Account Management Specialist jobs in United States
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CCS Global Tech · 8 hours ago

Account Management Specialist

CCS Global Tech is seeking an Account Management Associate who will proactively support Brokers in policy management and client servicing. This role is essential for maintaining accurate policy records, assisting with billing, and fostering client relationships to ensure high-quality service delivery.

Information TechnologyMobile AppsSoftware
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Broker
Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally
Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Qualification

Policy managementClient servicingBilling supportAdministrative functionsRelationship building

Required

Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Broker
Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally
Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Company

CCS Global Tech

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CCS Global Tech is an IT company that provides application development services.

H1B Sponsorship

CCS Global Tech has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (73)
2023 (58)
2022 (121)
2021 (82)
2020 (214)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Hunsicker
Sr. VP Account and Partner Management
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Arti Pathak
AVP, Strategic Partnership
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Company data provided by crunchbase