Accounting Representative
5 days ago
We are a family-owned and operated insurance broker and consulting firm based in the United States. Our company specializes in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers' Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance.
Our mission is to put people - our clients and employees - first. As a privately-owned company, our motto has always been: "No Shareholders, Just Transparency."
We operate on three main core values: Empathy, Energy, and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that "extra mile" to solve our clients' challenges.
We take pride in caring for our employees. We've been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service for our employees is 11 years.
About the RoleWe are seeking an Accounting Representative to join our team. This person will report to the Accounting Department Supervisor.
ResponsibilitiesKey Responsibilities:
- Responsible for Customer Receivables:
- Reconciliation of customer accounts
- Monthly meetings with Producers to review collections
- Keeps receivables under 30 days
- Allocation of checks and EFTs received for daily deposit
- Prepare and draft Finance Agreements
- Responsible for Insurance Company/Brokerage Accounts Payables:
- Reconciliation of company statements and invoices
- Timely payment to over 200 companies monthly
- Process payment via wire and/or ACH on daily Bank deadlines
- Responsible for Commission Receivable:
- Reconcile and record company commission statements
- Verify commissions received
- Vendor Payables:
- Pay vendor invoices timely
- Allocate invoices to proper general ledger account
- Create and record various journal entries
- Assist Accounting Supervisor and/or SVP of Finance with projects and initiatives
- Handles requests from producers, insureds, and management
- Maintains effective and professional relationships with clients, vendors, and other employees
Requirements:
- Bookkeeping experience
- Excellent communication skills
- Comfortable working with various office equipment, including the computer
- Microsoft Office
- College Degree preferred
- Dependable and reliable
- Flexible and Positive
We Offer:
- Competitive Pay
- Health and Welfare Programs Including Medical, Dental, and Vision Insurance
- Retirement and Income Protection Programs, including a 401k plan
- Work/Life Balance Including PTO, Holidays, and Remote work opportunities
- Career Advancement Opportunities
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