Agency Bill Accounting Specialist
4 weeks ago
This position plays a crucial role in managing the agency bill process, ensuring timely payments to insurance carriers. The successful candidate will be responsible for performing various accounting tasks that contribute to maintaining the agency's financial health.
About You- You are analytical, with strong math skills and the ability to collect and research data. Your intuition and experience will complement your analytical skills.
- You are a problem solver, able to gather and analyze information skillfully and work well in group problem-solving situations.
- You are passionate about teamwork, able to balance team and individual responsibilities, exhibit objectivity and openness to others' views, and contribute to building a positive team spirit.
- You look for ways to improve and promote quality, demonstrating accuracy and thoroughness in your work.
- You have excellent oral and written communication skills, able to listen and get clarification, respond well to questions, and participate in meetings.
- Process check requests submitted by staff to return premiums to clients, overpayments of premiums to clients, advances of premium to company or broker, or commission/return premiums to finance company.
- Coordinate with staff to ensure client payments are applied to transactions and remitted to insurance carriers by their due date.
- Reconcile and pay insurance company statements and invoices, confirming payments are accounted for and correctly posted. Monitor credits owed and received from insurance carriers.
- High school diploma or equivalent.
- One year of related experience.
- Proficient in Excel and Microsoft Office suite, with an aptitude for learning new software and systems.
- Preferred Qualifications: Associate's or Bachelor's degree in Accounting, 3 years of experience working in an accounting department, previous property & casualty insurance experience, and Applied Epic Insurance software experience.
We are committed to creating a positive and productive work environment at Watkins Insurance Group. Our employees drive the success of our agency, and we take pride in developing internal talent by providing multiple educational channels. We have been named a Top Workplace for 13 consecutive years and offer a strong total reward package, including competitive pay, bonuses, generous paid time off, and 401(k) benefits.
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