• Posted on: Jun 18, 2024
  • Location: Shelby Township, MI
  • Job ID: b0e37602
  • Type: Full Time
  • Posted on: Jun 18, 2024
  • Location: Shelby Township, MI
  • Job ID: b0e37602
  • Type: Full Time

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Insurance Agency Accountant
Duties and Responsibilities:
• Responsible for timely premium accounting and/or commissions processing and
reconciliations. This is inclusive of the entire agency lines of coverages – Commercial
Insurance, Personal Insurance, Employee Benefits, and Surety.
• Handling of agency receivables and tracking
• Handling of agency payables and tracking
• Perform general ledger activities and balance sheet reconciliations
• Compile and analyze financial and operational data.
• Prepare various financial reports and regulatory filings.
• Serve as main point-of-contact for banking activities.
• Work closely with agency-hired CPA firm.
• Document and maintain client files in agency management system
• Comply with Agency Procedures & Adhere to agency service standards and timelines
• Utilize agency technology and software applications including agency management systems,
document management systems and workflows
• Perform other duties as assigned by management
Qualifications:
• Bachelor’s degree in Accounting preferred or regular work experience
• General knowledge of independent agency insurance transactions
• Minimum of 2 years in an accounting role
• Strong analytical skills
• Able to multi-task efficiently in a fast-paced environment
• Detail orientated and organized
• Demonstrated proficiency in basic computer applications such as Microsoft Office software
products.
• Ability to work without close supervision.
• Knowledge of AMS360 preferred
What to expect:
• Competitive salary
• Health, vision, and dental benefits
• Life Insurance and disability benefits
• 401k with employer match
• Generous PTO policy
• Schedule that includes remote days
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