Agency Broker Bookkeeker / Controller
Full-time
CWA Recruiting
Agency Broker Bookkeeker / Controller
Property & Casualty Insurance
Suffolk County, NY
Description:
A well-established property and casualty insurance agency needs an accounting professional to join its expanding team. This individual will help the manager daily with the following tasks: Maintain agent carrier portals and gather statements and invoices. Manage all cash applications in the Epic Management system related to the premium trust for agency and direct bill. Handle wires, checks, and Epay payments. Enter direct and agency billing. Reconcile direct bill, pursue collection on overdue direct bill commissions, and research billing adjustments. Aid in agency bill premium collections for 30/60/90 days. Collect all return premiums for carriers and wholesale brokers. Assist with premium financing. Support month-end accounting statements for all insureds.
Requirements:
Minimum 5-7 years of agency accounting experience. Excellent time management skills and be a team player and work closely with management. Must have Epic Management System experience along with MS Office to include Excel.
Vacancy posted 9 hours ago
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