Performs insurance, third-party administrator, reinsurance, and mortgage investment accounting. Responsibilities include journal entries, general ledger reconciliations, financial statement analysis, regulatory and audit schedules, treaty review, reporting, and process improvements. Collaborates with IT, Actuarial, Legal, and other departments on accounting initiatives and system enhancements.

Provide phone, chat, and email support to insurance agents; process contracting and onboarding paperwork; assist agents with systems, products, and procedures; meet daily performance standards; and develop skills to transition into a client-facing sales role.