- Perform Direct Bill, Agency Bill, and Carrier Statement Reconciliations.
- Manage Premium Trust Account Reconciliations in compliance with US regulations.
- Process and reconcile Producer Commissions and Compensation.
- Review premium transactions and resolve accounting discrepancies.
- Monitor outstanding balances and investigate variances.
- Prepare accounting reports and reconciliation summaries.
- Ensure compliance with US insurance accounting standards and procedures.
- Coordinate with carriers, brokers, producers, and internal teams.
- Maintain accurate financial records and documentation.
Preferred candidate profile
- Experience with US Retail Insurance Agencies, Brokerages, or Insurance BPOs.
- Strong knowledge of Direct Bill, Agency Bill, Carrier Statement, Commission, Producer Compensation, and Premium Trust Account Reconciliations.
- Understanding of US insurance accounting and fiduciary regulations.
- Experience handling insurance premium transactions.
- Solid analytical and reconciliation skills.