Description
Who Are We
Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies.
Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.
The Role
As an Accounting Account Manager (AM), you manage assigned client relationships, oversee accounting functions, and deliver accurate financial reporting while managing projects and revenue responsibly. You are responsible for delivering accurate, timely, and trusted accounting services to assigned agency clients. This role manages client relationships, oversees delegated accounting work, ensures contractual obligations are met, and protects both client financial integrity and firm profitability.
The AM role is consultative and supervisory in nature, with an emphasis on judgment, workflow management, and proactive client care.
Core Responsibilities
Oversee accounting functions for assigned agency clients
Ensure all contractual obligations are met, including scope, timelines, and billable hours
Deliver accurate month-end reporting, analysis, and General Ledger reviews
Manage and track project revenue, budgets, and contractual commitments
Delegate work to Junior Account Managers and Support Center resources and verify accuracy and timeliness
Provide proactive client communication and manage expectations
Identify risks, discrepancies, and improvement opportunities through GL review and project oversight
Mentor and train Junior Account Managers through coaching and feedback
Maintain accurate, compliant timekeeping for all billable and non-billable work
Protect client confidentiality and adhere to company policies and standards
Success in this role looks like
Success in the Accounting Account Manager role means clients trust your judgment, work flows to the right level, issues are anticipated rather than reacted to, and your time is spent on high-value oversight rather than rework. You are successful when your accounts are predictable, profitable, and supported by a capable team beneath you.
Benefits
Paid time off
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) plan with matching
Other voluntary benefits
Requirements
Insurance accounting experience
Strong organizational and client communication skills
Ability to manage multiple accounts independently
Proficiency with Microsoft Office and agency systems
Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work