quotes to customers utilizing Geiger&rsquo;s extensive Star Supplier and Production Partner network.</li></ul> 
 Carry out administrative duties to support sales and marketing activities, including order self-promotion aids and spec
 samples; write up and/or enter orders in P+, Geiger&rsquo;s OMS (Order management System) for Sales Partners. Seek
 appropriate approvals from Regional Vice President for low margin agreements outside of authority. Conduct research and
 resolve problems presented by personnel from other functions. 
 Perform other related duties as assigned. 
Education and Experience 
 Duties require knowledge and proficiency in math, writing, public speaking, professional negotiation and use of computers equivalent to 4 years of college. Work requires 4 years of related experience in sales, relationship management and/or senior account management. 
Competencies/Skills 
Physical, Mental and Environmental Requirements
 Physical Requirements:<ul><li>Prolonged periods of sitting at a desk or computer</li><li>Typing and using a computer keyboard for extended periods.</li><li>Answering phone calls and communicating with customers via email.</li></ul> 
 Mental Requirements:<ul><li>Ability to concentrate for extended periods of time paying close attention to detail.</li><li>Ability to handle multiple tasks simultaneously and manage time effectively.</li></ul> 
 Environmental Requirements:<ul><li>Working indoors in a typical office environment</li><li>Use of standard office equipment such as computers, phones, and printers.</li><li>Interaction with team members and possibly occasional interactions with customers in person, via phone, or email.</li></ul> 
Certification Requirement 
 
 Industry knowledge obtained through CAS/MAS Certification. Position requires industry certification at the MAS (Master
Advertising Specialist) level. 
Supervisor Responsibilities 
Provide technical guidance and training concerning some elements of assigned clients and/or Key Accounts to appropriate department associates. 
(Geiger is an Equal Opportunity / Affirmative Action Employer)</div></div></div></div></div></div></div></div>

Client Account Manager- REMOTE

Accenture

<div>The Client Account Lead (CAL) Senior Manager role is a pivotal position within Accenture&rsquo;s Financial Services Client Group. The CAL Senior Manager is responsible for cultivating strategic client relationships, driving business growth, and ensuring seamless delivery of services to high-value accounts in the financial services sector. 
Key Responsibilities:<ul><li>
Strategic Client Management: Develop trusted advisory relationships with key client stakeholders, including C-level executives, and ensure alignment between client business objectives and Accenture&rsquo;s capabilities.</li><li>
Business Growth: Drive account growth by identifying new opportunities, expanding existing engagements, and leveraging Accenture's diverse expertise across consulting, technology, and operations.</li><li>
Project Oversight: Oversee project delivery and ensure client satisfaction by maintaining operational excellence and addressing escalations effectively.</li><li>
Team Leadership: Lead multidisciplinary teams across delivery, sales, and operations, fostering collaboration and high-performance outcomes.</li><li>
Industry Expertise: Stay current with trends and innovations in financial services to provide informed strategic guidance and develop industry-relevant solutions.</li><li>
Client Value Delivery: Ensure projects and engagements contribute measurable value to the client and align with their broader strategic priorities.</li></ul></div>
 
<div>Educational Qualifications:<ul><li>
Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a related field.</li><li>
Master&rsquo;s degree (e.g., MBA) is preferred.</li></ul> 
Professional Experience:<ul><li>
Minimum of 10 years&rsquo; experience in account management, consulting, or client-facing roles within the financial services sector.</li><li>
Proven track record of managing large-scale accounts, achieving growth targets, and delivering business outcomes.</li><li>
Experience in developing and implementing strategies for business transformation, technology adoption, and operational efficiency in the financial services domain.</li></ul>
Skills and Competencies:<ul><li>
Exceptional interpersonal and leadership skills with the ability to influence and collaborate across teams and functions.</li><li>
Strong business acumen and an understanding of financial services industry trends and challenges.</li><li>
Advanced problem-solving and decision-making capabilities, with an emphasis on strategic thinking.</li><li>
Excellent communication and presentation skills to engage and build trust with senior client executives.</li><li>
Proficiency in navigating complex negotiations and stakeholder management.</li></ul>
Technical Proficiencies:<ul><li>
Familiarity with digital tools, platforms, and technologies relevant to financial services, such as artificial intelligence, advanced analytics, and cloud solutions.</li><li>
Experience in leveraging data-driven insights to inform strategy and optimize client outcomes.</li></ul></div>

