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4 results for Records Manager in Loveland, CO

Account Manager

Denver, CO
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are seeking a detail-oriented and proactive Assistant Account Manager to join our dynamic team. This role is essential in supporting multiple Account Managers with client-specific tasks and ensuring the smooth execution of service deliverables. The ideal candidate will thrive in a collaborative environment and be eager to learn and grow within the insurance industry.Key Responsibilities:<ul><li>Assist Account Managers with day-to-day client service tasks</li><li>Prepare and maintain client documentation and records</li><li>Coordinate with internal teams to ensure timely delivery of solutions</li><li>Support the development of customized insurance programs</li><li>Handle administrative duties related to client accounts</li></ul>This is role is 100% in office.
2026-05-31T00:00:00Z

Account Manager

Denver, CO
onsite
Permanent / Full Time
60000 - 70000 USD / Yearly
Robert Half has partnered with a great company in Lakewood in search of an Account Manager! The Account Manager position is a great role for someone looking to grow their start and grow their career with a wonderful organization! The Account Manager position is paying $60,000-$70,000+ bonus! The Account Manager will be responsible for the following: <ul><li>Work in a team environment to assist colleagues with client and prospect needs for insurance coverage, program design, pricing structure and accounting functions</li><li>Assist Sr. Account Managers with administering multiple lines of commercial insurance, including property and liability programs</li><li>Performs routine data entry and MS Excel manipulation</li><li>Process monthly resident liability insurance program reports in MS Excel</li><li>Invoice individual properties in Agency Management System</li><li>Assist Sr. Account Managers with managing clients and carriers on day-to-day communication for policies endorsements, audits, accounting, and billing</li><li>Prepare claim reimbursement files including maintain loss run by client as may be required</li><li>Prioritize fluctuating workload to meet specific SRP and client/Sr. Account Manager needs as may be required</li><li>Other duties and special projects as may be required</li></ul>Requirements for the Account Manager include:<ul><li>Bachelor's Degree in Business, Finance, Economics or related field</li><li>2+ years of work experience ideally as an Account Manager, Account Executive or similar experience</li><li>Proficient with pivot tables & vlookups in MS Excel</li><li>Eager to learn & grow</li></ul>If interested in the Account Manager position, please click "Apply Now" below!
2026-05-17T00:00:00Z

Revenue Manager

Broomfield, CO
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for three interim resources to support a project with a SaaS company based in Denver, Colorado. This opportunity is well suited for hands-on, detail-oriented individuals who can oversee complex revenue activities, strengthen accounting accuracy, and provide reliable financial insight in a fast-moving environment. The ideal candidates bring deep knowledge of revenue recognition standards, billing operations, and enterprise SaaS models, along with the ability to contribute quickly during a 3+ month assignment. Responsibilities:• Lead day-to-day revenue accounting activities for SaaS offerings, ensuring complete and accurate financial reporting across contract lifecycles.• Apply ASC 606 guidance to evaluate customer arrangements, document conclusions, and maintain compliance in revenue treatment.• Review billing and accounts receivable processes to improve accuracy, resolve discrepancies, and support timely cash collection.• Manage deferred revenue schedules and reconcile related balances to the general ledger on a regular basis.• Partner with finance, accounting, and operational stakeholders to address revenue-related questions and support project objectives.• Use systems such as NetSuite and Maxio to monitor transactions, maintain data integrity, and produce revenue reporting.• Analyze existing workflows and recommend process improvements that strengthen controls and support efficient revenue operations.• Assist with project-based initiatives tied to revenue processes, including system-related changes when needed during the engagement.
2026-05-28T00:00:00Z

Office Manager

Denver, CO
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
Robert Half is partnering with a boutique, relationship-driven financial services firm in Denver to hire an experienced Office Manager / Administrative Assistant. This is an excellent opportunity for a polished administrative professional who enjoys working in a small office environment and thrives in a highly collaborative, client-focused setting. This position supports the owner/founder directly and plays a critical role in day-to-day office operations, client service, scheduling, administrative coordination, and overall office management. The ideal candidate will bring prior experience from the investment advisory, wealth management, insurance, or broader financial services industry and be comfortable wearing multiple hats in a small business environment. Key Responsibilities:<ul><li>Manage day-to-day office operations and administrative functions</li><li>Support client communications, scheduling, and service requests</li><li>Coordinate calendars, meetings, documentation, and reporting</li><li>Assist with operational and compliance-related administrative tasks</li><li>Maintain organized records, files, and office systems</li><li>Provide high-level administrative support to ownership and leadership</li><li>Help create a professional, welcoming, and highly organized office environment</li></ul> Qualifications:<ul><li>3+ years of experience in an Office Manager, Administrative Assistant, or similar role</li><li>REQUIRED: Prior experience within investment advisory, wealth management, insurance, or financial services</li><li>Stable work history with demonstrated tenure in prior positions</li><li>Strong organizational skills, professionalism, and attention to detail</li><li>Ability to work independently in a small office setting</li><li>Positive attitude and enthusiasm for supporting a close-knit team environment</li></ul> Preferred Qualifications:<ul><li>Series 7 and/or Series 66 licenses</li><li>Candidates without licenses should be open to obtaining them in the future</li></ul> Compensation & Benefits:<ul><li>Competitive compensation package</li><li>Medical, dental, and health benefits</li><li>PTO and retirement plan</li><li>Additional benefits details to be provided during the interview process</li></ul> Please contact Chuck Bustos with Robert Half at 303-931-4005 (phone/text) for more information and / or apply here for immediate consideration! You can also email chuck.bustos at roberthalf com or find me on LinkedIn ("Chuck Bustos with Robert Half")
2026-05-26T00:00:00Z