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Senior Accountant
2 months ago
AIA, an Alera Group Company, is seeking a Senior Accountant to play a key role in the timely and accurate processing of agency financial transactions.
Key Responsibilities:- Commission Processing: Process commissions and commission-related payments using agency commission processing system to facilitate accurate and timely reporting to operations and financial stakeholders.
- Accounts Receivable: Prepare and distribute invoicing to clients, monitor accounts to identify outstanding invoices, and take actions by contacting clients to encourage timely invoice payments.
- Carrier and Credential Management: Set up carriers and state apportionment paperwork as needed to facilitate carrier payments to the agency, seek and effect implementation of efficiencies with processing of commissions, and manage credentialing and compliance.
- Accounts Payable and Payments: Review, submit, and code/tag all accounts payable processed via the Concur application or via manual check request, facilitate with Alera Corporate Accounts Payable team setup of new vendors in accounts payable systems, and facilitate timely processing of periodic premium payments to insurance carriers via ACH.
- 3+ years in a position equivalent to a staff accountant, senior accountant, or commission accountant.
- Intermediate to Advanced Microsoft office skills (Excel, Word, Outlook) along with data report manipulation used for analysis.
- Knowledge of industry CRM and commission processing software (Sagitta, Applied Epic, AMS360).
- Property & Casualty insurance industry knowledge a plus.
- Excellent communication skills – written, verbal, and listening – and relates well to people at all levels of the organization.
- Employees and owners/executives at all assigned Alera firms.
- Finance and Accounting team members at the agency, regional, and Alera Group level.
- Clients and other external stakeholders.
Alera Group is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
