Accounting Associate

ACCOUNTING ASSOCIATE

Mission of the Accounting Associate

To serve the agency by accurately recording the agency’s financial transactions in accordance with established policies and procedures. In addition, this role helps guide and lead the agency's growth by paying vendors on time as well as managing expenses.

Desired Outcomes of This Role

• Classify, record, and summarize numerical and financial data to compile and keep financial records using agency management accounting software.
• Establish and maintain relationships with company and vendor payables departments.
• Prepare and analyze accounting records, and/or other financial reports to assess accuracy, completeness, and conformance to reporting, procedural and regulatory standards.
• Prepare producer production/compensation reports.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Reconciles all cash receipts, bank statements, etc.
• Enters commission checks, return and additional payments, client's payments, etc.
• Works with Account Managers/Producers to resolve payment problems and ensure reduced accounts receivables.
• Manage accounts receivables and payables.
• Comply with federal, state, and agency policies, procedures and regulations.
• Execute third party client finance agreements and disburse financed premiums to insurance carriers.
• Process and issue employee paychecks and statements of earnings and deductions.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Keeps informed regarding accounting and finance industry information and technology to continuously improve knowledge and stay current. Communicates any new information with management staff.
• Maintains favorable relationships with carrier and vendor representatives.
• Interacts with others effectively by utilizing good communications skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.
• Monitors and maintains team member benefit eligibility timeframes and paperwork
• Performs other miscellaneous duties as assigned by agency management.
   

Principles

• Address difficult issues professionally and quickly
• Listen to learn and strengthen the agency
• Be relentlessly positive with the team and see their potential when they cannot
• Outlast the suck of adopting change
• Be driven to achieve the agency’s goals

Critical Competencies

• Honesty/Integrity/Confidentiality: Does not cut corners unethically. Earns trust and maintains confidence. Does what is right, not just what is easy.
• Organized & Planning: Plans, organizes, and schedules in a productive manner. Focuses on key priorities.
• Follow-Through: Lives up to verbal and written agreements, regardless of personal costs.
• Intelligence: Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
• Proactivity: Acts without being told what to do. Brings new ideas to the company.
• Work Ethic: Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
• High standards: Expects personal performance and team performance to be nothing short of the best.
• Communication : Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
• Teamwork: Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Feedback:

• Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description.
• Each year you will receive a formal review.