Position Description
Your role includes but is not limited to :
We are a very established insurance and benefits brokerage firm based in the San Francisco Bay Area Peninsula with clients throughout California.
For over 30 years, we have offered customized solutions and we are now looking to add a full-time or part-time Accounting and Renewal Junior Coordinator.
In this position, you will coordinate clients and work with our renewal specialist to run renewals. This includes developing long-term relationships with business clients by understanding their needs and helping them deliver the best benefits programs to their employees.
You will have the resources of a big agency, while having the freedom of a boutique agency.
We provide employee benefits solutions for small to medium-sized businesses, typically those with 2 to 250 employees. You will support a portfolio of clients, investing the majority of your time in customer service, acting as the face of our company to your clients.
The role covers everything from open enrollment to claims to billing, and you can expect to be communicating via phone and email for much of your day.
You will handle a large, busy portfolio, but you won't have to sell or market renewals, giving you plenty of time to provide outstanding service.
- Run Reconciliation reports in Quickbooks
- Input and update census in renewal program or excel
- Coordinate and execute analysis for clients
- Work with our renewal specialist to run renewals
- Retrieve documents from carrier websites
- Update spreadsheets
- Printing and assembling presentations
- Scanning, labeling and saving documents to our drive
Submit an Application See Other Positions Benefits Include : Medical Dental Vision Disability Life Insurance 401(k) Competitive Area Salary Remote Work Options Fun Staff Events
Finance & Accounting Coordinator
ERA embraces an inclusive and intersectional view of gender justice, inclusive of trans, non-binary and gender expansive people, and we also challenge power structures and inequities compounded by race, ethnicity, class, sexual orientation, age, and other identities. Equal Rights Advocates (ERA) is ...
Accounting and Renewal Junior Coordinator
For over 30 years, we have offered customized solutions and we are now looking to add a full-time or part-time Accounting and Renewal Junior Coordinator. In this position, you will coordinate clients and work with our renewal specialist to run renewals. You will handle a large, busy portfolio, but y...
Coordinator, Accommodated Testing and Assessment (Santa Rosa/PSTC/Shone Farm)
Facilitate large groups of people in a testing/outreach environment; follow and understand oral and written directions; interpret statistical data; keep records and prepare reports; communicate effectively in English (Bilingual English/Spanish preferred); exercise judgment and discretion regarding s...
Client Accounting Coordinator
The Client Accounting Coordinator role is a junior level, hands-on position that is responsible for managing the financial aspects of an assigned partners’ portfolio in accordance with the Firm’s and Client’s standards. Reporting to the Client Accounting Manager, the ideal candidate will have 1-3 ye...
Coordinator, Accommodated Testing and Assessment (Petaluma/Roseland)
Facilitate large groups of people in a testing/outreach environment; follow and understand oral and written directions; interpret statistical data; keep records and prepare reports; communicate effectively in English (Bilingual English/Spanish preferred); exercise judgment and discretion regarding s...
Manager Accountant
ABC Worldwide Transportation is currently seeking a dedicated and self-motivated -Bookkeeper for accounting work to work full-time in our San Mateo based office.This multi-tasking position requires excellent Quick Books Enterprise experience, ADP Payroll experience, computer literacy and a solid wor...
Senior Accountant
Reporting to the Accounting Manager, the Accounting Senior will be responsible for supporting various aspects of the financial cycle required by the Accounting Department.Manage general accounting transactions and assist with .Perform monthly balance sheet account reconciliations such as cash reconc...
Accounts Payable Specialist
Our client is a commercial real estate developer and management company actively growing its commercial portfolio in Northern California with a focus on sustainability and diversity that needs a strong, Accounts Payable Specialist for a multi-tenant property with active facilities and space manageme...
Accounts Payable Coordinator
The Accounts Payable Coordinator will be responsible for processing accounts payable for a multi-entity business. The position requires a basic understanding of accounting practices related to accounts payable and accounts receivable. Perform the day-to-day processing of accounts payable transaction...
Senior Fiscal Coordinator - Accounts Payable
Senior Fiscal Coordinator - Accounts Payable. Prepare monthly transfer of fund worksheet for all accounts. Perform or coordinate reconciliations of Operations A/P Accounts. Maintain a complete set of accounts records for A/P Operations. ...