Premium Accounting Advocate
4 weeks ago
Position Overview
The Premium Accounting Advocate’s main responsibility is to act as the single point of contact for the regions and markets they serve. This includes maintain a high level of satisfaction by ongoing and open communication via phone, meetings, or office visits. Resolve issues through coordination with the other leaders within Premium Accounting, you will be assigned branches that you will be the key liaison for that branch with all topics related to Accounting. This position requires the ability to be able to understand the client’s needs in order to adequately develop solutions that create client satisfaction. Typically requires 3 -5 years of experience in the accounting field.
Essential Duties and Responsibilities Single point of escalation for the regions and markets assigned Involvement in newly acquired branches to promote a smooth onboarding to the Premium Accounting Team, as assigned Ensure the retail offices that we serve maintain a high level of satisfaction with the services provided by the Premium Accounting Team by having regular check in calls Provide associate feedback provided by the office to the Direct and Head of Premium Accounting, with recommendation on associate coaching Weekly/Monthly meetings with Service Leaders within each area via Teams/Zoom to review upcoming large/complex billing, challenges faced, and other opportunities Identify, organize and conduct pre renewal meetings as needed for specific client needs Identify process breaks and work with the Quality Assurance Manager to develop workshops or process improvements Key player in documenting and establishing process and procedures for the team. Other tasks and projects as needed Requirements High School diploma or equivalent required College degree in accounting/business management preferred Prior team facilitation and management experience preferred Minimum 3 years of Service within the Premium Accounting Team preferred Customer Service Skills, excellent interpersonal & team building skills Complete knowledge of accounting principals and practices with the Premium Accounting Team Ability to consistently maintain a positive and professional attitude with the ability to motivate others Individual that is self motivated and presents themselves professionally Takes initiate to learn new things and actively pursues opportunities to improve the current processes Ability to maintain confidentiality concerning departmental issues and/or staff members Recognizes the urgency to assigned tasks and commits to personal overtime when necessary Ability to communicate well with staff, field offices and senior management ability to negotiate and influence others Ability to work effectively under stress and deadlines Conflict resolution skills, time management and organizational Strong written and verbal communication skills Advanced Microsoft Office skills, especially in Excel Applied Epic management system experience is required.
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