Stripe Account Issues Jobs in Usa

Brown & Brown is seeking a Senior Account Manager to join our Commercial Lines team in Portland, Oregon.

The Senior Account Manager’s primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed.

How You Will Contribute

• Consults on new business, prepares proposals and independently handles customer requests
• Works directly with customer to ensure proper coverage is secured
• Uses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of business
• Help customers understand their insurance policies/coverages and determine individual service needs
• Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Handles new quoting and issuing new lines of coverage without the involvement of a producer. Recommend coverage to customers based on assessing the risk or risks they need to insure
• Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Prepares and Completes Insurance Coverage Review’s if needed. Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email.
• Analyzing contracts for certificates of insurance, issue certificates, and binders
• Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
• Preparing proposals, graphs, and service plans for customers
• Answering customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
• Preparing all necessary applications and data for a complete submission to underwriters

Licenses and Certifications:

• Maintain a current Property & Casualty License in all required states

Skills & Experience to Be Successful

• Must have experience working with residential communities such as HOAs and apartment complexes.
• Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered
• AU or CIC Designation preferred
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
• Familiarity with contracts and other provisions
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• AMS360 experience or skills to learn software program at an accelerated ability

Accounts Receivable Associate - Excelligence Learning Corporation

On-site | Monterey, CA | Monday-Friday, 6:00 AM - 2:30 PM PST

Are you detail-oriented, customer-focused, and ready to grow your career in accounting? Excelligence Learning Corporation-a national leader in educational products and solutions-is seeking an Accounts Receivable Associate to join our Accounting team in beautiful Monterey, CA.

This role plays a key part in ensuring our customers, schools, and partners experience smooth and accurate billing, while supporting the financial health of our company. If you thrive in a fast-paced, team-oriented environment and enjoy solving problems with professionalism and a touch of good humor, we'd love to hear from you!

What You'll Do

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• Verify and process billing information with accuracy.
  
• Release and monitor orders in the JDA system to keep customer transactions moving smoothly.
  
• Provide exceptional customer service by handling calls, emails, and account inquiries (payments, balances, credits, etc.).
  
• Communicate with customers about payment issues, credit card declines, and address updates.
  
• Process credit memos, refund checks, purchase order vouchers, W-9 vendor applications, and tax-exempt certificates.
  
• Support internal teams by handling requests from Customer Service and Sales.
  
• Review and resolve account issues, including credit limits and outstanding balances.
  

What We're Looking For

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• Education/Experience: High school diploma (or GED) plus 2+ years of accounts receivable or billing experience (or equivalent).
  
• Strong organizational and multitasking skills-you can juggle deadlines and stay accurate.
  
• Exceptional written and verbal communication skills.
  
• Proficiency with office software and tools (including 10-Key, typing 30-35 wpm, and willingness to learn new systems).
  
• Team-oriented with a positive, adaptable mindset and problem-solving skills.
  

Why Join Excelligence?

At Excelligence, you'll be part of a company making a difference in early childhood education while enjoying:

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• Competitive salary + benefits
  
• Medical, dental, vision, and life insurance
  
• 401(k) with company match
  
• Paid time off + 12 paid holidays
  
• Parental leave and employee assistance programs
  
• Educational assistance to support your growth
  
• A supportive, collaborative work culture where your contributions matter
  

Excelligence is an Equal Employment Opportunity (EEO) Employer. We are committed to providing equal employment opportunities to all employees, employment applicants and other covered persons without regard to unlawful considerations of race, color, religion or creed, gender, sex, pregnancy, gender identity or expression, sexual orientation, marital status, national origin or ancestry, ethnicity, citizenship status, genetic information, military or veteran status, age, physical or mental disability, or any other classification protected by applicable local, state, or federal laws.

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.

This is a remote position, but candidate must live in Dallas/Fort Worth area.

