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Accountant/commercial Insurance

4 months ago


Moreno Valley, United States Elizabeth's Insurance and Financial Services Full time

**Accountant/Commercial Insurance**:
**Elizabeth’s Insurance, Moreno Valley**

**Employment Type: Full Time paying $25 - $35 per hour depending on experience.**

**About You**:
You are ready, willing and able to help others become more effective and successful. You believe that your individual success is tied to the results of the team. You are an empathic individual with a high degree of sincerity. You are detail oriented as well as service oriented and follow through on projects, always doing your homework prior to a meeting or event. You have excellent listening skills and are perceived as a person with an active interest in the opinions of others. Your style is natural and genuine. You persuade others by offering empathy, understanding and friendship. You are able to handle both the human side and the task side of the job. You are comfortable with talking to people on the phone and using a computer all day, so you are very computer literate. Love to work with numbers and know accounting well. You desire to be part of a team and want to be part of the solution and not the problem. If this sounds like you, please read on.

**About Us**:
We are a Christian woman and family-owned business, whose core values are to always demonstrate integrity in every transaction. We are a team of people helping people. Our independent insurance business has been established for over 16 years, our CEO has been in the insurance industry 27 years we are trusted, dependable, and valuable asset to the trucking industry with over 20 employees and multiple locations. Our success is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. We assist our clients with starting their business, processing permits, IRP registration, commercial insurance, financing and more. We also invest our time and money by helping charities both local and abroad. As an independent insurance agency, we work for our clients, not one insurance company.

Our hours are Monday thru Friday either 7:30 - 4:30, 8:00 - 5:00 or 8:30 - 5:30, 9:00 - 6:00. You will l be asked to work one Saturday per month and may be asked to work occasionally during an evening. We will train the right individual.

**Responsibilities**:

- Making payments to insurance companies
- Manage commission statements
- Tracking within a proprietary software program
- Client Refunds
- New Business Processing
- Promptly respond to either on the phone or electronically.
- Maintain accurate files and process routine correspondence between our agency and companyboth paper records and on our different software programs.
- Assist with other office duties as they arise and are needed.

**Qualifications**:

- High school diploma or GED is required. Must have an accounting certificate or degree.
- Must be computer literate, type quickly and accurately.
- Must have previously worked in a business office environment.
- Patient, respectful, reliable, trustworthy, supportive, articulate, kind, ethical and honest.
- Organized, structured and punctual and will follow the rules
- Knowledge of insurance policies, computer systems, carriers, and processing is considered a plus.
- Strong analytical, interpersonal, and communication skills are required.
- Proficient with Microsoft Word, Excel, Outlook and a calculator.
- Having an insurance license is not required but desired.
- Knowledge of insurance policies, computer systems, carriers, and processing is considered a plus but is not required.
- Bilingual isn’t required but is a plus as most clients speak Spanish and team members speak both English and Spanish.

**Experience Requirements**:

- Previous experience in commercial insurance for at least 2 years is a requirement.
- Certificate or degree in accounting is a plus.

**Wages and Compensation**:
We offer competitive wages between $25 - $35 depending on experience and if you already have an accounting certificate or degree. We offer the following benefits: Health, dental and vision benefits. 401K with a 3% match regardless of contribution. 5 days paid vacation. Holiday & Sick pay. Bonuses for a job well done when numbers are met with accuracy.

Pay: $25.00 - $35.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Experience level:

- 2 years

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus opportunities

**Experience**:

- accounting: 2 years (required)

Work Location: In person