Insurance Office of America Benefits Overview

Support day-to-day accounts receivable activities including monitoring banking activity, applying cash deposits, reconciling payments, recording carrier payments, researching unapplied cash and aging items, responding to AR inquiries, maintaining documentation, supporting the general ledger, and improving cash application and reconciliation processes.

Provide administrative and customer-service support for commercial insurance accounts. Process policies, endorsements, audits, cancellations, certificates, invoices, and billing reconciliations. Maintain agency data, support new and renewal workflows, monitor activity and performance, communicate workload status to the account team, and promote continuous improvement and service excellence.

Partner with division sales and service leadership to lead budgeting, forecasting, month-end variance and investment analysis, revenue and payroll monitoring, KPI and book-of-business analytics, and prepare monthly financial reviews and reports to drive decision-making.