Past Chairman IIANC Agency Management and Technology Committee
Member American Institute of Professional Bookkeepers
N.C. Property & Casualty License
B.S. Business Management - Western Governors University
CompTia Project+ certified project manager
About: Crystal M. Erlitz has been delivering expert insurance bookkeeping consulting for over 10 years. Beginning December 1, 2018 her business, C.M. Temple & Associates, partnered with HawkSoft, operating as HawkSoft Managed Services LLC, a wholly-owned subsidiary of HawkSoft, Inc. Crystal is passionate about helping her clients make informed decisions about their agency accounting operations. Her consultative approach is drawn from her extensive knowledge of using proper accounting principles with various management systems and learning what works and doesn’t work. Her specialty is working in HawkSoft and Applied TAM. Crystal consults and services over 100 agencies on trust and operational accounting, payroll, bank reconciliation, invoicing, and accounts receivable and payables. Agents are able to focus their resources on their core competencies while offloading their insurance accounting needs to a trusted partner.
Courtney B., Onboarding Specialist
Work Background / Certifications: Domestic/Intl Shipping Accounting
About me: I'm a Texas girl, dog lover/rescuer and a sports fanatic. I really love working with HMS because I am consistently learning something new, I also really love our clients.
Angeline ("Angie") P. , Bookkeeper
Work Background / Certifications:
Bachelors of Science in Accounting, York College- Jamaica NY ( 2009 to 2013)
Managed Accounts Payable ( Set up vendors, request W-9, entered bills and paid vendors)
Prepared multiple journal entries
Reconciled multiple accounts
Review and Analyze Financial Reports
Assisted in Year End Audits
Prepare 1099’s, Sales tax, Federal and State Tax
Provide Excellent Customer Service
About me: I love numbers and solving discrepancies. When I’m not working, I enjoy spending time with my family, trying new cuisine and running. One of my dreams will be to run marathons in different countries or State (London, Paris, Berlin, Tokyo, Italy and Greece).
Dawn M., Bookkeeper
Work Background / Certifications: Experience of 25+ years in accounting . VP of Finance & corporate controller for the Home Office of Eastern Insulation for 10 years. Experience in the Construction, Wholesale, Transportation and Advertising agencies.
About me: I believe in treating the company I work for as if it were my own. I am always analyzing procedures to see if there is a more efficient way to do them. I pride myself on doing the best job I can for our clients and my fellow workers.