Essential Functions & Responsibilities:

• Provide consultative customer services for one or more new or established accounts
• Introduce new services independently or with assistance as needed
• Handle local or regional accounts
• Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m.
• Revenue growth with existing accounts
• Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management
• Client Stewardship - Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information; must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges
• Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained; communicate and engage senior management in account status, challenges and goals; every national account and large account will have an RVP (Regional Vice President) as a senior operations representative assigned to the account
• Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution
• Facilitate and coordinate internal customer set-up and external implementation
• Coordinate and attend customer meetings; ensure CorVel participants are engaged
• Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer
• Develop/maintain account service instructions/communicate to service staff and post on the Intranet
• Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate
• Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales
• Regular attendance on the Monthly Account Manager Call
• Provide monthly account updates and document all new service opportunities in
• Additional duties as assigned

Knowledge & Skills:

• Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach
• Knowledge of CorVel's services and completion of all CorVel Product Training Modules
• Business acumen, coupled with enthusiasm and decorum
• Excellent communication/presentation skills and ability to build relationships
• Strong interpersonal skills and commitment to customer service
• Able to work collaboratively and independently
• Highly developed organizational abilities as well as analytical and time management skills
• Must be proficient in Microsoft Office applications and CRM software (Salesforce)

Education & Experience:

• Bachelor's degree, national certification or equivalent in business or sales and marketing
• Demonstrated experience in account management
• Training within the insurance industry, managed care or related field preferred

Pay Range: $68,696 $114,313

CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.

For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.

A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.

CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

The Account Processing Manager is responsible for overseeing the daily operations of the Account Processing Department within a community bank environment. This role ensures the accurate and timely processing of deposit account documentation, regulatory compliance, risk management, audit readiness, and team leadership. The Manager exercises a broad range of decision-making authority, supports strategic initiatives, and partners closely with senior management to enhance operational efficiency and service excellence.

Key Responsibilities

Operational Leadership & Oversight

• Oversee maintenance of existing accounts, including but not limited to title changes, product type changes, account status changes, address updates, overdraft links, combined statement, confidential accounts, employee, officer and director accounts, opt in and opt out to Reg E, deceased customers, and legal documentation.
• Ensure all account processing tasks are completed accurately and timely in accordance with the Account Matrix.
• Supervise daily Online Account Opening processing.
• Monitor the Online Account Opening for fraudulent activity and escalate as necessary.
• Responsible for quality control and creating District Exceptions for all branches and business units.
• Monitor Document Management queues and recommend or submit software updates as needed.
• Ensure all deposit account documentation is scanned into the FCM system timely and accurately.
• Coordinate weekly schedules to ensure balanced workload distribution and daily task completion.
• Oversee the processing of CD interest checks and IRA distributions.
• Handle escalated operational and balancing issues, including out-of-balance conditions.
• Review and approve internal DDA and GL accounts.
• Monitor daily Cold+ reports and work with vendors to resolve discrepancies.
• Review and prepare daily and monthly reconciliations for upper management and Finance.
• Train other business units on CD and IRA processing.
• Oversee robot implementation with the RPA team.
• Oversee the UIR-Unposted transactions for CD and IRA are processed timely and accurately.
• Oversee the interest rate exceptions and approvals.
• Calculate, approve and process interest adjustments.
• Review and approve OTE’s for staff.
• Process correspondence on a daily basis.

Compliance, Risk & Regulatory Management

• Ensure full compliance with all federal and state banking regulations.
• Oversee processing of IRS C-Notices, B-Notices, Non-Resident Alien Recertifications, and Beneficial Ownership requirements.
• Ensure CD and IRA accounts are maintained in compliance with industry regulations.
• Develop CD and IRA training materials for new or changed regulations.
• Conduct a CD and IRA training session for the branches.
• Oversee processing of IRA distributions, contributions, transfers, rollovers, beneficiary updates, and interest adjustments.
• Ensure all federal and state reporting is completed accurately and timely.
• Resolve year-end tax reporting issues.
• Assist with state abandoned property processing.
• Maintain strong audit results and satisfactory or better audit ratings.
• Coordinate compliance training as regulations change.
• Make risk-based decisions to decline accounts to mitigate fraud and losses.
• Quickly report fraud cases to the Fraud Recovery Team.

