Accounts Receivable

• Generate agency and direct-bill invoices for new policies, endorsements, renewals, and cancellations • Preparing invoices for clients based on the services availed, identifying and resolving the billing error, issuance of credit notes with proper authorization, resolving customer disputes on billing, ensuring all income is accrued and accounted, sending the invoices to the customer • Accurate and timely receipt, posting, and reconciliation of direct bill commissions from insurance companies on a daily, weekly, and monthly basis, Process corrections and changes to broker commission rates as necessary. investigate and resolve issues not limited to commission discrepancies, and follow up on outstanding items • Coordinate with servicing and producers for missing or incorrect billing data. • Investigate and resolve billing discrepancies with clients or carriers • Maintain accurate documentation and compliance with regulatory and internal standards.