• Daily and monthly balancing of Policy Services activity to the corresponding fiduciary bank accounts
• Preparing daily journal entries to record exceptions, policy premium and bank activity accordingly
• Daily bank reconciliation preparation
• Researching daily exceptions and making recommendations for corrective action, document and follow-thru completion
• Processing and reconciling premium receipts (ACH, Credit Card, Lockbox)
• Reconciling financial discrepancies by collecting and analyzing account information
• Preparing special financial reports by collecting, analyzing, and summarizing account information and trends
• Reviewing and researching aged receivables that are collectible
• Reporting payments appropriately in accordance with the company's escheatment and unclaimed property process
• Reviewing, researching and processing return premium transactions
• Requesting wire transfers and/or disbursements to correspond with specific exceptions as they are identified
• Maintaining financial security by establishing and auditing internal controls
• Substantiating financial transactions by auditing documents and providing necessary support
• Answering accounting procedure questions by researching and interpreting accounting policy and regulations

• Strong verbal and written communication
• Customer service, critical thinking and problem-solving skills
• Ability to calculate figures and amounts ordinary and customary to the accounting function
• Demonstrated accuracy and attention to detail
• Working knowledge of QuickBooks and Microsoft Office Suite, with an emphasis on Excel
• Ability to complete projects on a timely basis
• Ability to work independently while demonstrating initiative and creativity
• A positive attitude and excellent organizational skills
• Bachelor's Degree in Business, Accounting, Mathematics, or related area preferred. Professional Accounting experience can substitute on a year-for-year basis for the required education
• 2 years of experience in general ledger Accounting, Banking or related field
• Basic understanding of accounting principles and standards required. Previous accounting experience and an understanding of Insurance industry preferred

About SageSure:

As a Best Places to Work in Insurance Recipient for four years in a row (2020-2023), SageSure, one of the largest residential property insurance managing general underwriter (MGU) in the United States, is pioneering ways people protect their American Dream.

A leader in catastrophe-exposed property insurance, SageSure was founded in 2009 to deliver reliable products, exceptional customer experiences, and strong underwriting results in challenging insurance markets. SageSure currently operates in 14 states and provides home, flood, and commercial coverage on behalf of its highly rated carrier partners.

We have more than 600 employees working remotely or hybrid in one of our eight offices—Jersey City, NJ; Mountain View, CA; Chicago, IL; Tallahassee, FL; Cincinnati, OH; Houston, TX; Mt. Laurel, NJ; and Cheshire, CT—who are tackling the industry's toughest challenges.

We provide generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.

SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.