Office Book Keeper

Company: Peco Insurance Agency
Location: Miami
Posted on: May 28, 2023

Job Description:

Candidate needs effectively research, analyze, document, and resolve money discrepancies. We are a commercial insurance agency. We deal with lots of complex transactions and create systems.

This individual should be aware they must be willing to work on a variety of assignments, be open to cross-training, and have the possibility of assuming different positions within the agency.

Responsibilities:
--- Responsible for completing endorsements sent by sales agents and follow up
--- Complete commission calculations
--- Paid any outstanding balance due to the MGA(Insurance)/brokers
--- Make sure sales packages are complete
--- Activated finance contracts accordingly
--- Prepare and send out monthly statements
--- Match payments and remittance advice to invoices to ensure correct postings
--- Post payments and credits to accounts
--- Analyze billing errors in order to determine the root cause
--- Perform reconciliation of payments and vendor account
--- Resolve inquiries from internal and external customers
--- Maintains all accounts payable reports, spreadsheets, and corporate accounts payable files
--- Team Leader attitude

Qualifications:
--- Experience in accounts payable and general ledger accounting
--- Superior organizational and time management skills
--- Meticulous attention to detail
--- Proven ability to work independently and handle multiple tasks
--- Positive and proactive approach
--- Comprehensive knowledge of insurance processes and procedures

About Company:
Peco Insurance Agency is an agency providing the best in commercial insurance. We take service seriously. Year after year, clients are convinced that we provide the best experience of any agency.

Keywords: Peco Insurance Agency, Miami , Office Book Keeper, Administration, Clerical , Miami, Florida