Soni Resources Group

Accounting Assistant

About the Employer

Job Description

A leading and growing Insurance Agency located in New Jersey is seeking an Accounting Assistant They will have the following responsibilities: Responsibilities: Responsible for Assisting with all Cash Applications into the Applied Management System pertaining to the Premium Trust on Agency Bill and Direct Bill Day-to-day premium parts of the business Maintain Agent Carrier Portals and Retrieve Statements and Invoices Process wires, checks, e-pay payments Assist with Credit References Reconcile premium errors and adjustments on direct bill and 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) Issuing Intent to Cancel memos on Agency Bill Retrieve all Return Premiums for Carriers and Wholesale Brokers Assist with Premium Financing Assist with Month End Accounting Statements to all insureds Manage incoming emails and attachments Assist with Discrepancies with Carriers and Wholesalers and Insured’s Assist with 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 process cash application pertaining to Life and Health Supporting Accounts Payables Required Skills/Abilities: Insurance Agency Experience (2 years) Excellent time management Ability to work within team and closely with management Microsoft Excel/Office skills Knowledge of Tam or Epic Management Systems highly preferred Compensation: $80,000-$100,000 Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications. J-18808-Ljbffr