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Insurance Client Support Specialist

2 months ago


Richmond Hill, Georgia, United States Taxplan Services inc Full time
Position Overview

As an Insurance Client Support Specialist at Taxplan Services Inc, you will play a crucial role in ensuring the accuracy and efficiency of our financial operations. Your responsibilities will include:

  • Verification of Data: Review figures, postings, and documents to ensure correct entry, mathematical precision, and appropriate coding.
  • Financial Record Management: Classify, document, and summarize numerical and financial information to maintain comprehensive financial records using journals, ledgers, or computerized systems.
  • Account Management: Manage debits, credits, and totals for various accounts.
  • Cash Handling: Receive, document, and deposit cash, checks, and vouchers securely.
  • Regulatory Compliance: Adhere to federal, state, and internal policies, procedures, and regulations.
  • Reporting: Compile statistical, financial, accounting, or auditing reports, including cash receipts, expenditures, accounts payable and receivable, and profit and loss statements.
  • Discrepancy Resolution: Identify and report discrepancies found in financial records.

This position requires a keen eye for detail and a commitment to maintaining high standards of accuracy in all financial dealings.