Client Account Lead- Financial Services

Conexus Insurance Partners

Job description &ndash; CORE Commercial Lines Customer Service RepresentativePosition: CORE Commercial Lines Customer Service Representative (CSR)Role: This position assists Account Managers in the onboarding of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of the Account Managers and Producers as defined in the primary duties below.Primary Duties:1. Promote and uphold the Company Core Values2. Provide Support to Current Client Relationships3. Assist the renewal process4. Change requests5. Claims6. Process insured cancellations7. Prevent E&amp;O exposures8. New BusinessTasks associated with Primary Duties:1. Promote and uphold the Company Core Values<ul><li>Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee</li><li>Incorporate company culture with all clients and co-workers</li><li>Upon request, assist with developing process and procedures for agency operations</li><li>Upon request, assist with training new hires or existing team members</li></ul>2. Support Client Experience<ul><li>Assist Account Manager with research and/or data collection needed for servicing policy renewal or additional coverage recommendations</li><li>Prompt issuance of certificates of insurance and auto ID cards</li><li>Timely processing and delivery of policies and endorsements</li></ul>3. Assist the renewal process<ul><li>Review renewals with Account Managers 60 days prior to the policy&rsquo;s expiration date</li><li>Assist in gathering renewal information (non-client facing) for Account Managers</li><li>Retrieve direct-bill renewals from carrier website 60 days prior to renewal date</li><li>Ensure direct bill policies are renewed in Epic once the renewal is issued by the carrier:</li></ul>o Update Acord applications(s)o Attach all necessary correspondenceso Complete designated tasks<ul><li>Requote/Rewrite</li></ul>o Assist with gathering underwriting information as directed by account manager.<ul><li>Pend for receipt of renewal policy for processing. Once received:</li></ul>o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; renewal in Epico Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Update/attach current endorsement attachments in CSR24.</li><li>Issue renewal batch certificates/EOI&rsquo;s</li></ul>4. Change requests<ul><li>Initiate change request in Epic at the direction of Account Manager</li></ul>o Create change activity in Epic (Include detail of change in activity note)o Update Acord application(s)o Attach written requestso Attach emailed to and from carrierso Attach change summary if done online<ul><li>Pend for receipt of endorsement from the carrier. Once received:</li></ul>o Verify the endorsement for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; endorsement in Epico Attach endorsement in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Follow up with carrier if endorsement has not been received in a timely manner</li></ul>5. Claims<ul><li>Report claim to the appropriate carrier at the direction of Account Manager</li><li>Attach all documentation in Epic</li><li>Follow up with the carrier for claim number and adjuster contact information</li></ul>6. Process Insured Cancellations<ul><li>Create LPR in Epic and initiate the appropriate activity at Account Manager&rsquo;s request</li><li>Send LPR to client for signature</li><li>Submit cancellation request and signed LPR to the carrier</li><li>Update CSR24 template(s) to reflect cancelled coverage</li><li>Once final cancel endorsement is received, issue cancellation in EPIC and attach</li><li>Email final cancellation endorsement to the client</li></ul>7. Prevent E&amp;O exposures<ul><li>Notify Account Managers of significant changes on direct bill renewals</li><li>Review new and renewal polices for accuracy, proper coverage, and endorsements/exclusions</li></ul>8. New Business<ul><li>Information gathering (non-client facing) and updating Epic as directed by Account Manager</li><li>Creating CSR24 certificates and EOI templates</li><li>Processing</li></ul>o Obtain new policy from the carrier. Once received:o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; policy in Epic or confirm downloado Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account ManagerPerformance Expectations:1. Renewal process started 60 days prior to renewal2. Keep up to date on activities and tasks in Epic &ndash; no more than 5 past due activities at any given time.3. Efficient and accurate documentation in Epic4. Follow customer service standards as per agency guidelines5. Fulfill state(s) continuing education requirement and keep insurance license current6. Ensure that a backup team member is trained and in place to handle daily tasks when you are not availableJob Type: Full-timePay: $48,000.00 - $58,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Commercial Insurance: 1 year (Required)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>License/Certification:<ul><li>Colorado Property/Casualty Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Broomfield, CO 80020 (Required)</li></ul>Work Location: Hybrid remote in Broomfield, CO 80020

