Guardians of Wealth Agency

Suggested jobs from other companies

• 5th HQ

  

  Bookkeeper

  2 months ago

  Tamarac

  Job Description Bookkeeper Location: Tamarac, FL Salary: $50,000 per year Full-time | 40 hours per week About the Role: We are looking for a detail-oriented and organized Bookkeeper to manage financial records and support daily accounting functions. The right candidate will be experienced in QuickBooks Online and confident handling accounts payable, accounts receivable, and multiple accounts/customers simultaneously. Responsibilities: Maintain accurate financial records in QuickBooks Online. Process accounts payable and accounts receivable. Reconcile bank statements and ensure financial accuracy. Prepare invoices, track payments, and manage collections. Handle multiple client accounts with efficiency and accuracy. Assist with financial reporting as needed. Qualifications: Proficiency in QuickBooks Online is required. Strong knowledge of accounts payable and receivable processes. Excellent organizational skills and attention to detail. Ability to manage multiple accounts/customers effectively. Strong communication and problem-solving skills.

• Prestige International Insurance Gr Inc

  

  Trucking Insurance Account Manager

  19 days ago

  Tamarac

  Job Description Position Summary: If you're the kind of person who takes pride in knowing your clients by name, anticipates their needs before they ask, and genuinely enjoys being the person they can count on — we want to hear from you. Prestige Trucking Insurance is looking for a Trucking Account Manager who is ready to own a portfolio of trucking and transportation insurance clients and be their go-to resource from day one. This isn't a background role. You'll be front and center — the primary point of contact for policyholders — driving exceptional service, protecting policy accuracy, supporting retention, and making sure nothing falls through the cracks. You'll collaborate daily with sales, underwriting, carriers, and internal teams to handle endorsements, renewals, audits, and policy changes, all while keeping compliance with insurance regulations and company standards locked in. The ideal candidate brings solid commercial insurance knowledge, sharp organizational skills, and a proactive service mindset that puts clients first. If you thrive in a fast-paced, relationship-driven environment and want to build your career in the growing world of commercial trucking insurance, this is your opportunity. Essential Duties and Responsibilities: • Serve as the primary service contact for assigned trucking and transportation insurance accounts, • Manage day-to-day account servicing, including endorsements, policy changes, certificates of insurance, and billing inquiries, • Coordinate policy renewals by gathering exposures, reviewing coverage, and working with underwriting and carriers, • Ensure accuracy of policy information, coverage details, premiums, and documentation, • Communicate proactively with clients regarding coverage changes, renewal timelines, audits, and required documentation, • Support new business onboarding by ensuring proper setup of accounts, policies, and client records, • Review policies, endorsements, and carrier documents for accuracy and completeness, • Assist clients with audit preparation, review audit statements, and coordinate resolutions as needed, • Collaborate with sales, underwriting, and operations teams to ensure seamless client experience, • Maintain accurate and up-to-date records in agency management and CRM systems, • Respond to client inquiries in a timely, professional, and customer-focused manner, • Ensure compliance with insurance regulations, carrier guidelines, and company procedures, • Identify opportunities to improve service processes, client retention, and operational efficiency, • Support cross-functional initiatives and special projects as assigned Knowledge / Skills / Abilities (KSA’s): • Client Service & Relationship Management– Ability to build, maintain, and strengthen client relationships through responsive, professional, and solutions-oriented service., • Insurance & Trucking Industry Knowledge–Understanding of commercial trucking insurance coverages, endorsements, compliance requirements, and operational risks affecting transportation businesses., • Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Communication Skills– Ability to communicate clearly and professionally with clients, carriers, and internal stakeholders through written and verbal correspondence., • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills., • Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Attention to Detail & Accuracy– Strong ability to review policies, endorsements, and documentation to ensure accuracy, completeness, and compliance., • Organizational & Time Management Skills– Ability to manage multiple accounts, priorities, and deadlines in a fast-paced service environment., • Problem-Solving Skills– Ability to identify issues, gather information, and collaborate effectively to resolve client or carrier-related concerns., • Systems & Technology Proficiency– Ability to use agency management systems, CRM platforms, and productivity tools to manage accounts efficiently and maintain data integrity., • Cross-Functional Collaboration– Ability to work effectively with sales, underwriting, accounting, and operations teams to support account success., • Professionalism & Confidentiality– Demonstrated ability to handle client, policy, and financial information with discretion, integrity, and professionalism. Minimum Qualifications: Required • High school diploma or equivalent; Associate’s or Bachelor’s degree preferred, • 3–5 years of experience in commercial insurance account management or client service, • Experience servicing trucking or transportation insurance accounts, • Strong knowledge of commercial insurance policies, endorsements, and account servicing processes, • Proficiency with agency management systems (e.g., Salesforce, NowCerts, or similar), • Excellent organizational, communication, and customer service skills, • Ability to manage multiple accounts and meet deadlines with accuracy, • Active Property & Casualty insurance license (or ability to obtain within a specified timeframe) Preferred • Experience in trucking, transportation, or fleet insurance operations, • Prior experience working directly with insurance carriers and underwriters, • Familiarity with audit processes, loss runs, and exposure reporting, • Experience supporting renewals and retention strategies, • Strong understanding of insurance regulatory and compliance requirements Physical Demands and Work Environment: • Office-based with standard business hours, • Occasional extended hours during renewal seasons or peak service periods, • Limited travel may be required for client meetings or carrier interactions Standard business hours are typically 9am-6pm.

