Senior Accountant

4 weeks ago


New York, New York, United States KORE INSURANCE HOLDINGS LLC Full time
Job Overview

KORE Insurance Holdings, LLC is a leading independent insurance partner that offers a unique experience for its clients. Our team of experts works closely with clients to understand their needs and deliver comprehensive solutions that unlock possibilities.

We are seeking a highly skilled Senior Accountant to join our team. As a key member of our team, you will be responsible for maintaining agent carrier portals, retrieving statements and invoices, and assisting with cash applications into the Applied Management System.

Responsibilities:

  • Maintain accurate and up-to-date records of agent carrier portals and retrieve statements and invoices in a timely manner.
  • Assist with cash applications into the Applied Management System, ensuring seamless premium trust management.
  • Process wires, checks, and e-payments with precision and attention to detail.
  • Conduct credit references and reconcile premium errors and adjustments on direct bill and agency bill.
  • Reconcile direct bill, collect past due commissions, and research and handle billing adjustments.
  • Assist with agency bill premium collections, including 30/60/90-day follow-ups.
  • Issue intent to cancels on agency bill and retrieve all return premiums for carriers and wholesale brokers.
  • Assist with premium financing and month-end accounting statements to all insureds.
  • Handle incoming emails and attachments, and assist with discrepancies with carriers and wholesalers.
  • Assist with Ivan's download commissions into the Applied System and all carrier statements and payables pertaining to agency bill.
  • Assist with distribution of notice of cancellations and follow all agency service fee agreements.
  • Input and do cash application pertaining to life and health, and assist with accounts payable.

Requirements:

  • Must have some insurance agency experience and knowledge of TAM or Epic Management Systems.
  • Excellent time management and teamwork skills, with strong Excel and MS Office skills.
  • Task management and accounting background, with room for growth.

We offer a competitive benefits package, including incentive for new business accounts, health, dental, vision, and life insurance benefits, 401(k) plan, 20 days of PTO, and 9 holidays. We are an equal opportunity employer committed to diversity and inclusion in the workplace.


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