Accounting Tech🙋

Establish and maintain relationships with company and vendor payables departments.

Prepare producer production/compensation reports.

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

Enters commission checks, return and additional payments, clients payments, etc. Coordinate with account manager the account balances before making payments 

Works with Account Managers/Producers to resolve payment problems and ensure reduced accounts receivables. 

Manage accounts receivables and payables.

Comply with federal, state, and agency policies, procedures and regulations.

Execute third party client finance agreements and disburse financed premiums to insurance carriers.

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

Keeps informed regarding accounting and finance industry information and technology to continuously improve knowledge and stay current. Communicates any new information with management staff.

Interacts with others effectively by utilizing good communications skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.

Performs other miscellaneous duties as assigned by agency management.

Make sure fees are received by insured or finance company and accounted for (every finance company needs to give us 3% finance override) 

1. We need a monthly accounting of the override and fees from each PFA

Ensure that there is a checks and balances with both operating and trust accounts

1. Be able to show the money in and money out (It should always zero out less the unearned commission)

Continue Training with APP and Total CSR and new training the agency offers

Failure to reach and maintain the KPIs below can cause reduced bonus, bonus eligibility, and/or reduced commissions. Please always communicate with your team lead. 

All KPIs and Goals will be on AppSheet.

Savvy

Motivated

Adaptive

Reliable

Trusted

• • Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy. 

  • Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. 

  • Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 

  • Intelligence - Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. 

  • Proactivity - Acts without being told what to do. Brings new ideas to the company. 

  • Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 

  • High standards - Expects personal performance and team performance to be nothing short of the best. 

  • Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails. 

  • Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. 

• • Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description. 

  • Each year you will receive a formal review.