Job Detail

Accounting Analyst

Accounting Analyst

Pacific Crest Insurance

Eagle, ID

Job ID : 2f6f6942476b2f37552f5654586a673037673d3d

Job Description :

We’re looking for a reliable, positive, and driven individual that wants to build a career with a small, but growing, privately owned company. An Accounting/Commissions Specialist’s primary role is to ensure thetimely and accurate submission of agent commissions. A Commissions Specialist must pay high attention to detail and have strong organizational and problem-solving skills. The Commissions Specialist works closely with external agents, insurance carriers, and finance companies, as well as internal sales and compliance departments.

Responsibilities and Duties:

  • Reconcile commissions received (direct deposit or manual pay)
  • Upkeep of client management system (Hawksoft) for commission purposes
  • Calculate and correctly account for carrier MVRs and chargebacks
  • Invoice, track and collect agent negative balances due
  • Assist agents and management with commission inquiries
  • Research and resolve discrepancies and/or disputes in a timely and accurate manner
  • Record and account for multiple agents making client deposits and carrier payments in primary and subsidiary trust accounts
  • Provide proactive, seamless agent support in partnership with other internal departments
  • Processing of department mail/records/statements/correspondence, etc.
  • Responsible for updating internal documentation regarding processes and procedures
  • Actively participate in interoffice discussions, working closely with senior team members
  • Perform other duties and special projects as assigned

Qualifications:

  • Ability to manage multiple deadlines, prioritize and multitask
  • Keen eye for details and highly organized
  • Strong focus on learning, with ability to share knowledge and quickly adapt to change
  • Shows strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Must be a motivated self-starter with a proactive personality who is able to work independently or with a team
  • Able to build rapport and maintain high level of professionalism with agents and carriers
  • Proficient in Microsoft Office- specifically Excel - and ability to learn various software applications
  • College degree and 5+ years of experience in Operations, Accounting, Data Management, or other business-related fields
  • Experience in insurance or broker licensing & commissions a plus

Work Remotely

  • No

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Eagle, ID 83616: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Accounting: 1 year (Preferred)

Work Location: One location

Company Details :

Name : Pacific Crest Insurance

CEO : Shawn Webb

Headquarter : Eagle, ID

Revenue : Less than $1 million (USD)

Size : 1 to 50 Employees

Type : Company - Private

Primary Industry : Insurance Agencies & Brokerages

Sector Name : Insurance

Year Founded : 2008

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Details

: Eagle, ID

: 45000 - 50000 USD ANNUAL

: 7 days ago

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