Accounting Analyst I - Commission Team (TEMP)

Job Description

Job Description

About Brightway

Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

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*** This is a 3 month TEMP Assignment***

Scope

Under general supervision, provides a broad range of accounting tasks including process commission statements and reports and analyzing data to meet business needs.

Job Responsibilities

• Reconcile commission statements in Ascend
• Review and post commission statements from Ascend into the Global Green Agency Management System (Epic)
• Balance the commissions statements against Epic and properly record the variance
• Research and drive resolution on missing policies
• Ensure the correct commission rates are entered in the Epic
• Research and resolve Direct Bill questions on a periodic basis
• Thoroughly research and drive resolution for unidentified (orphan) commissions
• Communicate with franchisees to resolve exceptions.
• Escalate unresolved items to supervisor per pre-determined aging timeline
• Learn and understand commonly used terms in the insurance industry
• Perform other duties as assigned by supervisor

Skills, Licenses, Certifications

• Strong attention to detail
• Able to multi-task
• Strong attention to detail
• Strong customer service skills: a desire and ability to deliver information accurately and on time
• Strong communicator; must be able to convey complex ideas in a clear and concise manner
• Ability to learn Brightway systems and regularly update activities accurately
• Uses independent judgment and decision making to complete some tasks
• Ability to learn, embrace and put into practice new concepts and skills
• Able to gather and analyze facts and data to solve complex problems, draw inferences, weigh alternatives and present logical solutions
• Experienced at managing own time, activities, and resources; mentors others to do the same
• Team player: must be able to contribute to the team and rely on others to achieve objectives
• Can demonstrate Brightway values of Smart, Accountable and Trustworthy.

Education and Experience

This position requires a high school diploma or equivalent and 2-4 years’ experience in Accounting/Finance or a related field. Applicant should have knowledge of commonly used Accounting concepts, practices and procedures and must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).

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Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.