Vacancy expired!
The Accounting assistant role requires strong analytical skills and an understanding of basic accounting principles. This position is responsible for assisting with daily payments along with reconciliation and responding to any payment inquiries. They will assist other functions to provide a variety of financial reports.
Essential Duties and Responsibilities:
Pull commission statements from insurance carrier websites and log onto common drive
Scan and log all accounting docs (surplus carriers, refunds, payments, checks, etc.)
Process and manage multiple sweep account
Process and manage refund checks to clients
Mail/label all outgoing accounting correspondence
Manage and update master accounting spreadsheets
Update weekly unassigned client list
Assist in carrier downloads
Make bank deposits
Education and Work Experience:
- AA or B.S. Accounting/Business preferred; High school diploma required
- 2- 3 years of general accounting experience
Compensation:
- $2,500+ monthly + full benefits
Experience in the insurance industry is preferred, but not required
About the Company: Pacific Crest Independent Insurance Alliance is a privately- owned corporation headquartered in Eagle, Idaho. We started in 2002 as an independent agency with the company's primary focus of providing customers with the right mix of insurance products to protect them from life's unforeseen events. We have found that this approach creates a relationship that assures client longevity despite changing market conditions.
Pacific Crest strives to create an organization of ethical, dynamic and hardworking agents that share our vision. As a result, the alliance has experienced significant growth in the last five years and continues to open markets to benefit its members. Currently, the alliance operates in 23 states, with hundreds of independent agents across the U.S. and a client base that now measures in the tens of thousands.
Please send your resume for consideration.
Thanks.
Pacific Crest
Vacancy expired!