Posted: Dec 31, 2025
Description: • Complete Direct Bill and Agency Bill reconciliations, and post Direct Bill statements to client accounts • Review and process Producer commission statements and outside broker commission statements • Handle Direct Bill Download from carrier websites where applicable • Monthly reconciliation of bank account activity to ensure all direct bill commissions received have been posted to the general ledger • Manage electronic deposits for operating and escrow accounts • Handle all facets of multiple property and casualty agency accounting functions on a monthly, quarterly and annual basis • Monitor and review accounts receivable, notifying Account Managers of past due balances • Refund clients for return premiums and overpayments • Record and confirm journal entries provided from Agency Growth Team (AGT) team • Pay all operating expenses as well as all carrier, broker, and vendor invoices • Generate Monthly Balance Sheet and Income Statement • Execute End of Day, End of Month and End of Year Balance Sheet and Income Statement • Analyze and comment on monthly revenue and expense fluctuations as directed by supervisor • Various other ad hoc responsibilities as required Requirements: • Bachelor of Science degree in accounting, finance, or business-related field • 1-3 years of relevant accounting experience working in a P&C insurance brokerage environment • Working knowledge of Applied EPIC and Hawksoft insurance agency management system is preferred • Prior experience with Business Central accounting software is preferred • Proficiency in usage of Microsoft Office Suite tools • Excellent interpersonal and communication skills (both written and oral) • Strong organizational and analytical skills • Ability to travel to various partner agencies locations as needed (expectation is minimal) • Authorized to work in the U.S. without sponsorship now or in future Benefits: • Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401 (k) Apply Job!
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