Accounting Analyst I � Commission Team (TEMP)

Brightway Insurance•Jacksonville, FL

About The Position

About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Requirements

  • Strong attention to detail
  • Able to multi-task
  • Strong customer service skills: a desire and ability to deliver information accurately and on time
  • Strong communicator; must be able to convey complex ideas in a clear and concise manner
  • Ability to learn Brightway systems and regularly update activities accurately
  • Uses independent judgment and decision making to complete some tasks
  • Ability to learn, embrace and put into practice new concepts and skills
  • Able to gather and analyze facts and data to solve complex problems, draw inferences, weigh alternatives and present logical solutions
  • Experienced at managing own time, activities, and resources; mentors others to do the same
  • Team player: must be able to contribute to the team and rely on others to achieve objectives
  • Can demonstrate Brightway values of Smart, Accountable and Trustworthy.
  • High school diploma or equivalent
  • 2-4 years’ experience in Accounting/Finance or a related field.
  • Knowledge of commonly used Accounting concepts, practices and procedures
  • Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).

Nice To Haves

  • Knowledge of commonly used terms in the insurance industry

Responsibilities

  • Reconcile commission statements in Ascend
  • Review and post commission statements from Ascend into the Global Green Agency Management System (Epic)
  • Balance the commissions statements against Epic and properly record the variance
  • Research and drive resolution on missing policies
  • Ensure the correct commission rates are entered in the Epic
  • Research and resolve Direct Bill questions on a periodic basis
  • Thoroughly research and drive resolution for unidentified (orphan) commissions
  • Communicate with franchisees to resolve exceptions.
  • Escalate unresolved items to supervisor per pre-determined aging timeline
  • Learn and understand commonly used terms in the insurance industry
  • Perform other duties as assigned by supervisor
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