#LI-OD1 #LI-Hybrid
- Essential Functions and Primary Duties
- Enter commissions received into commission accounting systems in an accurate and timely manner
- Ensure batch totals entered into accounting system (Applied Epic) reconcile to the amount recorded in the Deposit Register. Any differences are to be investigated and resolved
- Resolve a full range of internal and external requests (i.e. discrepancies)
- Perform clerical work such as scanning, running reports, Filing, copying, faxing etc.
- Assist with training on subject matter (i.e. commission accounting tasks)
- Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
Additional responsibilities as assigned
Preferred Qualifications
Accounting and insurance experience or accounting education
Basic math skills
Proficient use of Excel
Ability to analyze and prioritize multiple responsibilities
Minimum Qualifications Required
- High school diploma or GED required
- Bachelor’s Degree or two years of experience on a specialized subject matter
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
Job description provided by CBIZ.
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