Oversee agency billing accounting operations, manage reconciliations and trust accounts, resolve discrepancies, support financial reporting and audits, lead process improvements, ensure regulatory compliance, and collaborate cross-functionally while advising and guiding team members.

Provide data entry support, complete applications, order loss runs, compile and maintain spreadsheets, follow directives from Customer Service Representatives, maintain client confidentiality, prioritize tasks, multitask under pressure, and use Excel/Microsoft Office. Growth may require obtaining a General Lines Agent Property and Casualty License.

Lead full‑lifecycle recruitment for wholesale insurance roles across North America: source passive/active candidates, manage interviews, negotiate offers, draft offer letters/NDAs, track recruiting activity, and support HR administrative tasks.