• Prestige International Insurance Gr Inc

  

  Underwriter

  19 days ago

  Tamarac

  Job Description Position Summary: Are you an experienced commercial insurance underwriter who thrives at the intersection of risk, compliance, and operational excellence? Prestige Trucking Insurance is looking for a sharp, driven Underwriter to play a pivotal role in one of the most dynamic segments of the insurance industry — commercial trucking. In this role, you won't just be reviewing policies from behind a desk. You'll be a key decision-maker, directly influencing how the company evaluates and manages commercial auto risks, maintains carrier relationships, and drives profitability across departments. You'll evaluate, analyze, and underwrite commercial auto risks, ensure compliance with carrier guidelines, and help keep every department aligned with underwriting standards, company policies, and customer satisfaction goals. If you bring a strong foundation in commercial auto underwriting, sound judgment under pressure, and a natural ability to build lasting relationships with agents and carriers — this is the opportunity to make a real impact at a company that values expertise and initiative. Essential Duties / Responsibilities: • Maintain goals and objectives for each subdivision and ensure alignment with company expectations., • Hold each manager and team lead accountable for meeting departmental goals and performance benchmarks., • Conduct weekly meetings within the subdivisions to ensure processes are running smoothly and expectations are being met., • Develop and refine workflows to improve efficiency, accuracy, and turnaround times., • Identify performance challenges and implement operational improvements across all departments., • Help to identify growth opportunities and assess market expansion needs., • Partner with the marketing team to discuss business development strategies and potential agency incentives., • Collaborate with claims and department managers to review trends, enhance process management, and prevent recurring issues., • Oversee monthly department reports, consolidating findings and presenting insights to senior management., • Work closely with agencies and internal departments to resolve ongoing issues and ensure service standards are met., • Meet with carriers quarterly to maintain strong relationships, review expectations, and discuss performance., • Conduct monthly internal discussions regarding industry or carrier changes and communicate updates to the team., • Ensure all policies, processes, and departmental practices comply with state regulations, carrier guidelines, and company standards., • Maintain up‑to‑date knowledge of industry regulations, carrier requirements, and underwriting guidelines., • Communicate all regulatory and carrier changes to relevant departments in a timely manner., • Partner with all departments to resolve issues and ensure adherence to company standards., • Provide senior management with clear and concise reporting on department performance, issues, and resolutions., • Facilitate cross‑department communication to support efficiency, accuracy, and consistent workflow execution., • Prepare and analyze departmental performance reports, including productivity metrics, trends, error rates, and turnaround times., • Consolidate monthly reports from all departments and present findings, insights, and recommendations to senior leadership. Knowledge / Skills / Abilities (KSA’s): • Strategic Thinking -- Ability to assess departmental performance, identify trends, and make forward-looking decisions that align underwriting operations with company