What are the responsibilities and job description for the Senior Accountant position at Coppertree Staffing?
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 :
Salary : $80,000 - $100,000
