- 4-6 years of relevant accounting experience in the insurance brokerage industry or P&C; insurance is preferred
- Working knowledge of various insurance agency management systems (AMS) such as Benefit Point Applied EPIC is preferred
Key Responsibilities
- Reconciliation of commission receivables from Insurance company, follow up with Insurance company to ensure the collection of commission due
- Accurate and timely receipt, posting, and reconciliation of direct bill commissions from insurance companies on a daily, weekly, and monthly basis
- Process corrections and changes to broker commission rates as necessary.
- Track direct bill commission information not limited to carrier name, date check received, commission amount, and date processed and completed.