Demo

Accounting Specialist - Insurance Agency

US Tech Solutions
Rochester, NY Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/9/2025

Note :

  • 20 hours per week for training (flexible between 8 am and 5 pm M-F); during other employee's leave of absence, will need 40 hours / week (8-5 M-F)

Must Have :

  • Ability to work independently and efficiently
  • Applied strong communication skills
  • Attention to Detail
  • General Purpose :

  • Under moderate supervision, performs daily accounting and financial functions, including the handling of operational funds.
  • Interacts regularly with internal and external business partners to ensure financial information related to the insurance agency is accurate and quality control standards are met.
  • Specific Responsibilities :

  • Reviews, codes and enters insurance carrier commission revenue and premium payment adjustments for clients and client employees into applicable systems and applications daily to ensure data feeds accurately to the general ledger and for review internally by finance and insurance operations personnel.
  • Verifies the completeness and consistency of financial transactions to ensure that controls, regulatory requirements, and policies are being met.
  • Researches and reconciles insurance revenue commission and premium payment adjustments in applicable systems and applications to ensure financial and quality standards are met.
  • Provides first level response to e-mail, mail, and phone inquiries from Finance, Insurance Operations, and Compliance, as well as external partners such as insurance carriers and general agents, to ensure quality service expectations are met.
  • Maintains department procedures to ensure they remain current and accurate. Suggests changes to improve procedural efficiencies.
  • Participates in projects or special assignments upon request.
  • About US Tech Solutions :

    US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

    US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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