Staff Accountant

RESPONSIBILITIES

• Apply daily cash receipts from agents and insurance carriers.
• Record direct bill commissions accurately.
• Process daily accounts payable invoices to vendors and carriers.
• Administer monthly commission payments to agents.
• Process monthly return premium invoices.
• Monitor and follow up on accounts receivables collections.
• Assist in processing and reconciling tax payments
• Complete month bank reconciliations across multiple accounts
• Support day-to-day accounting operations.
• Assist with month-end and year-end closing processes.
• Analyze and report on weekly cash flow needs.
• Post monthly journal entries.
• Ensure accurate data entry and maintain accounting records.
• Participate in process improvement and automation initiatives.
• Perform other accounting duties or projects as assigned.

QUALIFICATIONS

• Minimum of 2-3 years of accounting experience; insurance industry experience preferred.
• Bachelor’s degree in accounting or related field.
• Strong knowledge of premium trust accounting.
• Experience with an MGA (Managing General Agency) preferred.
• Experience with IMS or another Agency Management System.
• Proficiency in Microsoft Excel.
• High attention to detail and accuracy.
• Ability to use initiative and good judgement in accomplishing tasks with minimal errors/Must possess critical thinking skills.
• Ability to work independently and collaboratively.
• Strong analytical, organizational, and communication skills.
• Ability to identify and implement process efficiencies.
• Knowledge of NetSuite is a plus.