Entrata

General

• Provide utility and invoice management services to a portfolio of clients
• Track monthly client invoices and ensure timely receipt
• Optimize invoice receipt methods for fastest possible receipt
• Coordinate with utility providers to resolve discrepancies and invoice-related issues
• Scan physical invoices received through the mail daily
• Ensure compliance with tax regulations, accounting standards, and company policies
• Assist team members as needed
• Partner with other departments when taking on new properties to ensure a smooth transition
• Collaborate with the Utility Service Manager and internal teams to meet client needs
• Meet department metrics and KPIs
• Participate in developing and implementing invoice management best practices
• Communicate with clients during implementation via email and phone

Invoice Acquisition Specialist

Account Manager

• Own end-to-end relationships with insurance carriers and MGAs across HO4 renters, master policy, and device insurance lines
• Source, evaluate, and onboard new carrier partners based on appetite, pricing competitiveness, and geographic coverage needs
• Negotiate contract terms, commission schedules, and binding authority agreements
• Monitor loss ratios, retention, complaint ratios, and other book performance metrics
• Serve as the primary escalation point for carrier-side service, claims, or underwriting issues
• Partner with Compliance and Legal on state licensing, appointments, and admitted/non-admitted carrier requirements
• Coordinate with Product and Engineering on carrier system integrations, rating updates, policy data feeds, and API connections
• Track and report carrier performance, commission accruals, and program health to leadership
• Stay current on personal lines market trends, carrier appetite shifts, and regulatory changes
• Represent Entrata at carrier and industry meetings, conferences, and renewal negotiations
• Establish, grow, and optimize strategic partnerships with insurance carriers and MGAs
• Evaluate financial and operational risk data to guide action
• Manage cross-functional alignment with technical, product, and legal teams
• Act as an internal expert on personal lines insurance market changes and regulatory updates
• Report to the Head of Insurance

Carrier Relations Manager

Insurance

• Develop and maintain strong relationships with clients in a dynamic, fast-paced sales environment
• Handle incoming lead calls to assess customer needs, cross-sell and upsell products, and present tailored insurance solutions
• Provide timely and accurate responses to client inquiries via phone, email, and chat
• Assist with policy changes, renewals, and claims inquiries while complying with procedures and regulations
• Maintain accurate records of client interactions and policy documentation
• Collaborate with internal teams to resolve complex issues and enhance client experiences
• Attend training sessions and team meetings
• Communicate professionally across phone, email, and chat channels
• Maintain active insurance licenses and complete ongoing education requirements
• Analyze client needs and recommend compliant insurance products
• Prioritize tasks, meet deadlines, and manage workload efficiently
• Use approved GenAI tools to accelerate high-value deliverables
• Audit AI outputs for factual accuracy, brand alignment, and hallucinations
• Protect proprietary and personally identifiable information from unauthorized AI models
• Craft clear, context-rich prompts for consistent, high-quality results

Insurance Sales Agent

• Build and maintain strong, long-term relationships with key stakeholders within assigned strategic accounts.
• Develop account plans and execute account strategies for growth, retention, upsell, and alignment with company goals.
• Collaborate with Sales, Implementation, Support, and other internal teams to deliver high-quality client experiences and successful product/service delivery.
• Understand client business objectives, challenges, and operations to position Entrata solutions effectively.
• Provide consultative guidance on best practices, industry trends, and product utilization.
• Identify and pursue account expansion and revenue growth opportunities.
• Communicate product updates, new features, and relevant developments to client stakeholders.
• Analyze account data to identify trends, performance gaps, and improvement opportunities.
• Maintain ongoing communication to ensure client satisfaction and retention.
• Apply sound judgment and problem-solving skills to resolve complex client issues.
• Maintain professional interactions with internal and external stakeholders.

• Perform complex account reconciliations and lead resolution of high-priority discrepancies
• Handle escalated chargeback disputes, reversals, and adjustment requests with minimal supervision
• Provide expertise in ACH and Check 21 return processes while ensuring regulatory compliance
• Identify trends in failed payments and settlement distributions and implement solutions
• Collaborate with clients, banking partners, and internal stakeholders on critical or sensitive issues
• Contribute to process improvements that enhance payment-operation accuracy, efficiency, and compliance
• Mentor and train less experienced team members
• Independently resolve complex reconciliations, chargebacks, and adjustment cases
• Manage escalated payment issues and client inquiries using judgment and initiative
• Communicate with external and internal stakeholders on high-impact matters
• Act as an informal team leader and support cross-functional initiatives

Invoice Acquisition Specialist

Carrier Relations Manager

Insurance Sales Agent

Account Manager

Senior Payment Specialist