Job Title:       Senior Accountant to Accounting & Finance Manager/ Accounting Assistant

Location: Livingston, NJ – 4 days/week in office

Salary: $80,000 to $100,000

Responsibility: Accounting activities in the day-to-day premium parts of the business.

·        Maintain Agent Carrier Portals and Retrieve Statements and Invoices

·        Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.

·        Wires, Checks, Epay payments.

·        Assist with Credit References

·        Reconcile premium errors & adjustments on direct bill & agency bill

·        Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.

·        Assist with Agency Bill Premium Collections, 30/60/90 Day.

·        Retrieve all Return Premiums for Carriers and Wholesale Brokers

·        Assist with Premium Financing

·        Assist with Month End Accounting Statements to all insureds.

·        Handle incoming emails and attachments.

·        Assist with Discrepancies with Carriers and Wholesalers and Insured’s

·        Assist with producer’s download 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 do cash application pertaining to Life and Health.

·        Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.

·        Task Management and strong accounting background. Room for growth.

Required Skills/Abilities:

·      2-5 years insurance agency experience is a must.

·        Must have agency experience and Knowledge of Tam or Epic Management Systems.