Jobs
>
Raleigh

    Senior Account Manager - Raleigh, United States - Curi

    Curi
    Curi Raleigh, United States

    2 days ago

    Default job background
    Description

    Title

    Senior Account Manager

    Location

    Remote

    About Us

    Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.

    The Role

    We're looking for a customer focused individual to work in our Member Services Department as a Senior Account Manager. Reporting to the Director, Member Services. In this role, you will be the professional liability account manager for assigned large accounts and supporting Account Executives with their accounts in terms of customer retention, providing excellent customer service, account troubleshooting, relationship-management, and other activities to provide an excellent client experience as well as maintain a high-level client retention.

    Key Result Areas

    • Assist in the execution of retention and stewardship strategies and objectives.
    • Communicate effectively with customers on all facets of their account servicing needs (i.e. policies, change endorsements, application questions, slot audits, certificates of insurance, cancellations, etc.).
    • Coordinate renewal presentations and policy documents used during renewal meetings for mid to large accounts.
    • Support assigned professional liability Account Executives with various tasks related to new business and renewals.
    • Contact practice administrators regarding policy renewals to discuss premiums, coverage components, policy enhancements, as well as cross selling other lines of business and additional product offerings.
    • Support all efforts of account retention of new and existing book of business.
    • Keep customer data, policy information, as well as all correspondence updated accurately in systems supported by Member Services, Salesforce among others.
    • Contact customers as needed for collecting any outstanding information needed to service and/or retain the book of business.
    • Ensure that all endorsements, applications, slot audits, cancellations, potential claims referrals, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to our standard servicing guidelines.
    • Maintain active Property & Casualty license and increase Medical Professional Liability knowledge by attending continuing education classes.
    • Attend in office education classes and meetings as necessary.
    • Assist with any projects, when needed.
    • Handle any other duties as assigned.

    Skills

    • Excellent customer service attitude with ability to take ownership and drive complex issues to resolution.
    • Ability to deliver high-quality work with minimal supervision.
    • Ability to handle multiple tasks simultaneously.
    • Ability to display the highest degree of professionalism, in spite of stressful situations.
    • Strong organizational and time management skills
    • Excellent verbal and written communication skills
    • Strong attention to accuracy and detail
    • Must be able to work independently as well as function within a team.

    Qualifications

    • High-school diploma or equivalent required
    • At least five years of account management experience required
    • Must have Property & Casualty license or obtain one within three months of start date.
    • Five years of account management experience within an insurance agency or professional liability carrier preferred
    • Bachelor's degree preferred.
  • Greene Resources

    Accounting Manager

    6 days ago

    Greene Resources Raleigh, United States

    Position: Accounting Manager · Location: Raleigh, NC (Hybrid flexibility, 2-3 days/week in office) · Pay: $35 - $50/hr (depending on experience) · Experience: · 7 to 9 years of experience in accounting. · 1 to 3 years of direct personnel supervision experience. · 1 to 3 year ...

  • Capitol Broadcasting Company

    Accounts Manager

    5 days ago

    Capitol Broadcasting Company Raleigh, United States

    Here is your opportunity to join an amazing company and fast growing TEAM · WRAL and FOX50-TV has an opening for an Account Manager. · We are searching for an experienced, energetic and extremely motivated multi-platform sales professional. · Candidate must possess strong present ...

  • Creative Financial Staffing

    Accounting Manager

    2 days ago

    Creative Financial Staffing Raleigh, United States

    Creative Financial Staffing is working with a fast-growing organization to identify an Accounting Manager. · Why Work Here? · Our client is a rapidly growing service company that needs a leader for their accounting department · They are an employee-owned company (ESOP) where all ...

  • Greene Resources

    accounting manager

    4 days ago

    Greene Resources Raleigh, NC, United States

    Accounting Manager · Our client is in need of an account manager for a 6-month contract The Accounting Operations Manager is responsible for the production of the accounting operations team, as well as, implementing and maintaining efficient processes to ensure regulatory compli ...

  • Hitachi

    Account Manager

    3 days ago

    Hitachi Raleigh, United States

    Location: · Raleigh, North Carolina, United States · Job ID: · R · Date Posted: · Company Name: · HITACHI ENERGY USA INC · Profession (Job Category): · Sales, Marketing & Product Management · Job Schedule: · Full time · Remote: · Yes · Job Description: · General In ...

  • Greene Resources

    Accounting Manager

    2 days ago

    Greene Resources Raleigh, United States

    · Job Number: 47391 · Accounting Manager · Job Description: · Our client is in need of an account manager for a 6-month contract The Accounting Operations Manager is responsible for the production of the accounting operations team, as well as, implementing and maintaining eff ...

  • Accentuate Staffing

    Accounting Manager

    1 week ago

    Accentuate Staffing Raleigh, NC, United States

    Accentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as f ...

  • McGriff Insurance Broker

    Accounting Manager

    1 week ago

    McGriff Insurance Broker Raleigh, United States

    Provide leadership in the development, design, implementation and ongoing management of assigned accounting processes. Assist with the accurate and timely compilation and submission of accounting-related reports and filings for assigned area of respo Accounting Manager, Accountin ...

  • Truist Financial Corporation

    Accounting Manager

    1 week ago

    Truist Financial Corporation Raleigh, United States

    Provide leadership in the development, design, implementation and ongoing management of assigned accounting processes. Assist with the accurate and timely compilation and submission of accounting-related reports and filings for assigned area of respo Accounting Manager, Accountin ...

  • EVA GARLAND CONSULTING LLC

    Accounting Manager

    2 days ago

    EVA GARLAND CONSULTING LLC Raleigh, United States

    Eva Garland Consulting, LLC · Raleigh-Durham-Chapel Hill Area · (On-site) · Posted · 1 week ago · $100,000.00/yr - $140,000.00/yr · Full-time · Accounting/Auditing · Consulting · Customer Service · Accounting · Meet the hiring team · Talent Acquisition Manager at Eva Ga ...

  • Driven Brands

    Accounting Manager

    2 days ago

    Driven Brands Raleigh, United States

    We invite you to join us at Driven Brands · Headquartered in Charlotte, NC, Driven Brands (NASDAQ: DRVN) is the largest automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, ...

  • Vaco

    Accounting Manager

    22 hours ago

    Vaco Raleigh, United States

    Accounting Manager - HYBRID schedule in the Raleigh, NC area · Our client is looking for an Accounting Manager to manage and oversee the daily operations of the Accounting Department. · Responsibilities Include:Support month end close · AP, AR, cash receipts, check runs, fixed ...

  • Raleigh Housing Authority

    Accounting Manager

    1 week ago

    Raleigh Housing Authority Raleigh, United States

    Job Description · Job Description · The Raleigh Housing Authority is seeking to add new members to the team who are eager to make a difference in their community. If you are looking for more than just a job, but a place where you belong, can grow, and be part of a solution to t ...

  • Hilti North America

    Account Manager

    2 days ago

    Hilti North America Raleigh, United States

    Hilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. You ...

  • Tandym Group

    Accounting Manager

    2 days ago

    Tandym Group Raleigh, United States

    A legal services firm in North Carolina is currently seeking an experienced Accountant to join their team in a Raleigh as an Accounting Manager. · Responsibilities: · The Accounting Manager will: · Support accounts payable activities to ensure accuracy and timeliness of invoice ...

  • Hilti North America

    Account Manager

    2 days ago

    Hilti North America Raleigh, United States

    Hilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. You ...

  • Hitachi

    Account Manager

    2 hours ago

    Hitachi Raleigh, United States

    Location: · Raleigh, North Carolina, United States · Job ID: · R · Date Posted: · Company Name: · HITACHI ENERGY USA INC · Profession (Job Category): · Sales, Marketing & Product Management · Job Schedule: · Full time · Remote: · Yes · Job Description: · General In ...

  • Hilti North America

    Account Manager

    5 days ago

    Hilti North America Raleigh, NC, United States

    Hilti: Account Manager Job reference: WD · Account Manager · Raleigh · What's the role? · Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. Yo ...

  • CMC Hotels

    Accounting Manager

    2 days ago

    CMC Hotels Raleigh, United States

    We are looking for an engaging and motivating Accounting Manger to join our Westin Raleigh Durham Airport. · We offer an array of benefits to include the following. Paid Vacation · Paid Personal Leave · 7 paid Holidays · Aggressive Quarterly Incentive Plan · Access to a fully ves ...

  • Truist Financial Corporation

    Accounting Manager

    2 days ago

    Truist Financial Corporation Raleigh, United States

    Language Fluency: · English (Required) · Work Shift: · 1st shift (United States of America) · Job Grade: · H04 · Please review the following job description: · Direct and manage a staff of junior to more experienced accountants or analysts in the performance of a variety of a ...