Accounting account manager

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, you manage assigned client relationships, oversee accounting functions, and deliver accurate financial reporting while managing projects and revenue responsibly. The Accounting Account Manager (AM) is 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

Requirements Benefits

• Health Insurance
• Paid time off
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) plan with matching

Qualifications:

• 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

Performance Objectives:

1. Client Delivery and Accounting Accuracy - Clients receive accurate, timely, and trusted financial support.
2. Workflow Management and Delegation - Work is pushed to the right level and not held.
3. Time Management and Revenue Discipline - Time supports profitability and scalability.
4. Scope Discipline (Bank Recs / AR) - AM time is protected for higher-value work.
5. Professional Judgment and Leadership - Judgment improves outcomes and reduces rework.