Coppertree Staffing
1 - Senior Accountant
Coppertree Staffing, Livingston, New Jersey, us, 07039
Job Title: Senior Accountant to Accounting & Finance Manager/ Accounting Assistant
Location: Livingston, NJ - 4 days/week in office
Salary: $80,000 to $100,000
Responsibility:
Accounting activities in the day-to-day premium parts of the business.•Maintain Agent Carrier Portals and Retrieve Statements and Invoices•Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.•Wires, Checks, Epay payments.•Assist with Credit References•Reconcile premium errors & adjustments on direct bill & agency bill•Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.•Assist with Agency Bill Premium Collections, 30/60/90 Day.•Retrieve all Return Premiums for Carriers and Wholesale Brokers•Assist with Premium Financing•Assist with Month End Accounting Statements to all insureds.•Handle incoming emails and attachments.•Assist with Discrepancies with Carriers and Wholesalers and Insured's•Assist with producer's download commissions into the Applied System•Assist with all Carrier Statements and Payables pertaining to Agency Bill.•Assist with Distribution of Notice of Cancellations.•Follow all Agency Service Fee Agreements•Input and do cash application pertaining to Life and Health.•Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.•Task Management and strong accounting background. Room for growth.
Required Skills/Abilities:•2-5 years insurance agency experience is a must.•Must have agency experience and Knowledge of Tam or Epic Management Systems.
Location: Livingston, NJ - 4 days/week in office
Salary: $80,000 to $100,000
Responsibility:
Accounting activities in the day-to-day premium parts of the business.•Maintain Agent Carrier Portals and Retrieve Statements and Invoices•Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill.•Wires, Checks, Epay payments.•Assist with Credit References•Reconcile premium errors & adjustments on direct bill & agency bill•Reconcile Direct Bill, collecting on Direct Bill past due commissions, researching and handling billing adjustments.•Assist with Agency Bill Premium Collections, 30/60/90 Day.•Retrieve all Return Premiums for Carriers and Wholesale Brokers•Assist with Premium Financing•Assist with Month End Accounting Statements to all insureds.•Handle incoming emails and attachments.•Assist with Discrepancies with Carriers and Wholesalers and Insured's•Assist with producer's download commissions into the Applied System•Assist with all Carrier Statements and Payables pertaining to Agency Bill.•Assist with Distribution of Notice of Cancellations.•Follow all Agency Service Fee Agreements•Input and do cash application pertaining to Life and Health.•Excellent time management and be able to work as a team and work closely with Management. Excel and Strong MS office skills are required.•Task Management and strong accounting background. Room for growth.
Required Skills/Abilities:•2-5 years insurance agency experience is a must.•Must have agency experience and Knowledge of Tam or Epic Management Systems.