Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
Requirements
A GLIMPSE INTO YOUR DAY
Accurately processes accounts payable invoices, verifying due dates, amounts, and general ledger details. Maintains payment, receipt, and transaction records in accordance with established controls.
Manages vendor statements and correspondence, resolves complaints and discrepancies, and ensures professional communication with suppliers and internal customers.
Systematically verifies and audits accounts for completeness and accuracy, ensuring adherence to company policies and established controls.
Assists in resolution of complaints between vendor and customer.
Process accounts payable invoices accurately ensuring due dates, amounts and general ledger details are accurate.
Prepares necessary reports, maintains historical records for all transactions, and assists with monthly and year-end close procedures.
Enters and maintains all W-9's for suppliers.
Ensures client satisfaction by providing excellent customer service to suppliers and internal stakeholders, building strong relationships across departments.
Embraces technology and proprietary AI tools to streamline invoice processing, enhance data accuracy, and automate routine tasks.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
High School Diploma or equivalent required.
Minimum of 2 years of experience in the accounting field.
Agency insurance knowledge is a plus.
Knowledge of basic accounting principles.
Working knowledge of computerized accounting systems.
Computer literate with working knowledge of Microsoft Excel and Word and the ability to learn new software/systems.
Strong mathematical and analytical abilities with exceptional organizational skills and attention to detail.
Ability to exercise a high level of confidentiality in handling company financial information.
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
Ability to communicate appropriately and build professional relationships with employees at all levels of the organization.
Ability to work independently with limited daily supervision and to work effectively in a team environment.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
.
Note: The above is not all encompassing of the full position description.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Relationinsurance · Lake Mary, FL