Staff Accountant

Lowell, Massachusetts, United States | Full-time

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Summary

Responsible for processing a subset of insurance payables, direct bill commissions, vendor payables, employee expense reports, cash receipts, tax filings and payments related to insurance payables. Analyze monthly expenses activity.

Essential Job Functions:

Primary Job Duties and Responsibilities

  • Audit insurance carrier invoices for accuracy.
  • Process insurance carrier payments related to agency billed transaction.
  • Work with billing staff to correct agency billing errors.
  • Prepare and pay account current agency billing reports.
  • Reconcile account current invoice discrepancies.
  • Process client refunds.
  • Prepare and pay tax filings related to insurance payable. Review affidavits for accuracy.
  • Process direct bill cash receipts and record related commission revenue.
  • Audit direct bill commission statements for accuracy.
  • Prepare daily deposit of accounts receivable cash receipts.
  • Prepare direct bill refunds.
  • Audit and process employee expense reports using SAP Concur.
  • Audit and process vendor payables using Microsoft Great Plains.
  • Analyzes expense accounts using Microsoft Excel.
  • Participate in the annual budget process.
  • Other duties or projects requested.
  • Cover for co-worker vacations.

Skills and Abilities

  • Proficiency in office applications such as Microsoft Great Plains, Word, Excel and Outlook. EPIC agency management experience preferred.
  • Knowledge of the general operations of an insurance agency utilizing EPIC agency management system a plus.
  • Analytical, conscientious, flexible, problem solver.
  • Maintain professional and productive relationships with other staff, insurance carriers and clients.
  • Attention to detail and solid organization skills are critical to this role.
  • Adapt to change and manage stressful situations professionally.
  • Ability to meet deadlines and manage multiple activities simultaneously and independently.
  • Adherence to all personnel policies, procedures and rules contained in the Employee Handbook

Education and Experience Requirements 

  • Comprehensive understanding of GAAP.
  • Minimum of three (3) years prior experience in a similar role.
  • Associate’s degree in Accounting required. Bachelor’s degree preferred.

To Apply:

Please include your resume and a cover letter when applying.  No phone calls and direct candidates only, please

 Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees.  Come join us!