Moshe Spiegel

Bookkeeper – MGI Brokerage, 2023 – Present

• Manage all payments to insurance carriers, making sure everything follows contracts and stays compliant.
• Oversee banking and account reconciliation to improve cash flow, and keep finances on track.
• Handle premium financing and commission collections to ensure accurate records and timely payments.

• Managed client billing processes, ensuring accuracy and alignment with service plans.
• Delivered financial reports, and supported account renewals and upsells through strong client relationships.
• Streamlined sales operations and improved workflow efficiency across billing and support processes.

• Collected and managed student tuition payments and tuition contracts.
• Processed payroll accurately, and handled budgeting tasks.
• Identified and helped cut unnecessary expenses to improve financial efficiency.
• Supported smooth daily operations, and maintained organized financial records.