Accounting Administrative Associate

SUMMARY:

The Accounting Administrative Associate is responsible for general administrative functions related to accounting functions including, but not limited to, mail processing, scanning, filing, and recording receipts.

ESSENTIAL FUNCTIONS:

• Perform clerical duties including opening, sorting, and distributing correspondence, scanning, photocopying, faxing mail, and email
• Maintain electronic filing system for the department
• Work on the bank download activity daily for the department
• Post the customer deposits to the appropriate client and/or company account.
• Post the daily EFTs to the Agency Management System (including commissions, sweeps, financing, etc.) as assigned
• Match commission statements to payments received
• Check to print, prepare for approval, signing, and distribution for the department
• Assist with various department projects, as assigned
• Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training, as approved by the manager, for knowledge and skill development

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong analytical and problem-solving skills
• Basic math skills, including the ability to add, subtract, multiply, and divide numbers
• Strong PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.)
• Detail-oriented and accurate with inputting data
• Ability to effectively multi-task and work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing, and a demonstrated ability to obtain and share information
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• 1-3 Years previous administrative experience preferred
• Previous accounting experience preferred
• Previous insurance experience beneficial
• Previous Epic system work experience beneficial

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment