Montgomery Insurance and Investments Agency, Inc.
Accounting Clerk Job at Montgomery Insurance and Investments Agency, Inc. in Xen
Montgomery Insurance and Investments Agency, Inc., Xenia, OH, US
Job Description
Job Description
Montgomery Insurance and Investments Agency, Inc. is looking for a self-motivated accounting clerk who exhibits integrity and professionalism in their work. The Accounting Clerk position will work with and support the Agency's management and employees on various accounting related tasks. Main tasks will include:
- Track and document commissions paid to Agency on a monthly basis
- Track and document commissions paid to Producers on a monthly basis
- Financial statement preparation and review on a monthly basis
- Ad-hoc report preparation as requested by management
- Engage in continuous improvement projects to improve agency processes
- Other duties as requested by the management of the Agency
- Use agency provided vendor software to manage agency accounting:
- Cash and account reconciliations
- Daily deposits and check writing
- Commission revenue statements
- Account receivables and collections
- Account payables
- Processing electronic upload payments
- Payroll processing through vendor service
- Month-end processing
- Year-end processing
Work Skills and Experience:
- Accounting/Bookkeeping experience preferred
- Proficient in Microsoft Office
- Experience with Salesforce, Accounting Seed and Quick Books preferred
- Ability to work with minimal supervision
- Ability to manage a number of projects at once
- Strong written and verbal communication skills
- Ability to work well under pressure
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.