Accounting, Admin

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🕒 January 14

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Remote Raven

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

Remote Raven is a company that connects businesses with highly qualified virtual assistants to fill various roles across multiple industries. They focus on providing professional, college-educated, and well-trained remote workers from the Philippines who can handle diverse tasks, including customer service, bookkeeping, digital marketing, HR, healthcare, and web development among others. Remote Raven ensures that these remote workers are fluent in English and hold relevant degrees or certifications. They offer a simple and affordable recruiting process without start-up fees, aiming to help companies streamline their staffing needs with reliable remote personnel.

📋 Description

• Verify commission amounts against payments received • Validate PR/BR commission percentages • Import transactions into EPIC and reconcile • Associate carrier payments accurately • Pull carrier statements from carrier portals or email • Verify receipt of carrier payments • Record statements in reconciliation logs • Associate payments in EPIC • Track and record vendor and client payments • Maintain trust account activity in Excel • Record finance funding as CFIN on client accounts • Prepare payroll journal entries on the 7th and 22nd of each month • Issue new and renewal finance contracts for Marketing and Senior Account Managers • Invoice clients based on carrier invoices and quotes • Follow up with Senior Account Managers on unpaid invoices • Print reconciled Agency Bill and Direct Bill statements from EPIC • Follow up on missing documentation required for reconciliation • Attach vendor invoices in EPIC • Monitor Sircon monthly for state license renewals

🎯 Requirements

• Experience in insurance accounting or agency operations (highly preferred) • Strong working knowledge of Applied EPIC (highly preferred) • Excellent attention to detail and reconciliation skills • Experience handling commissions, trust accounting, and carrier statements • Comfortable working with Excel for tracking and reporting • Strong follow-up and organizational skills • Ability to manage recurring deadlines and high-volume transactions