King Insurance Partners

• Oversee accurate and timely application of customer and commission payments • Monitor bank balances and manage cash flow across multiple accounts • Ensure compliance with accounting standards and operational procedures • Monitor Bank Log Trackers and resolve reconciliation discrepancies • Ensure bank and DB Commissions deposits are posted correctly and promptly • Run daily processes in AMS360 and review GL reports • Assist the CA Team with applying funds and locating missing documentation • Respond to Carrier Payables and Direct Bill inquiries • Review and escalate issues from the Cash Receipts email inbox • Monitor suspense GL accounts and perform adjusting journal entries • Order deposit tickets and scanners for new acquisitions • Manage ePays, stale/flat checks, and Trust Deposits • Assist with ACH approvals and approve documented wire transfers • Prepare weekly Trust Cash Analysis reports for the Accounting Director and Accounting Sr. Controller • Perform and oversee bank reconciliations and review open items • Review aged customer reports, on-account balances, and over-90-day receivables • Provide commentary to senior leadership regarding older balances • Oversee the CA Team and implement procedures to improve efficiency • Conduct weekly team meetings, one-on-ones, and quarterly role reviews • Attend weekly team lead and all Accounting meetings with camera on

• Review carrier invoice and statement line items, including premiums, returned premiums, and commission credits • Verify commission percentages and correct errors • Prepare and post Account Current in AMS Company Center • Pay carriers for received premiums and process finance company payables and unearned commissions • Process return premium check requests, post transactions in AMS, and route approvals • Manage assigned agencies in the CP Weekly AR Ledger • Post payments, create AMS activities, and update ledger notes • Address older AP and AR items • Process urgent emails and create AMS360 activities/suspense records • Manage CP Inbox and branch folders for return premiums • Send remittance and payment emails to carriers and account managers • Attend weekly team and accounting meetings with camera on • In the absence of the CP Team Supervisor, monitor bank balances, resolve escalated issues, manage workflows, approve specified ACHs/check requests/EFTs under $50,000, and conduct weekly team meetings

• Conduct site visits and remote meetings with agencies to provide training on the features and operation of our AMS360 insurance agency management system. • Responsible for maintaining workflows, creating job aids, and promoting best practices. • Deliver both onsite and remote training courses for introductory and intermediate level users. • Timely and detailed responses to agency partners' support requests. • Assist in data clean-up before and after conversion. • Manage multiple projects with well-defined plans and deadlines. • Evaluate results and initiate changes to help achieve organizational objectives.

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers

• Provides high-level administrative support and assistance to the Executive Director and/or other assigned leadership staff. • Performs clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents for senior staff. • Arranges travel and accommodation for executives. • Schedules and attend meetings on behalf of executives, taking notes and recording minutes. • Receives incoming communication or memos on behalf of senior staff, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff. • Performs office tasks including maintaining records, ordering supplies, and performing basic bookkeeping. • Performs additional duties as assigned by executives. All other duties as assigned.

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers • Build a career with uncapped earning potential

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers • Build a career with uncapped earning potential

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers • Build a career with uncapped earning potential

• Build recurring income • Create long-term financial freedom • Develop meaningful business relationships • Be part of a high-growth organization • Learn from experienced leaders and top producers • Work with AI-enabled sales and service capabilities to focus on relationship building