Premium Accountant, Accounts Receivable

Job not on LinkedIn

November 19

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Logo of Relation Insurance Services

Relation Insurance Services

Finance • Insurance • B2B

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

1001 - 5000 employees

💸 Finance

🤝 B2B

📋 Description

• Reviews all Banking Transactions for appropriate documentation • Accurately applies Cash Receipts in accordance with Customer payment • Responds to all internal and external requests and inquiries in a timely manner • Partners with internal Account Managers to clear Cash on Account and collaborates to research and respond to discrepancies with Customer payments and invoicing • Processes refunds of premium and correspondence relating to refunds • Reconciles carrier statements, researches and corrects discrepancies on Net Return Premium • Partners with the Accounting team on month end closing • Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices • Oversees Trust Bank Accounts • Creates and maintains correspondence for the payment of administrative fees, commissions, access fees and overpayments • May train new employees regarding Relation Accounting processes and procedures • Identifies and recommends process improvements as needed • Performs other projects, duties, and tasks, as assigned.

🎯 Requirements

• High school diploma or equivalent required • Two-year associate’s degree in accounting, finance, economics, business, statistics or related field preferred • Minimum 2 years of experience in finance and accounting • Intermediate knowledge of accounting rules, regulations, policies and procedures that is reflective of the financial service industry • Working knowledge of Microsoft applications especially Word and Excel • Working knowledge of rules and regulations associated with HIPAA • Advanced analytical and mathematical skills • Advanced interpersonal skills; strong oral and written communication • Ability to prioritize multiple projects, meetings and deadlines • Willingness to adhere to all principles of confidentiality.

🏖️ Benefits

• 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.

Apply Now

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