Teams at INSURICA, Inc.

Manage banking relationships, global cash operations, cash forecasting, debt portfolio and covenant compliance, letters of credit, and shareholder lifecycle tasks (capital table, equity reconciliations, distributions, partner communications). Lead treasury process improvements, support accounting teams, and maintain internal controls and documentation.

Manage employee benefits client accounts including marketing renewals, processing policy changes, verifying rates, maintaining records and expiration control, servicing clients and carriers, assisting producers, and participating in training and licensing maintenance.

Serve as strategic advisor and relationship manager for assigned commercial insurance clients, driving retention, satisfaction, and account growth through additional coverage placement, renewals, carrier negotiations, service leadership, and occasional operational tasks while ensuring compliance and maintaining industry knowledge and licenses.