What are the responsibilities and job description for the Staff Accountant position at Collins & Associates Corporation?
About Collins:
Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids, Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than positioning ourselves as just another broker, we have built our company to be a source of ideas, knowledge and imagination that can bring real value to your business and proactively protect you and your family.
Job Responsibilities:
- Support in the billing process for large commercial clients, ensuring accurate premium calculations, policy billing, and payments.
- Prepare and assist in monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with industry standards.
- Perform reconciliations for all balance sheet accounts, ensuring that discrepancies are identified and resolved promptly
- Provide detailed reports, analytics and reconciliations for various financial data for the Commercial Lines and Risk Control Departments.
- Analyze and maintain records for various agreements & agency contracts.
- Prepare monthly commission statements for applicable team members.
- Assist in maintaining the general ledger by recording journal entries, reconciling discrepancies, and supporting month-end close activities.
- Maintain agency billing platform/timekeeper as related to financial analysis.
- Review and enter direct bill transactions
- Review and process carrier payables
- Assist in the preparation of corporate tax return and year-end adjustments.
- General filing/scanning
Required Qualifications:
- Experience using Microsoft Excel
- Strong organizational and time-management skills.
- Ability to work independently and as part of a team.
- Detail oriented and accurate
- Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information
- Consistently reports to work on time prepared to perform duties of position
- Eager to learn, flexible and interested in the company’s future success
Preferred Skills:
- 2 years of accounting experience, preferably in an insurance brokerage or commercial insurance environment.
- A minimum of an associate degree in finance or accounting
- Experience working within an insurance agency
- Knowledge of Microsoft Office, which includes Word, Excel, PowerPoint, and Outlook
- Agency Management System and related programs (EPIC)
- QuickBooks
- Telephone; Fax; Copier; Printer
Additional Details:
- The location of the role will be in person in our Grand Rapids, Michigan office
- Hours for the role is as follows: 8:00am to 5:00pm Monday – Thursday, 8:00am – 4:30pm Friday (Memorial Day through Labor Day we close at 4:00pm on Friday)
- Reporting relationship will be to Director of Operations & Finance
- The above statements are intended to describe the general nature and level of work being performed by the people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified
- While performing the duties of this job, the employee is regularly required to see, hear, and project voice well enough without amplification. There is frequent need for the employee to stand, sit, walk, use hands and fingers, employ repetitive small motor activity, and reach with hands and arms
- The employee is occasionally required to lift and carry up to 30 pounds; to stoop, kneel, crouch, or crawl, and to ascend and descend stairs
- This position requires a high energy level and ability to handle stress-related situations daily
Salary and Benefits:
We offer competitive salaries and benefits including medical/dental/vision plans, employer paid life insurance, Flexible Savings Account, short term and long-term disability, 401K, with a match, cell phone reimbursement, educational expense reimbursement, paid vacation, paid personal time, paid holidays, possible relocation package and more.
