Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Accounting Specialist to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
- Direct Bill Commission Download – Assigning Items out of Suspense
- Reconcile Direct Bill Commissions to include Direct Bill Commission Import and Recording of Commissions
- Cash Receipts of Direct Bill Commission Payments
- Premium Payable Reconciliations with payments to carriers and brokers and recording disbursements in EPIC
- A/R billing/collection premiums and other receivables for loss control and HR Consulting
- Paying vendor payables
- Processing vendor payables disbursements in EPIC
- Recording cash receipts in EPIC for client premiums
- Have knowledge and ability of running various EPIC reports. Examples include but not limited to A/R report, Premium Payables Report, Book of Business reports, Producer Commission Reports, Production Reports, Policy reports to audit EPIC fields for accuracy.
- Experience with Applied Pay
- Ability to transact agency billed client invoices or correct as needed for Account Managers
Required Skills:
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required for designated office days
- Ability to communicate effectively, both verbally and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
- At least 3 years as an Accounting Specialist within an insurance agency environment
- Must have experience using EPIC agency management software for accounting transactions
- Applied Epic Agency Management System or similar insurance management system
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- College degree – preferred or related work experience
- Attention to Detail and Organizational Skills
- Strong Customer Service and Interpersonal Skills
- Time Management Skills along with the ability to work in a team environment
Company Benefits:
- A company with a Strong Brand and Positive Culture
- Competitive Pay (salary and semi-annual bonus potential)
- Company paid health premiums
- Paid Holidays
- 401K plan with a discretionary company match
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