Standard/Private Client Personal Insurance Account Manager - Fully Remote

Job Description Standard/Private Client Personal Lines Insurance Account Manager Job Summary Seeking a highly skilled and experienced Personal Lines Insurance Account Manager to join a team. This role is ideal for a professional with a strong background in insurance. The successful candidate will manage mid-market and VIP personal lines accounts, providing exceptional service to valued clients. Responsibilities Manage a portfolio of mid-market and VIP personal lines accounts, including home, au…

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.