2 jobs found in Santa Rosa, CA

Job Description Job Des cription   Job Titl e:   Account   Executive   Department:   Employee Benefits   Location:   West Division     About   Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.     Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines...

Summary  The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges, driving process improvements, and liaising with corporate team. Essential Functions Assist with calls from clients, brokers, and companies Collect and process payments Review and issue urgent or complex certificates of insurance Handle Broker of Record letters Prepare and provide finance quotes and finance agreements for clients Issue necessary cancellations Handle accounting discrepancies (commissions, broker fee, taxes, etc.) and accounting questions Create Notice of Cancellation letters (Acct) AP & AR - Review & manage Aging in conjunction with corporate accounting team Collections / E.P. follow up & request associated write offs Review new agencies and set up in agency database Evaluate...