Description
WHO WE ARE
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.
WHAT WE’RE LOOKING FOR
The Senior Accountant is primarily responsible for complex accounting activities relating to the maintenance of a complete and accurate general ledger and the subsequent managerial reports and financial statements for assigned business units. The person in this position is also responsible for ensuring the integrity of account information by recording verifying, consolidating, and entering accounting transactions.
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.
- Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries Communicates and assists in resolution of discrepancies from sub ledger reconciliations. Participates in month-end close activities including the preparation and review of journal entries for assigned business units.
- 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.
Requirements
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 analytical and mathematical skills.
- 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.
- Must value operating in a collaborative work environment.
- Willingness to assist internal and external customers with any concerns.
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.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
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.