growth and long-term objectives., • Problem Solving -- Ability to identify operational, compliance, and workflow challenges and implement effective, timely solutions to improve efficiency and accuracy., • Technical Underwriting Knowledge -- Strong understanding of commercial trucking insurance underwriting, including auto liability, binding, renewals, audits, and carrier-specific guidelines., • Regulatory & Compliance Knowledge -- Working knowledge of state regulations, carrier requirements, and internal underwriting guidelines, with the ability to ensure ongoing compliance and communicate changes effectively., • Risk assessment -- Strong ability to utilize data to analyze risk, determining what can be minimized or how to price accordingly., • Oral Communication -- Ability to clearly communicate expectations, feedback, and complex underwriting concepts to department managers, carriers, and senior leadership., • Written Communication -- Ability to prepare clear, concise reports, documentation, and written correspondence for internal teams, carriers, and senior management., • Interpersonal Skills -- Ability to build and maintain effective working relationships with department managers, carriers, and cross-functional teams while addressing issues professionally., • Organizational & Quality Management -- Strong ability to manage multiple departments, prioritize competing deadlines, and maintain high standards of accuracy, quality, and consistency., • Judgment & Decision-Making -- Ability to exercise sound judgment when evaluating risk, resolving escalated cases, and making decisions that balance compliance, efficiency, and customer satisfaction., • Ethics & Professionalism -- Commitment to ethical conduct, confidentiality, and professionalism while representing the company internally and externally., • Initiative & Innovation -- Proactive approach to identifying improvement opportunities, recommending new processes, and supporting operational and market growth initiatives., • Dependability & Accountability -- Consistent reliability in meeting deadlines, following through on commitments, and taking ownership of departmental outcomes. Minimum Qualifications: Required: • Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent industry experience., • Minimum of 5–7 years of experience in commercial insurance underwriting, preferably within trucking or transportation insurance., • Proven experience managing or overseeing multiple departments or functional teams., • Strong working knowledge of commercial auto liability, binding, renewals, audits, and carrier guidelines., • Experience ensuring compliance with state regulations and carrier underwriting requirements., • Proficiency in underwriting systems, policy management platforms, and reporting tools. Preferred: • Advanced underwriting certifications (e.g., CPCU, AU, ARM, or similar)., • Prior experience in a Managing General Agency (MGA) or specialty insurance environment., • Demonstrated experience working directly with carriers and negotiating underwriting expectations., • Experience supporting business growth initiatives and market expansion strategies., • Track record of automating and streamlining risk review processes., • Proven ability to leverage data in risk analysis and strategic decision making. Physical Demands and Work Environment: • Continually required to sit for extended periods., • Moderate noise level typical of a professional office environment., • Required on site., • Office-based with standard business hours., • Limited travel required for vendor, carrier, or regulatory meetings. Standard business hours are from 9am-6pm.

