Junior Staff Accountant

Gallagher•Upper Merion Township, PA

About The Position

The Junior Staff Accountant performs routine clerical and accounting functions in accordance with established procedures and company guidelines, while also providing support to underwriters. The role requests and organizes information from agents and brokers to support underwriting decisions, reviews applications and risk documents for discrepancies, helps prepare renewals for quote, and participates in underwriting audits. It is responsible for compliance and complete, appropriate documentation. The position supports accounts receivable, accounts payable, general accounting, premium audits, and related administrative functions. It assists with routine account reconciliations, monthly premium reports, carrier audits, payments, invoices, and records. It also provides administrative support to underwriting teams and internal departments, maintains organized accounting files and electronic records, and communicates with internal and external customers about routine matters.

Requirements

High school diploma.
No experience required.

Nice To Haves

Associate's degree.
0–2 years of related accounting or administrative experience.
Previous experience in the insurance industry.

Responsibilities

Perform routine clerical and accounting functions according to established procedures and company guidelines.
Provide support to underwriters by requesting and organizing information from agents and brokers for new and renewal business and change requests.
Review insurance applications and other risk documents and investigate discrepancies in gathered information.
Participate in preparation for department underwriting audits and maintain compliance and complete documentation.
Prepare renewals for quote by obtaining and imaging current loss runs and experience modifications and completing underwriting documents such as loss grids and renewal comparison sheets.
Provide general accounting support in accounts receivable, accounts payable, general accounting, premium audit, and related administrative functions.
Assist with routine account reconciliations by gathering information, comparing records, identifying discrepancies, and reporting findings for review by Staff Accountants.
Assist with preparing monthly premium reports and related documentation for insurance carriers.
Gather, organize, and provide supporting documentation for annual insurance carrier audits.
Provide administrative and accounting support to brokers and clients on routine accounts receivable matters.
Assist with printing and mailing agent commission payments, agency bill statements, and agency invoices.
Assist with following up on outstanding balances and forwarding collection-related inquiries to appropriate accounting personnel.
Assist with printing and mailing payments to insurance carriers or agents as required.
File and organize invoices, vouchers, and other accounts payable records.
Gather financial and operational information and prepare routine reports, spreadsheets, and supporting schedules.
Support underwriting teams and other internal departments by researching payment information and assisting with routine agency bill, commission, and accounting inquiries.
Maintain organized accounting files, electronic records, and documentation to support accurate recordkeeping and internal controls.
Communicate with internal and external customers to obtain information, respond to routine questions, and direct complex accounting matters to appropriate personnel.
Comply with applicable regulations, company policies, procedures, and internal controls.
Perform other duties as assigned.