Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
5001 - 10000
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🇺🇸 United States – Remote
💵 $55k - $65k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🧑🏫 Bookkeeping and Clerks
Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
5001 - 10000
•Responsible for various tasks related to financial transactions •Handle exceptions related to operating and trust accounts •Collaborate with Account Managers for payments •Manage returned checks •Review and offset transactions on Daily Zero Report •Facilitate interoffice bank transfers •Monitor aged receivables
•Bachelor's degree in Accounting, Finance, or related field (preferred) •2+ years of experience in accounts receivable or related financial analysis role •Proficiency in using accounting software and Microsoft Office Suite •Excellent written and oral communication and interpersonal skills
•Medical •Dental •Vision •Disability •Life •Retirement savings
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