Account Manager

• Manage a book of small business commercial accounts across various industries (construction, LROs, restaurants, health services, etc.)
• Process new and renewal policies, ensuring accuracy and appropriate coverage
• Handle endorsements, audits, cancellations, reinstatements, and certificates/evidence of insurance
• Respond to client inquiries including billing, coverage questions, and policy changes
• Support account rounding by advising clients on additional coverage options
• Collaborate with Sales Executives by providing documentation and account insights
• Submit renewals to incumbent carriers and assist in maintaining retention

Entry Level Commercial Lines Account Manager

Insurance

• Serve and grow a high-volume book of warm leads—thousands of potential clients ready to engage
• Conduct client-facing sales via Zoom and in-person meetings
• Build and maintain strong relationships with clients and centers of influence
• Learn the firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)
• Analyze and explain insurance illustrations, quotes, and client solutions
• Transition into fully independent client management and advisory role

Life Insurance Agent

Bookkeeper

• Manage day-to-day bookkeeping and maintain QuickBooks records
• Process payroll for 50 to 60 people - hourly and salary
• Oversee vendor payments, bill pay, and cash flow tracking
• Maintain and update project budgets (Google Sheets)
• Ensure financial accuracy across each production/event
• Assist with invoice tracking (3–25 invoices per production) and financial organization
• Support HR-related administration (benefits, compliance, external partners)
• Act as a trusted partner to finance leadership in a fast-moving, multi-project environment

Part-Time Senior Payroll/Bookkeeper

Controller

• Lead and develop a team of 4–5 accounting professionals across a mix of in-office and remote staff
• Own full-cycle property accounting for a large multifamily portfolio (80–90 properties and growing)
• Drive GAAP-compliant financial reporting and oversee month, quarter, and year-end close
• Manage general ledger activity, journal entries, bank reconciliations, and financial statement prep
• Partner directly with property management teams and external stakeholders to support client deliverables
• Lead budgeting and forecasting processes and support portfolio performance analysis
• Oversee external payroll vendor coordination, insurance, and tax reporting workflows
• Support onboarding of new properties and continuous process improvement initiatives
• Utilize Yardi Voyager and advanced Excel to maintain reporting accuracy and operational efficiency

Controller – Real Estate

Business Development Rep

• Identify restaurant or retail construction opportunities in the Midwest states
• Send blueprint sets for bidding

Business Development – Construction

• Lead and manage the accounting team, including remote staff
• Oversee full-cycle property management accounting
• Ensure GAAP-compliant financial reporting
• Drive Month/Quarter/Year-end close processes
• Maintain General Ledger oversight and review journal entries
• Review P&Ls and prepare financial statements
• Lead budgeting and forecasting efforts
• Oversee bank reconciliations and external payroll vendor
• Manage insurance and tax reporting processes
• Partner closely with high-touch property management clients
• Support onboarding of new properties and continued portfolio growth

Assistant Controller – Property Management

• Process payroll for: 10–15 internal employees
• 2–40 union production employees (varies by event)
• Serve as the main point of contact with ADP for payroll questions and issue resolution
• Coordinate employee onboarding paperwork, including required documents and insurance forms
• Occasionally act as the primary contact for production staff
• Handle Accounts Payable: Receive, track, and process vendor invoices
• Manage client AP invoices
• Code payables and enter into QuickBooks
• Reconcile bank and credit card statements
• Produce accurate time reports and assist with P&L reporting
• Work heavily in Google Sheets and Google Docs for tracking and reporting
• Maintain strong availability during business hours and respond quickly to time-sensitive requests
• Occasionally work Saturdays depending on production needs
• Manage invoice volume ranging from 3–25 invoices per production, averaging ~2 productions/month

TGG