A leading and growing Insurance Agency located in New Jersey is seeking an Accounting Assistant ! They will have the following responsibilities:
Responsibilities:
- Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill
- Day-to-day premium parts of the business
- Maintain Agent Carrier Portals and Retrieve Statements and Invoices
- Process wires, checks, e-pay payments
- Assist with Credit References
- Reconcile premium errors and adjustments on direct bill and agency bill
- Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments
- Assist with Agency Bill Premium Collections (30/60/90day)
- Issuing Intent to Cancel memos on Agency Bill
- Retrieve all Return Premiums for Carriers and Wholesale Brokers
- Assist with Premium Financing
- Assist with Month End Accounting Statements to all insureds
- Manage incoming emails and attachments
- Assist with Discrepancies with Carriers and Wholesalers and Insured's
- Assist with commissions into the Applied System
- Assist with all Carrier Statements and Payables pertaining to Agency Bill
- Assist with Distribution of Notice of Cancellations
- Follow all Agency Service Fee Agreements
- Input and process cash application pertaining to Life and Health
- Supporting Accounts Payables
Required Skills/Abilities: - Insurance Agency Experience (2+ years)
- Excellent time management
- Ability to work within team and closely with management
- Microsoft Excel/Office skills
- Knowledge of Tam or Epic Management Systems highly preferred
Compensation: $80,000-$100,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
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