Accounting Specialist

Columbus, Ohio, United States
Competitive salary
16 Sep 2020
17 Sep 2020
Job role

Oversee the daily operation of the Finance department. Manage, approve, and perform a final review of all data relating to Accounts Receivable, Agency Bill and Direct Bill. Create and provide management with reports.


- Manage and maintain the Accounts Receivable team. - Oversee G/L analysis, Agency Bill and Direct Bill cash applications. - Perform a monthly review of Agency Bill and Direct Bill Aging report and follow up with the team and producers. - Perform a monthly review of Agency Bill and Direct Bill collection notes on the Aging reports. - Perform monthly revenue comparison and YTD revenue comparison. - Review Direct Bill Open Batch log and follow up with Accounts Receivable Supervisor. - Perform final review of Agency Bill and Direct Bill monthly cash reconciliations to the detail pages and approve journal entry for unposted balance. - Perform final review of Agency Bill, Direct Bill, and monthly reconciliations (Deferred, Accounts Payable and Fixed Asset accumulated depreciation). - Perform monthly review of journal entry forms, documentation, input accuracy, and sign off. - Perform final review of Agency Bill and Direct Bill monthly accruals (Consulting and Others) and approve journal entry. - Maintain and process Agency Bill and Direct Bill invoices. - Post and manage Agency Bill and Direct Bill cash receipts. - Review Capped Client Refund monthly reconciliation to GL, send follow up to producers, process and approve journal entries. - Perform final review of quarterly Book of Business report and forward to department heads. - Provide training to Agency Bill and Direct Bill team. - Oversee P&C Administration team. - Review Super Pool revenue reports, process payment schedule, and process installment payments as scheduled. - Review P&C Book of Business against GL and Super Pool Revenue reports (Annually). - Final review all P&C carriers Final Audit reconciliations. - Process PIPS W/C revenue allocation spreadsheet, seven (7) years of schedule report, and Final Audit revenue calculation for cash posting. - Perform Production credit calculation report for all producers (P&C and Benefits). - Review Client Compensation reports as requested. - Prepare Quarterly Top Client Reports for AssuredPartners. - Other duties as assigned.


- Minimum of three (3) years of Accounting related work experience required. - Minimum of one (1) year of management. - Bachelor-s degree preferred. - Strong analytical skills. - Must have the aptitude to make decisions based on the information provided. - Must have effective verbal and written communication skills. SOFTWARE: Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Sagitta and SalesForce experience preferred. Adept at accessing business data from the Internet when required. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use manual dexterity, handle, or feel objects, tools, or controls; reach with hands and arms; and speak or hear. The employee frequently is required to walk, stand and sit. Position requires employee to frequently exert up to 10 pounds of force to move objects and occasionally exert up to 20 pounds of force to move objects. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, verbal, diagram, or schedule form. WORK ENVIRONMENT: Normally not exposed to conditions that are discomforting or disagreeable.