Job Position:

  • POSITION TITLE:
  • Staff Accountant
  • DEPARTMENT:
  • Accounting
  • REPORTS TO:
  • Controller
  • BASIC FUNCTION:
  • Efficiently manage and maintain the general ledger, review financial statements, prepare financial statements, payroll processing, accounts payable/receivable, assist with audits.

 KEY RESPONSIBILITIES:

  • Review financial statements for accuracy and legal compliance.
  • Account Receivables
    1.   Post to Applied Epic
    2.   Update cash book daily (ACH/Deposits/Disbursements)
    3.   Backup for Daily Deposit
  • Servicing liaison between producer/client/carrier.
    1.   Invoicing
    2.   Client Disbursements
    3.   Return Premiums
    4.   Contingencies
  • General bookkeeping functions (including ADP Workforce Now Payroll)
  • Resource Pro (Insurance Outsourcing Service)
    1.   Coordinate with Accounting Assistant in management of Direct Bill function.
  • Applied Epic Reporting
  • Pull Account Current Statements
  • Maintain familiarity with accounting trends in the industry.
  • Tuesday Morning Meeting attendance
  • Service and assist others in department, as necessary.
  • Billing reconciliation

 

QUALIFICATIONS:

      1. Ability to build and maintain relationships with staff and client while delivering exceptional customer service.
      2.  Bachelor’s degree in Accounting, Finance or related field. (Required)
      3.  Strong analytical skills.
      4.  Intermediate proficiency in Microsoft Office Suite.
      5.  Ability to work independently and manage multiple projects under demanding deadlines.
      6.  Organized/detail oriented/problem solver.
      7.  Proficiency w/EPIC (preferred)
      8.  Solid communication skills (written and verbal).
      9.  Working knowledge of GAAP.
      10.  2+ years’ accounting experience (preferred).

 

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