Legal & Research Processing

• Escalate non-routine legal matters appropriately.
• Collaborate with legal on complex documentation

Strategic Planning & Process Improvement

• Develop and implement strategic plans to improve departmental productivity, quality, and efficiency.
• Create, maintain, and update policies and procedures.
• Evaluate and improve business processes to enhance operational effectiveness and budget management.
• Participate in department initiatives and special projects.
• Support senior management with bank acquisitions, product launches, and system implementations.
• Coordinate Disaster Recovery and Pandemic testing for the department.
• Assist in implementation of new projects and acquisitions.

Team Leadership & Development

• Provide leadership, mentoring, coaching, and training to develop staff toward departmental goals.
• Foster a productive, team-oriented work environment.
• Maintain positive employee relations.
• Determine appropriate staffing levels; interview, hire, discipline, and terminate staff as necessary.
• Manage timecards, vacation schedules, and attendance.
• Coordinate cross-training and professional development opportunities.
• Provide additional training through seminars, webinars, and internal programs.
• Train staff in research and resolution of balancing issues.
• Communicate business goals and departmental vision clearly and effectively.

Qualifications

• Bachelor’s Degree required.
• Minimum of 5+ years of banking experience; supervisory or management experience preferred.
• Strong knowledge of banking regulations and compliance requirements.
• Knowledge of IRA regulations and deposit account operations.
• Comprehensive understanding of bank services, products, and operational functions.
• Experience with document management systems and core banking platforms.
• Proficient in Microsoft Office and strong computer/technical skills.

Core Competencies

• Strong leadership and decision-making abilities.
• Exceptional communication, organization, and interpersonal skills.
• Ability to analyze and evaluate complex information.
• Sound business judgment and problem-solving skills.
• Meticulous attention to detail.
• Ability to multitask and manage high volumes of emails and calls.
• Ability to work independently and collaboratively.
• Strong work ethic and dependability.
• Ability to work effectively under pressure and meet deadlines.
• Proven ability to establish priorities and complete tasks efficiently.
• Commitment to continuous learning and professional growth.

Work Environment

This position operates in a fast-paced community banking environment requiring collaboration across departments, regular communication with branches and customers, and interaction with external agencies and regulatory bodies.

This role is ideal for a results-driven banking professional who thrives in leadership, operational oversight, regulatory compliance, and strategic process improvement within a community banking setting.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an Award Winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

About Covista


Covista is America's largest healthcare educator, serving more than 97,000 students and supported by a community of 385,000 alumni across five accredited institutions. Through personalized, tech-enabled education powered by 10,000 faculty and colleagues, Covista expands access to healthcare careers and addresses the U.S. healthcare workforce shortage at scale. Covista is the parent company of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University.

Our colleagues come from a wide range of backgrounds, business, academia, healthcare, government and nonprofits, and are part of a culture where doing exceptional work and making a meaningful difference for students and society aren't separate goals—they're one and the same. This means creating an environment where colleagues can develop new skills, build careers that match their ambitions and see the tangible impact of their work on healthcare education and workforce development. Colleagues who deliver results and embrace new tools to work smarter are valued for their contributions. But what makes working at Covista distinctive is our impact. Our faculty and colleagues don't just support healthcare education—they shape it. This isn't abstract purpose work. It's solving real problems for real people in real communities while advancing careers.

We operate on a hybrid schedule with four in-office days per week (Monday–Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment.

For more information, visit and follow us on LinkedIn, Instagram and YouTube.

Reporting directly to the Manager of Student Accounts in a fast paced and goal-oriented contact center environment, this role is responsible for assisting in student success through proactive and accurate account assessment and student assistance on past due balances for inactive students. This position manages a portfolio of multiple institutions under Financial Account Management. Colleague participates in servicing out of school student accounts, negotiating mutually acceptable payment plans and performing delinquency management on an assigned portfolio of accounts. Ensures that all students have the appropriate guidance to make informed financial decisions to resolve outstanding balances on their account and provides accurate information for students looking to resume. Ensures team members are identifying trends and providing a thorough, holistic customer experience to internal and external customers. Works closely with academic partners and other departments to research and resolve any student issues. This colleague is charged with being a role model for the organization Covista values and fosters a culture of CARE consistent with organization's mission, vision, and purpose.

Responsibilities

• Manage a portfolio of assigned student accounts, some of which may be complicated or unique, to ensure payment is received; this may include research, validating data and postings in student ledgers, and/or working with other departments to ensure accuracy of accounts following account(s) through resolution.

• Collect payments on open receivable balances in a timely manner; this includes making outbound phone calls and taking inbound calls as well as responding to emails and Salesforce cases timely.

• Negotiate mutually acceptable payment plans with students in accordance to policy.

• Accountable to reduce delinquency for all assigned accounts to reduce bad debt.

• Deliver on expected department goals and activity metrics.

• Establish and maintain an effective, collaborative and cooperative working relationships with stakeholders, other departments and functional areas to deliver optimal results.

• Provide exceptional customer care to students and colleagues by accepting ownership of issues and questions by completing research, identifying solutions and bringing matters to a satisfactory resolution.

• Function as the point of contact for escalated student issues. Expected to research, identify solutions and bring accounts to a satisfactory resolution with students.

• Ensures compliance with all SOX controls, quality assurance, regulations and internal policies and procedures.

• Demonstrates and communicates current, detailed and accuracy of University withdrawal policies including the understanding of postings in ledgers for Title IV, Grants, Military/Veteran’s Affairs, and international and domestic procedure and policies to prospective return students, and non-returning students. Communicates these policies and procedures in a manner that displays deep understanding of the rationale and the value of the policy or procedure to the student.

• Identifies solutions for continuous improvement to existing processes and actively participates in UAT and the roll-out and execution of process changes.

• Attends team meetings, meetings with stakeholders and contributes to organizational committees.

• Performs other duties as assigned

• Complies with all policies and standards
  
  

• High School Diploma Required or Bachelor's Degree Some college preferred.
• 1+ year experience in consumer collections Required.
• Knowledgeable in collections regulations, laws and associated processing procedures, required.
• Excellent, customer service, organizational, critical thinking, communication, and time management skills.
• Effective inter/intra-departmental verbal and written communication skills.
• Ability to work independently as well as function as part of a team.
• Computer skills in Microsoft Office products, student accounts systems and internet applications.
  
  

In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $17.00 and $23.00. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits.

Covista offers a robust suite of benefits including:

• Health, dental, vision, life and disability insurance
• 401k Retirement Program + 6% employer match
• 15 Days of Paid Vacation Days each Calendar Year
• 12 Paid Holidays + 2 floating holidays
  
  For more information related to our benefits please visit:
  
  

Equal Opportunity – Minority / Female / Disability / V / Gender Identity / Sexual Orientation

Summary

This leadership position will support a designated producer by creating additional capacity. This will be achieved by taking the lead in addressing client issues and providing strategic oversight for assigned small business clients. The Client Relationship Specialist (CRS) will also provide support for the producer's new business efforts and collaborate with service team members to resolve issues, answer questions, and offer strategic guidance. Additionally, the CRS will collaborate with Small Business leadership to develop coverage and program structure guidelines tailored for small business clients in the life science industry, with a focus on consistency and facilitating the transition from small to large commercial teams within the Practice Group.

