Senior Accountant

Job Title: Senior Accountant to Accounting & Finance Manager/ Accounting Assistant Location: Livingston, NJ - 4 days/week in office Salary: $80,000 to $100,000 Responsibility: Accounting activities in the day-to-day premium parts of the business. • 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 • Reconcile premium errors & adjustments on direct bill & agency bill • 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 producer'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. • 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. Required Skills/Abilities: • 2-5 years insurance agency experience is a must. • Must have agency experience and Knowledge of Tam or Epic Management Systems.

Created: 2024-11-05