Description

Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities. 

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!

POSITION SUMMARY 

The Accountant is primarily responsible for complex accounting activities relating to the maintenance of a complete and accurate general ledger and the subsequent managerial reports and financial statements for assigned business units. The person in this position is also responsible for ensuring the integrity of account information by recording, verifying, consolidating, and entering accounting transactions.

A GLIMPSE INTO THE POSITION

• Prepares and records asset, liability, revenue, and expense entries by compiling and analyzing account information.
• Reconciles monthly bank account and balance sheets for all assigned business units.
• Analyzes revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis.
• Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries. 
• Communicates and accurately resolves discrepancies from sub ledger reconciliations in an expeditious manner.
• Participates in month-end close activities including the preparation and review of journal entries for assigned business units.
• Partners with management on special projects, requests for financial information from business unit leaders and ad hoc reporting.
• Prepares schedules for year-end audit for independent external auditors. Researches issues, clarifies information, and prepares supporting data.
• Drives more complex accounting projects and initiatives with other members of the accounting and finance team or with other departments.
• Develops and documents business processes and accounting policies to maintain and strengthen internal controls.
• Protects organization’s value by keeping information confidential.
• Posts payments to customer accounts.
• Reviews, reconciles and processes ‘account current’ payments to carriers.
• Processes returned checks and refunds.
• Researches, communicates and advises client support teams of discrepancies; follows up and resolves all issues.
• Communicates with carriers to resolve outstanding and delinquent items.
• Monitors delinquencies and follows up with client support teams for collection status.
• Manages bill commission posting, resolves direct bill balancing issues and problems.
• Performs other duties or projects as assigned.

Requirements

SKILLS

• Advanced knowledge of Microsoft applications especially Word and Excel.
• Must have advanced knowledge of computerized accounting systems.
• Excellent analytical and mathematical skills.
• Excellent interpersonal skills; strong oral and written communication.
• Thorough knowledge of basic accounting procedures and principles.
• Familiarity with analyzing, preparing, and reconciling financial statements and analytical variances.

COMPETENCIES

• Excellent problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines.
• Willingness to adhere to all principles of confidentiality.
• Must value operating in a collaborative work environment.
• Willingness to assist internal and external customers with any concerns.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to work independently and on a team.

EDUCATION AND QUALIFICATIONS

• BA/BS in Accounting, Finance, Economics, Business, or Statistics preferred.
• Advanced course work in bookkeeping and accounting.
• 5 years finance and accounting experience.

CERTIFICATIONS/LICENSES

• CPA preferred but not required.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.