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Accounts Receivable/Payable Specialist (EJMS Insurance Services)

Company: Acrisure
Location: Los Gatos
Posted on: January 16, 2022

Job Description:

Acrisure has been named the fastest growing insurance brokerage firm three years in a row by Business Insurance Magazine. We have over 500 locations across the U.S. and continue to grow annually. We are currently seeking an Accounts Receivable/Payable Specialist for our location in Los Gatos CA.

The Accounts Receivable/Payable Specialist position on occasion will provide administrative (office, telephone) and production support (commercial and personal lines billing, endorsement billing, ID cards, certificates, evidence of insurance) to the firm. We will expect general lines insurance support; use of superior verbal and written communication skills, advanced computer proficiency in Applied TAM, insurance carrier interfaces and have the ability to integrate with staff, and strong organizational skills with technical and functional expertise.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Essential Duties And Responsibilities

  • Handle Accounts Receivable and Accounts Payable functions
  • Handles the issuing of company payable checks
  • Handles all bank reconciliations
  • Manage cancellations and contracts for finance companies
  • Resolve agent and carrier disputes
  • Collection of A/R balances
  • Maintain time and attendance tracking system for proper payroll management
    Education And/or Experience
    • Associate degree in accounting, business or similar discipline, or the recognized equivalent in education and experience, required
    • Minimum of one (1) year of overall insurance industry experience, required
    • Minimum of one (1) year of specific accounting experience working for a Property and Casualty insurance agency, required
      Technology Skills
      • Applied TAM or similar agency management software experience, preferred
      • Possess strong administrative and computing skills, including Microsoft Office (Word and Power Point)
      • User of Microsoft Excel
      • QuickBooks experience required
      • Use of insurance carrier web interfaces for billing/payments
        Other Qualifications
        • Self-managed and motivated.
        • Detail-attentive with commitment to precise execution.
        • Ability to adapt with and maintain fast-paced production with professional demeanor and positive attitude.
        • Flexibility to working well under pressure and managing multiple priorities while meeting hard deadlines.
        • Disciplined practices of multi-tasking, collaboration, self-regulation, resourcefulness, and effective communication
          Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
          • Work is done in a temperature-controlled, non-smoking office.
          • The noise level in the work environment is usually moderate.
          • Moderate stress due to regular deadlines and daily challenges.
          • High finger dexterity while typing documents and forms
            EJMS Services LLC's compensation plan for employees is a combination of salary, retirement plan

            contributions, health, dental and vision benefits. This compensation plan is designed to provide you with

            competitive cash compensation and to enable you to significantly contribute to and gain substantial

            returns from the growth of the companyby Jobble

Keywords: Acrisure, San Francisco , Accounts Receivable/Payable Specialist (EJMS Insurance Services), Other , Los Gatos, California

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