Account Manager focused on growing Group Benefits by developing relationships with Benefit Advisors and managing accounts. Seeking a proactive individual with group insurance knowledge.
About the role
- Account Manager I at Armanino managing day-to-day financial operations for high-net-worth clients. Responsibilities include bill pay, cash management, and client communications across multiple entities.
Responsibilities
- Serve as an additional point of contact for clients, providing responsive and proactive support.
- Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
- Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently (Bill.com required).
- Process wire transfers and support approval workflows.
- Execute payroll and coordinate with third-party payroll providers as needed.
- Reconcile intercompany activity and review bank reconciliations for accuracy.
- Prepare and review financial reports, such as cash receipts/disbursements and AR aging.
- Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings).
- Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
- Collaborate with and provide guidance to team members; participate in training and development initiatives.
- Participate in team meetings and contribute to the continuous improvement of client service.
- Perform additional duties to support client and team needs as required.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience)
- Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment
- Experience using Bill.com (required)
- Strong accuracy and attention to detail in financial processing
- Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment
- Proven ability to work collaboratively and contribute to a positive team culture
- Committed to delivering exceptional client service and proactively addressing client needs
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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