The specialist manages direct bill payments, including reconciling statements, posting payments, and resolving financial discrepancies. They also serve as the primary contact for billing inquiries for clients, carriers, and internal teams.
Serve as a trusted advisor to independent insurance agencies to improve operations, workflows, and performance. Deliver tailored consulting and training services while guiding teams on the use of modern agency management systems.
Manage assigned client relationships and oversee accounting functions to deliver accurate financial reporting and month-end analysis. Delegate tasks to junior staff while ensuring contractual obligations and firm profitability are maintained.
Provide remote customer service representative services for commercial and personal insurance lines to agency clients. Ensure contractual obligations are met through accurate work completion, proactive communication, and strict client confidentiality.
Serve as a financial partner for independent insurance agencies by providing financial oversight, accurate reporting, and actionable insights. Manage client accounts, reconcile general ledgers, and collaborate with CPAs on year-end financial reporting.
