a JOB For You, Inc. - Miami Beach, FL

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Job Descrption ESSENTIAL JOB FUNCTIONS " Applies principles of accounting and statistical analysis to maintain the company's general accounting records and systems. " Compiles and prepares data for journal entries and financial statements. Analyzes information for statements and reports and assists with preparation. " Accounts receivable: " Collect agency-budgeted monthly payments due from clients via written notification of payment due and/or documented phone call to insured for payment due.

" Collect cash, direct deposit and checks " Responsibility for intake of all checks, journal entry, deposit agency checks, direct bill commission checks and agency bill/transfer commission checks " Accounts payable " Review and pay vendor bills, company statements - making sure for its correctness in issued policy premiums, individual policies/policies that require 1/3 deposit, finance companies, etc. " Reconciliation of all funds between Applied Systems Software (TAM) and bank statements " Interaction with underwriters regarding processing client applications expeditiously and ensuring that underwriter cancels policy for non-payment of premium to agency for the monthly budgeted payment due agency. " Payroll: employee attendance, payroll calculations and payroll reports. " Consistently render exceptional customer service, internally and externally SECONDARY JOB FUNCTIONS " Input commercial direct bill invoices when policy received and requested by commercial lines underwriter.

" Assists in preparation of various monthly and quarterly financial information reports on a timely basis. " Provide other areas of activity within the Accounting Department as assigned by supervisor. JOB REQUIREMENTS " Excellent analytical, problem resolution, organizational and decision-making skills. " Ability to work and effectively communicate with all staff " Thorough knowledge of operating policy and procedure " Knowledge of state/federal laws and regulations as they pertain to accounting and insurance " Knowledge of all applicable data systems " Ability to work under pressure and meet deadlines " Excellent managerial and supervisory skills " Excellent written and verbal communications skills MINIMUM QUALIFICATIONS Education: College degree preferred Experience: Three (3) years, insurance agency w/Applied Systems Software (TAM) is preferred.

EQUIPMENT UTILIZED Computer, telephone, copier, calculator, fax. Software use is Applied Systems (TAM). JOB SPECIFICATIONS Mental Complexity: Exercises a moderate degree of initiative and judgment when making routine decisions. Incumbent is subject to little or no supervision and direction.

Errors in judgment or decision-making could result in a loss or organizational time, money and credibility. Job requires close visual and mental alertness. Working Conditions: Work is performed under normal office conditions BEHAVIORAL COMPETENCIES Communication: Listens, expresses a willingness to understand. Shares and solicits feedback.

Presents ideas in a clear succinct manner, both verbally and in writing. Customer Focus: Demonstrates a sincere confident professional manner; anticipates customer needs and works to exceed customer expectations. Initiative: Consistently seeks solutions to problems before being directed. Tries alternative methods, generates ideas for projects, and volunteers to help others.

Problem Solving/Solution Building: Resolves problems not covered by explicit rules or guidelines; adjusts tactics in response to changing circumstances. Analytical Skills: Uses existing research data, gathers necessary information, evaluates the situation I light of the data, uses data and insight to develop an understanding of processes and systems. Determines the cause and effect to identify impacts and risks. Makes recommendations based on data analysis balanced against organizational or departmental goals.

Job Knowledge: Understands and implements job-related policies and procedures. Consistently follows through on assigned tasks. Knows the technology appropriate to the job. - 24 months ago - save job - copy to clipboard