Team Focus Insurance Group

Account Executive

• Own the end-to-end sales cycle: prospecting, discovery, solution positioning, negotiations, and closing.
• Drive new business acquisition with enterprise and mid-market accounts.
• Expand existing customer relationships through up-sell and cross-sell opportunities.
• Develop account plans for target accounts and build multi-stakeholder engagement strategies.
• Build trusted advisor relationships with executives, decision-makers, and champions.
• Ensure customer success teams are set up to deliver long-term value post-sale.
• Collaborate with marketing to optimize lead generation, messaging, and campaigns.
• Maintain accurate forecasting, pipeline hygiene, and CRM discipline.

Sales Account Executive

• Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements.
• Verify that submitted forms align with each state's unique regulatory needs.
• Execute filings on state websites or through platforms such as OPTins.
• Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.

Tax Associate

Accounting Manager

• Post daily cash receipts – including checks, ACH transfers, credit card payments, and other payment methods – to the correct policyholder accounts accurately and within the clients' contractual agreements
• Reconcile payments to invoices and identify discrepancies
• Research and resolve unapplied, misapplied, or unidentified payments promptly
• Process adjustments, refunds, policy cancellations, and chargebacks as needed
• Review and balance daily cash posting batches and reconcile totals with bank activity
• Maintain detailed and accurate transaction records
• Ensure compliance with company policies and financial controls
• Work closely with billing, underwriting, claims, and customer service departments to resolve payment-related issues
• Provide assistance to internal teams, customers, or agents regarding payment inquiries, overdue premiums, and account status
• Engage with internal teams to support business objectives and continuous improvement initiatives
• Contribute to cross-functional projects to streamline and enhance accounting and payment operations
• Serve as a point of contact for payment processing questions and escalations
• Reconcile cash batches and payment activity with bank statements and internal records
• Assist with the identification and resolution of payment discrepancies across internal and external clients
• Ensure full adherence to all regulatory, reporting, and internal control requirements
• Support audit requests by providing documentation and transaction detail as needed

Sales Account Executive

Tax Associate

Accounting Analyst