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FUTURE CONSIDERATION - AGENCY BILL ACCOUNTING ADVISOR I

FUTURE CONSIDERATION - AGENCY BILL ACCOUNTING ADVISOR I

Watkins Insurance GroupTX, United States
17 hours ago
Job type
  • Full-time
Job description

ABOUT THE ROLE

This position supports the agency bill process and plays a key role in managing incoming client payments to ensure timely payments to insurance carriers. This role also performs various accounting tasks that contribute to maintaining the agency's financial health. The position reports to the Accounting Manager.

ABOUT YOU

  • You are analytical. You are good with math, possess account reconciliation capabilities, collect, and research data, and use intuition and experience to complement data.
  • You are a problem solver. You can gather and analyze information skillfully and work well in group problem-solving situations.
  • You are passionate about teamwork. You can balance team and individual responsibilities, exhibit objectivity and openness to others' views, give and welcome feedback, contribute to building a positive team spirit, put the success of the team above your own interests, able to build morale and group commitments to goals and objectives.
  • You look for ways to improve and promote quality and demonstrate accuracy and thoroughness.
  • You have excellent oral and written communication skills. You listen and get clarification, respond well to questions, participate in meetings, write clearly and informatively, present numerical data effectively, and are able to read and interpret written information.

KEY RESPONSIBILITIES

  • Works check request submitted by staff to process return premiums to clients, overpayments of premiums to clients, advances of premium to company or broker, or commission / return premiums to finance company.
  • Coordinates with staff to ensure client payments are applied to transactions and remitted to insurance carriers by their due date.
  • Reconcile and pay insurance company statements and invoices and confirm payments are accounted for and correctly posted. Also, monitor credits owed and received from insurance carriers.

    • WHAT YOU NEED

  • High school diploma or equivalent.
  • One year of related experience.
  • Proficient in Excel and Microsoft Office suite, with an aptitude for learning new software and systems.
  • Preferred Qualifications

    • Associate's or Bachelor's degree in Accounting

  • 3 years of experience working in an accounting department
  • Previous property & casualty insurance experience is ideal
  • Applied Epic Insurance software experience.

    • JOIN OUR TEAM

    We'd love to hear from you whether you're looking to start a career in accounting, elevate your existing experience, or take on new challenges. If you have the skills, experience in the insurance industry using Applied EPIC, and the drive to excel in this role, we encourage you to apply. Pay is commensurate with experience.

    WHAT YOU'LL GET

    Watkins Insurance Group believes that our employees drive the success of our agency. We are committed to creating a positive and productive place to work. It's an inviting and energetic atmosphere intended to inspire people to bring their wealth of experience, creativity, and enthusiasm to their jobs every day. We take pride in developing internal talent by providing multiple educational channels so that individuals can explore and develop their abilities to the fullest. Watkins has been named a Top Workplace for 13 consecutive years.

    We proudly provide benefits and a work environment package to help our employees enjoy their work and life. As a Watkins Insurance Group employee, you will receive a strong total reward package that includes competitive pay, bonuses, generous paid time off, 401(k), etc. Full-time employees are eligible to receive health and wellness benefits on the first day of the month following employment.