accounting virtual assistants
Optimize your financial management with expert accounting virtual assistants
Our accounting virtual assistants specialize in managing the financial operations of insurance agencies. With expertise in key financial processes, our VAs ensure accuracy, efficiency, and compliance in all your financial transactions and reporting.
find my assistantOur accounting virtual assistants specialize in managing the financial operations of insurance agencies. With expertise in key financial processes, our VAs ensure accuracy, efficiency, and compliance in all your financial transactions and reporting.
the perfect fit for your company
Meet your bilingual, college-educated accounting virtual assistants, highly skilled in financial management within the insurance industry. They are trained in industry-leading AMS systems like Applied Epic, HawkSoft, and AMS360, ensuring seamless support for your daily administrative needs.
Accounting
- Conduct policy reviews to ensure all client information is current and accurate. Identifying key policy details (named insured, policy period, policy number, type of coverage, type of policies, premium, limits).
- Dec page, notice of cancellation/reinstatements, endorsements, audits.
- Overview of Epic, AMS360, Hawksoft. Navigation within systems (Home page, activities, locating clients/policies, attachments).
- Handle all aspects of premium finance agreements, ensuring compliance and accuracy.
- General accounting review (terminology, concepts like ACH, wire transfers, AR/AP, revenue, expenses, profit, etc.).
- Record keeping and documentation (transactions, customer/carrier refunds, commission payments, generating financial reports).
- Paying producer, broker, and carrier payables.Direct and agency bill review (transaction classification, invoicing, record payments, carrier payment).
- Return premiums, audits, policy corrections, and other financial reconciliations.
- Premium finance agreements (PFA, amortization table, minimum earned, APR).