Responsible for account reconciliation and receivable duties related to all clients, accounts, or agents within the Premium division to include notification to and coordination with clients, accounts, or agents of any premium or commission due to Fortegra or its affiliates. Provide associated receivable reporting to senior management.
Minimum Qualifications:
- Bachelor's degree in Accounting or equivalent work experience.
- At least 1 year of experience in accounting, audit and/or tax work.
- CPA or CPA eligible preferred.
Primary Job Functions:
- Account reconciliations including resolution of reconciling items.
- Experience in specialty and E&S insurance.
- Maintain a list of all aged account receivable balances by associated client, account, or agent.
- Monthly and quarterly analytics as assigned, including research of variances.
- Identify and review controls for operational processes.
- Audit request tracking and support preparation/gathering.
- Other Ad-hoc requirements as needed.
- Other projects and tasks as assigned.
Skills & Competencies Required:
- Requires some knowledge of a specialized function or skill
- Developing real trade craft and skills
- Advanced MS Excel ability
- Strong verbal and written communication skills
- Oracle experience a plus
- Insurance industry experience preferred
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
