
51 - 200 employees
👥 HR Tech
💸 Finance
Consulting • HR Tech • Finance
Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.
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51 - 200 employees
👥 HR Tech
💸 Finance
Consulting • HR Tech • Finance
Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.
• Accurately record and post DB payments in AMS360 • Maintain detailed documentation and reporting for audit and compliance purposes • Reconcile carrier DB statements and resolve discrepancies • Pull statements from carrier websites • Monitor accounts to ensure timely processing and posting of all transactions • Act as a liaison between carriers, clients and internal staff regarding billing matters • Timesheets submitted daily and all-time entries include detailed notes • Keep an accurate record of time spent on each task using timers • Non-billable admin time should be 10% or less than the total time worked • Attend/participate in all required meetings • Clock in/out according to policy • Find opportunities to prevent loss to Angela Adams Consulting and Angela Adams Consulting Clients • Plan, coordinate, and organize work effectively • Adhere to Angela Adams Consulting core values • Adhere to Angela Adams Consulting employee guide – maintain confidentiality, limit absenteeism, communicate schedule changes with the manager • Update individual performance plan monthly to achieve your own goals and track your own results • Complete assignments on time • Assist other employees during uneven workload • Work as part of the team and cooperate with others
• One year insurance experience • Basic AMS360 Knowledge • Microsoft Office experience • Excellent attention to detail and problem-solving skills • Strong communication and customer service abilities.
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