- Maintain Agent Carrier Portals and Retrieve Statements and Invoices
- Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.
- Wires, Checks, Epay payments.
- Assist with Credit References
- Input Direct Bill Billing
- Assist with Agency Billing
- Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.
- Assist with Agency Bill Premium Collections, 30/60/90 Day.
- Retrieve all Return Premiums for Carriers and Wholesale Brokers
- Assist with Premium Financing
- Assist with Month End Accounting Statements to all insureds.
- Handle incoming emails and attachments.
- Assist with Discrepancies with Carriers and Wholesalers and Insured's
- Assist with Ivan's download commissions into the Applied System
- Assist with all Carrier Statements and Payables pertaining to Agency Bill.
- Assist with Distribution of Notice of Cancellations.
- Follow all Agency Service Fee Agreements
- Input and do cash application pertaining to Life and Health.
- Must have agency experience and Knowledge of Tam or Epic Management Systems.
- Have 2-5 years agency experience is a plus.
- Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.
- Task Management and strong accounting background. Room for growth.
- Excellent Attention to Detail
- Excellent written and verbal communication skills.
- Excellent organizational and time management skills.
- Accounting background.
- Proficient in Microsoft Office Suite or similar software.
- Strong Excel skills
- Insurance Agency/Broker accounting
- Knowledge of Applied TAM or EPIC a plus
- Bachelor's degree in Accounting or Business Administration
- Five years or more of related experience work in accounting on the Broker/Agency Insurance industry in the absence of a related degree.
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1 - Senior Accountant - Livingston, United States - Coppertree Staffing
1 day ago
Description
Job Title: Senior Accountant
Location:
Livingston, NJ
Industry: Insurance Agency
Salary: $90-100k
Job Summary:
In this role, the Senior Accountant will act as the Accounting Assistant to Accounting & Finance Manage and will work with day-to-day finance and accounting activities of a growing and fast-paced 80 person Commerical/Personal Insurance Agency.
What you will do:
Accounting Assistant to Accounting &
Finance Manager:
Required Skills/Abilities:
Preferred Abilities:
Education and Experience:
