Internal operations manager- Central Region

About Us:
Wholesure is a leading insurance wholesaler committed to operational excellence, efficiency, and innovation. Our Internal Operations team plays a crucial role in maintaining seamless processes, ensuring financial accuracy, and supporting cross-functional teams. We are seeking a highly organized and detail-oriented Internal Operations Manager to oversee and optimize internal workflows.

Job Summary:
The Internal Operations Manager will be responsible for overseeing and improving internal processes related to financial operations, billing, system management, and cross-department coordination. The ideal candidate will have strong analytical skills, attention to detail, and the ability to manage multiple priorities effectively. This role requires an understanding of department-specific challenges and the ability to implement solutions that enhance operational efficiency.

Key Responsibilities:

• Review and analyze AR/AP spreadsheets.
• Manage high-volume internal emails, particularly with billing partners, to ensure seamless communication.
• Identify and correct discrepancies in invoices, policies, and financial records.
• Troubleshoot rating platform issues/errors.
• Handle billing type changes, ensuring cancellations and policy adjustments are processed correctly.
• Work with direct bill vendors on process improvement and troubleshooting.
• Oversee manual invoice creation
• Maintain and update records in IMS, ensuring accuracy and compliance.
• Investigate and resolve balance discrepancies related to commissions, misapplied funds, and missing credits.
• Collaborate with IT to improve system processes and address operational challenges.
• Manage refund requests and work with carrier statements to ensure timely payments.
• Provide guidance to team members on unique operational challenges, explaining root causes and solutions.
• Attend meetings and provide insights on improving internal processes and financial operations.

Qualifications:

• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
• 5 years of experience in insurance operations, financial management, or a related field.
• Strong analytical skills, multitasking ability, and attention to detail.
• Ability to identify and resolve discrepancies in financial and policy-related data.
• Excellent communication skills, with experience handling high volumes of internal correspondence.
• Proficiency in agency management systems, billing platforms, and process automation tools.
• Experience collaborating with IT teams on system improvements and issue resolution.
• Strong problem-solving skills and the ability to manage multiple priorities effectively.

Why Join Us?

• Opportunity to play a critical role in optimizing internal operations and driving efficiency.
• Work with a supportive and experienced leadership team.
• Competitive salary, benefits package, and performance-based incentives.
• Career growth and professional development opportunities within a leading insurance wholesaler.

If you are a detail-oriented operations professional with a passion for improving internal processes, we invite you to apply and join our team at Wholesure!

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