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
Prepares and records asset, liability, revenue, and expense entries by compiling and analyzing account information.
Reconciles monthly bank account and balance sheets for all assigned business units.
Analyzes revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis.
Assists management with special projects, requests for financial information from business unit leaders and ad hoc reporting.
Prepares schedules for year-end audit for independent external auditors. Researches issues, clarifies information, and prepares supporting data.
Coordinates more complex accounting projects and initiatives with other members of the accounting and finance team or with other departments.
Develops and documents business processes and accounting policies to maintain and strengthen internal controls.
Protects organization's value by keeping information confidential.
Posts payments to customer accounts.
Reviews, reconciles and processes "account current" payments to carriers.
Processes returned checks and refunds.
Researches, communicates and advises CSR's of discrepancies; follows up and resolves all issues.
Communicates with carriers to resolve outstanding and delinquent items.
Monitors delinquencies and follows up for collection status.
Manages bill commission posting, resolves direct bill balancing issues and problems.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
5+ years finance and accounting experience.
BA/BS in Accounting, Finance, Economics, Business, or Statistics preferred.
Agency Insurance knowledge a plus.
Advanced knowledge of Microsoft applications, especially Word and Excel.
Must have advanced knowledge of computerized accounting systems.
Excellent interpersonal skills; strong oral and written communication.
Thorough knowledge of basic accounting procedures and principles.
Familiarity with analyzing, preparing, and reconciling financial statements and analytical variances.
Excellent problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines.
Willingness to adhere to all principles of confidentiality.
Willingness to assist internal and external customers with any concerns.
Ability to work independently and on a team.
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.
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Note: The above is not all encompassing of the full position description.
Relationinsurance · Lake Mary, FL