Who we are:

Synapse is an asset rich, independent specialty wholesale insurance brokerage dedicated to serving our retail partners and their valued clients. Our Mission is to provide the highest level of expertise and service in the specialty insurance marketplace by building and nurturing the best people and partnerships.

Synapse Services, LLC is a specialty wholesale insurance brokerage firm focused on the environmental and professional liability marketplaces, offering services to select retail brokerage firms through a non-traditional “resource” model. We are recognized for our technical and environmental expertise, industry experience and ability to broker and develop solutions for unique and complex commercial risks.

Our fast-paced culture is focused on putting the customer first, delivering a high standard of work product and creating a lifestyle and team-oriented environment for our employees.

Job Summary:

The Billing and Auditing Specialist is responsible for ensuring accuracy and compliance within the billing process while conducting audits to maintaining invoice integrity.

Essential Functions / Primary Responsibilities:

• Perform detailed audit of invoice against internal coding sheets and other supporting documentation.
• Review and verify billing information such as account name, policy number, billing address, carrier information, commissions, and taxes and fees.
• Identify and report errors within the company software for errors on the issued coding sheet.
• Prepare and issue invoices within the company software.
• Stay up to date on internal billing process and changes.
• Participate in department meetings as required.
• Communicate internally with producers, marketers to ensure accuracy.
• Additional clerical duties as needed.

Must Possess the Following Skills:

• Expert communication skills, written and verbal, with the ability to demonstrate strong business email etiquette.
• Must demonstrate an ability to problem solve complex invoicing issues with team members and management.
• Must be customer service friendly.
• Have great time management and organizational ability.
• Demonstrate the ability to work as a member of a team.
• The compacity to work with and without supervision.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computer, phones, photocopiers, filing cabinets and fax machine.

High-pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

Other Duties:

This job description is intended to describe the level of work required by the person performing the work of the positions and physical requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties.

Who we are:

Synapse is an asset rich, independent specialty wholesale insurance brokerage dedicated to serving our retail partners and their valued clients. Our Mission is to provide the highest level of expertise and service in the specialty insurance marketplace by building and nurturing the best people and partnerships.

Synapse Services, LLC is a specialty wholesale insurance brokerage firm focused on the environmental and professional liability marketplaces, offering services to select retail brokerage firms through a non-traditional “resource” model. We are recognized for our technical and environmental expertise, industry experience and ability to broker and develop solutions for unique and complex commercial risks.

Our fast-paced culture is focused on putting the customer first, delivering a high standard of work product and creating a lifestyle and team-oriented environment for our employees.

Job Summary:

The Account Manager works as an integral part of the Marketing Team to enhance client relationships and service while focusing on the clients’ daily needs. You will coordinate service, account renewal marketing, claims communications, administration and provide consultative guidance for your assigned accounts, as applicable with assistance from Synapse Producer and/or Reporting Manager. Individual needs to be able to communicate and interface with customers and internal brokerage team, follow directions, and provide critical thinking. Be able to manage multiple “projects” in various phases of process, from supporting new business opportunities to insurance policy binding. Understand and promote agency initiatives; to contribute to and enhance the agency’s reputation in all actions.

Essential Functions/ Primary Responsibilities:

• Always exhibit superior customer service traits: Accommodate client requests, facilitate servicing needs & exceed expectations across all brokering-related
• Communicate with carriers/underwriting/producers and brokers regarding renewals, audits, carrier recommendations, and quote negotiation on existing and new business
• Coordinate re-marketing of accounts: Gather and compile exposure information from the client &

• Responds to clients’ needs by producing appropriate paperwork within timeframes outlined in procedures.
• Help clients with making coverage changes in a timely fashion.
• Assist the accounting team in collecting premium and commissions from agents, as needed.
• Works independently recognizing and utilizing available resources and technology.
• Review policy, endorsement, or audit discrepancy forms, proactively order any necessary corrections from carrier and ensure documents are sent to client on a timely basis.
• Maintain the accuracy and integrity of both electronic and non-electronic data.
• Must adhere to pertinent laws, regulations, Synapse’s Compliance Policy and external compliance requirements.

Knowledge, Skills and Abilities:

• Property & Casualty license is required within six months of hire date.
• Knowledge of insurance markets, rating procedures, coverages, and industry operations to effectively manage, maintain, and service assigned client and prospect.
• Exceptional interpersonal relations and communication skills.
• Goal and detail oriented: sense of urgency and ability to meet client and producer expectations through well executed time management skills.
• Ability to utilize computer and understand functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency.
• Knowledge and ability to perform technical tasks to expedite client service.
• Must maintain a valid driver’s license or have transportation available when needed to be able to leave for calls, meetings and/or visits.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computer, phones, photocopiers, filing cabinets and fax machine.

• High-pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

Other Duties:

This job description is intended to describe the level of work required by the person performing the work of the positions and physical requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties.