Role: Accounts Receivable /Senior Finance 

REQUIREMENTS

4-6 years of relevant accounting experience in the insurance brokerage industry or P&C insurance is preferred 

Working knowledge of various insurance agency management systems (AMS) such as Benefit Point Applied EPIC is preferred 

RESPONSIBILITIES

Reconciliation of commission receivables from Insurance company, follow up with Insurance company to ensure the collection of commission due 

Accurate and timely receipt, posting, and reconciliation of direct bill commissions from insurance companies on a daily, weekly, and monthly basis 

Process corrections and changes to broker commission rates as necessary.

 Track direct bill commission information not limited to carrier name, date check received, commission amount, and date processed and completed. Ensure all changes are noted. 

EDUCATION

Graduate 4-6 years of billing/accounting experience in the insurance or financial services industry. 

CERTIFICATIONS

Hands on experience on EPIC application 

SKILLS

- Excellent communication 

- Team collaboration 

- Documentation and knowledge sharing