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Accountant
4 months ago
Duties and Responsibilities:
• Responsible for timely premium accounting and/or commissions processing and
reconciliations. This is inclusive of the entire agency lines of coverages – Commercial
Insurance, Personal Insurance, Employee Benefits, and Surety.
• Handling of agency receivables and tracking
• Handling of agency payables and tracking
• Perform general ledger activities and balance sheet reconciliations
• Compile and analyze financial and operational data.
• Prepare various financial reports and regulatory filings.
• Serve as main point-of-contact for banking activities.
• Work closely with agency-hired CPA firm.
• Document and maintain client files in agency management system
• Comply with Agency Procedures & Adhere to agency service standards and timelines
• Utilize agency technology and software applications including agency management systems,
document management systems and workflows
• Perform other duties as assigned by management
Qualifications:
• Bachelor’s degree in Accounting preferred or regular work experience
• General knowledge of independent agency insurance transactions
• Minimum of 2 years in an accounting role
• Strong analytical skills
• Able to multi-task efficiently in a fast-paced environment
• Detail orientated and organized
• Demonstrated proficiency in basic computer applications such as Microsoft Office software
products.
• Ability to work without close supervision.
• Knowledge of AMS360 preferred
What to expect:
• Competitive salary
• Health, vision, and dental benefits
• Life Insurance and disability benefits
• 401k with employer match
• Generous PTO policy
• Schedule that includes remote days
Apply
Unless noted above, applicants MUST be authorized to work in the US without Visa Sponsorship. US citizens and Green Card holders ONLY. We do not provide relocation assistance for those living outside the continental US. Please only click apply if you meet the specific requirements of the job listing, you are able to work in the location listed, and are comfortable with the salary range indicated above. Thanks for your interest. We look forward to working with you.
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