CORE P&C Insurance CSR (Cust Servc Rep) /Assistant Account Manager - REMOTE HYBRID

My CPA Coach

Client Accounting Manager (CAS Services)We are seeking a seasoned, detailed-oriented Bookkeeper at My CPA Coach, responsible for managing bookkeeping and accounting services for multiple high net-worth individuals and small business clients across a variety of industries. My CPA Coach is a fast-growing CPA Firm that specializes in Tax Planning and Consulting for Small Business Owners and High-Income Individuals. This is a client-facing role that requires strong communication skills and a high level of accuracy and ownership over the bookkeeping process.Highlights of the Role:<ul><li>Serve as a primary point of contact for small business clients for accounting &amp; bookkeeping services</li><li>Work independently to perform bookkeeping and payroll services</li><li>Work from home; position is 100% remote</li><li>Ensure timely, accurate, and quality work deliverables</li><li>Receive competitive base compensation</li></ul>The Ideal Candidate:<ul><li>Is QuickBooks Certified</li><li>Has at least 3 years of client-facing accounting experience, serving as the primary contact for engagements</li><li>Is confident to serve clients independently (resources provided)</li><li>Is able to work effectively and efficiently on tasks</li></ul>Job Responsibilities:<ul><li>Serve as the primary point of contact for assigned clients and communicate directly regarding bookkeeping questions and requests</li><li>Provide full-service accounting and bookkeeping services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.</li><li>Collaborate with internal team members, including CPAs and bookkeeping specialists, regarding client financials to deliver optimal results</li><li>Prepare and lead client accounting calls, regularly providing status updates and engaging the clients with their accounting questions throughout the year.</li><li>Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)</li><li>Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.</li><li>Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.</li><li>Stay up-to-date on relevant accounting laws and regulations.</li></ul>Qualifications<ul><li>Must be a certified Bookkeeper in QuickBooks online</li><li>At least 3 years of QuickBooks Online and/or relevant bookkeeping experience</li><li>Strong problem solving and interpersonal communication skills</li><li>Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement</li><li>Willingness and ability to learn new tools and technologies quickly</li></ul>Job Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have at least 3 years of client-facing accounting experience where you've served as the primary contact? Please briefly describe your experience.</li></ul>Education:<ul><li>Associate (Required)</li></ul>Experience:<ul><li>Bookkeeping: 3 years (Required)</li></ul>License/Certification:<ul><li>QuickBooks Online Certification (Required)</li></ul>Work Location: Remote

Client Accounting Manager - Remote

USI Insurance Services

<div><div><div><div>General Description: Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. 
 
Responsibilities:<ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li>
Occasional in-person attendance at face-to-face client meetings. 
<li>
</li></ul> 
Knowledge, Skills and Abilities:<ul><li>
2-5 years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><div></div><div><div> 
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div>Why USI? 
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support 
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage&reg;, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition 
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement 
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace 
Our award-winning I&rsquo;m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. 
Nationally Recognized as a Top Insurance Employer<ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul>
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
</div></div><div><div><div>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.</div></div></div></div></div>

CL Account Manager

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10000 client services account manager jobs Near Me

Account Manager - Client Services Database Marketing

Client Account Manager- REMOTE

Client Account Lead- Financial Services

CORE P&C Insurance CSR (Cust Servc Rep) /Assistant Account Manager - REMOTE HYBRID

Client Accounting Manager - Remote

Client Accounting Manager - Remote

CL Account Manager