About the role
#LI-OD1 #LI-Hybrid
Essential Functions and Primary Duties
- Enter commissions received into commission accounting systems in an accurate and timely manner
- Ensure batch totals entered into accounting system (Applied Epic) reconcile to the amount recorded in the Deposit Register. Any differences are to be investigated and resolved
- Resolve a full range of internal and external requests (i.e. discrepancies)
- Perform clerical work such as scanning, running reports, Filing, copying, faxing etc.
- Assist with training on subject matter (i.e. commission accounting tasks)
- Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
- Additional responsibilities as assigned
Preferred Qualifications
- Accounting and insurance experience or accounting education
- Basic math skills
- Proficient use of Excel
- Ability to analyze and prioritize multiple responsibilities
Minimum Qualifications Required
- High school diploma or GED required
- Bachelor’s Degree or two years of experience on a specialized subject matter
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities