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 crossfunctional teams. We are seeking a highly organized and detailoriented 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 crossdepartment 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 departmentspecific challenges and the ability to implement solutions that enhance operational efficiency.

Key Responsibilities:

• Review and analyze AR/AP spreadsheets.
• Manage highvolume 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:

• Bachelors 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 policyrelated 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 problemsolving 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 performancebased incentives.
• Career growth and professional development opportunities within a leading insurance wholesaler.

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

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