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Skills: Accounts Receivable, Accounts Payable, Bank Reconciliations, Billing Services, Client Communication
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Specialist, Underwriting Services - Systems & Reporting, India
Bengaluru, Karnataka, India · On-site
Mid level
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Business Development Client Executive, Insurance Retail Vertical
Hartford, Connecticut, United States · Remote OK
$98k–$166k/yr
Senior
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Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you motivated by the challenge of aligning finance with long-term business vision? Come Join ReSource Pro! Your Role... …
Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you motivated by the challenge of aligning finance with long-term business vision? Come Join ReSource Pro! Your Role... …
Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a k…
Skills: Commercial Lines Insurance, Property And Casualty Insurance, Customer Relationship Management, Agency Management Systems, Microsoft Excel
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Skills: Customer service, Regulatory compliance, Client intake, Sales support, Written communication
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Full-time
Posted 3d ago
~40 hrs/week
Responsibilities
The role involves processing routine accounting tasks including accounts receivable, accounts payable, and bank reconciliations. Additionally, the associate handles client requests via email and collaborates with team members to improve processes.
Requirements
The candidate should possess a willingness to learn and develop skills in accounting and underwriting. Basic problem-solving abilities and professional communication skills are required to handle client interactions.
Full job description
UNLEASH YOUR BEST SELF JOIN. LEARN. ADVANCE. EARN
YOUR PASSION FOR EXCELLENCE STARTS HERE!!
1. Processing Accounting Support Tasks - 80%
Working under the director of supervisor, processes tasks related to client accounting and billing services.
Follows established processes and procedures to complete routine daily tasks related to Accounts Receivable and Accounts Payable, bank reconciliations, and reconciling the billing system to the underwriting system.
Exercise problem solving skills to resolve problems with low complexity. Escalate mid-to-high level complexity to senior team members and/or supervisor, as needed.
2. Client Service and Communication - 10%
Receives and handles client requests via inbound email.
Respond promptly to client needs, maintaining a high level of professionalism and ensuring a positive client experience.
Answers questions professionally and assists clients by completing a task or process for them.
3. Teamwork and Collaboration - 10%
Collaborates with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals.
Looks for opportunities to improve processes to better support client and build knowledge and expertise in underwriting.
If you have the willingness to learn and develop your skills, we have the right job for you. Let’s make a deal!
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Related keywords
Accounting ServicesInsurance MarketBusiness Process ManagementBilling SystemUnderwriting SystemClient ExperienceReconciliationsInsurance SolutionsFinancial Support
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and Licensingand Tech-Enabled SolutionsConsulting
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and Licensingand Tech-Enabled SolutionsConsulting