This position will also assume responsibility as a Client Service Executive for assigned World Class Client accounts and other accounts as assigned. Client Executive Service actsas a leader for the service team members to include Client Service Executives, Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

Essential Duties & Responsibilities – client relationship specialist

• Act as primary resource for Producer’s clients and collaborate with service team members to effectively resolve issues and provide answers to questions.
• Collaborate with small business service team members regarding service processes, effective deliverables, client communication, and overall service approach.
• Collaborate with small business clients on renewal and ongoing servicing items
• Engage in Producer’s new business activities with prospect audits and ensuring proper placement for new clients.
• Maintain regular communication with producer to address time-sensitive or urgent client needs.
• Collaborate closely with the PG Leaders, Team Mentor, Director of Small Business, and Director of Client Service Executives to ensure the team has the necessary resources to meet their requirements. Engage in discussions to address any project impediments and escalate any issues that cannot be resolved by the team.

Essential Duties & Responsibilities – client Executive Service

Oversee ongoing account service activities.

• Prepare production and activity reports.
• Manage/collect receivables in conjunction with Client Sales Executive.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Coordinate activities on accounts.
• Review and deliver summary, proposals and policies.
• Lead, present and participate in meetings with clients.
• Maintain current Insurance Summaries on all accounts.
• Update EAW’s annually on all accounts.
• Meet World Class Client service commitments (relationship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
• Coordinate coverage placement through managing the direction provided to service team.
• Deliver binders and invoices.

Manage all facets of renewal process.

• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee process of preparing and updating underwriting specifications.
• Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
• Advise, inform, and involve Client Sales Executive, as required in marketing process.
• Prepare and deliver proposals.
• Prepare all orders and instructions to Client Administrator.
• Manage expiration lists.

Act as a leader for the service team members.

• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
• Provide necessary business information to enhance the team’s professional development.
• Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
• Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience

• Bachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 7 - 8 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
• Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
• Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.

The applicable base salary range for this role is $90,100 to $167,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Airgas is seeking a strategic and dynamic Key Account Manager to drive service excellence, growth, and retention for our national retail accounts. This role manages high-revenue, nationally visible accounts and serves as the primary liaison between our customers and internal teams. Based primarily in our Largo office—with possible travel for face-to-face meetings—this position requires a proactive leader skilled at navigating complex business models and fostering strong, long-term client relationships.

Responsibilities

• Primary Contact: Serve as the single point of contact for assigned strategic national accounts.
• Relationship Management: Cultivate lasting relationships by consistently delivering exceptional service, identifying growth opportunities, and ensuring high retention rates.
• Account Oversight: Maintain comprehensive and up-to-date records including account overviews for presentation, management processes, contacts, and any other associated documentation important for effective functionality of the account.
• Cross-Functional Collaboration: The Key Account Manager is expected to lead on assigned account rollout and closure processes by partnering with internal teams, ensuring seamless implementation and ongoing support.
• Data Analysis: Extract and analyze data from various systems to manage orders, update account information, and identify trends or issues.
• Issue Resolution: Proactively identify recurring issues and collaborate with stakeholders and leadership to implement effective solutions.
• Team Engagement: Work closely with national sales teams, regional leaders, and other stakeholders to maximize account efficiency and uncover new business opportunities.
• Continuous Learning: Engage in ongoing training and professional development initiatives across multiple levels of the organization.

Qualifications

Contract Expertise: Demonstrated experience in reading, interpreting, and executing contracts/agreements at a strategic level.

Communication:Excellent verbal and written communication skills, with the ability to lead conference calls and deliver compelling presentations.

Account Management:Proven ability to manage multiple complex accounts independently.

Relationship Building: Strong interpersonal skills to build effective relationships with customers, vendors, and internal teams.

Organizational Skills: Exceptional time management and multitasking abilities, with a keen attention to detail.

Technical Proficiency: Advanced Excel skills (including VLOOKUP and Pivot Tables); familiarity with SAP is a plus.

Adaptability: A self-driven, motivated approach with the ability to thrive in a fast-paced, dynamic environment.

Tech Savvy: Proficient in Microsoft Office Suite, Google Workspace (Docs, Sheets, Slides)

Education & Experience

• Education: High School Diploma or Equivalent Work Experience.
• Experience: 5+ years in Account Management or a combination of Customer Service, Account Management, and B2B Sales; previous experience in account administration/management is preferred.