Staff Accountant - Property & Casualty
- Description:
- Complete Direct Bill and Agency Bill reconciliations, and post Direct Bill statements to client accounts
- Review and process Producer commission statements and outside broker commission statements
- Handle Direct Bill Download from carrier websites where applicable
- Monthly reconciliation of bank account activity to ensure all direct bill commissions received have been posted to the general ledger
- Manage electronic deposits for operating and escrow accounts
- Handle all facets of multiple property and casualty agency accounting functions on a monthly, quarterly and annual basis
- Monitor and review accounts receivable, notifying Account Managers of past due balances
- Refund clients for return premiums and overpayments
- Record and confirm journal entries provided from Agency Growth Team (AGT) team
- Pay all operating expenses as well as all carrier, broker, and vendor invoices
- Generate Monthly Balance Sheet and Income Statement
- Execute End of Day, End of Month and End of Year Balance Sheet and Income Statement
- Analyze and comment on monthly revenue and expense fluctuations as directed by supervisor
- Various other ad hoc responsibilities as required
- Requirements:
- Bachelor of Science degree in accounting, finance, or business-related field
- 1-3 years of relevant accounting experience working in a P&C insurance brokerage environment
- Working knowledge of Applied EPIC and Hawksoft insurance agency management system is preferred
- Prior experience with Business Central accounting software is preferred
- Proficiency in usage of Microsoft Office Suite tools
- Excellent interpersonal and communication skills (both written and oral)
- Strong organizational and analytical skills
- Ability to travel to various partner agencies locations as needed (expectation is minimal)
- Authorized to work in the U.S. without sponsorship now or in future
- Benefits:
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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