Superior Insurance Partners ยท 2 months ago
Clerical Accounting Associate
Superior Insurance Partners is a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions. The Clerical Accounting Associate will be responsible for improving the efficiency of agency accounting processes and ensuring timely completion of monthly deadlines.
Commercial InsuranceHealth CareInsuranceLife Insurance
Responsibilities
Pulling and organizing carrier commission statements from websites
Updating carrier login information in password tools
Updating contact information for future automation
Pulling daily bank detail
Pull, organize and save deposited check details
Recording cash receipts
Incoming EFT items
Other ad hoc projects as requested by manager
Qualification
Required
High School Diploma or equivalent
Team-first orientation - demonstrated respect for all individuals, high integrity, and mature character
High proficiency with Microsoft Excel, as well as Outlook and Word
Flexibility to work in a largely paperless environment
A proactive and passionate advocate for the business
Exhibits confidence in self and others; Inspires and motivates others to perform well
Creates a sense of team spirit and helps to create a positive work environment
Treats people with respect, keeps commitments; works with integrity and ethically. Upholds organizational core values. Follows through on commitments
Strong work ethic, detail-driven and a commitment to doing whatever it takes to get the job done
Demonstrates exceptional follow through
Preferred
Associate's Degree or equivalent /Technical school or equivalent
Experience with EPIC and NetSuite preferred
Benefits
Benefits
Company
Superior Insurance Partners
Superior Insurance Partners is an insurance company that provides health insurance, commercial insurance, and employee benefits services.