Job Profile Summary

Essential duties include the following:

Perform accurate recording of agency financial transactions and reporting using the Agency Management System (AMS 360). Reconcile direct bill carrier statements and downloads. Prepare and review internal and external commission calculations, statements, and corresponding journal entries. Resolve policy and payment discrepancies by working with the operations team and carriers. Prepare monthly payments to insurance and brokerage companies. Perform monthly closing process and prepare various month-end journal entries and supporting documentation. Maintain integrity of balance sheet accounts through preparation and review of reconciliations, verifying account activity and balances for accuracy and reasonableness. Works with other departments to clear reconciling items in a timely manner. Assist with year-end processes including W-9 and 1099 annual requirements. Complete monthly, quarterly, annual, and ad hoc management r...