Client Account Executive - Allegiance - Remote

Client Account Executive – Allegiance Join Allegiance as a Client Account Executive, where you will build trusted customer and broker relationships while guiding new and existing business through service, renewal, and implementation milestones. In this role, you will connect customers, brokers, carriers, and internal teams, using benefits expertise, clear communication, and data insights to deliver responsive service and lasting account value. Responsibilities Develop and maintain strong relati…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.