The Liberty Company Insurance Brokers, LLC

Accounting Manager

• The Accounting Manager plays a critical role in the financial management of the agency by overseeing general accounting operations and ensuring the accuracy of financial records
• This position is responsible for preparing financial reports, reconciling accounts, and supporting the month-end and year-end close processes
• The Accounting Manager provides expertise and leadership within the accounting team while ensuring compliance with regulatory standards and company policies
• Maintain and reconcile balance sheet accounts related to agency bill and direct bill
• Analyze financial data to identify trends, variances, and insights that inform decision-making
• Conduct variance analysis and resolve discrepancies in a timely manner
• Review balances
• Address external Carrier inquiries related to agency commission and premium remittance

Accounting Manager – Operational Accounting

Customer Support

• Bind coverage with required documents/forms and payments
• Manage all activities and workload in agency management system (Applied Epic)
• Review policies for accuracy
• Communicate regularly and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Assist clients with requests for Evidence of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities

Accounting Manager – Operational Accounting

Customer Service Representative