1 - Senior Accountant

2 weeks ago

Livingston, United States Coppertree Staffing Full time
Job Title: Senior Accountant

Location: Livingston, NJ

Industry: Insurance Agency

Salary: $90-100k

Job Summary:

In this role, the Senior Accountant will act as the Accounting Assistant to Accounting & Finance Manage and will work with day-to-day finance and accounting activities of a growing and fast-paced 80 person Commerical/Personal Insurance Agency. This person will wear many hats and be diversified in their skills. This is a great opportunity to come grow with a company and learn under a manager that cares

What you will do:

Accounting Assistant to Accounting & Finance Manager:
•Maintain Agent Carrier Portals and Retrieve Statements and Invoices
•Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.
•Wires, Checks, Epay payments.
•Assist with Credit References
•Input Direct Bill Billing
•Assist with Agency Billing
•Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.
•Assist with Agency Bill Premium Collections, 30/60/90 Day.
•Retrieve all Return Premiums for Carriers and Wholesale Brokers
•Assist with Premium Financing
•Assist with Month End Accounting Statements to all insureds.
•Handle incoming emails and attachments.
•Assist with Discrepancies with Carriers and Wholesalers and Insured's
•Assist with Ivan's download commissions into the Applied System
•Assist with all Carrier Statements and Payables pertaining to Agency Bill.
•Assist with Distribution of Notice of Cancellations.
•Follow all Agency Service Fee Agreements
•Input and do cash application pertaining to Life and Health.
•Must have agency experience and Knowledge of Tam or Epic Management Systems.
•Have 2-5 years agency experience is a plus.
•Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.
•Task Management and strong accounting background. Room for growth.

Required Skills/Abilities:
•Excellent Attention to Detail
•Excellent written and verbal communication skills.
•Excellent organizational and time management skills.
•Accounting background.
•Proficient in Microsoft Office Suite or similar software.
•Strong Excel skills
•Insurance Agency/Broker accounting

Preferred Abilities:
•Knowledge of Applied TAM or EPIC a plus

Education and Experience:
•Bachelor's degree in Accounting or Business Administration
•Five years or more of related experience work in accounting on the Broker/Agency Insurance industry in the absence of a related degree.

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