Remote Senior Accountant | Work From Home

Job Title: Senior Accountant - Remote | WFH

Job Overview

Join our esteemed independent insurance agency, where we are committed to providing tailored and exceptional experiences for our clients. We pride ourselves on delivering comprehensive solutions that address individual needs, empowering our clients to explore new possibilities. As a part of our team, you will collaborate with seasoned professionals dedicated to understanding and fulfilling the diverse requirements of our clientele.

Key Responsibilities

• Oversee Agent Carrier Portals, retrieving statements and invoices.
• Assist in cash applications within the Applied Management System related to the Premium Trust for both Agency Bill and Direct Bill.
• Process payments through wires, checks, and electronic methods.
• Support credit reference inquiries.
• Reconcile premium discrepancies and adjustments for both direct and agency billing.
• Collect overdue commissions on Direct Bill and manage billing adjustments.
• Facilitate Agency Bill premium collections, including follow-ups for 30/60/90 days.
• Issue Intent to Cancel notices for Agency Bill accounts.
• Retrieve return premiums from carriers and wholesale brokers.
• Provide guidance on premium financing.
• Prepare month-end accounting statements for insured clients.
• Efficiently manage incoming emails and attachments.
• Resolve discrepancies with carriers, wholesalers, and clients.
• Assist in downloading commissions into the Applied System.
• Support all carrier statements and payables related to Agency Bill.
• Distribute Notices of Cancellation as necessary.
• Adhere to all Agency Service Fee Agreements.
• Input and manage cash applications related to Life and Health insurance.
• Assist with accounts payable tasks.
• Demonstrate exceptional time management skills while collaborating with the management team.
• Utilize strong skills in Excel and MS Office.
• Manage tasks effectively, leveraging a robust accounting background.
• Be open to additional responsibilities as required.
  
  

Qualifications

• Previous experience in an insurance agency is mandatory.
• Familiarity with agency management systems such as Tam or Epic is crucial.
  
  

Career Growth Opportunities

Joining our team means being part of an organization that values professional growth and development. As we continue to evolve in the insurance industry, you will have opportunities for ongoing career advancement and skill enhancement.

Company Culture And Values

We foster a collaborative work environment where every team member is recognized for their contributions. Our company culture emphasizes service excellence, diversity, and inclusivity, aimed at meeting the dynamic needs of our clients.

Compensation And Benefits

• Incentives for acquiring new business accounts.
• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) retirement savings plan.
• 20 days of paid time off (PTO).
• 9 paid holidays.
• Hybrid work schedule available after a 90-day probationary period.
  
  

We are an equal opportunity employer that values diversity and inclusivity in the workplace. Our hiring decisions are based solely on qualifications and business needs. We look forward to welcoming a dedicated professional who is committed to excellence and client success.

Employment Type: Full-Time