Accounting Support Tech Ii
CurrentWorks closely with multiple clients to troubleshoot TAM and Epic, accounting areas within the software for MGA and Wholesale insurance agencies. Has a vast knowledge of accounting practices. Regularly contributes to communication through creating/updating documentation for new/existing procedures or workflows. Provides efficient, effective and professional customer service through incoming calls, chats, and email. Manage multiple cases, identifying root causes of customer issues in order to create a proactive long-term resolution to retain customers and reduce attrition. Assigned special projects; webinars with 100+ users, teaching co-workers accounting topics and troubleshooting skill sets, structure reconfigurations, recording ACT classes, Fresh Starts.