• Prestige International Insurance Gr Inc

  

  Accounting Manager

  19 days ago

  Tamarac

  Job Description Position Summary: Prestige Trucking Insurance is seeking an experienced Accounting Manager to oversee daily accounting operations and ensure the accuracy, integrity, and timeliness of financial reporting. This role is responsible for managing core accounting functions, supervising and developing accounting staff, and leading month-end, quarter-end, and year-end close activities. The Accounting Manager plays a key role in maintaining strong internal controls, ensuring compliance with GAAP and applicable regulatory requirements, and supporting internal and external audits. This position works closely with operations, IT, and leadership to enhance accounting processes, improve efficiency, and provide reliable financial insights that support informed business decisions. The ideal candidate brings strong technical accounting expertise, effective people leadership skills, and a disciplined, continuous-improvement mindset. Essential Duties / Responsibilities: • Oversee daily accounting activities, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations., • Manage and review month‑end, quarter‑end, and year‑end closing activities to ensure timely and accurate financial reporting., • Maintain the integrity of financial data through ongoing review, reconciliation, and documentation of all accounting records., • Will be preparing internal financial reports, variance analyses, and supporting documentation for audits or external reviews., • Ensure compliance with GAAP, company policies, and applicable federal, state, and local regulations., • Implement and monitor internal controls to safeguard company assets and guarantee reliable financial information., • During audits will be preparing schedules, answering auditor inquiries, and resolving discrepancies., • Supervise, mentor, and develop accounting team members by providing training, guidance, and performance feedback., • Assign and coordinate daily tasks to ensure efficient workflow across AP, AR, and other accounting functions., • Foster a collaborative, high‑accuracy work environment focused on continuous improvement and accountability., • Identify opportunities to streamline accounting processes, improve efficiency, and strengthen internal controls., • Collaborate with IT to maintain and optimize accounting systems, support system upgrades, and reinforce data integrity., • Standardize procedures and documentation to support consistent and scalable accounting operations., • Work closely with operations and department managers to provide financial insights, resolve accounting issues, and support business initiatives., • Assist with annual budgeting and forecasting activities by providing accurate historical data and trend analyses., • Support inventory management processes, cost tracking, and accounting for variances as needed. Knowledge / Skills / Abilities (KSA’s): • Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Oral Communication--Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information., • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills., • Quality Management--Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness., • Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness--Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Diversity--Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics--Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Organizational Support--Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity., • Strategic Thinking--Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions., • Judgment--Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Motivation--Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity--Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Safety and Security--Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly., • Adaptability--Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation--Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Minimum Qualifications: Required: • Bachelor’s degree in Accounting, Finance, or a related field., • 5–7 years of progressive accounting experience, including at least 2 years in a supervisory or lead role., • Strong working knowledge of GAAP and core accounting processes such as monthly close, reconciliations, journal entries, and financial statement preparation., • Proficiency with ERP/accounting software and advanced Excel skills (pivot tables, lookups, reconciliations)., • Experience maintaining internal controls, accounting policies, and standard operating procedures., • Ability to analyze financial data, explain variances, and prepare management‑ready schedules and reports., • Demonstrated leadership ability, including assigning tasks, reviewing work, coaching staff, and managing deadlines., • Strong written and verbal communication skills with the ability to explain accounting matters clearly., • Excellent attention to detail, organization, and time‑management skills in a deadline‑driven environment., • Authorized to work in the United States.Preferred

• Mercor

  

  Remote General finance / accounting Evaluator - AI Trainer ($80-$120 per hour)

  3 months ago

  Tamarac

  About the role We are hiring expert Evaluators in General finance / accounting to review and assess AI-generated work products (documents, spreadsheets, and slide decks) for accuracy, rigor, and domain quality.

• Ledgebrook

  

  Remote Product Manager Finance Systems & ERP

  9 days ago

  Fort Lauderdale

  Collaborate with stakeholders across engineering, actuarial, underwriting, finance, and operations to understand needs and define roadmap priorities.

• Cedar

  

  Remote Sr. Data Analyst, Finance

  9 days ago

  Coral Springs

  Transition billing operational tasks from Data Engineering to Finance, per the Client Billing Operating Model:. Serve as Finance’s first line of response for client billing support questions. Build Finance reports leveraging the semantic layer maintained by Data Engineering.

• Contact Government Services

  

  Remote Finance Project Manager

  9 days ago

  Pompano Beach

  CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative. Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent manageme