Convelo Insurance Group

Staff Accountant

Convelo Insurance Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • · Apply cash receipts from clients and insurance carriers.
  • · Process account payable invoices to vendors and carriers.
  • · Record direct bill commissions accurately.
  • · Administer monthly commission payments to agents.
  • · Monitor and follow up on accounts receivables collections.
  • · Analyze and report on weekly cash flow needs.
  • · Assist with month-end and year-end closing processes.
  • · Post monthly journal entries.
  • · Prepare monthly account reconciliations (i.e. Bank reconciliations, fixed assets, etc.).
  • · Assist in processing and reconciling tax payment.
  • · Support day-to-day accounting operations.
  • · Ensure accurate data entry and maintain accounting records.
  • · Participate in process improvement and automation initiatives.
  • · Perform other accounting duties or projects as assigned.

Requirements

  • · Minimum of 2-3 years of accounting experience; insurance industry experience preferred.
  • · Bachelor’s degree in accounting or related field.
  • · Strong knowledge of premium trust accounting.
  • · Experience with an MGA (Managing General Agency) preferred.
  • · Experience with IMS or another Agency Management System.
  • · Proficiency in Microsoft Excel.
  • · High attention to detail and accuracy.
  • · Ability to work independently and collaboratively.
  • · Strong analytical, organizational, and communication skills.
  • · Ability to identify and implement process efficiencies.