Accounting Liaison

6 days ago


Woodbridge, New Jersey, United States World Insurance Associates LLC Full time

Job Summary

The Premium Accounting Advocate plays a critical role in ensuring the success of our clients by serving as a single point of contact for regions and markets. This position requires strong communication and problem-solving skills, as well as the ability to understand client needs and develop solutions that drive satisfaction.

Key Responsibilities

  • Act as the primary point of escalation for regions and markets assigned
  • Collaborate with other leaders within Premium Accounting to resolve issues and ensure seamless service delivery
  • Develop and maintain strong relationships with clients to understand their needs and preferences
  • Provide regular check-in calls to ensure client satisfaction and identify areas for improvement
  • Conduct pre-renewal meetings to identify opportunities for growth and improvement
  • Identify process breaks and work with the Quality Assurance Manager to develop workshops or process improvements
  • Document and establish processes and procedures for the team

Requirements

  • High School diploma or equivalent required
  • College degree in accounting or business management preferred
  • Minimum 3 years of experience in accounting or a related field
  • Excellent communication and interpersonal skills
  • Ability to work effectively under stress and deadlines
  • Conflict resolution skills and time management
  • Strong written and verbal communication skills
  • Advanced Microsoft Office skills, especially in Excel
  • Applied Epic management system experience required

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