Premium Accountant

Overview:

SageSure is seeking a Premium Accountant to assist in managing the balancing process of SageSure programs. This position will be responsible for preparing daily and monthly reconciliations of Premium recorded in Policy Services, as well as related, complex bank activity. All journal entries, bank reconciliations and exceptions are to be prepared and recorded daily and monthly, as required. Other related job duties could include invoicing policies, processing premium payments, posting policies, reconciling receipts, and managing disbursements. The candidate must be service-minded, self-driven, detailed-orientated and possess exceptional organizational skills with heavy accounting and banking knowledge and abilities.

What you'll be doing:

• Daily and monthly balancing of Policy Services activity to the corresponding fiduciary bank accounts
• Preparing daily journal entries to record exceptions, policy premium and bank activity accordingly
• Daily bank reconciliation preparation
• Researching daily exceptions and making recommendations for corrective action, document and follow-thru completion
• Processing and reconciling premium receipts (ACH, Credit Card, Lockbox)
• Reconciling financial discrepancies by collecting and analyzing account information
• Preparing special financial reports by collecting, analyzing, and summarizing account information and trends
• Reviewing and researching aged receivables that are collectible
• Reporting payments appropriately in accordance with the company's escheatment and unclaimed property process
• Reviewing, researching and processing return premium transactions
• Requesting wire transfers and/or disbursements to correspond with specific exceptions as they are identified
• Maintaining financial security by establishing and auditing internal controls
• Substantiating financial transactions by auditing documents and providing necessary support
• Answering accounting procedure questions by researching and interpreting accounting policy and regulations

We're looking for someone who has:

• Strong verbal and written communication
• Customer service, critical thinking and problem-solving skills
• Ability to calculate figures and amounts ordinary and customary to the accounting function
• Demonstrated accuracy and attention to detail
• Working knowledge of QuickBooks and Microsoft Office Suite, with an emphasis on Excel
• Ability to complete projects on a timely basis
• Ability to work independently while demonstrating initiative and creativity
• A positive attitude and excellent organizational skills
• Bachelor's Degree in Business, Accounting, Mathematics, or related area preferred. Professional Accounting experience can substitute on a year-for-year basis for the required education
• 2 years of experience in general ledger Accounting, Banking or related field
• Basic understanding of accounting principles and standards required. Previous accounting experience and an understanding of Insurance industry preferred

About the Policy Services Team at SageSure:

Helping customers and a service mindset are at the core of SageSure's Policy Services team approach. Policy Services roles are directly responsible for building the brand, and we take that very seriously at SageSure. Our Policy Services team is the voice of SageSure—having frequent connections with our customers. Serving the customer is fulfilling and a great way to learn about the insurance industry. Policy Services roles have career progression paths built-in, and with all the industry knowledge you've gained, you'll be primed for advancement within the department or across the company. The nature of the work requires constant interfacing with other teams, including underwriting, sales and marketing. As a part of this growing team, you'll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning.